What users are saying about
21 Ratings
4 Ratings
21 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.2 out of 100
4 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9 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

Veelo

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.
Ariel Ezekiel | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
9.2
Veelo
Customer data management / contact management
Close
9.0
Veelo
Workflow management
Close
8.6
Veelo
Territory management
Close
8.0
Veelo
Opportunity management
Close
9.9
Veelo
Integration with email client (e.g., Outlook or Gmail)
Close
9.1
Veelo
Contract management
Close
10.0
Veelo
Interaction tracking
Close
9.5
Veelo
Channel / partner relationship management
Close
9.7
Veelo

Customer Service & Support

Close
9.3
Veelo
Case management
Close
8.3
Veelo
Call center management
Close
9.7
Veelo
Help desk management
Close
10.0
Veelo

Marketing Automation

Close
10.0
Veelo
Lead management
Close
10.0
Veelo
Email marketing
Close
10.0
Veelo

CRM Project Management

Close
9.1
Veelo
Task management
Close
7.4
Veelo
Billing and invoicing management
Close
10.0
Veelo
Reporting
Close
10.0
Veelo

CRM Reporting & Analytics

Close
9.4
Veelo
Forecasting
Close
10.0
Veelo
Pipeline visualization
Close
8.3
Veelo
Customizable reports
Close
10.0
Veelo

Customization

Close
9.2
Veelo
Custom fields
Close
9.5
Veelo
Custom objects
Close
10.0
Veelo
Scripting environment
Close
8.3
Veelo
API for custom integration
Close
9.1
Veelo

Security

Close
7.7
Veelo
Single sign-on capability
Close
8.3
Veelo
Role-based user permissions
Close
7.2
Veelo

Social CRM

Close
10.0
Veelo
Social data
Close
10.0
Veelo
Social engagement
Close
10.0
Veelo

Integrations with 3rd-party Software

Close
9.0
Veelo
Marketing automation
Close
9.0
Veelo

Platform

Close
10.0
Veelo
Mobile access
Close
10.0
Veelo

Pros

Close

  • Manages leads.
  • Followup & reminders.
  • Organization of everything in one place.
  • Add-ons that are worth every penny.
Jason Vance | TrustRadius Reviewer

Veelo

  • Content enablement
  • Tracking Revenue Metrics
Sean Mir | TrustRadius Reviewer

Cons

Close

  • Difficult to understand and build search queries.
Anonymous | TrustRadius Reviewer

Veelo

  • 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
Anonymous | TrustRadius Reviewer

Support Rating

Close

No score
No answers yet
No answers on this topic

Veelo

Veelo 9.8
Based on 4 answers
Anonymous | TrustRadius Reviewer

Alternatives Considered

Close

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.
Joe Gatto | TrustRadius Reviewer

Veelo

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.
Ariel Ezekiel | TrustRadius Reviewer

Return on Investment

Close

  • 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.
Ryan McCarty | TrustRadius Reviewer

Veelo

  • Content management
  • Onboarding
Sean Mir | TrustRadius Reviewer

Screenshots

Pricing Details

Close

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
BusinessContact for Pricing
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing

Veelo

General

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

Veelo Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison