What users are saying about
24 Ratings
24 Ratings
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Score 8.7 out of 100
15 Ratings
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Score 9.6 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

SalesforceIQ Inbox

When sending emails Salesforce Inbox provides valuable insights before sending. We usually send emails to clients and before Salesforce Inbox we would need to check in Salesforce to get details regarding the contact we are sending to. With the Salesforce Inbox there is no need to look in Salesforce as it is connected directly to Gmail or Outlook.
Long Dai | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
SalesforceIQ Inbox
Customer data management / contact management
Close
7.9
SalesforceIQ Inbox
Workflow management
Close
8.2
SalesforceIQ Inbox
Territory management
Close
8.0
SalesforceIQ Inbox
Opportunity management
Close
8.4
SalesforceIQ Inbox
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
SalesforceIQ Inbox
Contract management
Close
10.0
SalesforceIQ Inbox
Interaction tracking
Close
7.5
SalesforceIQ Inbox
Channel / partner relationship management
Close
9.7
SalesforceIQ Inbox

Customer Service & Support

Close
9.2
SalesforceIQ Inbox
Case management
Close
8.0
SalesforceIQ Inbox
Call center management
Close
9.7
SalesforceIQ Inbox
Help desk management
Close
10.0
SalesforceIQ Inbox

Marketing Automation

Close
8.9
SalesforceIQ Inbox
Lead management
Close
7.7
SalesforceIQ Inbox
Email marketing
Close
10.0
SalesforceIQ Inbox

CRM Project Management

Close
7.4
SalesforceIQ Inbox
Task management
Close
5.5
SalesforceIQ Inbox
Billing and invoicing management
Close
10.0
SalesforceIQ Inbox
Reporting
Close
6.7
SalesforceIQ Inbox

CRM Reporting & Analytics

Close
9.3
SalesforceIQ Inbox
Forecasting
Close
10.0
SalesforceIQ Inbox
Pipeline visualization
Close
8.0
SalesforceIQ Inbox
Customizable reports
Close
10.0
SalesforceIQ Inbox

Customization

Close
8.0
SalesforceIQ Inbox
Custom fields
Close
8.0
SalesforceIQ Inbox
Custom objects
Close
10.0
SalesforceIQ Inbox
Scripting environment
Close
8.0
SalesforceIQ Inbox
API for custom integration
Close
6.0
SalesforceIQ Inbox

Security

Close
7.8
SalesforceIQ Inbox
Single sign-on capability
Close
8.0
SalesforceIQ Inbox
Role-based user permissions
Close
7.5
SalesforceIQ Inbox

Social CRM

Close
10.0
SalesforceIQ Inbox
Social data
Close
10.0
SalesforceIQ Inbox
Social engagement
Close
10.0
SalesforceIQ Inbox

Integrations with 3rd-party Software

Close
7.0
SalesforceIQ Inbox
Marketing automation
Close
7.0
SalesforceIQ Inbox

Platform

Close
10.0
SalesforceIQ Inbox
Mobile access
Close
10.0
SalesforceIQ Inbox

Pros

Close

  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
Joe Gatto | TrustRadius Reviewer

SalesforceIQ Inbox

  • Excellent response time.
  • Extensive notifications for all parties.
Brett Horton | TrustRadius Reviewer

Cons

Close

  • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
Ryan McCarty | TrustRadius Reviewer

SalesforceIQ Inbox

  • Reports
  • Reminders
  • If [there is] too much data, bugs sometimes occur.
Anonymous | TrustRadius Reviewer

Usability

Close

Close 7.0
Based on 1 answer
Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.
Anonymous | TrustRadius Reviewer

SalesforceIQ Inbox

No score
No answers yet
No answers on this topic

Support Rating

Close

Close 7.0
Based on 1 answer
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.
Anonymous | TrustRadius Reviewer

SalesforceIQ Inbox

No score
No answers yet
No answers on this topic

Alternatives Considered

Close

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.
Jason Vance | TrustRadius Reviewer

SalesforceIQ Inbox

While I have not used many other automated email CRM integration systems, SalesforceIQ is hands down a crucial part of my daily work flow. I could not picture our company putting up the monthly numbers we are able to allocate without the efficiency and concise notification settings SalesforceIQ gives Everlasting Capital. I highly recommend if you're looking for fast integration results to update numerous departments within your company, to look into SalesforceIQ as it will make your daily tasks substantially easier while keeping all parties more thoroughly notified.
Brett Horton | TrustRadius Reviewer

Return on Investment

Close

  • Has allowed us to have full visibility into our pipeline
  • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
Erik Zahnlecker | TrustRadius Reviewer

SalesforceIQ Inbox

  • Time is money! This makes it much faster for me to contact more prospects.
Nikkii Kashub | TrustRadius Reviewer

Screenshots

Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Close Editions & Modules

Edition
Starter$291
Basic$691
Professional$991
Business$1491
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing in addition to the month-to-month prices listed here.

SalesforceIQ Inbox

General

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

SalesforceIQ Inbox Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Close
9.0
SalesforceIQ Inbox
9.6

Usability

Close
7.0
SalesforceIQ Inbox

Support Rating

Close
7.0
SalesforceIQ Inbox

Add comparison