Close CRM vs. Sugar Connect

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.

Incentivized

It is a fantastic and very useful application. It has many customization options, but it does not have the power that a giant company requires.

Incentivized

• 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.

Incentivized

• Makes saving emails in SugarCRM really easy
• Flexible as to which types of records you can save to
• Accurate reporting on opens and clicks
• Easily add new records to SugarCRM from Gmail inbox

Incentivized

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

Incentivized

• The payment plan that Collabspot provides does not have many advantages over the free plan.
• The scores do not reflect the true assessment towards clients and candidates.
• Mail templates have an outdated design.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

Very similar. Two different layouts for two totally different systems. Collabspot/Sugar is my primary system, but when I was an SDR, I used HubSpot for prospecting primarily because of email automation. Now that I'm a Territory Manager, I don't use HubSpot much anymore as my time is filled up with partners and clients--I do less "hunting" these days than I did as an SDR. Our company uses SugarCRM and Collabspot is integrated so I use Collabspot almost exclusively now. Right tool for the right job, I guess.

Incentivized

• 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.

Incentivized

• The staff that enters is of guaranteed quality.
• Customers can respond to our requests quickly.
• The staff of the administration is much more committed to their work.

Incentivized