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Small businesses with a need to license 2 or more users up to mid-market companies with 100+ users.
Startups and small to mid-sized businesses. Close is best for scaling sales teams conducting high volume outreach.
It is a very good product that provides a stable platform for my staff to track the progress of the cases we work on.
At this point, the only issue we have seen is it occasionally will lag or crash for a short period of time.
Tech support is outstanding. It's ironic that the vendor with the best tech support is the one where I need to use it the least, but for upgrades and platform changes they are outstanding.
We have new machines with Outlook 2013 and everyone in the office is having trouble.
I am thrilled about how easy it is to track my sales, contacts, and opportunites through this software.
Gets The Job Done, Crashes A lot, Customer Experience Was Very Bad.
The integration with outlook and the ease of being able to continually and seamlessly keep the database updated is worth iots weight in gold.
The screens are not as intuitive and there seems to be a decent learning curve. There are several clicks and drop boxes to fill out and less customization of screens.
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.
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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