What users are saying about
24 Ratings
1 Rating
24 Ratings
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Score 8.6 out of 100
1 Rating
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Score 6 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

MCA Suite

It is a good tool for smaller companies entering the MCA space, but doesn't scale all that well, and provides limited options for reporting customization.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
MCA Suite
6.0
Customer data management / contact management
Close
7.9
MCA Suite
6.0
Workflow management
Close
8.2
MCA Suite
Territory management
Close
8.0
MCA Suite
Opportunity management
Close
8.4
MCA Suite
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
MCA Suite
Contract management
Close
10.0
MCA Suite
Interaction tracking
Close
7.6
MCA Suite
Channel / partner relationship management
Close
9.7
MCA Suite

Customer Service & Support

Close
9.2
MCA Suite
Case management
Close
8.0
MCA Suite
Call center management
Close
9.7
MCA Suite
Help desk management
Close
10.0
MCA Suite

Marketing Automation

Close
8.9
MCA Suite
Lead management
Close
7.8
MCA Suite
Email marketing
Close
10.0
MCA Suite

CRM Project Management

Close
7.4
MCA Suite
4.0
Task management
Close
5.5
MCA Suite
Billing and invoicing management
Close
10.0
MCA Suite
Reporting
Close
6.8
MCA Suite
4.0

CRM Reporting & Analytics

Close
9.3
MCA Suite
1.0
Forecasting
Close
10.0
MCA Suite
Pipeline visualization
Close
8.0
MCA Suite
Customizable reports
Close
10.0
MCA Suite
1.0

Customization

Close
8.0
MCA Suite
Custom fields
Close
8.0
MCA Suite
Custom objects
Close
10.0
MCA Suite
Scripting environment
Close
8.0
MCA Suite
API for custom integration
Close
6.0
MCA Suite

Security

Close
7.8
MCA Suite
8.0
Single sign-on capability
Close
8.0
MCA Suite
Role-based user permissions
Close
7.5
MCA Suite
8.0

Social CRM

Close
10.0
MCA Suite
Social data
Close
10.0
MCA Suite
Social engagement
Close
10.0
MCA Suite

Integrations with 3rd-party Software

Close
7.0
MCA Suite
Marketing automation
Close
7.0
MCA Suite

Platform

Close
10.0
MCA Suite
Mobile access
Close
10.0
MCA Suite

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

MCA Suite

  • They have lots of detail on the deal pages.
  • It allows for multiple internal and external users.
  • It has global search functionality.
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

MCA Suite

  • Poor reporting.
  • Filtering is clunky.
  • They could improve on data visualization.
  • Renewal advances that are not refinances are difficult to manage.
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

MCA Suite

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

MCA Suite

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

MCA Suite

We haven't used any others.
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

MCA Suite

  • We've been able to grow our working capital program over the years with the help of MCA Suite.
  • Data management is difficult, and we struggle with reporting.
  • We have granted merchants dedicated to their advances for tracking purposes.
Anonymous | 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.

MCA Suite

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

MCA Suite Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison