Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.
$59
per month per user
Sendoso
Score 8.2 out of 10
N/A
Sendoso is a gift sending platform designed to support B2B sales and ABM, and provide a sales accelerant.
N/A
Pricing
Close CRM
Sendoso
Editions & Modules
Startup
$49
per month (paid annually) per user
Professional
$99
per month (paid annually) per user
Enterprise
$139
per month (paid annually) per user
No answers on this topic
Offerings
Pricing Offerings
Close CRM
Sendoso
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
The pricing listed here reflects up to a 17% discount for paying annually. Monthly billing is available at of $59 per user for the Startup plan, $109 per user for the professional plan, and $149 per user for the Enterprise plan.
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.
For the most part when we have been curating our own swag and having it sent to the warehouse we have had great luck at keeping our costs minimal and then curating a holiday or themed swag box for our staff to be sent. The ease at which we can set up a build your own box and have it curated how we like is fantastic and super helpful. We love the touch of the "handwritten" notes as well! Our team always say they love these. There have been a few instances where we had issues with Sendoso and how something was handled. One example is when we created and ordered glass travel mugs from KeepCup to be sent to our team. Some of them arrived damaged and they were rejected before we could even do anything about it, we were told after the fact and not given any ability to work with the Vendor for replacements and Sendoso with a plan to use the cups that were still in tact. Through this we lost 4 boxes of inventory and hundreds of dollars of swag for our team and clients - which doesn't sound like a lot but w are a small company and this has a bit impact on us. Not to mention resolving this issue then took 5+ months of admin power and time. In the end we didn't get much resolve and being the customer in the situation felt like we were in between two companies and their policies, KeepCup did all they could to work with us for a resolution but Sendoso didn't. We felt like we got the short end of the stick in this instance
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.
The Custom Brand Shop has been a real game-changer.
Easy to place curation requests and quick responses.
The ability to send items through Amazon but also include inventoried items is great for higher value gift bundles and lets you avoid having to source items that you may not be 100% sure about the quantity needed.
We're very sticky with Sendoso and would prefer to not train the entire sales org on a new platform! That and we've already sent up a plethora of gifts the team can send out (eGifts, physical branded items, treats, plants, etc.).
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.
The platform is continually being upgraded to make sure the platform is usable and prevents unnecessary errors. Once you get used to the platform you can get in there and build eGift touches, physical gifts, etc. quickly. You an also send quickly and in a variety of ways. The address confirmation feature makes sending when you don't know where your recipient lives is very helpful
Sendoso occasionally has downtime, but it's usually isolated to a single feature and doesn't effect the entire platform. They are responsive when it comes to intaking these outages and are quick to work to resolve them
Their platform doesn't take a long time to load, and it typically isn't too buggy once a new feature has been out for a while. Reports are pretty quick to generate and are emailed to the user on file for use typically within ten minutes or so. I have not noticed Sendoso slowing down any of the software it integrates with at all
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.
They listened to the problem with delivery times but did not present a reasonable solution. Again, the shipping costs consumed too much budget. On one bulk send their support team agreed to take over a project for a few of the reps which is encouraging to see.
Our in person trainings were on zoom, but they are not recordings which is why I listed them as in person. You get a live person to walk you through integrations, how to use the platform, sendings best practices, setting up other users, etc. The customer success team will help you training staff users too. Ours even ran a contest for them to encourage them to send to prospects and they provided the prize!
These were CSM and Onboarding team zoom meetings where they hand-hold you, which is nice especially compared to other company onboardings. After that they have Zen desk articles and regular check-ins where you can get the training you need. I also am on a slack channel with Sendoso staff where I can ask additional questions or look for best practices.
Get Sales and Marketing both involved in the implementation so you can strategize on how you'd want to use it across your organization. This will help your CSM roll it out the way you want instead of trying to piecemeal it after you've finished the onboarding process. Also I would recommend using a mix of Sendoso Direct, Inventory and eGift sends. Relying all on one or the other will not serve you well
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.
Local vendors, including print & mail houses, are the only thing I can compare to Sendoso for similar services. Local vendors are good for ordering a bunch of swag to have at the office or [giving] away at conferences but if you are looking to send items to clients/prospects on-demand then a tool like Sendoso is a must.
Sendoso has really improved here. Along with helping you train your staff, you can now clone gift touches, sync them with salesforce from the platform directly, and send out address confirmations using your own or their email sending platform - they also just released an option for you to white-label your own domain. helping you save time and get a lot off the ground quickly
