What users are saying about
38 Ratings
28 Ratings
38 Ratings
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Score 8.3 out of 100
28 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.3 out of 100

Feature Set Ratings

    Sales Force Automation

    8.9

    Close

    89%

    Workamajig

    Feature Set Not Supported
    N/A
    Close ranks higher in 8/8 features

    Customer data management / contact management

    8.3
    83%
    8 Ratings
    N/A
    0 Ratings

    Workflow management

    7.9
    79%
    8 Ratings
    N/A
    0 Ratings

    Territory management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Opportunity management

    9.4
    94%
    6 Ratings
    N/A
    0 Ratings

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

    9.4
    94%
    8 Ratings
    N/A
    0 Ratings

    Contract management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Interaction tracking

    8.2
    82%
    8 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    9.7
    97%
    3 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    8.7

    Close

    87%

    Workamajig

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Case management

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Call center management

    8.0
    80%
    5 Ratings
    N/A
    0 Ratings

    Help desk management

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Marketing Automation

    9.1

    Close

    91%

    Workamajig

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Lead management

    8.8
    88%
    6 Ratings
    N/A
    0 Ratings

    Email marketing

    9.5
    95%
    5 Ratings
    N/A
    0 Ratings

    CRM Project Management

    8.1

    Close

    81%

    Workamajig

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Task management

    8.1
    81%
    5 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Reporting

    6.3
    63%
    5 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    8.0

    Close

    80%

    Workamajig

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Forecasting

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Pipeline visualization

    8.4
    84%
    6 Ratings
    N/A
    0 Ratings

    Customizable reports

    5.5
    55%
    4 Ratings
    N/A
    0 Ratings

    Customization

    8.5

    Close

    85%

    Workamajig

    Feature Set Not Supported
    N/A
    Close ranks higher in 4/4 features

    Custom fields

    9.2
    92%
    7 Ratings
    N/A
    0 Ratings

    Custom objects

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Scripting environment

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    API for custom integration

    6.8
    68%
    7 Ratings
    N/A
    0 Ratings

    Security

    8.2

    Close

    82%

    Workamajig

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Single sign-on capability

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.4
    84%
    6 Ratings
    N/A
    0 Ratings

    Social CRM

    10.0

    Close

    100%

    Workamajig

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Social data

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Social engagement

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    7.0

    Close

    70%

    Workamajig

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Marketing automation

    7.0
    70%
    4 Ratings
    N/A
    0 Ratings

    Platform

    10.0

    Close

    100%

    Workamajig

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Mobile access

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Project Management

    Close

    Feature Set Not Supported
    N/A
    6.3

    Workamajig

    63%
    Workamajig ranks higher in 14/14 features

    Task Management

    N/A
    0 Ratings
    7.3
    73%
    11 Ratings

    Resource Management

    N/A
    0 Ratings
    6.3
    63%
    11 Ratings

    Gantt Charts

    N/A
    0 Ratings
    6.1
    61%
    6 Ratings

    Scheduling

    N/A
    0 Ratings
    5.5
    55%
    9 Ratings

    Workflow Automation

    N/A
    0 Ratings
    3.5
    35%
    9 Ratings

    Team Collaboration

    N/A
    0 Ratings
    7.1
    71%
    11 Ratings

    Support for Agile Methodology

    N/A
    0 Ratings
    6.1
    61%
    6 Ratings

    Support for Waterfall Methodology

    N/A
    0 Ratings
    7.4
    74%
    6 Ratings

    Document Management

    N/A
    0 Ratings
    8.7
    87%
    11 Ratings

    Email integration

    N/A
    0 Ratings
    7.8
    78%
    8 Ratings

    Mobile Access

    N/A
    0 Ratings
    4.7
    47%
    7 Ratings

    Timesheet Tracking

    N/A
    0 Ratings
    7.3
    73%
    10 Ratings

    Change request and Case Management

    N/A
    0 Ratings
    3.5
    35%
    6 Ratings

    Budget and Expense Management

    N/A
    0 Ratings
    6.3
    63%
    9 Ratings

    Professional Services Automation

    Close

    Feature Set Not Supported
    N/A
    7.2

    Workamajig

    72%
    Workamajig ranks higher in 4/4 features

    Quotes/estimates

    N/A
    0 Ratings
    7.0
    70%
    7 Ratings

    Invoicing

    N/A
    0 Ratings
    7.9
    79%
    7 Ratings

    Project & financial reporting

    N/A
    0 Ratings
    8.9
    89%
    9 Ratings

    Integration with accounting software

    N/A
    0 Ratings
    5.0
    50%
    2 Ratings

    Attribute Ratings

    • Close is rated higher in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    9.4

    Close

    94%
    8 Ratings
    7.2

    Workamajig

    72%
    11 Ratings

    Usability

    8.8

    Close

    88%
    3 Ratings

    Workamajig

    N/A
    0 Ratings

    Support Rating

    9.2

    Close

    92%
    3 Ratings

    Workamajig

    N/A
    0 Ratings

    Likelihood to Recommend

    Close

    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.
    Read full review

    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.
    Read full review

    Pros

    Close

    • 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.
    Read full review

    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
    Read full review

    Cons

    Close

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

    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.
    Read full review

    Pricing Details

    Close

    Starting Price

    $29 per user, monthly

    Editions & Modules

    Close editions and modules pricing
    EditionModules
    Starter291
    Basic692
    Professional993
    Business1494

    Footnotes

    1. per user, monthly
    2. per user, monthly
    3. per user, monthly
    4. per user, monthly

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    15% discount on annual pricing in addition to the month-to-month prices listed here.

    Workamajig

    Starting Price

    $41 per month per user

    Editions & Modules

    Workamajig editions and modules pricing
    EditionModules
    In-house$411
    Agency$412
    EnterpriseContact3

    Footnotes

    1. per month per user
    2. per month per user
    3. per month per user

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Usability

    Close

    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.
    Read full review

    Workamajig

    No answers on this topic

    Support Rating

    Close

    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.
    Read full review

    Workamajig

    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.
    Read full review

    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.
    Read full review

    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.
    Read full review

    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.
    Read full review

    Screenshots

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