Closely vs. Kareo Engage

Closing rates increase up to 25% when using Closely’s automated outreach platform. Closely gives you the ability to reach out to the exact people who are interested in your offer. You can set up the entire campaign, and then Closely will take over everything else. You can choose your message and deliver it using email or text. Sometimes the interface can be a little slow. I would suggest doing some testing before committing to this tool. Closely saves time, which is important to me. I have been using it for about a month now, and I have noticed that my close rate has increased by 25%. I am able to focus on building my list instead of doing the tedious task of emailing people.

Incentivized

The features Kareo marketing offers are great, however, they need to be worked on to make sure they are functioning correctly. It should not take over 3 months of working on the issue to still not have an answer or solution.

Incentivized

• I have not had any issues with LinkedIn filters.
• The inbox feature is like a mini-CRM.
• Closely now has a chrome extension adding more functionality.

Incentivized

• Patient communications: being able to send patients text messages has been a great benefit.
• Kareo sends out appointment reminders for us which saves our employees time.

Incentivized

• Automated Birthday messages
• Automated congratulations of milestones

Incentivized

• There are currently some issues with the survey feature that we have not been able to open, view, or publish the survey. This has been going on for 3 months and there has been no resolution.
• It would be nice to be able to filter who is receiving a survey so patients do not get them every time they have a visit.

Incentivized

Other than speaking with someone about the issues we have had, I don't believe that anyone is actually working on a fix for our problem. If I can not open, view, and publish surveys when we receive them then part of the software is not working. They don't mind charging me every month for a service that is not functioning correctly.

Incentivized

We were very satisfied with Demand Force but switched to Kareo because of the price. and it put all of our platforms with one company. I would say Demand Force was a better product, however, for the price, Kareo is a great option if the engineers could work the bugs out.

Incentivized

• 25% increase on close rate
• Additional social channel to nurture leads
• Countless hours saved

Incentivized

• We have not been using it long enough to know an answer to this.

Incentivized