What users are saying about
24 Ratings
3 Ratings
24 Ratings
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Score 8.7 out of 100
3 Ratings
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Score 8.4 out of 100

Likelihood to Recommend

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker | TrustRadius Reviewer

Ebsta

Their CSM Eve is great. Super responsive and helpful when you need her. Their tool never breaks!
Melissa Hirsch | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
Ebsta
Customer data management / contact management
Close
7.9
Ebsta
Workflow management
Close
8.2
Ebsta
Territory management
Close
8.0
Ebsta
Opportunity management
Close
8.4
Ebsta
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
Ebsta
Contract management
Close
10.0
Ebsta
Interaction tracking
Close
7.5
Ebsta
Channel / partner relationship management
Close
9.7
Ebsta

Customer Service & Support

Close
9.2
Ebsta
Case management
Close
8.0
Ebsta
Call center management
Close
9.7
Ebsta
Help desk management
Close
10.0
Ebsta

Marketing Automation

Close
8.9
Ebsta
Lead management
Close
7.7
Ebsta
Email marketing
Close
10.0
Ebsta

CRM Project Management

Close
7.4
Ebsta
Task management
Close
5.5
Ebsta
Billing and invoicing management
Close
10.0
Ebsta
Reporting
Close
6.7
Ebsta

CRM Reporting & Analytics

Close
9.3
Ebsta
Forecasting
Close
10.0
Ebsta
Pipeline visualization
Close
8.0
Ebsta
Customizable reports
Close
10.0
Ebsta

Customization

Close
8.0
Ebsta
Custom fields
Close
8.0
Ebsta
Custom objects
Close
10.0
Ebsta
Scripting environment
Close
8.0
Ebsta
API for custom integration
Close
6.0
Ebsta

Security

Close
7.8
Ebsta
Single sign-on capability
Close
8.0
Ebsta
Role-based user permissions
Close
7.5
Ebsta

Social CRM

Close
10.0
Ebsta
Social data
Close
10.0
Ebsta
Social engagement
Close
10.0
Ebsta

Integrations with 3rd-party Software

Close
7.0
Ebsta
Marketing automation
Close
7.0
Ebsta

Platform

Close
10.0
Ebsta
Mobile access
Close
10.0
Ebsta

Pros

Close

  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
Joe Gatto | TrustRadius Reviewer

Ebsta

  • Easy to use
  • Syncs with Salesforce
  • Can add contacts to Salesforce from Ebsta fluidly
Melissa Hirsch | TrustRadius Reviewer

Cons

Close

  • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
Ryan McCarty | TrustRadius Reviewer

Ebsta

  • It doesn’t recognize specific URL links. For example, “bob smith” could be in our CRM 10 times and it won’t know which one is the correct Bob Smith.
Melissa Hirsch | TrustRadius Reviewer

Usability

Close

Close 7.0
Based on 1 answer
Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.
Anonymous | TrustRadius Reviewer

Ebsta

No score
No answers yet
No answers on this topic

Support Rating

Close

Close 7.0
Based on 1 answer
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.
Anonymous | TrustRadius Reviewer

Ebsta

Ebsta 10.0
Based on 1 answer
10/10 responsiveness.
Melissa Hirsch | TrustRadius Reviewer

Alternatives Considered

Close

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.
Jason Vance | TrustRadius Reviewer

Ebsta

No answers on this topic

Return on Investment

Close

  • Has allowed us to have full visibility into our pipeline
  • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
Erik Zahnlecker | TrustRadius Reviewer

Ebsta

  • Allows us easy access to know if someone is in our database without searching
Melissa Hirsch | TrustRadius Reviewer

Screenshots

Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Close Editions & Modules

Edition
Starter$291
Basic$691
Professional$991
Business$1491
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing in addition to the month-to-month prices listed here.

Ebsta

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Ebsta Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison