Close Erfahrungen

Close.io for therapists, tutors and coaches

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Phone Heavy Sales Team's Dream

Kommentare: It is everything we need except dashboards. If your are an outbound or phone heavy sales ord

Vorteile:

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.

Nachteile:

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

Top notch software for email marketing and CRM

Vorteile:

Email marketing via sequences, built-in caller, and CRM

Nachteile:

On the Expensive side. It'd be great if they can provide discounts for startups

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

Kommentare: Skip it.

Vorteile:

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.

Nachteile:

- 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.

A straightforward email tool for sales teams

Kommentare: Close is a fantastic email tool that I would find hard to get rid of.

Vorteile:

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.

Nachteile:

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.

A great solution once you get it organized

Vorteile:

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.

Nachteile:

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.

Close.com Can Make Your Business Run Efficiently and Problem Free

Kommentare: 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.

Vorteile:

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.

Nachteile:

No cons at all. I mean it. This program Rocks:)

It's like magic

Kommentare: We have a startup focused in ticket sales for events in Mexico. We were looking for in-depth data of our salesmen and to make easier for them to keep track of their clients by client type. We used a CRM (highrise), but the data it gave us was no longer enough to know more about whether the size and type of clients - and opportunities - our sales team were generating was the right kind given our current strategy. We initially requested a trial by importing a subset of random data of our former CRM but we felt this was not useful, because not all of those imported leads were relevant to us at the moment. When support from close.io gave us the option to extend our trial period, we deleted all of the previous leads and instead started adding new leads into the platform. That's when we notice the main strong point of close.io: by adding our first lead's email, within seconds we had a full history of each email we exchanged in the past. The desktop app works like a charm. Also, when you have a small sales team like ours, it's great to add a lead and check if one of your teammates already make a contact. Finally, it's amazing how easy is to categorize leads, we even use it to keep track of investors, allies and competitors. The call feature is also a huge breath of fresh air into a follow-up process. The fact you can make calls straight from the app, that those calls get recorded and also get tracked into a lead's history ensures automatic track of almost every kind of interaction with a lead. In our case, although we tried it and it worked great, we won't make use of it because our small office space forces us to do calls by getting outside the office, and given our internet connection is not that solid we will keep making calls the way we are right now and evaluate a full switch later. In a few words: if you have a small sales team and you want to make them doing more closing and less data insertion into follow-up tools, consider switching to close.io

Vorteile:

The email auto-tracking is by far the the tool of close.io. The fact you can create a lead and it automatically brings all of the history of emails you exchanged with them gives a lot more insight and visibility into salesman follow-up performance. Also, the call feature; if you have a strong internet connection, and especially if you're a startup and your salespeople is constantly on the run. Support also responds very quickly to feedback, which made a lot easier the switch from our former CRM.

Nachteile:

For our business, it´s very important to do bulk imports. However, the tool does not let you to opt out of duplicating leads, which makes us take longer to "curate" each file we want to import.

First thougths on new software

Kommentare: 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.

Vorteile:

Sequencing, calling from the software, activity tracking, call recording, relative simplicity to use

Nachteile:

no comment yet, i am just beginning to use it

Great CRM

Vorteile:

Integrates into other platforms easily. Great to use

Nachteile:

Not so user-friendly. UI & UX could be better

Highly Recommend It

Kommentare: 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.

Vorteile:

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.

Nachteile:

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!

Close - Great CRM for small to medium sized busniesses

Kommentare: 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.

Vorteile:

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

Nachteile:

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.)

Not a CRM

Kommentare: In the end it's very expensive for a bulk lead calling tool.

Vorteile:

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

Nachteile:

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.

Far Superior to Salesforce

Kommentare: I just want anyone reading this to know that I went from using Close to using Salesforce. Originally I didn't think Close was anything particularly special, because I hadn't tried out any other CRMs. Working with Salesforce has made me change my mind completely - Close is a far superior product.

Vorteile:

Extremely intuitive, clean and smooth. Intelligently designed and sets you and your employees up with a great work flow to stay organized

Nachteile:

The view set ups can take some getting used to (IF, OR, AND) but once you have it figured out your workflow will go so smoothly.

A must-have for sales

Vorteile:

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

Nachteile:

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.

Great outreach tool for calling prospects

Kommentare: Very easy to use tool for sales reps who do a lot of calls in a day.

Vorteile:

Very easy to use with an intuitive interface. Easily create followup sequences and the best feature is the one-click calling SMS. It is just so easy to call ANY Country on your computer. With great audio quality.

Nachteile:

The startup plan is fine, but if you want to use multiple phone numbers and call recording, it is only in the most expensive plan. Also, you cannot see which calls cost how much money, it is hard to track back your charges.

Close.io treated me well

Vorteile:

Super simple for making phone calls and sending emails. Easy workflows for inside sales reps, you can make a lot of calls quickly.

Nachteile:

The reporting is pretty barebones, but I know that's something they've been bulking up over time.

Fantastic software!

Vorteile:

This is a great email software. It keeps teams informed, inspired and on track for sales!

Nachteile:

At this time I do not have any complaints about the software - all good!

The best CRM I've used

Kommentare: Used it daily as a sales rep and it made managing everyone and seeing all communication simple and allowed me to spend less time tinkering and more time closing sales. It does a great job of getting out of the way so you can focus on what's important.

Vorteile:

So uncomplicated and straightforward to use. CRMs can be a real pain, and this one is a joy.

Nachteile:

Although it's packed with value, it's still pricey compared to competitors. However, if you can do it, I still recommend it.

AWEFUL EXPERIENCE! BUSINESS OWNERS - BE AWARE!

Kommentare: Close.com BROKE our agreement and KILLED our company. We partnered with close.com and after long meetings with their sales and customer success teams, we agreed to collaborate after getting a written agreement for our needs and future use of their system.
We built an entire infrastructure supported by their system after working with them for few months and paying them over $20,000 knowing it's an investment and it will be worth the money on the long-range. We made sure to add in our agreement all of the potential problems and insisted that if there will be any problem - close will contact us for our immediate care and fix, as we want to keep a good relationship with them. After 4 months, just 2 days after another payment of over $5,000 from us, we received a cold email from the customer success manager, quoting an email of [SENSITIVE CONTENT] saying they won't work with us anymore and suspend our account in 40 days. NON-NEGOTIABLE.
The stated reasons were ones we never heard of before from the close.com team and never knew they could cause any issue (if we've known, we would've taken care of them immediately).
No prior warning, no apology, no discussion, and not even a meeting explaining the situation.
Just a "non-negotiable" cold email. We spend those months we worked with Close.com HUGE amount of development and employee resources to fit our system to Close's while planning to launch a new product, and just a few days before our launch we received this awful email.

Vorteile:

Looking back - nothing honestly. We wish we would've never heard of them.

Nachteile:

Close.com BROKE our agreement and KILLED our company.

Will you marry me?

Kommentare: I LOVE this solution. It's extremely flexible which is crucial for our company of 80. With our HQ in Europe, and a sales team poised to expand rapidly worldwide, we needed the ability to "speak" to each other by having access to all leads in the system and their history. Right now we are piloting Close.io here in the U.S. with a couple of sales people also trying it in Europe. We integrated our incoming leads from our system into close.io via Zapier and all communication via Gmail. It was a snap! Also, the support team can CC or BCC close.io on crucial matters via the ticket system and sales can now see all important transactions in one place. Just in a few short months Sales productivity has changed dramatically, and basically, I'm a happier person, which is good for everyone!

Vorteile:

Easy to use interface. Nice upgrade with the html in the email function! Integration with the phone is great!

Nachteile:

Fix the Tasks function to be more user friendly. allow us the hide the custom fields so we don't need to scroll through them all when assigning data.

You would be insane not to give it a free trial

Kommentare: Have used everything – Salesforce, InfusionSoft, Pipedrive, Sugar, etc. At some level, they were all awesome, and at another level, all of them sucked at something important. After signing up for a free 14 day trial, I happily pulled out my credit card and signed on for $660/month for our (4) users after using it for just a few days. And we had just signed on for a competitive solution only 4 months earlier. Now, after using Close.io for a couple of weeks, the positive impact on our business has been profound. Since all calls and emails go through the system, the reporting is real-time and automatic for salespeople. Our sales staff loves it, I love it, and as long as it keeps working the way it is, we expect to be customers for a long time. P.S. Responses from support are typically within the hour. So far, I'm very impressed.

Vorteile:

Automated tracking, in-app calling, in-app email, bulk email, filtering, reporting, real-time dashboard.

Nachteile:

Higher cost per seat than some others (but obviously well worth it for me, and most others).

Great functionality. But you can lose access anytime

Kommentare: This is a great platform. But I do not recommend it to anyone. If you are interested in good CRM then try PipeDrive. They don't have a few things, but their technical support will solve all your problems. They also do a lot of custom free stuff. And you can safely store 1M + contacts.

Vorteile:

Awesome UI Best filtration and search Nothing extra Not overloaded Very fast

Nachteile:

If your database more than 100K contacts, you will be disconnected, because you will ...."impacted our infrastructure".... When you try to solve a problem and chat with technical support, you will be ignored. But there is no public limitation. Try to use. Are you lucky? Maybe not and your work will be suspended immediately. And then you will long try to switch to another platform without any help from those support. Maximum you will have a day.

Simple, intuitive, effective

Kommentare: As a pre-revenue startup with a strong relationship-based sales focus, we opted for Close over competitors. The reason being, Close presents a very simple and easy to use interface at the landing page on their website. Having used complex CRM systems that don't integrate with phone/email/web, Close is refreshing in it's speed, integration and intuitive user interface. Additionally, the pricing is reasonable compared to overpriced competitors. I recommend Close over other CRMs, because it is simple, easy to use and addresses what sales personnel need to manage quickly and effectively without taking undue time from their primary roles.

Vorteile:

Price, customer support, intuitive user interface and simplicity of use, most effective CRM system I have seen that doesn't drain sales-personnel time.

Nachteile:

Voice of customers could be a future feature; price is still expensive for pre-revenue and lean startups.

Close.io makes it so much easier to manage leads!

Kommentare: Close.io has made it so much easier to manage our leads! The smart bulk email templates have been especially useful; they allow sending cold emails to be efficient, but still personal. Customer service has also been really great; within just a few days of starting the free trial I was directly contacted by one of their team members who was happy to answer any questions. The automatic email integration is fantastic; it syncs instantly with my Gmail account so it is easy to switch back-and-forth without missing any information. Great product all around!

Vorteile:

- Automatic email integration - Advanced lead search - Ability to set 'status' on leads - Awesome and personal customer service - Startup discount - Bulk email templates

Nachteile:

- Wish you could select, specific individual leads for bulk email and bulk editing (instead of generating lists from a common status or other label)