Close CRM vs. WhatCounts

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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How big is your email list? For the money WhatCounts allows us to manage a large list and gives us great tools. If you have a small list this product might be more than you need. How many emails do you want to send? WhatCounts charges by the email and of course you get a better price per email the more emails you send. If you will not be sending many emails or are sending to a small list WhatCounts might not be the right tool for you.

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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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• We receive super customer service from a dedicated account representative.
• The list management tools are easy to use and give us granular insight into what users are opening and where they are clicking.
• The analytics give us a variety of ways to look at the types of devices being used to view our content and the ways our users interact with content. For example we can see that most opens are on mobile but if a reader wants to spend time clicking into more in depth content they move over to a desktop computer.

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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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• Some of the list management tools were hard to find at first but now I use them every month. If I could change one thing I would allow the account details filter window to show all the available slots with no scrolling and I would add a feature to set / reset all selections on the dropdowns.

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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

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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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

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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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

We have a great representative. She schedules regular calls with our team and helps us learn new ways to use the tool. We get great personal support. I know she has many other clients but I always feel like she has time for me and genuinely enjoys working with our team.

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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

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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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

We selected WhatCounts because it had the ability to help us manage our large list and gave us tools to help tailor our messages. In addition, WhatCounts had the ability to allow us to have an enterprise license but we could still have individual department accounts.

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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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• We use WhatCounts as a communication tool to our external groups mainly families and alumni. In our case our main objective is to get these groups timely information. While some of our emails do have a call to action for example signing up for Family Weekend or a Reunion Weekend we don't use the tool to generate leads in the way many organizations use html email.

Incentivized

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