What users are saying about
21 Ratings
1 Ratings
21 Ratings
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Score 8.2 out of 100
1 Ratings
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Score 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

Revenue Grid

If you are using Office365 and it is within your budget, utilizing SmartCloud Connect as an interface with a CRM is a no-brainer. It remains hidden when Outlook opens, but with an email selected you can open it with a single click. It then allows you to associate the email and even attachments with email addresses that were included in the to, cc, or from sections of the email. It's a very intuitive user interface and saves time in email tracking.
Kenneth Harrington-Colon | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
9.2
Revenue Grid
Customer data management / contact management
Close
9.0
Revenue Grid
Workflow management
Close
8.6
Revenue Grid
Territory management
Close
8.0
Revenue Grid
Opportunity management
Close
9.9
Revenue Grid
Integration with email client (e.g., Outlook or Gmail)
Close
9.1
Revenue Grid
Contract management
Close
10.0
Revenue Grid
Interaction tracking
Close
9.5
Revenue Grid
Channel / partner relationship management
Close
9.7
Revenue Grid

Customer Service & Support

Close
9.3
Revenue Grid
Case management
Close
8.3
Revenue Grid
Call center management
Close
9.7
Revenue Grid
Help desk management
Close
10.0
Revenue Grid

Marketing Automation

Close
10.0
Revenue Grid
Lead management
Close
10.0
Revenue Grid
Email marketing
Close
10.0
Revenue Grid

CRM Project Management

Close
9.1
Revenue Grid
Task management
Close
7.4
Revenue Grid
Billing and invoicing management
Close
10.0
Revenue Grid
Reporting
Close
10.0
Revenue Grid

CRM Reporting & Analytics

Close
9.4
Revenue Grid
Forecasting
Close
10.0
Revenue Grid
Pipeline visualization
Close
8.3
Revenue Grid
Customizable reports
Close
10.0
Revenue Grid

Customization

Close
9.2
Revenue Grid
Custom fields
Close
9.5
Revenue Grid
Custom objects
Close
10.0
Revenue Grid
Scripting environment
Close
8.3
Revenue Grid
API for custom integration
Close
9.1
Revenue Grid

Security

Close
7.7
Revenue Grid
Single sign-on capability
Close
8.3
Revenue Grid
Role-based user permissions
Close
7.2
Revenue Grid

Social CRM

Close
10.0
Revenue Grid
Social data
Close
10.0
Revenue Grid
Social engagement
Close
10.0
Revenue Grid

Integrations with 3rd-party Software

Close
9.0
Revenue Grid
Marketing automation
Close
9.0
Revenue Grid

Platform

Close
10.0
Revenue Grid
Mobile access
Close
10.0
Revenue Grid

Pros

Close

  • Manages leads.
  • Followup & reminders.
  • Organization of everything in one place.
  • Add-ons that are worth every penny.
Jason Vance | TrustRadius Reviewer

Revenue Grid

  • Keeps email tracking simple within Outlook.
  • Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities).
  • Single-button click to open or close the SmartCloud interface in Outlook.
Kenneth Harrington-Colon | TrustRadius Reviewer

Cons

Close

  • Difficult to understand and build search queries.
Anonymous | TrustRadius Reviewer

Revenue Grid

  • The software updates often, leading to an opening delay the first time it is used in a session.
  • Creating contacts is simple, but can lead to duplicates when proper research for tracking is not utilized by the end user.
  • Extra cost on top of CRM costs add to the bottom line expense of the system.
Kenneth Harrington-Colon | TrustRadius Reviewer

Alternatives Considered

Close

Close.io does a lot more than HubSpot CRM for a lower price. The most important difference is that I can search for prospects by the notes I created and by prior activity. But, I cannot do this in HubSpot, although it seems like it should be a very basic feature.
Joe Gatto | TrustRadius Reviewer

Revenue Grid

Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.
Kenneth Harrington-Colon | TrustRadius Reviewer

Return on Investment

Close

  • 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.
Ryan McCarty | TrustRadius Reviewer

Revenue Grid

  • Departments that use it save time on email tracking, allowing them to focus on client request and tasks.
  • Simple integration with Outlook made it a breeze to set up, allowing for quick expansion or reduction of licenses.
  • Extra cost has prevented us from applying the utility company-wide, which creates dual methodologies for email tracking and training.
Kenneth Harrington-Colon | TrustRadius Reviewer

Screenshots

Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Close Editions & Modules

Edition
Starter$351
Basic$651
Professional$951
BusinessContact for Pricing
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing

Revenue Grid

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Revenue Grid Editions & Modules

Additional Pricing Details

Rating Summary

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