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Startups and small to mid-sized businesses. Close is best for scaling sales teams conducting high volume outreach.
The CRM for food & beverage manufacturers. Sales, marketing, product management and C-suite professionals with insights, dashboards and more.
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.
We are very happy with the software, and can't say enough good things about the team who supports us. The system has made our lean team more efficient and effective in our daily tasks.
Some of the reports don't work well, and have to be formatted when exported to excel. Sometimes the reports have wrong information.
They are very willing to help us create/enhance tools to ensure our teams are best suited to get the information and tools they need to perform their best.
Not one thing comes to mind as a negative part of this software.
The support from our broker solution managers is great, they are always willing to help and provide solutions to our problems/questions.
Sometimes hard to identify where incorrect data is feeding from; different areas compared to GS1 fields.
The software has been integral to our success and the support througout has been nothing shy of amazing.
Can get a little confusing due to the fact that data can get so in depth.
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.
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