Close.io - Inspire teamwork!https://www.trustradius.com/crmCloseUnspecified8.9131012017-02-17T20:11:07.670Z
February 17, 2017
Close.io - Inspire teamwork!
Score 9 out of 101
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.