Close CRM vs. YouCanBookMe

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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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

Youcanbook.me is great for small businesses or for self-employed professionals who need an easy-to-use and cost-effective solution for handling large numbers of clients. It's great for eliminating inconvenient miscommunication and tedious back-to-back emails in order to set a proper date and/or meeting details. However, if you need a more sophisticated system that fits into your company's IT procedures and carries sensitive data, an in house solution would fit best.

• 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.

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

• One really helpful feature of YouCanBook.Me for our organization is that everyone can see appointment times in their own time zone. We frequently schedule interviews with applicants nationwide, as well as communicating with team members located in 32 different countries, so this has really simplified scheduling.
• We rely heavily on Google Calendar for staff scheduling, so it is great that YouCanBook.Me can sync your availability straight from your calendar as well as automatically adding meetings to your calendar when they are booked.
• We use YouCanBook.Me to schedule follow-up calls with people we meet at conferences and other recruiting events. It's really simple to have someone sign up for a call, and this has been a really effective tool for us to stay in communication with prospects.

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

• Make it so one can set the time at which the emails go out.
• Make it easier to set up my workflow.

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

• I don't like the generic email invite to a Zoom meeting it sends out. Once I get the date sent to me in my email, I have to cancel the meeting and re-set the meeting with my own personalized Zoom Invite. Sometimes that is confusing for the prospect. However, now that I write this...I see an article on the web site about creating a unique Zoom meeting invite. I will have to check that out.
• I set my work days as 9:30 a.m.-5:30 p.m. but on the calendar it shows a time available at 6 p.m. My last appointment should be listed as 5 p.m., as my appointments are in 30-minute increments and I leave at 5:30 p.m. So that is confusing and resulted in a few appointments booked when I am not actually working.
• I book demos for a coworker, and if he is busy in another meeting, I have to block it off in my calendar as "Jack is Busy" so that prospects won't pick a time that is not available for Jack. I wish there was a way I could link his Outlook calendar to my YouCanBook.Me. Perhaps there is, but I am unaware of it.

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

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.

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

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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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.

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

YouCanBook.Me allows fuller messaging in addition to appointments. Calendly is more minimalist than YouCanBook.Me. I prefer having more control over the look and feel, and functionality than it offers.

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

• 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.

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

• It's helped our Professional Services Team immensely. Although we don't have numbers as far as an ROI, we use it daily across our whole team of 8 project managers.
• We also use youcanbook.me to schedule in interviews with our 20+ researchers who are moderating sessions. Our admin team also uses youcanbook.me to allow our employees to schedule our weekly massages.

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