Close.io beats HubSpot CRM hands down!
Joe Gatto | TrustRadius Reviewer
December 20, 2018

Close.io beats HubSpot CRM hands down!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Close.io

I use Close.io to manage my phone calls, cold emails, and sales follow ups. It solves the problem of keeping a lot of leads and follow up sequences organized, and prevents them from falling through the cracks. It keeps me focused and helps me work efficiently and effectively. I can easily find where I left off with a particular prospect.
  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
  • Make it so one can set the time at which the emails go out.
  • Make it easier to set up my workflow.
  • I can search by my notes & activity, which saves a lot of time.
Close.io does a lot more than HubSpot CRM for a lower price. The most important difference is that I can search for prospects by the notes I created and by prior activity. But, I cannot do this in HubSpot, although it seems like it should be a very basic feature.
Close.io is best for a small business sales team that has a lot of leads coming in consistently. It isn't good for a one man sales rep or soloprenuer because it has a lot of functionality & take time to set up. It's perfect for the forward thinking organization that knows it needs to rely on outbound selling, and is ready to support its sales team with a powerful tool like Close.io.

Close Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
Not Rated
Opportunity management
10
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
10
Call center management
10
Help desk management
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
Not Rated
Single sign-on capability
10
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
Not Rated