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Overview

Multiply your sales with Close, an engagement CRM software developed for small to medium enterprises. The agenda is to make you equipped for future business perspectives using remotely operated advanced and flexible teams. Close allows you to upgrade your marketing and tracking strategies without spending massive amounts of money on any other software. The software enables you to send emails, text messages and even call your target audience without add-ons. Close magnifies your lead engagements and consistent follow ups with the best productivity tools, for example- task reminder and power dialer.

Screenshot

Close

Features

  • Alerts/Notifications
  • Audience Targeting
  • Calendar/Reminder System
  • Call Management
  • Call Recording
  • Campaign Management
  • Campaign Personalization
  • Channel Management
  • Commission Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • CRM
  • Customer Database
  • Customer Segmentation

Specifications

  • Deployment: Cloud Based, Web Based, SaaS Based, Installed - Mac, Installed - Windows

Training

  • Live Online
  • Webinars
  • Documentation

Close Users

Available Support

  • Email
  • Phone
  • Live Support

Language Support

  • English

Company Details

  • Company Name: Elastic

  • Headquarter: United States

  • Full Address:

Reviews

Overall: Overall I would highly recommend the software to other businesses users I think it is far better than its competitors.
Pros: 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.
Cons: It is a little bit of a steep learning curve however once you get the gist of it everything becomes very easy.

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Pros: Love it for all businesses I have worked in. I literally have my own Personal Close I use that I bring when I take a contract, so I don’t have to use something else. It is part of my working life now – Easy deployment (Even when Microsoft tries to ruin everything for you), Simple and easy, can opt into great features if you need it, export your leads, whatever it is – It is software that has clearly been made by someone who was in Business Development. The amount of time I save not having to manually document how much work I have done…Makes me more successful.
Cons: Nothing – it is great – A small deployment issue once, but that was 100% Microsofts fault. The reps were great at fixing it.

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What do you like best?
Close is a powerhouse for the price point. The product continues to push out amazing features and its support team allows you to do some amazing things without hiring an external engineer department to build out powerful automation. I have used Salesforce, Copper, Solve and many other CRM’s over 20 years in Sales and this is really the best value for money and can build on top of any stack.

Support is unparallel. CSM’s care and work with you to solve problems and improve efficiencies. Backed by some of the best customer services I have ever seen.

What do you dislike?
The only place to grow is automated task management like a sales enablement tool for tasks on the account, including LinkedIn touches, native Vidyard integration, and calls. Can be done through zapier and manual tasks but think that it would be a great enhancement for the future.

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What do you like best?
I have demo several CRMs in the past 18 months to 2 years, trying to find one that a) truly worked well as described, b) did not surprise you with price sticker shock to use all its features, and c) was easy to use.

The Close.io support team is excellent to work with as one configures the system to meet your particular needs. One does not have to wait days to get a reply, and it is an answer to your questions with helpful suggestions, not just directions to more articles.

What do you dislike?
The one area I disliked they have fixed. There were not enough tools to work with just contacts. Everything had to go through a “lead” or company when dealing with a single person. They have already added new features which solve the problem.

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