What users are saying about
24 Ratings
24 Ratings
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Score 8.7 out of 100
1 Rating
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Score 9 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

YetiForce CRM

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.
Michael Brennan | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
YetiForce CRM
8.6
Customer data management / contact management
Close
7.8
YetiForce CRM
9.0
Workflow management
Close
8.2
YetiForce CRM
9.0
Territory management
Close
8.0
YetiForce CRM
9.0
Opportunity management
Close
8.4
YetiForce CRM
9.0
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
YetiForce CRM
8.0
Contract management
Close
10.0
YetiForce CRM
9.0
Interaction tracking
Close
7.5
YetiForce CRM
8.0
Channel / partner relationship management
Close
9.7
YetiForce CRM
Quote & order management
Close
YetiForce CRM
8.0

Customer Service & Support

Close
9.2
YetiForce CRM
8.0
Case management
Close
8.0
YetiForce CRM
8.0
Call center management
Close
9.7
YetiForce CRM
8.0
Help desk management
Close
10.0
YetiForce CRM
8.0

Marketing Automation

Close
8.9
YetiForce CRM
7.5
Lead management
Close
7.7
YetiForce CRM
8.0
Email marketing
Close
10.0
YetiForce CRM
7.0

CRM Project Management

Close
7.4
YetiForce CRM
8.0
Task management
Close
5.5
YetiForce CRM
9.0
Billing and invoicing management
Close
10.0
YetiForce CRM
7.0
Reporting
Close
6.7
YetiForce CRM
8.0

CRM Reporting & Analytics

Close
9.3
YetiForce CRM
7.7
Forecasting
Close
10.0
YetiForce CRM
8.0
Pipeline visualization
Close
8.0
YetiForce CRM
7.0
Customizable reports
Close
10.0
YetiForce CRM
8.0

Customization

Close
8.0
YetiForce CRM
9.0
Custom fields
Close
8.0
YetiForce CRM
10.0
Custom objects
Close
10.0
YetiForce CRM
10.0
Scripting environment
Close
8.0
YetiForce CRM
8.0
API for custom integration
Close
6.0
YetiForce CRM
8.0

Security

Close
7.8
YetiForce CRM
7.5
Single sign-on capability
Close
8.0
YetiForce CRM
7.0
Role-based user permissions
Close
7.5
YetiForce CRM
8.0

Social CRM

Close
10.0
YetiForce CRM
8.0
Social data
Close
10.0
YetiForce CRM
8.0
Social engagement
Close
10.0
YetiForce CRM

Integrations with 3rd-party Software

Close
7.0
YetiForce CRM
Marketing automation
Close
7.0
YetiForce CRM

Platform

Close
10.0
YetiForce CRM
8.0
Mobile access
Close
10.0
YetiForce CRM
8.0

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

YetiForce CRM

  • Detailed customization
  • Stability and speed
  • Customer support
Michael Brennan | 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

YetiForce CRM

  • Lack of documentation
  • No auto updates
  • Server requirements
Michael Brennan | 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

YetiForce CRM

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

YetiForce CRM

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

YetiForce CRM

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.
Michael Brennan | 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

YetiForce CRM

  • Cost savings
  • More flexibility with the number of users
  • Improved project management results
Michael Brennan | 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.

YetiForce CRM

General

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

YetiForce CRM Editions & Modules

Edition
YetiForce CRMFree
  1. none
Additional Pricing 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.

Rating Summary

Likelihood to Recommend

Close
8.9
YetiForce CRM
9.0

Usability

Close
7.0
YetiForce CRM

Support Rating

Close
7.0
YetiForce CRM

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