Close.io strikes the perfect balance between power and simplicity!
November 19, 2018

Close.io strikes the perfect balance between power and simplicity!

Erik Zahnlecker | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Close.io

My team uses Close.io to manage our sales and BD pipelines. We're a small startup, so there's only two of us currently using it, but I can see how the value of the platform would scale with additional team members. It's clearly setup with leads, opportunities, and an inbox that is essentially one's action items for the day. Recently, Close.io added the ability to send email sequences, which we're leveraging now. Already seeing great value there as some leads don't respond until the 4th or later email.
  • Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
  • Email sync. Syncs in real time with your email account, which is huge.
  • Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.
  • I'd like it if I could customize the inbox so that only leads that meet my defined criteria show up on my to-do list. Instead, it's managed by Close and what they consider to be an action item.
  • The interface could use a face lift :)
  • Has allowed us to have full visibility into our pipeline
  • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
Close.io strikes an important balance between power (features / functionality) and simplicity, making it an enjoyable and powerful platform to use. It's also priced favorably to Salesforce.
Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...

Close Feature Ratings

Customer data management / contact management
7
Workflow management
10
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
10
Case management
Not Rated
Call center management
10
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
Not Rated