TrustRadius
Closely Review 1 of 1
"Closely Review!"
https://www.trustradius.com/all-in-one-marketingCloselyUnspecified6.74101
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January 08, 2019

"Closely Review!"

Score 7 out of 101
Vetted Review
Verified User
Review Source

Software Version
Other

Overall Satisfaction with Closely

Closely has been used by our organization's Marketing team since I joined the organization. It is used mainly within these groups, but the Human Resources team manages these groups' use of the software. It ultimately addresses the need for a marketing analytics tool in such a growing organization such as this one. We made the decision to purchase this tool due to its capabilities with their mobile application, Perch. This mobile application allows our team to monitor social postings and reviews for our competitors, and keep an eye on businesses to watch.
  • Perch, Closely's mobile application, is extremely useful for marketing within a larger organization. For example, we are able to view and watch other real estate competition.
  • The integration was seamless, and when Closely was bought by Thrive, this transition was also seamless and did not change our functionality.
  • Analytics and reporting are continuously updated for ease of use daily when tracking other businesses and real estate competition.
  • The ability to change reporting to fit our needs a little better. For example, some reporting worked for us when we were smaller, but we are now growing so rapidly we are changing our needs monthly in terms of what we want to see with metrics and reporting.
  • Customizing of mass messaging would be helpful.
  • Easier email marketing interface, meaning simpler web pages and email campaigns.
  • Leads and positive feedback has increased weekly since gaining this product.
  • The coaching provided allows our team to get an outside perspective on potential campaigns before we initiate them.
Closely is an excellent tool, but since they have grown with Thrive they have become even better than when we first started using the tool. It has allowed our team to gain one on one coaching, which has given us a fresh perspective on marketing tactics in the industry. We selected this tool due to its mobile platform capabilities, as our teams are always on the go. Being in real estate, our teams are constantly at sites and working from outside the office, so a mobile tool was a huge selling point with this product. It has saved us time and given us invaluable coaching!
Closely has proven to be an invaluable and robust tool that has really streamlined all of our marketing efforts. This, in turn, has saved us time and money and more efficient use of resources. Our marketing campaign has improved since being introduced to this product, as the level of service we receive through the Closely/Thrive team has been very direct and included one-on-one coaching. Our leads and analytics have improved since buying this software which is invaluable to our large growing organization. It is well suited for an organization such as ours, and more specifically real estate, where marketing is the top tool for good business. We see the results each week. I do think with an always growing business that it might be less suited as we continue to increase, and is better suited for smaller companies, but for now we love it!

Closely Feature Ratings

WYSIWYG email editor
8
Dynamic content
8
Ability to test dynamic content
Not Rated
Landing pages
Not Rated
A/B testing
Not Rated
Mobile optimization
10
Email deliverability
10
List management
7
Triggered drip sequences
Not Rated
Lead nurturing
8
Lead scoring and grading
9
Data quality management
8
Automated sales alerts and tasks
Not Rated
Calendaring
Not Rated
Event/webinar marketing
9
Social sharing and campaigns
9
Social profile integration
10
Dashboards
Not Rated
Standard reports
8
Custom reports
5
API
Not Rated
Role-based workflow & approvals
Not Rated
Customizability
3
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated