What users are saying about
38 Ratings
47 Ratings
38 Ratings
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Score 8.3 out of 100
47 Ratings
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Score 7 out of 100

Feature Set Ratings

  • Close ranks higher in 7 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Reporting & Analytics, Customization, Social CRM, Platform
  • WORK[etc] ranks higher in 1 feature set: Security
  • Close and WORK[etc] are tied in 1 feature set: CRM Project Management

Sales Force Automation

8.9

Close

89%
7.9

WORKetc

79%
Close ranks higher in 6/9 features

Customer data management / contact management

8.3
83%
8 Ratings
8.6
86%
13 Ratings

Workflow management

7.9
79%
8 Ratings
8.3
83%
12 Ratings

Territory management

8.0
80%
1 Rating
N/A
0 Ratings

Opportunity management

9.4
94%
6 Ratings
7.8
78%
10 Ratings

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

9.4
94%
8 Ratings
7.9
79%
13 Ratings

Contract management

10.0
100%
1 Rating
7.3
73%
1 Rating

Interaction tracking

8.2
82%
8 Ratings
7.8
78%
2 Ratings

Channel / partner relationship management

9.7
97%
3 Ratings
7.3
73%
1 Rating

Quote & order management

N/A
0 Ratings
8.1
81%
8 Ratings

Customer Service & Support

8.7

Close

87%
8.3

WORKetc

83%
Close ranks higher in 2/3 features

Case management

8.0
80%
3 Ratings
9.0
90%
11 Ratings

Call center management

8.0
80%
5 Ratings
7.3
73%
1 Rating

Help desk management

10.0
100%
2 Ratings
8.5
85%
12 Ratings

Marketing Automation

9.1

Close

91%
7.4

WORKetc

74%
Close ranks higher in 2/2 features

Lead management

8.8
88%
6 Ratings
7.7
77%
10 Ratings

Email marketing

9.5
95%
5 Ratings
7.1
71%
9 Ratings

CRM Project Management

8.1

Close

81%
8.1

WORKetc

81%
WORK[etc] ranks higher in 2/3 features

Task management

8.1
81%
5 Ratings
8.7
87%
13 Ratings

Billing and invoicing management

10.0
100%
1 Rating
7.8
78%
10 Ratings

Reporting

6.3
63%
5 Ratings
7.9
79%
12 Ratings

CRM Reporting & Analytics

8.0

Close

80%
7.3

WORKetc

73%
Close ranks higher in 2/3 features

Forecasting

10.0
100%
1 Rating
N/A
0 Ratings

Pipeline visualization

8.4
84%
6 Ratings
7.5
75%
9 Ratings

Customizable reports

5.5
55%
4 Ratings
7.2
72%
11 Ratings

Customization

8.5

Close

85%
8.0

WORKetc

80%
Close ranks higher in 3/4 features

Custom fields

9.3
93%
7 Ratings
8.4
84%
13 Ratings

Custom objects

10.0
100%
2 Ratings
8.2
82%
2 Ratings

Scripting environment

8.0
80%
3 Ratings
N/A
0 Ratings

API for custom integration

6.8
68%
7 Ratings
7.3
73%
10 Ratings

Security

8.2

Close

82%
8.9

WORKetc

89%
WORK[etc] ranks higher in 2/2 features

Single sign-on capability

8.0
80%
3 Ratings
9.1
91%
1 Rating

Role-based user permissions

8.4
84%
6 Ratings
8.8
88%
11 Ratings

Social CRM

10.0

Close

100%
7.3

WORKetc

73%
Close ranks higher in 2/2 features

Social data

10.0
100%
1 Rating
7.3
73%
1 Rating

Social engagement

10.0
100%
1 Rating
N/A
0 Ratings

Integrations with 3rd-party Software

7.0

Close

70%

WORKetc

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%
7.5

WORKetc

75%
Close ranks higher in 1/1 features

Mobile access

10.0
100%
1 Rating
7.5
75%
13 Ratings

Attribute Ratings

  • Close is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

Likelihood to Recommend

9.4

Close

94%
8 Ratings
7.8

WORKetc

78%
40 Ratings

Likelihood to Renew

Close

N/A
0 Ratings
8.2

WORKetc

82%
30 Ratings

Usability

8.8

Close

88%
3 Ratings
8.2

WORKetc

82%
5 Ratings

Availability

Close

N/A
0 Ratings
9.1

WORKetc

91%
6 Ratings

Performance

Close

N/A
0 Ratings
8.2

WORKetc

82%
8 Ratings

Support Rating

9.2

Close

92%
3 Ratings
8.2

WORKetc

82%
10 Ratings

Online Training

Close

N/A
0 Ratings
8.2

WORKetc

82%
2 Ratings

Implementation Rating

Close

N/A
0 Ratings
9.1

WORKetc

91%
4 Ratings

Configurability

Close

N/A
0 Ratings
9.1

WORKetc

91%
1 Rating

Ease of integration

Close

N/A
0 Ratings
4.5

WORKetc

45%
1 Rating

Product Scalability

Close

N/A
0 Ratings
8.2

WORKetc

82%
2 Ratings

Vendor post-sale

Close

N/A
0 Ratings
8.2

WORKetc

82%
1 Rating

Vendor pre-sale

Close

N/A
0 Ratings
8.2

WORKetc

82%
1 Rating

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.
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WORKetc

If you are looking for a way to organize customer data and projects across regions, then WORK[etc] will get the job done. For our company, the country is divided into 3 regions and each region has a team of workers in charge of providing ongoing support services to that region. WORK[etc] has organized our company exponentially and given us a solid database to pull from to ensure we're meeting contractual requirements, providing timely deliverables and staying ahead of the game. Because I only work in a service industry, I don't know if WORK[etc] would be appropriate for product based companies, However, if you were offering anything [product or service] that required online support, the system will function well.
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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

WORKetc

  • Connecting all the different methods of communicating with our clients into one place is the best part of the application to us. The Google Apps integration lets us update all of our WORK[etc] details directly from our email page which saves a huge amount of time. It lets us move back and forth freely between WORK[etc] tools and our Google Apps email, documents, calendar, etc. with ease.
  • Breaking work according to what we are doing helps us group and ungroup things as needed. Since we do tech support and so much more having the ability to connect projects, support cases, to dos, documents, discussions, and more all together makes it easy to work with the relationships of all the different activity.
  • We have found the discussion tool to be vital to moving things through quickly. There are many discussions that are just FYI while others really need a decision or answer form the team members. Discussions allows us to quickly note the people we need to answer us and what is there as an FYI. It keeps all that history so our decision process become documented easily and not lost in email chains.
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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

WORKetc

  • The one key issue that it doesn't solve is resource utilisation. You are able to add the number of hours that each "to do" will take but you can't allocate that to an employee and then aggregate all that up to show how much capacity you are using or have left.
  • One if its great benefits is its flexibility but that is also a drawback because there are multiple ways to do the same thing. This means that to ensure consistency across all employees having your own business procedures on how to use WORKetc is vital.
  • Some of the financial processes don't fully reflect UK practice currently. For instance it doesn't deal with VAT on expenditure well. However we have been assured that this is being resolved.
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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.

WORKetc

Starting Price

$78 per month

Editions & Modules

WORKetc editions and modules pricing
EditionModules
Starter Edition$781
Team$1952
Foundations$3953

Footnotes

  1. Per Month for up to 2 Users
  2. Per month for up to 3 Users (Each extra user + $49/month)
  3. Per month for up to 5 Users (Each extra user + $59/month)

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Likelihood to Renew

Close

No answers on this topic

WORKetc

We, as a company, have put a lot of time and energy into building the system to where it is for us today. With its constant improvements and our continually learning and developing, I couldn't imagine moving away from WORKetc to try a different system out. This really does give us everything that we've wanted/needed in a system without having to utilize 2-3 different products. The part that makes this so unique compared to other systems that we've used in the past is the fact that it has a project management piece built in, and that in itself is a huge driving point in why we will continue to use this.
Read full review

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.
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WORKetc

My staff hates it, our clients require transparency and you manual have to enter notes, billing is horrific, as it does not subtotal by type - so as a T&M shop there is no way to easily see how much was spent to each matter or service type.
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Reliability and Availability

Close

No answers on this topic

WORKetc

It never let me down. The support team never let me down.
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Performance

Close

No answers on this topic

WORKetc

WORKetc compares well in regards to speed and reliability to other cloud-based products we use such as Google for Work. Compared to our old in-house based CRM, it is a superstar; faster, more reliable and easily run on a variety of browsers and smart phones. The program loads fast as do data screens for contacts, projects, invoices and more
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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.
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WORKetc

WORKetc offers maybe the best support in the business. Product documentation and training resources are outstanding. Support tickets or inquiries are answered quickly. If you do need to address an issue in person, it is easy to schedule a 15 or 30 minute live call with their fantastic support staff who are fast, friendly and skilled
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Online Training

Close

No answers on this topic

WORKetc

They know their stuff. They listen to your use cases. They get back to you.
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Implementation Rating

Close

No answers on this topic

WORKetc

The implementation of the system was fairly easy. Because of our previous experience with a similar system, we were ready and working on the product as soon as we announced the switch. The system also allowed us to simplify our processes by integrating timesheets and project management directly into our CMS.
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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.
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WORKetc

We needed a CRM that would work with US. We found WORK [etc] was exactly what we needed. being able to customize the CRM around our company and further change as we go has been the best thing about it. We haven't been locked into how it is set up and can change it very quickly.
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Scalability

Close

No answers on this topic

WORKetc

Everything is related. You can scale up your team rapidly.
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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.
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WORKetc

  • Setting up project templates is time-consuming - if you want to do it right. Nevertheless, it is well worth it! Routine complex projects that used to require at least six people and at least as many "silos of information" are now done with two or three people, and - at most - 2 or 3 silos of information. And that's only because I haven't fully integrated the program with our Accounting programs (and there is an API for Quickbooks). I'd say the initial investment of perhaps 80 hours on my part was saved five or ten times over during our first six months, with better accuracy, accountability, and documentation. Since then, the ROI is at least 20 or 30 times annually of my time...the one thing I can't buy more of.
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