Close CRM vs. Troops

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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If you use a CRM (Salesforce, Hubspot, etc.), and a work communication system (Slack, Teams), this product will be extremely helpful

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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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• Troops does a great job of bringing efficiency to the workplace. I am able to jump right to certain deals and learn details of the deals that are coming in straight from Slack. Getting all that info quickly and all in one place has been crucial for our team.
• Troops does an awesome job of notifying me when signals are shown in my accounts. It lets me focus my attention on the more important accounts, and helps me find what accounts are in the news.

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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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• One thing I would like is more customization regarding the notifications I receive. Letting a user make edits to the certain notifications they get could be nice.
• Troops opens a new tab/browser every time I click on a new lead. It makes things difficult to organize with multiple tabs open.

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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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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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Every time I have had a question, challenge, or looked to submit feedback, the team was ready to live chat or hop on a phone call to discuss.

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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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We looked at the native Salesforce "integration" with Slack, but it was brief. Troops was so much stronger that it wasn't much of a consideration.

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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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• Accurate forecasting.
• Streamlines our agenda.

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Independently Invited by TrustRadius

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