What users are saying about
21 Ratings
21 Ratings
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Score 8.2 out of 100
44 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

Salesforce Mobile

Salesforce Mobile is useful for on-the-go jobs requiring access to information - particularly contact info, quick details about a constituent, or reference reports about sales or activity. Salesforce Mobile is not best for customizing reports, editing data, or creating new records. The usability and functionality of the app align with Salesforce.com, but the load times and requirements for back-end customization make on-demand changes difficult.
Nathan Baker | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Close
9.3
Salesforce Mobile
Case management
Close
8.3
Salesforce Mobile
Call center management
Close
9.7
Salesforce Mobile
Help desk management
Close
10.0
Salesforce Mobile

Marketing Automation

Close
10.0
Salesforce Mobile
Lead management
Close
10.0
Salesforce Mobile
Email marketing
Close
10.0
Salesforce Mobile

CRM Project Management

Close
9.1
Salesforce Mobile
Task management
Close
7.4
Salesforce Mobile
Billing and invoicing management
Close
10.0
Salesforce Mobile
Reporting
Close
10.0
Salesforce Mobile

CRM Reporting & Analytics

Close
9.4
Salesforce Mobile
Forecasting
Close
10.0
Salesforce Mobile
Pipeline visualization
Close
8.3
Salesforce Mobile
Customizable reports
Close
10.0
Salesforce Mobile

Customization

Close
9.2
Salesforce Mobile
Custom fields
Close
9.5
Salesforce Mobile
Custom objects
Close
10.0
Salesforce Mobile
Scripting environment
Close
8.3
Salesforce Mobile
API for custom integration
Close
9.1
Salesforce Mobile

Security

Close
7.7
Salesforce Mobile
Single sign-on capability
Close
8.3
Salesforce Mobile
Role-based user permissions
Close
7.2
Salesforce Mobile

Social CRM

Close
10.0
Salesforce Mobile
Social data
Close
10.0
Salesforce Mobile
Social engagement
Close
10.0
Salesforce Mobile

Integrations with 3rd-party Software

Close
9.0
Salesforce Mobile
Marketing automation
Close
9.0
Salesforce Mobile

Platform

Close
10.0
Salesforce Mobile
Mobile access
Close
10.0
Salesforce Mobile

Pros

Close

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

Salesforce Mobile

  • Ability to manage account remotely.
  • Enter new opportunities.
  • Manage events on the go.
  • Run reports to track the sales teams and production.
Ben Caplan | TrustRadius Reviewer

Cons

Close

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

Salesforce Mobile

  • When viewing the page of Leads or Opportunities they appear bland and blend together. A color differentiator pattern of at least grey, white, grey, white would be helpful.
Shawn Bennett | TrustRadius Reviewer

Usability

Close

No score
No answers yet
No answers on this topic

Salesforce Mobile

Salesforce Mobile 9.0
Based on 1 answer
Salesforce Mobile is very useful to our organization. This makes the job of an agent more convenient. We can easily access it on our mobile phones. When you need an update for a certain lead, you can simply check it using your phone, you don't need to spend more time opening it on your computer or laptop.
Anonymous | TrustRadius Reviewer

Support Rating

Close

No score
No answers yet
No answers on this topic

Salesforce Mobile

Salesforce Mobile 8.0
Based on 2 answers
I haven't had the need to contact support, but the online community has a VAST knowledge of support if you're in need. For instance, I needed to know how I could set the dashboard up to automatically refresh and the online community helped me within minutes.
Ben Caplan | 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

Salesforce Mobile

Well, the Salesforce1 application is specific to managing a Salesforce platform, so the application comparison for the same base cannot be made here. However, the application overall vs. Zoho has the advantage over UI and performance. Salesforce is the clear leader, Zoho is in second place with their application updates looking similar to Salesforce1.
Shawn Bennett | 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

Salesforce Mobile

  • On the go, it's essential we keep track of the sources of leads/deals, so it certainly helps us understand where we should be investing more money on that end.
Bryan Silverman | 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

Salesforce Mobile

General

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

Salesforce Mobile Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Close
9.0
Salesforce Mobile
8.3

Usability

Close
Salesforce Mobile
9.0

Support Rating

Close
Salesforce Mobile
8.0

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