What users are saying about
24 Ratings
24 Ratings
24 Ratings
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Score 8.7 out of 100
24 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 6.8 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

Workamajig

If you're looking for a system to help you address accounting that's not suited for marketing agency structures, this is the right tool. It is a bit cumbersome, but it has streamlined our reporting, billing, estimating, and tracking. As for project management, it's great that it integrates with the estimating and finances, but it's just not enjoyable to use. The interface is clunky. So if project management is your main criteria, I'd choose something else. We would never use it to collaborate with clients either because I'd be afraid of making them frustrated by the tool, so we use Basecamp to do that.
Dacia Coffey | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
Workamajig
Customer data management / contact management
Close
7.9
Workamajig
Workflow management
Close
8.2
Workamajig
Territory management
Close
8.0
Workamajig
Opportunity management
Close
8.4
Workamajig
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
Workamajig
Contract management
Close
10.0
Workamajig
Interaction tracking
Close
7.5
Workamajig
Channel / partner relationship management
Close
9.7
Workamajig

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

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

Security

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

Social CRM

Close
10.0
Workamajig
Social data
Close
10.0
Workamajig
Social engagement
Close
10.0
Workamajig

Integrations with 3rd-party Software

Close
7.0
Workamajig
Marketing automation
Close
7.0
Workamajig

Platform

Close
10.0
Workamajig
Mobile access
Close
10.0
Workamajig

Project Management

Close
Workamajig
6.6
Task Management
Close
Workamajig
7.8
Resource Management
Close
Workamajig
6.9
Gantt Charts
Close
Workamajig
6.3
Scheduling
Close
Workamajig
6.5
Workflow Automation
Close
Workamajig
4.6
Team Collaboration
Close
Workamajig
7.2
Support for Agile Methodology
Close
Workamajig
6.1
Support for Waterfall Methodology
Close
Workamajig
7.4
Document Management
Close
Workamajig
8.2
Email integration
Close
Workamajig
7.3
Mobile Access
Close
Workamajig
4.8
Timesheet Tracking
Close
Workamajig
7.9
Change request and Case Management
Close
Workamajig
4.7
Budget and Expense Management
Close
Workamajig
7.0

Professional Services Automation

Close
Workamajig
7.2
Quotes/estimates
Close
Workamajig
7.0
Invoicing
Close
Workamajig
7.8
Project & financial reporting
Close
Workamajig
8.8
Integration with accounting software
Close
Workamajig
5.0

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

Workamajig

  • The Platinum version has a particularly robust time tracking system, down to a 'timer' function that can be critical for an agency like mine where you want to be accountable for billing a client arruately
  • The ability to make projects available only to those who are permitted to assign their time to it has apparently been very helpful during our revenue reconciliation meetings where time incurred is reviewed against scope
  • The mobile app, while I still feel needs some work, is pretty handy for a quick calendar check if I'm in a client meeting and cannot utilize my browser to get information
Anonymous | 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

Workamajig

  • WMJ's interface is dated. Despite an html5 driven "sheets"-based interface, it takes a lot of time and effort to manage the interface, which could be streamlined considerably. On a UX/UI scale of 1 to 10, with 10 being the best, WMJ would earn a 6 from me.
  • Despite the amount of documentation available, there is a distinct lack of clarity in that documentation, and it doesn't fully cover everything you would expect. Branching thoughts, for instance, are not addressed. Additionally, because there are two editions of the software online, there are two support sites that aren't sequestered. So information from both commingles, creating confusion.
  • Support is available on an email and phone basis. They strongly encourage you to use email, however, and they are resistant to phone time. This is likely because the support staff is limited in number, but has a great depth of knowledge. If you want immediate phone support, however, YOU ARE OUT OF LUCK. You are placed in a queue and the odds of same-day help are low. For email, the response is usually within an hour, but when you are stuck with a configuration issue, or need to generate a report and don't know how to do something, waiting is not optimal. That said, the support team is TERRIFIC.
Scott Millen | 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

Workamajig

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

Workamajig

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

Workamajig

Workamajig was definitely a lot easier to keep track of projects, timesheets, and out of office calendars all in one. ClickUp and Zoho were good for project management but JIG definitely has more to offer and it's a little easier to clean. Keeping track of campaigns is much easier in JIG as it assigns project numbers and task numbers to each assignment.
Anonymous | 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

Workamajig

  • Workamajig allows for a more flexible, productive workflow, especially for people working remotely.
  • Team members on a project are more aware of budgeted hours and timelines because of the various alerts.
  • Workamajig is such a timesaver because it's such an easy quick reference on current or past projects.
Annie Koelker | 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.

Workamajig

General

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

Workamajig Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Close
9.0
Workamajig
7.5

Usability

Close
7.0
Workamajig

Support Rating

Close
7.0
Workamajig

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