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Close est un CRM d'engagement de vente conçu pour aider les PME à convertir plus de leads en revenus. L'éditeur Close se consacre à l'entreprise de demain : des équipes intelligentes et Agiles qui travaillent à distance. Si vous...
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- Secteur d'activité : Construction
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Phone Heavy Sales Team's Dream
It is everything we need except dashboards. If your are an outbound or phone heavy sales ord
Avantages
no fluff. there are not 3 different places to log contacts/opps/accounts/leads it is all on one page. It is simple yet surprisingly powerful. Every one of my reps added can't get over how easy and fluid it makes their life.
Inconvénients
Dashboards are non existent. You will need to be comfortable with exporting/using zapier/or a few support partners to push your data into a visual appealing place
- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
A great solution once you get it organized
Avantages
I love the Smart Views which allow custom filtering and sorting of leads. This helps me quickly review different types of leads based on lead score, when I talked to them last, and when I need to follow up with them again.
Inconvénients
I wish basic text formatting was built into the note taking (especially bullet points). I understand with not going crazy with a WYSIWYG, but some simple formatting options would help for quicker note taking.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Exceptional if it fits your business model, meh if it does not
Features are clearly targeting the saas sales segment, which wasn't helpful for my agency which essentially is a retail business model. Lead management and the sales pipeline management were incredibly easy to get into however. Being able to create tasks, notes while in a call, messages, and emails all being automatically logged in a particular lead's profile was fantastic. The 'workflows' or automations on sending out follow ups on schedule and utilizing templates is also something awesome only found on CRMs that cost 4x as much; that's a great deal.
However, as noted above, they didn't have retail business models in mind or maybe they don't have enough context.
1) There's no call history - Yes, their guide or protocol is to 'add as a lead' when a call comes in, but that's only DURING the call. So if a new lead calls in to your agency/store, and if the call ends and the lead isn't added, then the call's number/history is lost in the ether. If you've ever onboarded new employees, you know procedures like this won't be followed all the time.
2) There's no way to set business hours/voicemail-forward - I work past business hours to get extra admin work done; of course customers don't always look up business hours before calling and suddenly I have to listen to the ring tone for 30 seconds or pick up.
3) Big emphasis on 'Companies' as leads/customers vs Individuals - So on lead profiles, you can set an address, yes. But after setting the address, city, state, zip code, you can only see the city and state on the lead's profile (probably because of its intended use for B2B sales), but in a B2C context, it's vastly more helpful to see the full address for us. You can argue you can create custom fields, but it seems like a easy fix to just let users choose which address details are visible in that proper spot. This is just one example, there's also not really much functionality for MAINTAINING/RETENTION of clients after the sales aspect. Again, emphasis towards saas sales where the use-case is getting the sale and then passing off the client to another department; whereas in retail or agency use, we have to maintain that relationship or make product/service changes.
All in all, incredibly useful focus on the outbound sales aspect, if your business model fits or if you want a dedicated sales CRM for a sales team. However, retail businesses, B2C, or in my case, insurance agencies, will need something more well-rounded.
Avantages
What I liked about Close was the consolidation of tools into one CRM. The sales pipeline and lead management was incredibly intuitive and ready to jump into right out of the box.
Inconvénients
Phone features are underdeveloped or possibly intentionally barebone.
Pourquoi choisir Close
My team was a bit lost with all the different tools and platforms we were using, Close CRM seemed like the silver bullet.Logiciel antérieur
monday CRMRéponse de Elastic
We appreciate your thorough review of Close, Jonathan. I've passed this feedback to our product team -- with an extra emphasis on the calling feature feedback.
Les meilleures alternatives à Close
- Secteur d'activité : Photographie
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Close.com Can Make Your Business Run Efficiently and Problem Free
We had another CRM system that was a lot more expensive and not very easy to use. Close.com is just a pure pleasure to work with and the entire team here is thrilled with it.
Avantages
Platform is very easy to use and all employees just loved it the minute they tried it out. We all wonder why we didn't get this sooner. Close.com is also fun to use and everything is at your fingertips. Program works fast and makes the customer ticket system very efficient.
Inconvénients
No cons at all. I mean it. This program Rocks:)
Alternatives envisagées
HubSpot CRMPourquoi choisir Close
Less expensive and easier to use.Pourquoi passer à Close
Less expensive and easier to use and the team here learned quickly how to use it.- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Close - Marketing Agency
Overall I would highly recommend the software to other businesses users I think it is far better than its competitors.
Avantages
It is a great CRM for marketing and sales agencies. I would recommend the software if you do a lot of outbound sales and need to assign tasks to team members.
Inconvénients
It is a little bit of a steep learning curve however once you get the gist of it everything becomes very easy.
Alternatives envisagées
PipedrivePourquoi choisir Close
I needed the use of an integrated phone line for the CRM.Pourquoi passer à Close
I preferred the customer experience with Close.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Close is the best way to track leads through the sales process
I like Close and will continue to use it because it works for me. I can enter a new lead and immediately start a communication track via email and text and Close keeps it all in an easy to follow format.
Avantages
Close is really easy to get up and running and is simple to work with.
Inconvénients
The cost to go from the base plan to the next level that has several more features is a lot.
- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Close is great for startup sales but lacks some simple features
Overall it's been a good but not great experience. The basics are covered for a CRM but some what seems like basic features are still missing.
Avantages
I love the automated email sequences to help with my outbound prospecting efforts. This enables me to 'set it and forget it" to ensure proper follow up is happening with prospects.
Inconvénients
I don't like that you can't map specific email chains to specific opportunities. Furthermore, you can't upload files which is a real drawback and support suggested I just link to google shared drives.
- Secteur d'activité : E-learning
- Taille de l'entreprise : Auto-entrepreneur
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Provenance de l'avis
Close.io for therapists, tutors and coaches
I have been looking at various CRM's for my private practice. I provide online therapy for speech, language and learning. Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person. So many of the other CRMs are for sales teams.
Avantages
Everything functioned flawlessly on the first try. I was able to set it up to use my domain name email. I imported all my contacts from Gmail. I could add customizations that would make it easy to keep track of my clients.
The search function knocked my socks off! I couldn't remember the name of a certain funding agency. Just by entering the client's name, it gave me the funding agency.
Close.io was created for people trying to make an initial sale. I keep my clients three or four years and they often need a break from therapy for a few months. It was easy for me to give clients a status, such as "paused" or "completed goals".
I was able to collect leads from my Wordpress website using Planso Forms. These create a new lead in Close.io.
The options to add a phone line and bulk email surprised me. I haven't seen this in any other CRMs. I can create email templates and send out messages to groups of people using my domain name email. The messages are plain text, which is just right for smart phones.
I tried out the phone function on my computer. I have been using Magic Jack, and getting complaints from clients about MJ. The Close.io phone line is from Twilio and is much clearer. By installing the app on my phone, I can have a second phone number on my cell and I don't have to give clients my personal number.
Inconvénients
I'm in Canada. I wish the price wasn't so high, especially with the exchange rate.
As an online therapy provider, I also have to pay for a telepractice platform and an online scheduler. If Close.io offered integration with Verishow and Accuity Scheduling, they would be able to offer a complete virtual office for online therapists, tutors, and coaches.
- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
The Best Features as a CRM Soluiton
Avantages
I like the sales forecasting features. In addition, with amazing CRM features and has handled email management features.
The call recording features has worked really well.
Inconvénients
I have nod had any bad experiences using Close
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Great sales CRM
Avantages
Close is great if you're looking for a sales-focused CRM.
Inconvénients
Not much, there are a few features which seem to be missing but nothing major.
Réponse de Elastic
Thanks for reviewing Close, Nils!
- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 51–200 employés
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Provenance de l'avis
Highly Recommend It
I can tell you that I have used over 20 different CRM systems over the past 10 years. We do a tone of cold calling and we need to just blaze through calls fast and I never could find CRM that allowed us to do this. I was so frustrated that I needed up even creating our own CRM just to do this very thing. I can’t tell you how much money I spent in development of our CRM to make a product that blazes through calls fast. We used that for about a year or two then I stumbled on because our in-house custom CRM was having problems and we didn't have the resources to fix it so I figured I would try again. I cannot tell you how incredibly excited I am about how amazing Stop logging calls and emails and start making them instead. truly is. This CRM is unlike any product on the market it is exactly what we wanted our in-house product to be and more. It’s so awesome we scrapped our in house product and started exclusively using Stop logging calls and emails and start making them instead.. You do not truly have an appreciation for “next gen” this thing really is, there is literally nothing like it on the market and honestly I’m a bit shocked no one seems to get the amazing this thing is. This is a pure sales communication tool that cuts out all the BS of a CRM and is a real actual tool that a sales person can use to increase their sales and not just some data collection thing that salespeople are forced to you. If you actually give a go and start using it you’ll never want to use anything else if you do cold calling. The thing seamlessly interfaces all your calls AND even all your emails! You no longer need to be jumping in and out of outlook, you don’t need to check your outlook or Gmail calendar, and you don’t need to do anything except pull up the Stop logging calls and emails and start making them instead. and do the stuff in your inbox and make money. It pulls in not only your tasks, and follow up meetings but it also syncs your emails and voicemail sand phone calls. It takes every single bit of communication you do and puts it in one quick “to do list” automatically with ZERO data entry. It’s blazing fast and it just works. The voicemail drop thing is really dope, I can’t tell you how many times a day I find myself having to leave voice mails for people, they have this thing that you hit a button and it automatically leaves a voicemail so you can go to the next call, just amazing in terms of productivity.
Avantages
There are too many to list – If you do cold calls this is a no brainier, you need to buy it today! It support The best apps. Better together. as well which means it hooks into hundreds of other marketing tools also. Their support is second to none, these guys seems to be hustling hard with support, product development and just providing a kick ass experience for their customers. I recommend this product.
Inconvénients
This thing is EXPENSIVE.. but the truth is you get what you pay for and you geta lot. Your paying for the best and it has a price tag which clearly says it’s the best because it’s more than double the cost of other competitive products. The downside is though I have 3 team members and I’m paying close $300 to $400 a month for 3 people that’s crazy considering there are other products that do VoIp with Twillio for less than $10 a user. So I went from paying $50 a month for CRM and $80 for Twillio VoIP($180) to $300 a month. So my prices doubled, which sucked however after using this product it is worth the extra price but if they raise the prices anymore that is just pushing because it really his priced rather high for the market it’s in. Even the enterprise “SForce” CRMs are not as expensive as that (course those CRMssuck compared to this when it comes to cold calling). The problem is I can’t easily scale with it. So I’ll be stuck with a 3 users fora while where if they had it at a lower price point I would buy a license fore very one of my staff but since it’s so expensive I can’t justify it for anyone but my sales people. I think they are missing out on revenue by not having license does not have the VoIP stuff for like $5 a user so my support team could use it without VoIP and be on par with other CRM price
points. It’s clear though this is a nitch product for telephone sales teams.
SO that being said if you do not do a lot of phone sales then this product is probably overkill for you and there are many others that are more of “client manager”type of product where this bad boy is a pure sales beast and nothing else.. It will help increase your sales without a doubt! In terms of client management and being asingle point for all customer data it does the job but it does not really do that any better than other products out on the market for half its cost. It’s really the phone cold calling stuff is what makes it so awesome so if any other CRM companies ever figure this out and try to clone/copy it they will have some real competition but so far there is nothing like it and I would buy all over again! Also I really never write reviews either so the fact I’m even doing this speaks to much this thing rocks!
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Close - Great CRM for small to medium sized busniesses
Overall Close (close.io) was a great system for our high volume, low price software product. We recently switched from Close to Salesforce and It has been a very bumpy road that more than one department in our company has struggled with.
Looking back on our decision, I tend to look fondly on Close's simple and straightforward CRM capabilities.
Avantages
Kept all communication and information for a given account/lead visible on one page. Made it very easy to navigate and get an idea of everything surrounding a given lead quickly.
- Perfect for high volume telesales
- Reporting and lead management was great
- Filtering lists made it easy
-Phone and text worked great
Inconvénients
The way things were set up, it made it difficult to manage Parent Child orgs for our Enterprise department. Less ability for customization and integrations.
- We had a few problems with customer support/account manager getting back to us a few times.
(Our account maxed out on calls and we needed to add more several times, but this took a while to flesh out and it completely shut our sales department down a couple times. This happened a few times and we wanted to set things up so it would have added time to our account before we ran out. This should have been addressed so it did not happen and never was.)
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Not a CRM
In the end it's very expensive for a bulk lead calling tool.
Avantages
This is a great tool if you are just bulk burning through new biz leads and have a fast sales cycle. the calling through Close.io is great, call recording great, ability to create custom lists for lead calling also great
Inconvénients
This is not a CRM period! I would only recommend this if you were integrating it with a dedicated CRM system. The notes are chaotic and very difficult to look back through history and find important past conversations. There is no ability to do ANY form of contract management once a customer is closed and there is also no ability to attach anything to the opportunity info. So if you have a relevant presentation or any documentation relevant to a potential sale you best save it in a google drive and make a custom field to stick the link in.
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Close.io Review
Avantages
I like that you are able to track all forms of communication with a potential business. You can crack phone calls, notes, text messages all in the order that you had the conversation with your business. I also like that you are allowed to send text messages to business if they are hard to get a hold of via phone call.
Inconvénients
I think that they could have better integration with other platforms. Our support team uses fresh desk and fresh chat as their source of emails and chats and with no integration it makes it hard for the support person to see the conversation that goes on between the sale person and the customer without having close.io open.
- Secteur d'activité : Assurance
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant Essai gratuit
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Provenance de l'avis
A Waste!!
Horrific. I am here to warn others. Do NOT get yourself wrapped up with them. It is a horrific experience! They are there for one purpose and one purpose alone: to extort you, in any way they can find, for your credit card. They don't even hide it.
Avantages
This software was a colossal waste!! DO NOT waste your time or money!! I used this software for less than a week before they were snooping around dictating my business practices and interrupting my business transactions. I am absolutely disgusted by this service. I tried to get get a hold of the sales rep 5 (FIVE) times and each and every time it goes to voicemail. They don't work weekends and wont answer you on weekends, so don't bother. They will email you a week later and if there are technical difficulties, they absolutely will not talk to you in a timely manner, they will just shut your acount down. THEN they tried to extort me for my credit card in reward for their terrible sales and joke in the form of what they call "tech support/customer service". Ridiculous! I lost so much money dealing with them! It was a horrific experience!
Inconvénients
The joke they call "customer service/tech support". It's an extortion scheme!
- Secteur d'activité : E-learning
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
User friendly
Close has made my day to day task easier than ever and allowed me to be efficient with clients
Avantages
I like how organized close is. And How efficient it is when sending quick texts
Inconvénients
Truthfully there isn't anything I like least about it. I've used other CRM's and they were trash. Close has always been userfriendly and the Ux Ui is simple
Réponse de Elastic
Thank you for reviewing Close, Chase!
- Secteur d'activité : Logiciels
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
A must-have for sales
Avantages
As a huge fan, I have nothing but great things to say.
Some of the biggest wins:
-Fast interface
-Robust and extremely powerful search tools
-Syncs with gmail (IMAP) perfectly.
-Ability to set custom SMTP servers for outbound email, while maintaining sync for inbound.
-Excellent support team
-Custom variables for leads. Allows sales team to get additional key insights
-Tasks manager and assignment
Inconvénients
Only one feature that I can currently think of that I'd love to see and that's the ability to add custom fields to contacts within a lead.
- Secteur d'activité : Études de marché
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Top notch software for email marketing and CRM
Avantages
Email marketing via sequences, built-in caller, and CRM
Inconvénients
On the Expensive side. It'd be great if they can provide discounts for startups
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
A straightforward email tool for sales teams
Close is a fantastic email tool that I would find hard to get rid of.
Avantages
This is for everyone who needs to be an email powerhouse. This allows you to manage your communications with leads and new customers very easily. Their software is tailored to be the most efficient possible.
Inconvénients
This is not a great CRM. It's best used in tandem with a CRM like HubSpot or Salesforce. Most of the automation capability is outsourced to Zapier.
- Secteur d'activité : Services juridiques
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
One of the best CRMs
One of the best crms I have ever used
Avantages
It pretty much has every feature built into it. Very simple to use and easy to look at.
Very fast and boots quick
Inconvénients
Dashboard could be a bit better but very easy to set it up for great lead generation
Must download the application
- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Fantastic software!
Avantages
This is a great email software. It keeps teams informed, inspired and on track for sales!
Inconvénients
At this time I do not have any complaints about the software - all good!
- Secteur d'activité : Conseil en gestion
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Close.io is a common sense simplistic software platform that streamlines my entire day.
Close.io is simple software package that incorporated "common sense" into their sales process to help drive efficiencies in a sales persons daily outbound and inbound activity. Close.io allows me to make phone calls quicker, take notes, send emails & text messages in one simple to use UI.
Avantages
I love that I can make phone calls out of Close.io using my contact information for any given prospect. It integrates with my email system and captures all my outbound and inbound email traffic and keeps a record of it. The UI is also simple and the sales workflow is better streamlined then saleforce.com in my opinion. I wasn't a fan in the beginning, but after about 2 weeks I loved it's functionality and ease of use.
Inconvénients
It took me a while to get adjusted to their process methodology and in the beginning found it cumbersome and clunky.
- Secteur d'activité : Recrutement
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Powerful DUmb Tool
Sales. Closing. This is what CLose IO is best for. If you want it to do complicated tasks it would start breaking up and tearing down into nothing. For smile and dial, this is the best.
Avantages
Love the fact that I can power dial a bunch of people and drop voice mails. This is a godsend for my team.
Inconvénients
Stupid workflows, automations were really horrible and was set up poorly by the agent who worked and never was working correctly for 9 months.
- Secteur d'activité : Matériaux de construction
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
First thougths on new software
I am just beginning to use it so this is an initial review. So far I have found it simple to learn and effective in lead and customer management.
Avantages
Sequencing, calling from the software, activity tracking, call recording, relative simplicity to use
Inconvénients
no comment yet, i am just beginning to use it
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé Autre pendant plus d'un an
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Provenance de l'avis
Great CRM for smaller businesses
Avantages
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. The platform is also a lot simpler to use than other popular CRMs like SalesForce and Dynamics.
Inconvénients
There isn't much to dislike about the platform. There could be some additional features to make activities simpler but that's not really anything against the platform, in my opinion.
