What users are saying about
24 Ratings
24 Ratings
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Score 8.7 out of 100
12 Ratings
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Score 6.9 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

LexisNexis InterAction

It's well suited to organizations that intend to dedicate the staff to maintaining it as recommended in best practices material. It's much too large and complicated if it's only to be used as an address book and in those cases, a much simpler CRM might work better.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
LexisNexis InterAction
5.1
Customer data management / contact management
Close
7.8
LexisNexis InterAction
8.0
Workflow management
Close
8.2
LexisNexis InterAction
3.0
Territory management
Close
8.0
LexisNexis InterAction
3.0
Opportunity management
Close
8.4
LexisNexis InterAction
5.0
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
LexisNexis InterAction
8.0
Contract management
Close
10.0
LexisNexis InterAction
Interaction tracking
Close
7.5
LexisNexis InterAction
3.0
Channel / partner relationship management
Close
9.7
LexisNexis InterAction
6.0

Customer Service & Support

Close
9.2
LexisNexis InterAction
8.7
Case management
Close
8.0
LexisNexis InterAction
8.0
Call center management
Close
9.7
LexisNexis InterAction
9.0
Help desk management
Close
10.0
LexisNexis InterAction
9.0

Marketing Automation

Close
8.9
LexisNexis InterAction
8.0
Lead management
Close
7.7
LexisNexis InterAction
7.0
Email marketing
Close
10.0
LexisNexis InterAction
9.0

CRM Project Management

Close
7.4
LexisNexis InterAction
4.7
Task management
Close
5.5
LexisNexis InterAction
5.0
Billing and invoicing management
Close
10.0
LexisNexis InterAction
4.0
Reporting
Close
6.7
LexisNexis InterAction
5.0

CRM Reporting & Analytics

Close
9.3
LexisNexis InterAction
4.3
Forecasting
Close
10.0
LexisNexis InterAction
4.0
Pipeline visualization
Close
8.0
LexisNexis InterAction
4.0
Customizable reports
Close
10.0
LexisNexis InterAction
5.0

Customization

Close
8.0
LexisNexis InterAction
4.3
Custom fields
Close
8.0
LexisNexis InterAction
4.0
Custom objects
Close
10.0
LexisNexis InterAction
4.0
Scripting environment
Close
8.0
LexisNexis InterAction
4.0
API for custom integration
Close
6.0
LexisNexis InterAction
5.0

Security

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

Social CRM

Close
10.0
LexisNexis InterAction
4.5
Social data
Close
10.0
LexisNexis InterAction
4.0
Social engagement
Close
10.0
LexisNexis InterAction
5.0

Integrations with 3rd-party Software

Close
7.0
LexisNexis InterAction
5.0
Marketing automation
Close
7.0
LexisNexis InterAction
5.0
Compensation management
Close
LexisNexis InterAction
5.0

Platform

Close
10.0
LexisNexis InterAction
5.0
Mobile access
Close
10.0
LexisNexis InterAction
5.0

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

LexisNexis InterAction

  • Collects contact information from incoming employees
  • Synchronizes with Outlook contacts
  • Separate interface for marketing and casual users
Anonymous | 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

LexisNexis InterAction

  • The Windows app for marketing could be more wizard driven and simpler
  • Technical support documentation is lacking in up to date information
Anonymous | 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

LexisNexis InterAction

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

LexisNexis InterAction

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

LexisNexis InterAction

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

LexisNexis InterAction

  • I'm only in the IT department so I'm not really sure about ROI but IA does much more than our marketing department is using it for. I would think the company is paying a lot of money for something that isn't being utilized.
Anonymous | TrustRadius Reviewer

Screenshots

LexisNexis InterAction

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.

LexisNexis InterAction

General

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

LexisNexis InterAction Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Close
8.9
LexisNexis InterAction
6.0

Usability

Close
7.0
LexisNexis InterAction

Support Rating

Close
7.0
LexisNexis InterAction

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