What users are saying about
38 Ratings
24 Ratings
38 Ratings
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Score 8.3 out of 100
24 Ratings
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Score 9.3 out of 100

Feature Set Ratings

  • Close ranks higher in 2 feature sets: Social CRM, Platform
  • Followup CRM ranks higher in 7 feature sets: Sales Force Automation, Customer Service & Support, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Integrations with 3rd-party Software
  • Close and Followup CRM are tied in 1 feature set: Marketing Automation

Sales Force Automation

8.9

Close

89%
9.2

FollowUp CRM

92%
Followup CRM ranks higher in 5/9 features

Customer data management / contact management

8.3
83%
8 Ratings
9.7
97%
18 Ratings

Workflow management

7.9
79%
8 Ratings
9.3
93%
16 Ratings

Territory management

8.0
80%
1 Rating
9.2
92%
13 Ratings

Opportunity management

9.4
94%
6 Ratings
9.2
92%
15 Ratings

Integration with email client (e.g., Outlook or Gmail)

9.4
94%
8 Ratings
9.0
90%
14 Ratings

Contract management

10.0
100%
1 Rating
9.5
95%
16 Ratings

Interaction tracking

8.2
82%
8 Ratings
9.0
90%
15 Ratings

Channel / partner relationship management

9.7
97%
3 Ratings
9.0
90%
13 Ratings

Quote & order management

N/A
0 Ratings
9.0
90%
12 Ratings

Customer Service & Support

8.7

Close

87%
9.1

FollowUp CRM

91%
Followup CRM ranks higher in 2/3 features

Case management

8.0
80%
3 Ratings
9.2
92%
14 Ratings

Call center management

8.0
80%
5 Ratings
8.5
85%
11 Ratings

Help desk management

10.0
100%
2 Ratings
9.7
97%
12 Ratings

Marketing Automation

9.1

Close

91%
9.1

FollowUp CRM

91%
Close ranks higher in 1/2 features

Lead management

8.8
88%
6 Ratings
9.0
90%
14 Ratings

Email marketing

9.5
95%
5 Ratings
9.2
92%
11 Ratings

CRM Project Management

8.1

Close

81%
9.0

FollowUp CRM

90%
Followup CRM ranks higher in 2/3 features

Task management

8.1
81%
5 Ratings
9.3
93%
16 Ratings

Billing and invoicing management

10.0
100%
1 Rating
8.4
84%
8 Ratings

Reporting

6.3
63%
5 Ratings
9.3
93%
15 Ratings

CRM Reporting & Analytics

8.0

Close

80%
9.3

FollowUp CRM

93%
Followup CRM ranks higher in 2/3 features

Forecasting

10.0
100%
1 Rating
9.4
94%
11 Ratings

Pipeline visualization

8.4
84%
6 Ratings
9.2
92%
15 Ratings

Customizable reports

5.5
55%
4 Ratings
9.3
93%
15 Ratings

Customization

8.5

Close

85%
8.8

FollowUp CRM

88%
Followup CRM ranks higher in 3/4 features

Custom fields

9.2
92%
7 Ratings
9.2
92%
12 Ratings

Custom objects

10.0
100%
2 Ratings
8.4
84%
9 Ratings

Scripting environment

8.0
80%
3 Ratings
8.8
88%
10 Ratings

API for custom integration

6.8
68%
7 Ratings
8.8
88%
9 Ratings

Security

8.2

Close

82%
9.2

FollowUp CRM

92%
Followup CRM ranks higher in 2/2 features

Single sign-on capability

8.0
80%
3 Ratings
9.3
93%
14 Ratings

Role-based user permissions

8.4
84%
6 Ratings
9.0
90%
13 Ratings

Social CRM

10.0

Close

100%
8.7

FollowUp CRM

87%
Close ranks higher in 2/2 features

Social data

10.0
100%
1 Rating
9.0
90%
8 Ratings

Social engagement

10.0
100%
1 Rating
8.4
84%
7 Ratings

Integrations with 3rd-party Software

7.0

Close

70%
8.1

FollowUp CRM

81%
Followup CRM ranks higher in 2/2 features

Marketing automation

7.0
70%
4 Ratings
8.3
83%
9 Ratings

Compensation management

N/A
0 Ratings
7.8
78%
8 Ratings

Platform

10.0

Close

100%
7.2

FollowUp CRM

72%
Close ranks higher in 1/1 features

Mobile access

10.0
100%
1 Rating
7.2
72%
9 Ratings

Attribute Ratings

  • Close is rated higher in 2 areas: Likelihood to Recommend, Support Rating
  • Followup CRM is rated higher in 1 area: Usability

Likelihood to Recommend

9.4

Close

94%
8 Ratings
9.3

FollowUp CRM

93%
18 Ratings

Usability

8.8

Close

88%
3 Ratings
9.3

FollowUp CRM

93%
6 Ratings

Support Rating

9.2

Close

92%
3 Ratings
7.7

FollowUp CRM

77%
6 Ratings

Likelihood to Recommend

Close

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.
Read full review

FollowUp Power

Being from healthcare sector we have been using Followup CRM. It automatically sends all the notification and reminders. Also, helps with the follow-ups so that no prospect or leads can be missed. This is incredible tool one should definitely use. This tool allows us to track our progress and identify areas for improvement.
Read full review

Pros

Close

  • 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.
Read full review

FollowUp Power

  • It allows us to put notes/comments in as they occur so that there is a complete "log" of information for each project.
  • It reminds us of who we should be contacting each day.
  • It gives us a daily overall picture of how many leads we are currently managing.
Read full review

Cons

Close

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

FollowUp Power

  • It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
  • It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
  • It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.
Read full review

Pricing Details

Close

Starting Price

$29 per user, monthly

Editions & Modules

Close editions and modules pricing
EditionModules
Starter291
Basic692
Professional993
Business1494

Footnotes

  1. per user, monthly
  2. per user, monthly
  3. per user, monthly
  4. per user, monthly

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional

Additional Details

15% discount on annual pricing in addition to the month-to-month prices listed here.

FollowUp CRM

Starting Price

Editions & Modules

FollowUp CRM editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Usability

    Close

    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.
    Read full review

    FollowUp Power

    It is a tool that has helped us in cooperation, document sharing, file transfer, email marketing, and all other particular tasks. I've progressed more collected and understood which clients are most suited for our product and which are only interested on receiving proposals.
    Read full review

    Support Rating

    Close

    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.
    Read full review

    FollowUp Power

    I rarely contacted the support for Followup CRM but my employees tried to contact the support and they resolved the issue. So i can not provide enough detail about the support of Followup CRM
    Read full review

    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.
    Read full review

    FollowUp Power

    My company had already implemented FollowUp Power CRM for Construction before I arrived. I have used other CRM programs in the past, and FollowUp Power is much more user friendly, and I have already seen a direct increase in my lead to customer conversion ratio as well as increased sales
    Read full review

    Return on Investment

    Close

    • 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.
    Read full review

    FollowUp Power

    • I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
    • The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
    • Payments or what the current status of the job is.
    Read full review

    Screenshots

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