Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.
$29
per user, monthly
Mailbutler
Score 8.0 out of 10
N/A
Mailbutler is a personal assistant for sales emails, designed to make users more efficient and productive. It adds a wide range of features to Apple Mail and Gmail while working in their native interface.
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.
Mailbutler is well suited to people who predominantly use their Mac for email. It adds a rich feature set to macOS Mail's native features. Mailbutler is less useful to people who frequently process email on iOS/iPadOS. Only a limited subset of Mailbutler's functionality is available on iOS/iPadOS as Apple doesn't currently provide a way for third parties to extend the iOS/iPadOS Mail app.
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.
Mailbutler occasionally conflicts with other macOS Mail plug-ins. Though, in most (if not all) cases the issue tends to be with other plugins.
The Mail app for iOS/iPadOS doesn't support plugins, making it necessary to use Mailbutler's own app to access a limited subset of the functionality on macOS/iPadOS.
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.
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.
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.
I'm not aware of any other products that provide the same functionality within the macOS Mail client. There are some third-party email apps for macOS and iOS/iPadOS that have some of Mailbutler's features, but my preference is to stay with Apple's Mail client, partially for security reasons.