What users are saying about
24 Ratings
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Score 8.6 out of 100
5 Ratings
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Score 5.2 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

Sugar Connect (formerly Collabspot)

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.
Daniel Pacheco | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
Sugar Connect (formerly Collabspot)
Customer data management / contact management
Close
7.9
Sugar Connect (formerly Collabspot)
Workflow management
Close
8.2
Sugar Connect (formerly Collabspot)
Territory management
Close
8.0
Sugar Connect (formerly Collabspot)
Opportunity management
Close
8.4
Sugar Connect (formerly Collabspot)
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
Sugar Connect (formerly Collabspot)
Contract management
Close
10.0
Sugar Connect (formerly Collabspot)
Interaction tracking
Close
7.6
Sugar Connect (formerly Collabspot)
Channel / partner relationship management
Close
9.7
Sugar Connect (formerly Collabspot)

Customer Service & Support

Close
9.2
Sugar Connect (formerly Collabspot)
Case management
Close
8.0
Sugar Connect (formerly Collabspot)
Call center management
Close
9.7
Sugar Connect (formerly Collabspot)
Help desk management
Close
10.0
Sugar Connect (formerly Collabspot)

Marketing Automation

Close
8.9
Sugar Connect (formerly Collabspot)
Lead management
Close
7.8
Sugar Connect (formerly Collabspot)
Email marketing
Close
10.0
Sugar Connect (formerly Collabspot)

CRM Project Management

Close
7.4
Sugar Connect (formerly Collabspot)
Task management
Close
5.5
Sugar Connect (formerly Collabspot)
Billing and invoicing management
Close
10.0
Sugar Connect (formerly Collabspot)
Reporting
Close
6.8
Sugar Connect (formerly Collabspot)

CRM Reporting & Analytics

Close
9.3
Sugar Connect (formerly Collabspot)
Forecasting
Close
10.0
Sugar Connect (formerly Collabspot)
Pipeline visualization
Close
8.0
Sugar Connect (formerly Collabspot)
Customizable reports
Close
10.0
Sugar Connect (formerly Collabspot)

Customization

Close
8.0
Sugar Connect (formerly Collabspot)
Custom fields
Close
8.0
Sugar Connect (formerly Collabspot)
Custom objects
Close
10.0
Sugar Connect (formerly Collabspot)
Scripting environment
Close
8.0
Sugar Connect (formerly Collabspot)
API for custom integration
Close
6.0
Sugar Connect (formerly Collabspot)

Security

Close
7.8
Sugar Connect (formerly Collabspot)
Single sign-on capability
Close
8.0
Sugar Connect (formerly Collabspot)
Role-based user permissions
Close
7.5
Sugar Connect (formerly Collabspot)

Social CRM

Close
10.0
Sugar Connect (formerly Collabspot)
Social data
Close
10.0
Sugar Connect (formerly Collabspot)
Social engagement
Close
10.0
Sugar Connect (formerly Collabspot)

Integrations with 3rd-party Software

Close
7.0
Sugar Connect (formerly Collabspot)
Marketing automation
Close
7.0
Sugar Connect (formerly Collabspot)

Platform

Close
10.0
Sugar Connect (formerly Collabspot)
Mobile access
Close
10.0
Sugar Connect (formerly Collabspot)

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

Sugar Connect (formerly Collabspot)

  • 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
Zeke Becerra | 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

Sugar Connect (formerly Collabspot)

  • 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.
Daniel Pacheco | 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

Sugar Connect (formerly Collabspot)

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

Sugar Connect (formerly Collabspot)

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

Sugar Connect (formerly Collabspot)

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.
Zeke Becerra | 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

Sugar Connect (formerly Collabspot)

  • 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.
Daniel Pacheco | 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.

Sugar Connect (formerly Collabspot)

General

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

Sugar Connect (formerly Collabspot) Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Close
9.0
Sugar Connect (formerly Collabspot)
7.0

Usability

Close
7.0
Sugar Connect (formerly Collabspot)

Support Rating

Close
7.0
Sugar Connect (formerly Collabspot)

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