En savoir plus sur Close

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 êtes une équipe technique qui cherche à se développer sans pour autant dépenser des sommes excessives pour des logiciels d'entreprise, cet outil de vente peut être adapté à vos besoins. Close vous permet d'envoyer des e-mails et des SMS en plus de passer des appels à vos prospects, le tout sans modules complémentaires. Grâce aux outils de productivité (rappels de tâches, numéroteur avancé), vous pourrez prospecter davantage et assurer un suivi plus fréquent. Close est conçu dans le but de rendre les vendeurs aussi efficaces que possible. Passez et recevez des appels en un seul clic. Tous les appels sont enregistrés automatiquement (aucune saisie manuelle des données). Vous recherchez une solution évolutive ? Grâce aux outils d'automatisation de l'envoi d'e-mails en masse et aux fonctionnalités de démarchage téléphonique comme le numéroteur avancé et le numéroteur prédictif, vous pouvez atteindre rapidement de vastes listes de prospects et réaliser de gros volumes de ventes dans Close. Les fonctionnalités principales comprennent la gestion des leads, la gestion mondiale des appels, la synchronisation bidirectionnelle des e-mails et le reporting. Une fonctionnalité d'envoi de SMS intégrée, une vue des pipelines de ventes, des outils d'e-mail marketing et une numérotation prédictive sont également disponibles. Le logiciel dispose d'une API ouverte et offre une intégration à plus de 50 applications, notamment Zapier, Zendesk et Wufoo. L'assistance est fournie par e-mail, téléphone, via une documentation des FAQ en ligne et une base de connaissances en libre-service.
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Vidéo de Close
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Close - Prix

Close n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de Close est disponible à partir de 49,00 $US/mois.

À partir de :
49,00 $US/mois
Version gratuite :
Non
Version d'essai gratuite :
Oui

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Close - Avis

Évaluation des fonctionnalités

Rapport qualité-prix
4,4
Fonctionnalités
4,3
Simplicité
4,6
Support client
4,6
Anna
  • Secteur d'activité : E-learning
  • Taille de l'entreprise : Auto-entrepreneur
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
0
Simplicité
5
Support client
5

5
Publié le 14/10/2015

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.

Charles J
  • Secteur d'activité : Construction
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
5
Support client
4

4
Publié le 08/08/2023

Great CRM solution allows you to track all your efforts in one place.

Close bridges the connection gap between organizations and consumers. Using the call cadence function, we can develop a multi-touch marketing campaign that automates human-triggered emails, calls, and activities. Close has given new life to leads that were supposed to be dead, leads that you would not have pursued regularly in the past. I can set up automated follow-up emails and messages to practically stay in front of the consumer. As a result, it offers me a competitive advantage in closing business that I would not have completed otherwise owing to a lack of persistent follow-up and follow-through.

Avantages

Easy setup, analytical and simple-to-understand dashboards, predictive dialer rocks, voicemail drops, call cadences, and email marketing tools are all available. I enjoy the Smart Views in Close function and the inbox tool, and I like the fluidity of the email follow-up. I feel so much better knowing that everything is in one place and that I can simply exchange information with my team; my customer service experience has also been excellent.

Inconvénients

I don't like how Close retrieves my planned send emails before they send; if I modify the email I'm scheduling, Close logs all versions. I also believe filters take time to get used to, and I'm not always sure I'm filtering correctly. I wish there was a one-stop video that answered all of your questions or walked you through the intricacies of Close.

Utilisateur vérifié
  • Secteur d'activité : Logiciels
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
2
Fonctionnalités
2
Simplicité
2
Support client
3

3
Publié le 18/11/2018

Most your organization will ask, "why aren't we using Salesforce?"

Skip it.

Avantages

Great if you have the patience and developments resources to help you customize everything. API is good, but for most non-enterprise organizations, who has time to be messing with APIs? Built in VoIP is a nice feature, but do your math and make sure the price is worth it.

Inconvénients

- Searching for data is near impossible. Can't filter for anything logically without getting into "raw queries," so you better be half an engineer if you want to search for anything.
- Reporting is a joke. The reporting tools might as well not exist. Be prepared to ask developers to leverage the API and sync into some other tool.
- No matter what they may sell you, it's a CRM best used with small sales teams. It's not for account management or companies that expect anyone without an engineering degree to figure out how to analyze the data inside of it.

Akshay
  • Secteur d'activité : Logiciels
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
0

5
Publié le 23/09/2020

Great Beginner CRM Tool

Great tool overall to get started for a founder with little sales experience

Avantages

- Very easy to get started / intuitive interface
- Enables you to send emails straight from tool and manage inbox
- Ability to set reminders and follow ups
- pipeline UI, similar to salesforce or hubspot

Inconvénients

- analytics on emails (open rates, campaigns) hard to understand. Ended up using persistIQ for this
- hard to tell when prospect opened email

Alternatives envisagées 

Streak, Pipedrive et Salesforce Sales Cloud

Pourquoi choisir Close 

Email inbox management in Close

Logiciel antérieur 

HubSpot Sales Hub
Nick
  • Secteur d'activité : Internet
  • Taille de l'entreprise : 11–50 employés
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 09/03/2015

A modern sales platform optimized for outreach

While Close.io is a CRM by definition, I consider it more of a sales platform. I consider it as a platform because of it's flexible and rich API that allows you to customize any component. Close.io is a fantastic tool that teams should use for interacting with their customers.

With built-in call and email integration, Close.io is designed for salesperson outreach. It eliminates unnecessary data entry, and is the perfect companion for any sales team using the "Predictable Revenue" (A book by Aaron Ross) approach to sales. All activity (calls, emails, lead status changes) is automatically tracked, leaving the sales rep to just write contextual notes for each activity.

The automatic tracking of activity leads sales managers to easily determine how much activity yields certain sales results. Those answers are the holy grail when it comes to building a scalable sales process.

Avantages

- Built-in call and email integration.
- Flexible and powerful API w/ great documentation.
- Dynamic lead lists (called "Smart Views") powered through search.
- Native Mac and WIndows apps.
- Responsive support team.
- Custom fields

Inconvénients

- Costly for budget conscious teams. (But not less expensive than Salesforce and like platforms)
- No native mobile apps yet. (Not recommended for outside sales teams)

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