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Startups and small to mid-sized businesses. Close is best for scaling sales teams conducting high volume outreach.
LinkPoint Connect supports CRM users with email integration. Existing Salesforce and Microsoft Dynamics CRM users can seamlessly integrate with Outlook or IBM Notes. Supports Citrix.
I really like the ease of use and graphical interface. I also love that I'm able to dial straight from the platform and the templating system is fairly easy to use as well.
When you try to solve a problem and chat with technical support, you will be ignored. But there is no public limitation.
I like the cost above all else. We used a more expensive CRM for a while and were thrilled to find out about Close.io and its low price in comparison.
Stupid workflows, automations were really horrible and was set up poorly by the agent who worked and never was working correctly for 9 months.
The phone integration priceless and extremely convenient. I'll be honest I thought that the pitch was to good to be true, but as it stand right now is as good if not better.
I was so frustrated that I needed up even creating our own CRM just to do this very thing.
And I was impressed at just how smooth it all went. Being a tech guy my learning curve is quick, but from employees in their 20's-50's we had a hugely successful transition into Close.
Also, you cannot see which calls cost how much money, it is hard to track back your charges.
The ease of linking CVs to candidate records in Job Science was awesome. We really like how quickly it was able to do this and saved us lots of time on data entry.
The amount of Salesforce API calls that it makes is outrageous. LinkPoint has been making nearly 100,000 Salesforce API Calls within a week.
I love the way I can see all open opportunities when receiving an email from a contact. Makes creation of new opportunities easy.
Sometimes software crash automatically without giving any alert message.
I like the "log a call" and ability to add an opportunity from Outlook. That ties my contact to the opportunity and saves some steps if I had entered from SForce.
The only reason we are no longer using this program is because we moved away from Salesforce - and our team greatly misses the functionality of LinkPoint.
I have been using this for about 5 years now. If it didnt go patchy, its a great solution and easy to use and does help with sales efficiency in logging to our CRM.
The two different carts made it a bit confusing but I figured it out.
Todd Q.: Hi, my name is Todd and I'm an owner. I would give Close.com a rating of five. For more reviews, please click below. Prior to using Close, we were using HubSpot. The reason we switched up HubSpot is it's a little more complex to get started. There are also a lot of other packages you had to buy to make it worthwhile. So I think we ended up switching because we wanted to get started with something more quickly and not have to have such a large capital outlay to get started. We chose Close because it's a lot faster to get started with than some of the other products we had tried. It was very easy to get productive very quickly. It was easy to start simply. Then as our business needs changed or grew, Close was able to grow with us. It was easy to have more advanced searches, more advanced ways of slicing and dicing the data that we needed to find. So it just helped us get started quickly and maintain our growth moving forward. Getting started with Close was very easy. It didn't require a lot of set up, so it was very quick for us to get up and running and get productive with it quickly. I think that's a big reason why we initially went with it because it didn't require all that time and effort setting it up. It was quick to start helping us without having to spend a lot of time on it. Don't feel the need to create lots of different types of opportunities or lead statuses, that kind of thing. Just get started and as simple as you can. Then as your needs or complexities grow, only then start worrying about classifying all your leads and information into all these different buckets because I think once you use it for a while, you'll start understanding the need for those different kinds of classifications. Just don't do it too soon.
Stephen B.: Hi, I'm Stephen. I'm a CEO. I give LinkPoint a five. For more reviews like this, please click below. Prior to LinkPoint, I used Salesforce on its own. I used a company called Act Tracker. Act Tracker was not as easy to use as LinkPoint. So I decided ago to LinkPoint. LinkPoint Connect allows me to work with my email system as well as my CRM, allowing me seamless workflow between the two systems. LinkPoint Connect with easy to integrate between my email system and my CRM. Their customer support provided step-by-step instructions, which allowed for me to do this very easily. My suggestion for anyone considering LinkPoint Connect would be to do a trial on it and see how easy it is to integrate with your workflow.
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