Close vs Salesforce Mobile

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...

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Erik Zahnlecker

Co-Founder, Head of Product

Allocate.aiComputer Software, 1-10 employees

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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.

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Nathan Baker

Director of Recruitment and Analytics

Taylor UniversityHigher Education, 201-500 employees

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Feature Rating Comparison

Close

Salesforce Mobile

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

Salesforce Mobile

Case management

Call center management

Help desk management

Close

Salesforce Mobile

Lead management

Email marketing

Close

Marketing automation

Close

Salesforce Mobile

Mobile access

Pros

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

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Jason Vance

Owner

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

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Ability to manage account remotely.
Enter new opportunities.
Manage events on the go.
Run reports to track the sales teams and production.

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Ben Caplan

Risk Manager, and Insurance Agent

Hummel and Plum Insurance Agency Inc.Insurance, 11-50 employees

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Cons

Difficult to understand and build search queries.

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Verified User

Partner in Legal

Law Practice Company, 1-10 employees

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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.

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Shawn Bennett

Senior Account Executive

Codero HostingTelecommunications, 51-200 employees

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Usability

No score

No answers yet

No answers on this topic

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.

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Verified User

Employee in Professional Services

Information Technology and Services Company, 501-1000 employees

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Support Rating

No score

No answers yet

No answers on this topic

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.

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Ben Caplan

Risk Manager, and Insurance Agent

Hummel and Plum Insurance Agency Inc.Insurance, 11-50 employees

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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.

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Joe Gatto

VP of Marketing & International Business Development

ePaymintsFinancial Services, 1-10 employees

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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.

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Shawn Bennett

Senior Account Executive

Codero HostingTelecommunications, 51-200 employees

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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.

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Ryan McCarty

Sales Development Representative

Vibrant TechnologiesComputer Hardware, 11-50 employees

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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.

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Bryan Silverman

Business Development Associate

CrowdtapMarketing and Advertising, 51-200 employees

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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

Salesforce Mobile

Close

Salesforce Mobile

Likelihood to Recommend

Close

Salesforce Mobile

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

Salesforce Mobile

Cons

Close

Salesforce Mobile

Usability

Close

Salesforce Mobile

Support Rating

Close

Salesforce Mobile

Alternatives Considered

Close

Salesforce Mobile

Return on Investment

Close

Salesforce Mobile

Screenshots

Close

Salesforce Mobile

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?

Salesforce Mobile Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison