Close CRM vs. Mailshake

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.

Incentivized

Mailshake is great for cold prospecting and drip email campaigns. I do not think Mailshake is well-suited for hyper-personalized one-to-one emailing.

Incentivized

• 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.

Incentivized

• It has an email editor which is easy to use.
• Email sequences are comprehensive in their functionality--all the options you would expect from a cold emailing solution
• Campaign and List management are also good

Incentivized

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

Incentivized

• Mailshake works only with Gmail/G Suite accounts.
• The only option for customizing emails is in the CSV file. It would be great if there were a feature in the tool for this.
• Missing starts about the total number of opens of an email (it is only tracked once).

Incentivized

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.

Incentivized

I found it pretty good - we were able to put email templates and campaigns together almost immediately. The reason I gave it an 8 is because if you want to edit those templates, the saving and making sure they were part of the campaigns was a little tricky and not intuitive.

Incentivized

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.

Incentivized

Mailshake support is outstanding, and they provide an excellent knowledge base for its users. If you have any issues, they respond ASAP without delay.

Incentivized

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.

Incentivized

For more advanced email campaigns, I use ActiveCampaign and the email sending provider because it gives more control and options related to the drip rules. Besides that, for simple campaigns that need to be followed up in a great, quick, and simple way, Mailshake is perfect from my point of view.

Incentivized

• 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.

Incentivized

• Time savings by automating the lead generation process.
• Improved open rates of email campaigns resulting in more conversations started and better ROI.
• Professional approach makes our company and brand more reputable.

Incentivized