Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.
$59
per month per user
Yesware
Score 8.1 out of 10
N/A
Yesware, from Vendasta since the October 2022 acquisition, is a service for salespeople that helps them close deals faster. An email service tracks email, templates responses and syncs to CRM.
$19
per month
Pricing
Close CRM
Yesware
Editions & Modules
Startup
$49
per month (paid annually) per user
Professional
$99
per month (paid annually) per user
Enterprise
$139
per month (paid annually) per user
Pro
$19
per month
Premium
$45
per month
Enterprise
$85
per month
Offerings
Pricing Offerings
Close CRM
Yesware
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
Optional
No setup fee
Additional Details
The pricing listed here reflects up to a 17% discount for paying annually. Monthly billing is available at of $59 per user for the Startup plan, $109 per user for the professional plan, and $149 per user for the Enterprise plan.
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.
It works for my company and my problems. If you need a Sales CRM you can go for higher-end products that will give you what Yesware gives along with other stuff. Wherein we had specific problems we wanted to solve. -We needed a solution for a smaller team within our bigger sales team. -We needed a solution to be easy to use point and click and did not require any setup. -We needed to have a better solution to YAMM.
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.
Tracking open rates, link click rates, and reply rates. This allows us to compare different templates in order to see which allows for the most interactions and meetings set directly from email engagement.
Seeing exactly when someone opens an email and whether it is in their normal location. Also if they are opening on a mobile device versus a computer to be able to organize the set up of the email in a more beneficial way.
Being able to save Templates for Mail Merges to avoid the duplication of effort that other mass email systems utilize.
The ability to unwrap iframe embeds on email (e.g. if I send a Vimeo link over email, have that video thumbnail show and link out to a video)
Removing recipients from a campaign. If my ruleset is to remove a contact from a sequence after he/she replies, sometimes a person will reply from another email and Yesware doesn't recognize it. (e.g. if I add jeff@amazon.com to my campaign and jeff.bezos@amazon.com replies to my thread, Yesware will still send an email to jeff@amazon.com unless he is manually removed)
I like the product, but due to the limitations I don't love it. I'm curious to revisit other options, particularly in lieu of Yesware's recent price increases (although I'm on a legacy plan). Some of my challenges to be browser related (I'm on an older computer) -- I'll have to see how things go when I receive my new computer. If the glitches (especially with regard to tracking accuracy and send later feature) go away, I'd be much more inclined to renew
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.
Pretty good overall, but again it needs some tweaks to ensure user frustration is kept to a minimum. This would go back to the autosave feature I mentioned which would immediately be a value add but not something that should need a user to move into a paid tier.
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.
Because it deserves this rating. The features and functionality provided are great. Our Sales team is very satisfied with this software as it integrates very well with our other software like Outlook, Salesforce, etc. Yesware provides great follow up with customers, which is essential for sales. Meeting scheduling is also flawless.
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.
All of these tools do what Yesware does, and more; but Yesware does the follow-up email portion best, in my experience. It is reasonably priced and is regularly adding new functionality to make it a sticky license for us to have. Yesware does not have predictive analytics or a particularly strong dialer solution, but it does provide team-wide and template efficacy tracking, and a basic dialer.
I think net positive ROI from generating meetings that lead to closed deals. Ultimately very difficult to quantify the ROI since it is essentially automating a lot of the manual prospecting done by BDRs/AEs - so ROI is likely higher than just that quantifiable number around deals closed.
