What users are saying about
24 Ratings
6 Ratings
24 Ratings
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Score 8.7 out of 100
6 Ratings
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Score 8.4 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

mSalesApp

Very useful solution prior, during, and after meeting client
  • Prior--Useful to know everything about the client prior to meet up, including buying patterns, credit history, last order, etc.
  • During--Instant order undertaking, promote new or slow moving stock, collections on the go
  • After--Advantage of not having to duplicate entries (such as handwritten orders) reduces followup activity
Mario Marcelline | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
mSalesApp
Customer data management / contact management
Close
7.9
mSalesApp
Workflow management
Close
8.2
mSalesApp
Territory management
Close
8.0
mSalesApp
Opportunity management
Close
8.4
mSalesApp
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
mSalesApp
Contract management
Close
10.0
mSalesApp
Interaction tracking
Close
7.5
mSalesApp
Channel / partner relationship management
Close
9.7
mSalesApp

Customer Service & Support

Close
9.2
mSalesApp
Case management
Close
8.0
mSalesApp
Call center management
Close
9.7
mSalesApp
Help desk management
Close
10.0
mSalesApp

Marketing Automation

Close
8.9
mSalesApp
Lead management
Close
7.7
mSalesApp
Email marketing
Close
10.0
mSalesApp

CRM Project Management

Close
7.4
mSalesApp
Task management
Close
5.5
mSalesApp
Billing and invoicing management
Close
10.0
mSalesApp
Reporting
Close
6.7
mSalesApp

CRM Reporting & Analytics

Close
9.3
mSalesApp
Forecasting
Close
10.0
mSalesApp
Pipeline visualization
Close
8.0
mSalesApp
Customizable reports
Close
10.0
mSalesApp

Customization

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

Security

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

Social CRM

Close
10.0
mSalesApp
Social data
Close
10.0
mSalesApp
Social engagement
Close
10.0
mSalesApp

Integrations with 3rd-party Software

Close
7.0
mSalesApp
Marketing automation
Close
7.0
mSalesApp

Platform

Close
10.0
mSalesApp
Mobile access
Close
10.0
mSalesApp

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

mSalesApp

  • Realtime access to inventory, including promotions and help to sell more and sell better
  • All customer information and history in the palm of your hand ensures better and more efficient service
  • Totally eliminates paperwork; sales team does not have to carry paperwork or duplicate entries
  • Immediate order undertaking with customer sign on glass confirmation
Mario Marcelline | 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

mSalesApp

  • Would like it to expand in to a mini ERP with other modules such as CRM, WMS, TMS
Mario Marcelline | 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

mSalesApp

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

mSalesApp

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

mSalesApp

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

mSalesApp

  • Very positive and instant impact with accuracy and efficiency
  • Overall objective achieved with immediate increase in sales and revenue
  • We experienced ROI with three months
Mario Marcelline | 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.

mSalesApp

General

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

mSalesApp Editions & Modules

Edition
Monthly$1991
Annual$2,1891
  1. three users per month, full functionality
Additional Pricing Details
*If you need integration with any other Systems Contact Us.

Rating Summary

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