Close vs Veelo | TrustRadius

Likelihood to Recommend

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...

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Erik Zahnlecker

Co-Founder, Head of Product

Allocate.aiComputer Software, 1-10 employees

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Veelo is my go-to place for information about Chrome River. For example, if I speak to a prospect that has a manual expense reporting process, I will go to Veelo to download some Chrome River content specific to the common pitfalls of processing expense reports manually and send off that content piece in an email. Veelo will also allow me to track open rates to see if the prospect is engaging with the content.

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Ariel Ezekiel

Business Development Manager

Chrome River TechnologiesComputer Software, 201-500 employees

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Feature Rating Comparison

Close

Veelo

Customer data management / contact management

Workflow management

Territory management

Opportunity management

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

Contract management

Interaction tracking

Channel / partner relationship management

Close

Veelo

Case management

Call center management

Help desk management

Close

Veelo

Lead management

Email marketing

Close

Marketing automation

Close

Veelo

Mobile access

Pros

Manages leads.
Followup & reminders.
Organization of everything in one place.
Add-ons that are worth every penny.

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Jason Vance

Owner

Red Mill Creative Inc.Marketing & Advertising, 1-10 employees

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Content enablement
Tracking Revenue Metrics

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Sean Mir

BDR

Chrome RiverComputer Software, 501-1000 employees

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Cons

Difficult to understand and build search queries.

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Verified User

Partner in Legal

Law Practice Company, 1-10 employees

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Does not work well for individuals that are hands on/kinesthetic learners
The quizzes at the end of each section are troublesome and can repeat the same info
Sometimes notifications for due dates are not sent out in regard to assigned training sessions

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Verified User

Representative in Sales

Information Technology and Services Company, 501-1000 employees

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Support Rating

No score

No answers yet

No answers on this topic

Veelo 9.8

Based on 4 answers

Very good

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Verified User

Manager in Sales

Accounting Company, 201-500 employees

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Alternatives Considered

Close.io does a lot more than HubSpot CRM for a lower price. The most important difference is that I can search for prospects by the notes I created and by prior activity. But, I cannot do this in HubSpot, although it seems like it should be a very basic feature.

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Joe Gatto

VP of Marketing & International Business Development

ePaymintsFinancial Services, 1-10 employees

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We have used Dropbox before, but it does not compare to Veelo. Veelo offers many more features and can be accessed online which allows for the most up to date content at all times. Dropbox can't track content open rates as Veelo can.

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Ariel Ezekiel

Business Development Manager

Chrome River TechnologiesComputer Software, 201-500 employees

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Return on Investment

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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Ryan McCarty

Sales Development Representative

Vibrant TechnologiesComputer Hardware, 11-50 employees

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Content management
Onboarding

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Sean Mir

BDR

Chrome RiverComputer Software, 501-1000 employees

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Pricing Details

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Close Editions & Modules

Edition

Starter	$35¹
Basic	$65¹
Professional	$95¹
Business	Contact for Pricing

per user, monthly

Additional Pricing Details

15% discount on annual pricing

General

Veelo

Likelihood to Recommend

Close

Veelo

Feature Rating Comparison

Customer data management / contact management

Workflow management

Territory management

Opportunity management

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

Contract management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Mobile access

Pros

Close

Veelo

Cons

Close

Veelo

Support Rating

Close

Veelo

Alternatives Considered

Close

Veelo

Return on Investment

Close

Veelo

Screenshots

Close

Veelo

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Close Editions & Modules

Edition

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Veelo Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison