What users are saying about
38 Ratings
38 Ratings
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Score 8.3 out of 100
1 Rating
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Score 9 out of 100

Feature Set Ratings

  • Close ranks higher in 8 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Security, Social CRM, Platform
  • YetiForce CRM ranks higher in 1 feature set: Customization

Sales Force Automation

8.9

Close

89%
8.6

YetiForce CRM

86%
Close ranks higher in 5/9 features

Customer data management / contact management

8.3
83%
8 Ratings
9.0
90%
1 Rating

Workflow management

7.9
79%
8 Ratings
9.0
90%
1 Rating

Territory management

8.0
80%
1 Rating
9.0
90%
1 Rating

Opportunity management

9.4
94%
6 Ratings
9.0
90%
1 Rating

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

9.4
94%
8 Ratings
8.0
80%
1 Rating

Contract management

10.0
100%
1 Rating
9.0
90%
1 Rating

Interaction tracking

8.2
82%
8 Ratings
8.0
80%
1 Rating

Channel / partner relationship management

9.7
97%
3 Ratings
N/A
0 Ratings

Quote & order management

N/A
0 Ratings
8.0
80%
1 Rating

Customer Service & Support

8.7

Close

87%
8.0

YetiForce CRM

80%
Close ranks higher in 3/3 features

Case management

8.0
80%
3 Ratings
8.0
80%
1 Rating

Call center management

8.0
80%
5 Ratings
8.0
80%
1 Rating

Help desk management

10.0
100%
2 Ratings
8.0
80%
1 Rating

Marketing Automation

9.1

Close

91%
7.5

YetiForce CRM

75%
Close ranks higher in 2/2 features

Lead management

8.8
88%
6 Ratings
8.0
80%
1 Rating

Email marketing

9.5
95%
5 Ratings
7.0
70%
1 Rating

CRM Project Management

8.1

Close

81%
8.0

YetiForce CRM

80%
YetiForce CRM ranks higher in 2/3 features

Task management

8.1
81%
5 Ratings
9.0
90%
1 Rating

Billing and invoicing management

10.0
100%
1 Rating
7.0
70%
1 Rating

Reporting

6.3
63%
5 Ratings
8.0
80%
1 Rating

CRM Reporting & Analytics

8.0

Close

80%
7.7

YetiForce CRM

77%
Close ranks higher in 2/3 features

Forecasting

10.0
100%
1 Rating
8.0
80%
1 Rating

Pipeline visualization

8.4
84%
6 Ratings
7.0
70%
1 Rating

Customizable reports

5.5
55%
4 Ratings
8.0
80%
1 Rating

Customization

8.5

Close

85%
9.0

YetiForce CRM

90%
YetiForce CRM ranks higher in 4/4 features

Custom fields

9.2
92%
7 Ratings
10.0
100%
1 Rating

Custom objects

10.0
100%
2 Ratings
10.0
100%
1 Rating

Scripting environment

8.0
80%
3 Ratings
8.0
80%
1 Rating

API for custom integration

6.8
68%
7 Ratings
8.0
80%
1 Rating

Security

8.2

Close

82%
7.5

YetiForce CRM

75%
Close ranks higher in 2/2 features

Single sign-on capability

8.0
80%
3 Ratings
7.0
70%
1 Rating

Role-based user permissions

8.4
84%
6 Ratings
8.0
80%
1 Rating

Social CRM

10.0

Close

100%
8.0

YetiForce CRM

80%
Close ranks higher in 2/2 features

Social data

10.0
100%
1 Rating
8.0
80%
1 Rating

Social engagement

10.0
100%
1 Rating
N/A
0 Ratings

Integrations with 3rd-party Software

7.0

Close

70%

YetiForce CRM

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%
8.0

YetiForce CRM

80%
Close ranks higher in 1/1 features

Mobile access

10.0
100%
1 Rating
8.0
80%
1 Rating

Attribute Ratings

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

Likelihood to Recommend

9.4

Close

94%
8 Ratings
9.0

YetiForce CRM

90%
1 Rating

Usability

8.8

Close

88%
3 Ratings

YetiForce CRM

N/A
0 Ratings

Support Rating

9.2

Close

92%
3 Ratings

YetiForce CRM

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.
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YetiForce

YetiForceCRM is warmly recommended for any enterprise with the need for a solid, reliable CRM system without the typical high costs attached. It is not suitable for companies without a strong IT support due to its server requirements and lack of documentation that requires experimentation to some extent. A cloud-based system would be more suitable in this scenario.
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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.
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YetiForce

  • Detailed customization
  • Stability and speed
  • Customer support
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.
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YetiForce

  • Lack of documentation
  • No auto updates
  • Server requirements
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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.

YetiForce CRM

Starting Price

$0

Editions & Modules

YetiForce CRM editions and modules pricing
EditionModules
YetiForce CRMFree1

Footnotes

  1. none

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

YetiForceCRM is open source and free. There are no license fees. Free support is provided on GitHub. Paid support and additional services are available in the Marketplace which can be accessed directly from the CRM system.

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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YetiForce

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.
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YetiForce

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.
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YetiForce

The two reasons we have decided towards YetiForceCRM were its price (free) and the customization options (almost unlimited). The other CRM systems come with a price tag but still have many features left out. On the other hand, YetiForceCRM gives us the option of custom modules resulting in full control of our data and workflows.
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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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YetiForce

  • Cost savings
  • More flexibility with the number of users
  • Improved project management results
Read full review

Screenshots

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