What users are saying about
24 Ratings
3 Ratings
24 Ratings
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Score 8.7 out of 100
3 Ratings
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Score 9.2 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

TrackerRMS

Honestly there is no weakness in TrackerRMS. We have great experience in using TrackerRMS
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
TrackerRMS
Customer data management / contact management
Close
7.8
TrackerRMS
Workflow management
Close
8.2
TrackerRMS
Territory management
Close
8.0
TrackerRMS
Opportunity management
Close
8.4
TrackerRMS
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
TrackerRMS
Contract management
Close
10.0
TrackerRMS
Interaction tracking
Close
7.5
TrackerRMS
Channel / partner relationship management
Close
9.7
TrackerRMS

Customer Service & Support

Close
9.2
TrackerRMS
Case management
Close
8.0
TrackerRMS
Call center management
Close
9.7
TrackerRMS
Help desk management
Close
10.0
TrackerRMS

Marketing Automation

Close
8.9
TrackerRMS
Lead management
Close
7.7
TrackerRMS
Email marketing
Close
10.0
TrackerRMS

CRM Project Management

Close
7.4
TrackerRMS
Task management
Close
5.5
TrackerRMS
Billing and invoicing management
Close
10.0
TrackerRMS
Reporting
Close
6.7
TrackerRMS

CRM Reporting & Analytics

Close
9.3
TrackerRMS
Forecasting
Close
10.0
TrackerRMS
Pipeline visualization
Close
8.0
TrackerRMS
Customizable reports
Close
10.0
TrackerRMS

Customization

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

Security

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

Social CRM

Close
10.0
TrackerRMS
Social data
Close
10.0
TrackerRMS
Social engagement
Close
10.0
TrackerRMS

Integrations with 3rd-party Software

Close
7.0
TrackerRMS
Marketing automation
Close
7.0
TrackerRMS

Platform

Close
10.0
TrackerRMS
Mobile access
Close
10.0
TrackerRMS

Recruiting / ATS

Close
TrackerRMS
9.0
Applicant Tracking
Close
TrackerRMS
9.0

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

TrackerRMS

  • Follow through with questions
  • Resolve any issues that may arise
  • Continuing to update their system
Julia Moneypenny | 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

TrackerRMS

  • Sometimes it sluggish
  • Other then this everything is great
  • We had great experience using TrackerRMS
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

TrackerRMS

TrackerRMS 9.0
Based on 2 answers
I find it easy to show people now to use all aspects of this software with our business.
Julia Moneypenny | TrustRadius Reviewer

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

TrackerRMS

TrackerRMS 10.0
Based on 2 answers
Great customer service
Anonymous | TrustRadius Reviewer

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

TrackerRMS

Allows for more detailed information to be listed on each entry.
Julia Moneypenny | 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

TrackerRMS

  • Cost effective
  • Very efficient
Anonymous | 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.

TrackerRMS

General

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

TrackerRMS Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Close
9.0
TrackerRMS
9.0

Usability

Close
7.0
TrackerRMS
9.0

Support Rating

Close
7.0
TrackerRMS
10.0

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