What users are saying about
24 Ratings
3 Ratings
24 Ratings
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Score 8.7 out of 100
3 Ratings
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Score 4.9 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

Oncontact

Oncontact is an excellent software/service, and it covers a tremendous breadth of usage scenarios. The customization means that customers can adapt it as they see fit. About the only place where I don't see it as a great fit is in minimal implementations. A lot is going on, and using it for small tasks isn't the best use of the software.
Michael Palecek | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
Oncontact
5.1
Customer data management / contact management
Close
7.9
Oncontact
4.9
Workflow management
Close
8.2
Oncontact
4.4
Territory management
Close
8.0
Oncontact
4.9
Opportunity management
Close
8.4
Oncontact
5.4
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
Oncontact
9.0
Contract management
Close
10.0
Oncontact
3.9
Interaction tracking
Close
7.5
Oncontact
4.4
Channel / partner relationship management
Close
9.7
Oncontact
4.9
Quote & order management
Close
Oncontact
3.9

Customer Service & Support

Close
9.2
Oncontact
3.6
Case management
Close
8.0
Oncontact
5.4
Call center management
Close
9.7
Oncontact
4.4
Help desk management
Close
10.0
Oncontact
1.0

Marketing Automation

Close
8.9
Oncontact
8.5
Lead management
Close
7.7
Oncontact
8.0
Email marketing
Close
10.0
Oncontact
9.0

CRM Project Management

Close
7.4
Oncontact
9.0
Task management
Close
5.5
Oncontact
9.0
Billing and invoicing management
Close
10.0
Oncontact
Reporting
Close
6.7
Oncontact
9.0

CRM Reporting & Analytics

Close
9.3
Oncontact
8.7
Forecasting
Close
10.0
Oncontact
9.0
Pipeline visualization
Close
8.0
Oncontact
8.0
Customizable reports
Close
10.0
Oncontact
9.0

Customization

Close
8.0
Oncontact
4.9
Custom fields
Close
8.0
Oncontact
4.4
Custom objects
Close
10.0
Oncontact
4.4
Scripting environment
Close
8.0
Oncontact
3.9
API for custom integration
Close
6.0
Oncontact
7.0

Security

Close
7.8
Oncontact
10.0
Single sign-on capability
Close
8.0
Oncontact
10.0
Role-based user permissions
Close
7.5
Oncontact
10.0

Social CRM

Close
10.0
Oncontact
7.0
Social data
Close
10.0
Oncontact
7.0
Social engagement
Close
10.0
Oncontact
7.0

Integrations with 3rd-party Software

Close
7.0
Oncontact
7.0
Marketing automation
Close
7.0
Oncontact
7.0

Platform

Close
10.0
Oncontact
8.0
Mobile access
Close
10.0
Oncontact
8.0

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

Oncontact

  • Company Name
  • Contacts
Deb Crosby | 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

Oncontact

  • Customization could be easier. Just about anything is possible, but the learning curve is steep.
  • More focus on mass loading
Michael Palecek | TrustRadius Reviewer

Likelihood to Renew

Close

No score
No answers yet
No answers on this topic

Oncontact

Oncontact 10.0
Based on 1 answer
The company has been using Oncontact for some time now. Many of the business processes require the use of a CRM software package. It helps solve some pretty serious problems, and overall the cost is very justified. Also, the developer is very good at keeping it up to date and introducing new functionality.
Michael Palecek | 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

Oncontact

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

Oncontact

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

Oncontact

  • Oncontact provided many, but not all of the features of Salesforce.com. However, the complexity and cost involved in Salesforce.com was an overriding factor for us to use Oncontact. Not just the initial and licensing fee, but it seemed that just about everything we wanted to do involved consultants or more work or licensing. Oncontact was easier to implement out of the box, even when we did need to make customizations.
  • We looked at Microsoft 365 Business, and while it was comparable in price for the initial cost, the integration with our other software systems was not built-in, so we did not pursue it very much.
Michael Palecek | 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

Oncontact

  • Don't know, I only use occasionally
Deb Crosby | 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.

Oncontact

General

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

Oncontact Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison