Close.io strikes the perfect balance between power and simplicity!
November 19, 2018
Close.io strikes the perfect balance between power and simplicity!
Score 8 out of 10
Vetted Review
Verified User
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.