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Close.io - Inspire teamwork!
February 17, 2017

Close.io - Inspire teamwork!

Ryan McCarty | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Close.io

Our insidesales team utilizes it to work cohesively and ensure we are not having multiple people follow up with the same leads. Our sales staff also links in to see when follow ups have been done. It's a great tool to keep everyone on the same page as to where a lead/account is in the buying process.
  • Teamwork - Syncs all the emails sent to prospects to allow the whole team to stay on the same page
  • Templates - Solid template structure allows for customization options and variable fields.
  • 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!
  • 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.
I think Close works best with a broad team of reps working the same accounts. For us, we may have 3 different sales reps quoting different products on the same deal. It makes it much easier to track where everyone is in the process and how up to date the prospect is.

Close CRM Feature Ratings

9.1
Customer data management / contact management
8
Workflow management
9
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
CRM Project Management ()
Not Rated
8.5
Pipeline visualization
8
Customizable reports
9
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
9.0
Role-based user permissions
9
Single sign-on capability
9
10.0
Social data
10
Social engagement
10
9.0
Marketing automation
9
10.0
Mobile access
10