Close CRM vs. Yesmail360i

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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For all outbound messaging, YesMail is perfect. For Social Media management, or for customer service management, where customers or subscribers need a place to "talk back" to your organization, YesMail might not be the best platform.

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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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• Large Enterprise email campaigns for Fortune 500 clients.
• Account managers are very easy to work with and contact. I usually can get a response within a few hours to solve an issue.
• Software is very easy to use and ramp up time was short.

• 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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• The ramp up time for new users is pretty poor. Since it is not an intuitive interface non tech savvy users have a hard time getting the most out of it
• A lot of common functionality has to be built in... Which costs extra
• Support isn't the best, they do respond but not at the speed I would like.

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I do not have the buying decision to renew/change providers, but do have the ability to provide my feedback to those who do. Yesmail has a lot of kinks that need to be worked out. But, for those that just need to deploy emails, and house subscriptions, this is a decent platform to do so. Companies with more advanced campaign targeting/analysis needs should explore other service providers.

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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Overall it is easy to use but there's several different portals you must log into instead of having everything at your disposal in one place (reporting, emails, extracting data, etc).

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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Very easy to get a hold of an actual person and quick responses.

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 currently use MailChimp for automation campaigns. While there are limitations with MailChimp segmentation, it was much faster to get set up. We still use Yesmail for the bulk of our sending, and could probably do all the same things we do with MailChimp but it would just take a bit longer to get it set up

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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 spend quite a bit of time troubleshooting, so it has had a negative impact on employee efficiency. When there is an issue we have to give them step by step examples of what went wrong so they can re-create it. 8 times out of 10, they can't recreate the issue.