What users are saying about
24 Ratings
18 Ratings
24 Ratings
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Score 8.6 out of 100
18 Ratings
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Score 9.5 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

FollowUp CRM

One of the best things about FollowUp Power is that we can mark things for follow-up several months down the line, which we frequently have a need for since many of our clients are seasonal. For example, we'll get started working with them while they're here in Florida for the winter, then they'll head back north in the spring and not want to hear from us again until they return in the fall. With FollowUp Power, we can then mark them for follow up in the future rather than to have to somehow remember to contact them in the future.
Betsy Young | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
FollowUp CRM
9.1
Customer data management / contact management
Close
7.9
FollowUp CRM
10.0
Workflow management
Close
8.2
FollowUp CRM
10.0
Territory management
Close
8.0
FollowUp CRM
6.1
Opportunity management
Close
8.4
FollowUp CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
FollowUp CRM
10.0
Contract management
Close
10.0
FollowUp CRM
10.0
Interaction tracking
Close
7.6
FollowUp CRM
10.0
Channel / partner relationship management
Close
9.7
FollowUp CRM
7.2
Quote & order management
Close
FollowUp CRM
8.9

Customer Service & Support

Close
9.2
FollowUp CRM
10.0
Case management
Close
8.0
FollowUp CRM
10.0
Call center management
Close
9.7
FollowUp CRM
10.0
Help desk management
Close
10.0
FollowUp CRM
10.0

Marketing Automation

Close
8.9
FollowUp CRM
10.0
Lead management
Close
7.8
FollowUp CRM
10.0
Email marketing
Close
10.0
FollowUp CRM
10.0

CRM Project Management

Close
7.4
FollowUp CRM
9.5
Task management
Close
5.5
FollowUp CRM
10.0
Billing and invoicing management
Close
10.0
FollowUp CRM
8.4
Reporting
Close
6.8
FollowUp CRM
10.0

CRM Reporting & Analytics

Close
9.3
FollowUp CRM
9.7
Forecasting
Close
10.0
FollowUp CRM
9.0
Pipeline visualization
Close
8.0
FollowUp CRM
10.0
Customizable reports
Close
10.0
FollowUp CRM
10.0

Customization

Close
8.0
FollowUp CRM
9.8
Custom fields
Close
8.0
FollowUp CRM
10.0
Custom objects
Close
10.0
FollowUp CRM
9.0
Scripting environment
Close
8.0
FollowUp CRM
10.0
API for custom integration
Close
6.0
FollowUp CRM
10.0

Security

Close
7.8
FollowUp CRM
10.0
Single sign-on capability
Close
8.0
FollowUp CRM
10.0
Role-based user permissions
Close
7.5
FollowUp CRM
10.0

Social CRM

Close
10.0
FollowUp CRM
10.0
Social data
Close
10.0
FollowUp CRM
10.0
Social engagement
Close
10.0
FollowUp CRM
10.0

Integrations with 3rd-party Software

Close
7.0
FollowUp CRM
7.7
Marketing automation
Close
7.0
FollowUp CRM
10.0
Compensation management
Close
FollowUp CRM
5.5

Platform

Close
10.0
FollowUp CRM
10.0
Mobile access
Close
10.0
FollowUp CRM
10.0

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

FollowUp CRM

  • We love the dashboard feature. This is where we spend the majority of our time. The dashboard helps us avoid missing bid dates and deadlines.
  • The system is very intuitive and a new user will be up to speed within one hour after they start using the system. There is only one place to enter all data. This allows for ease of use and minimizes data entry mistakes.
  • Every task is date stamped to insure proper work flow and holds the team accountable to each other.
Gregg Wallick | 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

FollowUp CRM

  • 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.
Betsy Young | 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

FollowUp CRM

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

FollowUp CRM

No score
No answers yet
No answers on this topic

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

FollowUp CRM

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
Anonymous | TrustRadius Reviewer

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

FollowUp CRM

  • 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.
Tom Baker | 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.

FollowUp CRM

General

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

FollowUp CRM Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Close
9.0
FollowUp CRM
10.0

Usability

Close
7.0
FollowUp CRM

Support Rating

Close
7.0
FollowUp CRM

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