Close vs Revenue Grid

Likelihood to Recommend

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...

Read full review

Erik Zahnlecker

Co-Founder, Head of Product

Allocate.aiComputer Software, 1-10 employees

View all 5 answers on this topic

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.

Read full review

Kenneth Harrington-Colon

Internal Systems Specialist

Creative Business Resources (CBR)Human Resources, 11-50 employees

View all 1 answers on this topic

Feature Rating Comparison

Close

Revenue Grid

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Interaction tracking

Channel / partner relationship management

Close

Revenue Grid

Case management

Call center management

Help desk management

Close

Revenue Grid

Lead management

Email marketing

Close

Marketing automation

Close

Revenue Grid

Mobile access

Pros

Manages leads.
Followup & reminders.
Organization of everything in one place.
Add-ons that are worth every penny.

Read full review

Jason Vance

Owner

Red Mill Creative Inc.Marketing & Advertising, 1-10 employees

View all 5 answers on this topic

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.

Read full review

Kenneth Harrington-Colon

Internal Systems Specialist

Creative Business Resources (CBR)Human Resources, 11-50 employees

View all 1 answers on this topic

Cons

Difficult to understand and build search queries.

Read full review

Verified User

Partner in Legal

Law Practice Company, 1-10 employees

View all 5 answers on this topic

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.

Read full review

Kenneth Harrington-Colon

Internal Systems Specialist

Creative Business Resources (CBR)Human Resources, 11-50 employees

View all 1 answers on this topic

Alternatives Considered

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.

Read full review

Joe Gatto

VP of Marketing & International Business Development

ePaymintsFinancial Services, 1-10 employees

View all 5 answers on this topic

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.

Read full review

Kenneth Harrington-Colon

Internal Systems Specialist

Creative Business Resources (CBR)Human Resources, 11-50 employees

View all 1 answers on this topic

Return on Investment

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.

Read full review

Ryan McCarty

Sales Development Representative

Vibrant TechnologiesComputer Hardware, 11-50 employees

View all 5 answers on this topic

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.

Read full review

Kenneth Harrington-Colon

Internal Systems Specialist

Creative Business Resources (CBR)Human Resources, 11-50 employees

View all 1 answers on this topic

Pricing Details

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
Business	Contact for Pricing

per user, monthly

Additional Pricing Details

15% discount on annual pricing

General

Rating Summary

Close

Revenue Grid

Likelihood to Recommend

Close

Revenue Grid

Feature Rating Comparison

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Mobile access

Pros

Close

Revenue Grid

Cons

Close

Revenue Grid

Alternatives Considered

Close

Revenue Grid

Return on Investment

Close

Revenue Grid

Screenshots

Close

Revenue Grid

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Close Editions & Modules

Edition

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Revenue Grid Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison