What users are saying about
38 Ratings
Top Rated
40 Ratings
38 Ratings
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Score 8.3 out of 100
Top Rated
40 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9.3 out of 100

Feature Set Ratings

  • Close ranks higher in 1 feature set: Platform
  • Salesmate ranks higher in 8 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Integrations with 3rd-party Software

Sales Force Automation

8.9

Close

89%
9.2

Salesmate

92%
Salesmate ranks higher in 6/9 features

Customer data management / contact management

8.3
83%
8 Ratings
9.4
94%
35 Ratings

Workflow management

7.9
79%
8 Ratings
9.1
91%
35 Ratings

Territory management

8.0
80%
1 Rating
9.0
90%
9 Ratings

Opportunity management

9.4
94%
6 Ratings
9.5
95%
31 Ratings

Integration with email client (e.g., Outlook or Gmail)

9.4
94%
8 Ratings
9.3
93%
36 Ratings

Contract management

10.0
100%
1 Rating
9.6
96%
21 Ratings

Interaction tracking

8.2
82%
8 Ratings
9.3
93%
31 Ratings

Channel / partner relationship management

9.7
97%
3 Ratings
9.1
91%
22 Ratings

Quote & order management

N/A
0 Ratings
8.5
85%
19 Ratings

Customer Service & Support

8.7

Close

87%
9.5

Salesmate

95%
Salesmate ranks higher in 2/3 features

Case management

8.0
80%
3 Ratings
9.5
95%
11 Ratings

Call center management

8.0
80%
5 Ratings
9.5
95%
10 Ratings

Help desk management

10.0
100%
2 Ratings
N/A
0 Ratings

Marketing Automation

9.1

Close

91%
9.2

Salesmate

92%
Close ranks higher in 1/2 features

Lead management

8.8
88%
6 Ratings
9.0
90%
34 Ratings

Email marketing

9.5
95%
5 Ratings
9.4
94%
33 Ratings

CRM Project Management

8.1

Close

81%
9.3

Salesmate

93%
Salesmate ranks higher in 2/3 features

Task management

8.1
81%
5 Ratings
9.4
94%
33 Ratings

Billing and invoicing management

10.0
100%
1 Rating
N/A
0 Ratings

Reporting

6.3
63%
5 Ratings
9.2
92%
29 Ratings

CRM Reporting & Analytics

8.0

Close

80%
9.2

Salesmate

92%
Salesmate ranks higher in 2/3 features

Forecasting

10.0
100%
1 Rating
9.1
91%
24 Ratings

Pipeline visualization

8.4
84%
6 Ratings
9.1
91%
34 Ratings

Customizable reports

5.5
55%
4 Ratings
9.4
94%
29 Ratings

Customization

8.5

Close

85%
9.5

Salesmate

95%
Salesmate ranks higher in 3/4 features

Custom fields

9.3
93%
7 Ratings
9.5
95%
35 Ratings

Custom objects

10.0
100%
2 Ratings
9.6
96%
24 Ratings

Scripting environment

8.0
80%
3 Ratings
9.4
94%
15 Ratings

API for custom integration

6.8
68%
7 Ratings
9.4
94%
21 Ratings

Security

8.2

Close

82%
9.5

Salesmate

95%
Salesmate ranks higher in 2/2 features

Single sign-on capability

8.0
80%
3 Ratings
9.5
95%
27 Ratings

Role-based user permissions

8.4
84%
6 Ratings
9.6
96%
31 Ratings

Social CRM

10.0

Close

100%

Salesmate

Feature Set Not Supported
N/A
Close ranks higher in 2/2 features

Social data

10.0
100%
1 Rating
N/A
0 Ratings

Social engagement

10.0
100%
1 Rating
N/A
0 Ratings

Integrations with 3rd-party Software

7.0

Close

70%
8.7

Salesmate

87%
Salesmate ranks higher in 1/1 features

Marketing automation

7.0
70%
4 Ratings
8.7
87%
28 Ratings

Platform

10.0

Close

100%
9.4

Salesmate

94%
Close ranks higher in 1/1 features

Mobile access

10.0
100%
1 Rating
9.4
94%
33 Ratings

Attribute Ratings

  • Close is rated higher in 1 area: Likelihood to Recommend
  • Salesmate is rated higher in 2 areas: Usability, Support Rating

Likelihood to Recommend

9.4

Close

94%
8 Ratings
9.3

Salesmate

93%
36 Ratings

Likelihood to Renew

Close

N/A
0 Ratings
9.1

Salesmate

91%
2 Ratings

Usability

8.8

Close

88%
3 Ratings
9.6

Salesmate

96%
35 Ratings

Support Rating

9.2

Close

92%
3 Ratings
9.7

Salesmate

97%
35 Ratings

Implementation Rating

Close

N/A
0 Ratings
9.1

Salesmate

91%
1 Rating

Likelihood to Recommend

Close

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

RapidOps, Inc.

Salesmate does really well with phone communication, texting communication, and creating automated email events based on a specific scenario such as a No-Show. On top of this, the app works better than any other CRM apple app that I have seen. The calling / text/ emails all work fluently inside of there.
Read full review

Pros

Close

  • 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

RapidOps, Inc.

  • For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
  • Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
  • Integration with other apps is good; I use QuickBooks and DocuSign.
  • Customer service is very good.
Read full review

Cons

Close

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

RapidOps, Inc.

  • The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
  • The dashboard button is pointless if it still makes you choose between legacy or classic.
Read full review

Pricing Details

Close

Starting Price

$29 per user, monthly

Editions & Modules

Close editions and modules pricing
EditionModules
Starter291
Basic692
Professional993
Business1494

Footnotes

  1. per user, monthly
  2. per user, monthly
  3. per user, monthly
  4. per user, monthly

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional

Additional Details

15% discount on annual pricing in addition to the month-to-month prices listed here.

Salesmate

Starting Price

$0

Editions & Modules

Salesmate editions and modules pricing
EditionModules
Starter151
Growth302
Boost503
EnterpriseCustom4

Footnotes

  1. per user monthly (20% off for annual subscriptions)
  2. per user monthly (20% off for annual subscriptions)
  3. per user monthly (20% off for annual subscriptions)
  4. none

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional

Additional Details

We offer built-in calling: Starting at $1.10 per month for your phone line & pay as you go credits

Likelihood to Renew

Close

No answers on this topic

RapidOps, Inc.

Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them
Read full review

Usability

Close

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.
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RapidOps, Inc.

The platform is incredibly robust while maintaining a clean appearance. This allows you to see exactly what you need at any given time without being overwhelmed. The ability to customize your dashboard easily allows you to see the information that is most relevant to your operations and needs.
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Support Rating

Close

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.
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RapidOps, Inc.

Fantastic - always reply in a reasonable amount of time, usually with a simple fix. The support website is very handy, but often you will likely have 'niche' questions - to which the team are all to happy to help with. For larger issues, we have had to lodge tickets with tech, but to date, every issue we have had has been resolved. Very happy with the support and service.
Read full review

Implementation Rating

Close

No answers on this topic

RapidOps, Inc.

No - All very straightforward and simple.
Read full review

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.
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RapidOps, Inc.

Every call, chat and email creates a support ticket which is usually 24-48 hours for a response. I accomplished more with Salesmate support than I did with a month of the entire Fresh Works Suite. Also - all components are separate with Freshworks i.e. contacts to not sync between fresh caller, fresh desk, fresh sales and fresh everything. I could go on and on, but I have also tried Salesforce, Pipedrive, Zoho and many others.
Sales.mate is the BEST, I love them! Seriously.
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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.
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RapidOps, Inc.

  • It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
  • It does a whole load of outreach for me. It's seamless.
  • I get a lot more responses from people in my pipeline - especially using SMS to follow up.
Read full review

Screenshots

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