Close CRM vs. Salesforce Maps

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.

Incentivized

If you are a small business or have a small team in the field, anything Salesforce and its components should be avoided. Its price-point and ROI are overstated.

Incentivized

• Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
• Email sync. Syncs in real time with your email account, which is huge.
• Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.

Incentivized

• Color coding different accounts or data fields.
• Ability to see travel time and not just distance.
• Lots of data fields to pull from - big recent improvement.

Incentivized

• Make it so one can set the time at which the emails go out.
• Make it easier to set up my workflow.

Incentivized

• Lots of glitches
• Get signed out often, which interrupts the day
• Could be more intuitive

Incentivized

It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.

Incentivized

Worked well once you figured it out. The 'help portal' was no 'help'. Once you get done self-teaching yourself enough of the terminology and workings, it is pretty quick and easy to use. But the learning curve, again, is not worth the time or effort

Incentivized

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.

Incentivized

Support was comical. It was barely available and the few times I did get help the language barrier was extraordinarily problematic

Incentivized

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.

Incentivized

MapAnything is very easy to use but it appears that similar companies are too. Because of the new pricing structure, they are expensive.

Incentivized

• 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.

Incentivized

• Increased efficiency
• Reduced labor time
• Improved visibility

Incentivized