Close CRM vs. TempWorks Software

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.

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TempWorks is a really great tool overall, especially in tracking the recruitment process. Managing candidate info is easy with TW, and the messages feature helps to notate any and all candidate interactions. On my end I don't use the other functionalities of the software, but I do enjoy being able to pull up a variety of reports in order to track my own set goals in regard to my performance.

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• Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
• Email sync. Syncs in real time with your email account, which is huge.
• Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.

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• Helps keep candidate information and documentation organized
• Assists in tracking progress of candidates during the hiring process
• Easily allows access to client information for recruiters

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• Make it so one can set the time at which the emails go out.
• Make it easier to set up my workflow.

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• [I believe] Customer Service is terrible.
• [In my experience,] responsiveness is terrible.
• [I feel] ease of use isn't great.
• [In my opinion,] processes take too long, too many steps.

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It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.

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It works well enough

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.

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I give this a zero on all fronts. In fact, I tried to reach out to the CEO multiple times to help me resolve challenges we were having and he did not respond to me once. Had he responded we probably would still be with them today.

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Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.

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The way in which I utilize TW now is a bit antiquated compared to the online portals that I used with Bullhorn and Crelate. I think the simplicity of the funtionality of TW is much easier to navigate than Bullhorn and Crelate, however I think it really depends on your permissions of use, flexibility in customization, etc. I feel as though Bullhorn did a great job of search functionality, as it was easier to search for candidates on the online platform with a search bar up top that you could literally type anything into and the candidate would automatically populate under the search bar. Ex. If I were looking up a candidate by their phone number, I would start typing it in any format (3176541277 or 317-654-1277 or (317) 654-1277) and no matter what the corresponding candidate would pop up as I typed. Same with email, first or last name, etc.

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• Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.

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• It is not good at notifications
• It does not send paystubs out regularly
• The search engine does not search the whole system

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info