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Startups and small to mid-sized businesses. Close is best for scaling sales teams conducting high volume outreach.
Tracker is the perfect software partner to any recruitment, consulting or staffing firm in the professional services market.
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.
Calm, knowledgeable, patient, with great client focus. Very happy with the sales and integration (so far).
A few years ago, we bought in to a system and pulled out mid-migration due to inefficiencies and lack of customer support. This left me very discouraged.
The best thing about Tracker to me is our rep she is super efficient and seriously makes us feel like we are her ONLY customers. She is always there for us instantly and is super smart.
TrackerRMS came as a shock to me when we implemented it in our organization.
What I like most about the product is the UI. Not only does the product look nice but it also is user friendly.
What goes in is what comes out. Not having everyone be as conscientious of their data entry is the source of my frustration as an admin.
Staffs are extremely knowledgeable and very professional. I have been working with her to learn and refine our reports and her teaching ability is excellent.
The tracking on the financial end is very complex and difficult to set up so gauging profit and loss is cumbersome.
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.
Prioritize real-user-identified key features according to your needs to find your best fit.
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