Item: Close CRM
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

Close (CRM) is used to support our sales team, we can handle several options like emails, messages, and call directly to our future clients, keeping continuous communication with them. Our big trouble with this CRM (Close) is tracking hours from our sales team, this CRM is really good to increase sales and having a great sales interaction and follow-up, but, is a headache to track hours, breaks, lunch from the team, and we must implement a special software to track and reports hours from agents.

Pros and Cons

Excellent to handle email with customer.
We can implement links to fill out some PCI Complaint form.
Holistic Reports of sales and agents follow up.
Pretty good price per user and different levels of services.

Hours tracking, must improve in get and run data hours.
Reports could improve, be more detailed and specific.
Predictive dialer just added in more expensive plan.

Return on Investment

Excellent cost/benefit performance
Economic price and options provided accordingly
Good management of the sales team and its performance

Alternatives Considered

Aspect Unified IP, RingCentral Contact Center and Five9

For a specific sales team, Close performs better sales tracking and email and SMS management, with a fresh and modern interface, making the team's work more comfortable, with a holistic (but not complete) tracking and reporting of the data. Helping to improve the performance of each agent and obtain better results. For all other campaigns we use the predictive dialers mentioned above, Close is better for tracking current customers and for warm leads.

Key Insights

Do you think Close CRM delivers good value for the price?

Yes

Are you happy with Close CRM's feature set?

Did Close CRM live up to sales and marketing promises?

Yes

Did implementation of Close CRM go as expected?

Yes

Would you buy Close CRM again?

Yes

Other Software Used

RingCentral Contact Center, RingCentral MVP, Five9, Aspect Unified IP, Slack, Cisco Jabber, Clockify, LiveVox CCaaS

Usability

It is a very good and almost complete software (CRM), the easy and direct handling of different ways of communicating with clients is really good, it has areas for improvement like everything in life, they can improve the reporting area and offer a better Experience in managing agent hours and tracking them.

Support Rating

Close's support team offers a really good service, they are always willing to help with whatever is needed or arises, they investigate everything they need to find a solution and give an answer as quickly as possible, their attitude is better and their optimism really helps in times of stress, they do a great job in record time.

Likelihood to Recommend

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.

Excellent CRM for a sales team, with improve areas.

Overall Satisfaction with Close