Close CRM vs. Verenia CPQ

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

I recommend this software to all companies that make their own products, as it helps them with all the sales management, from product creation, details, and features, to sales with customers, invoicing, and budgeting. It has worked very well for us and we have had no major problems.

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

• Verenia CPQ gives us the facility to configure a product at the moment of viewing it in our end user delivery, under the option of being able to build a code of the final product and that this is done step by step.
• Verenia CPQ has an incredible system which gives to enjoy every moment using the program, being able to automate all the training sessions with a continuous support contributing to the tranquility of each client.
• Verenia CPQ allows us to go deep through great solutions, based on the creation of hundreds of systems that have been successful over time.

Incentivized

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

Incentivized

• Bringing existing products into the software was a long and tedious process. We had many customers and products at the time we purchased the software, so getting them all into the software took a long time. I wish they could make this process go faster.
• We wanted to integrate the software with our CRM program to bring everything into the same system and it was impossible until technical support helped us and we were able to solve it.
• The configuration of the product, although very detailed and very specific, is also long and sometimes even complicated, we would like the process to be more automatic.

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

• 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

• Verenia CPQ has expanded us in the current business making our profits surpass records from several years ago.
• All of our employees feel secure and confident because of all the tools that Verenia CPQ has given us over the years.

Incentivized