Likelihood to Recommend 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.
Read full review Being out from the office, [Salesforce Mobile (formerly Salesforce1 Mobile App)] is a supporting tool to bring all the information with you without having the need of bringing the laptop. As I said before, I am a sales manager and it is much more comfortable for me to use the mobile app instead of bringing a bag or something similar only for the laptop. However, it wouldn't make any sense to use it in the office as you can enter into Salesforce from your computer and have a better experience with the SF product as it is much more comfortable to use. At the end it has a much larger screen than a phone or a tablet and it has many more possibilities as a whole
Read full review Pros 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. Read full review The ability to construct lead list for various marketing channels and have our staff prioritize calls. It's simple to use, just has to be set up once, and it's safe. The most important aspect of this app is that all of its features are incredible, especially the reporting capabilities and the ability to quickly input customer information. The app allows sales reps to focus on opportunities while on the field. The app has a feature that allows you to set up quick action for a variety of tasks. Read full review Cons Make it so one can set the time at which the emails go out. Make it easier to set up my workflow. Joe Gatto VP of Marketing & International Business Development
Read full review Just like Salesforce, there's a lot you can do with the app. It can feel overwhelming if you don't know what you're looking for. This isn't necessarily a fault, but when you use Salesforce on a computer most of the time, when going to Mobile you do have to make an adjustment and be prepared for a different layout and navigation. Read full review Likelihood to Renew We have to have it !! We love the product and most of us use it everyday - many times daily !!
Read full review Usability 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.
Read full review 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.
Read full review Support Rating 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.
Read full review 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.
Read full review Implementation Rating It went great - need more discovery next time
Read full review Alternatives Considered 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.
Read full review I have used HubSpot and
Copper CRM at previous companies but both of them are fundamental CRMs. Salesforce can truly be implemented to meet your unique business attributes and can scale as your company grows. It's no wonder it's the #1 CRM in the world. Plus with 100s of integrations to other apps, Salesforce can achieve a lot more than just managing sales.
Read full review 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 Reduces the amount of times i need to get in the computer during weekends (to check stuff) Reduces the heaviness of my bag when im doing field sales no negatives, if it had i would just do it in the computer Read full review ScreenShots