Helpful when it comes to lead management
February 15, 2021

Helpful when it comes to lead management

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Close

Close has been helpful in generating outbound email campaigns; our sales team is highly dependent on it for reaching out to prospects. Apart from campaigning, it is also a complete sales CRM where one can have a complete track on the lead status. Close is playing an important role in managing the leads without the interference of a second person--it is highly understood to every salesperson.
  • Email campaigning
  • Lead management
  • Sales acceleration
  • Analytics
  • Selection of leads for campaigns
  • More enhanced UI
  • Better follow-ups
  • Multiple email sends
  • Clear visibilty of opportunities
Salesforce was actually a good platform but it was a bit expensive for an organization that is in a growing stage. Close is relatively cheaper and has almost the same functionality as Salesforce. We've also tried a few other platforms, but nothing has been very beneficial or as suitable for us as Close.

Do you think Close delivers good value for the price?

Yes

Are you happy with Close's feature set?

Yes

Did Close live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Close go as expected?

No

Would you buy Close again?

Yes

Salesforce Lightning Platform (formerly Salesforce App Cloud), Zoho CRM, Trello
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.
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.
I was very messy with the need follow up on things and I hardly recalled my prospects, so we've used few other CRMs but we haven't received fruitful results. To be honest, Close has helped a lot in lead management for me and the team as well. Close can be a wonderful tool if it simplifies its platform terminology so it's understandable to every user.

Close Feature Ratings

Customer data management / contact management
6
Workflow management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
5
Lead management
7
Task management
5
Reporting
4
Pipeline visualization
8
Custom fields
6
API for custom integration
5
Role-based user permissions
8
Marketing automation
7