Close CRM vs. Twilio SendGrid

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're prepared to build out your whole staff UX, audience creation, email production, and analytics on your own using API, this tool may have that flexibility. If you require a sturdy drag and drop production tool, this tool has it but at the expense of a lot of other critical functionality. Out of the box analytics/reporting, is extremely limited. Complex queries, even something like pulling those who haven't engaged in email within a certain time period, is clunky. If you require any support at all, this is not the tool for you. I'm a deliverability consultant and have used many of the top email marketing tools and SendGrid has been extremely difficult for my team. I do not recommend it. Shiny and bright during sales, pretty disappointing thereafter.

• 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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• Managing email lists / audiences is easy with features like groups and segments.
• They provide pre-built email templates that are very easy to modify. It is also super easy to create new email templates with their drag-and-drop email builder.
• Provides clear / easy-to-read analytics of email campaigns.
• I can easily import large email contact lists all at once or add a user manually one-at-a-time, when needed.

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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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• Not necessarily their Email API but their email in general - they are currently in beta for automated email sequences but are still bare bones. Much more work is needed before it can be used mainstream and be able to convert everything to SendGrid.
• Helping with warming up our dedicated IP for the best-sending score.
• We seem to hit the promotions folder a decent amount (maybe the IP problem above) and even a lot of their emails hit my spam or promotions folder (whether they be transactional or marketing) which isn't a great sign when trusting an ESP.
• Transactional email sequences would be a huge plus.
• Now that Twilio owns SenGrid, having an integrated platform where you could see all our transactional emails together.
• Better reporting and split reporting between transactional and marketing emails.

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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 is usable but needs improvement in overall user experience and ease of use. A new joinee/anyone new to the tool would need more tarining currently before he can use the platform seamlessly. The set-up to value realization time for Twilio SendGrid customers is generally high because of this concern.

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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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Twilio SendGrid Email API is everything we want it to be, and we have no reason to look for any other solution. Features and pricing match exactly what we need. As developers for SaaS products, Twilio SendGrid Email API provides a great service. I hope that they stay this way and don't inflate the service with too many marketing oriented features, because there are other tools for that and Twilio SendGrid Email API is a API for sending email first and foremost.

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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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Sendgrid has a lot of features that other providers have and a few more - like the dynamic template builder, which AWS SES doesn't have. We choose the provider based on the scenario of use and the provider we're using. If we're going to be making regular changes to a template, then we'd go with Sendgrid, as the changes will be easier to make and don't necessarily require developer intervention.

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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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• As it was cheaper than the transactional service we previously used, it saved costs.
• The API was relatively easy to work with so it helped us ship the service and test it quickly.
• We still use the transactional email service, even though we recognize its limits as it meets our immediate needs.

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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