Opiniones de Close

Has worked really well

Revisado el 27/1/2016

We run an online insurance comparison site in Colombia. We generate leads through our website that we have to close by phone and mail. A sales cycle is in average for around 20 days. Our requirements were:

1. Scalable (Apt for Small and Medium Businesses)
2. B2C focus
3. Lead integration
4. Mail integration
5. Phone integration (including possibility to store calls)
6. Easy to use
7. Reminders
8. Spanish would be a plus
9. Good and fast ROI

I studied 36 different options before making my choice and I demoed 6. My finalists were Pipedrive and Close.io. But I found Close.io being the better one. It's really fast and easy to use and very easy to adapt as we want. So far I'm very happy. The only things so far is that it's a little bit complicated to get a Colombian phone number but that's not Close.io's fault. It's because of the carriers here. The other was the Spanish but it wasn't sch a big problem since you can name many things yourself. It excelled in everything else. It also seems to be easy to export the day we decide to swith to another platform (if we do).

Rigid structure means only certain sales processes fit (adaptations to all processes are...

Revisado el 28/9/2016

Overall, Close.io is a B2B CRM where each client has only a few main contacts and they all go through a specific, well-defined process, regardless of whether or not the deal is closed.

It's a very expensive platform, especially if you want calling features, so keep that in mind. My two cents: you should assess how well Close.io meets your needs before deciding that this is the right CRM (vs. a different CRM or a custom CRM if you're at higher volumes). Once you decide that it's worth exploring, my recommendation is to figure out how much you'll be paying in annual costs vs. a custom CRM implementation.

Close.io pretty much won't prioritize features for you, so if you need anything custom done, I recommend going somewhere else.

AWEFUL EXPERIENCE! BUSINESS OWNERS - BE AWARE!

Revisado el 23/6/2021

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.

Turns you into a selling machine

Revisado el 18/10/2018

Once you catch the vision for Close.io, it doubles your productivity in sales.

Great solution for medium sales teams

Revisado el 14/6/2018

Excellent - Would recommend to anyone building a sales team

Revisado el 9/3/2015

I have tried out a handful of CRMs, and they all have their pros and cons. I've found Close.io to be the best and most flexible CRM for our growing sales team (It has grown with us as our sales team tripled in size).

There are two things I particularly love: The first is the timeline / history of interaction with a customer. It makes it super easy to quickly get caught up on a relationship with a client before talking to them. When trying to close a deal or when a customer has a problem, this has been invaluable. We have also connected Close.io to our support ticketing system, so I can track all communication (even non sales) that a customer has with our company which is a big help. The second thing I really like is the one touch call / email. It makes it extremely easy to communicate with the customers and saves me time.

Although to be fair, there is also room for improvement. It is a little bit challenging to manage your emails completely from Poll Everywhere as it's hard to track all inbound emails. I also wish they would improve the way they organize their email templates. After you have a few sales reps each with their own templates, the list can grow very quickly.

Overall, the pros far outweigh the cons and I would definitely recommend Close.io to anyone looking for a CRM.

A modern and functional touch to CRM

Revisado el 18/6/2018

Close.io is absolutely awesome to manage your fund raising

Revisado el 8/3/2015

We use Close.io to manage our fund raising and we absolutely love it! It's been amazing to manage our database of investors, track our communication with potential investors, and classify each of them based on the opportunity and likelihood we will get the investment from them. It's much easier to track who responded and when to do the follow-up. Close.io is very user-friendly, and very intuitive. We love that it adds all past emails with the investors! It has been so easy to share the emails with my co-founder.
We will definitely use it to manage our customers when we are ready to start selling.

I use close.io and love the updates that they keep making

Revisado el 26/9/2018

Keeps sales focused on relevant tasks rather than wasting time on housekeeping tasks

Increases the chance of closing a deal

Revisado el 23/3/2015

My team and I began using Close.io to close deals via the calling & Email features they have implemented into the software. We imported our leads very easily, and managed to start closing deals with potential clients. Close.io is a unique product that allows you to manage multiple streams that increases the chance of closing a deal.

Best CRM for managing relationships

Revisado el 24/4/2016

Love how simple Close.IO is. There's one list of contacts , and then an infinite ways of segmenting the data after that in powerful ways. It's a very powerful concept, and they do it in a way that makes it super easy to manage lists of leads/clients/whatever, and to help make sure you're on top of it. They do this, however, in my opinion, by sacrificing features available in other top CRMs, some that seem like they should just be there. For us it has been worthwhile nonetheless.

Best CRM tool for Startups

Revisado el 9/9/2022

My overall experience was good with close, I like the simple minimalistic interface of close and how easy to use for our day-to-day marketing and sales tasks.
If money is not the issue then it's a good CRM tool for everybody.

Close.io Review

Revisado el 7/8/2018

A Waste!!

Revisado el 19/12/2018

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.

A must-have for sales

Revisado el 18/3/2018

Great outreach tool for calling prospects

Revisado el 24/10/2019

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

One of the best CRMs

Revisado el 11/1/2018

One of the best crms I have ever used

Fantastic software!

Revisado el 22/9/2020

Close.io is a common sense simplistic software platform that streamlines my entire day.

Revisado el 9/5/2018

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.

Awesome product with a great search centric approach

Revisado el 20/5/2015

At Duma Works, a Kenya based recruitment startup, we use close.io to keep track of all of our customer relations, existing and potential. Apart from that we're also using it as a multi-tool for everything from fundraising to recruitment. The search centric approach makes it easy to create any type of customised list of leads and treat them differently based on their unique characteristics. The ability to add custom fields to all leads in combination with the bulk email feature makes it possible to easily send hundreds of personalised emails in seconds.

I would recommend close.io to anyone who wants to maintain and grow a database of contacts, be it customers, candidates or investors.

You would be insane not to give it a free trial

Revisado el 24/3/2014

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.

A tool for fueling sales

Revisado el 23/3/2015

I am using Close.io to help keep track of all of my cold calls. I can easily open up multiple contacts and make calls to each of them a lot faster than looking at one contact at a time, clicking the mouse more times and being less efficient with my time. This is a great tool for any sales person wanting to keep better track of who to call when, reducing paperwork and headaches. I highly recommend this product.

A solid CRM but not close to the being the best for sales reps.

Revisado el 11/4/2021

Close is not a bad CRM at all. It is a solid contender and helped me be more productive with its management and workflows. The only issue with it is that it ain't that easy to get used to when it comes to the customizations.

Best CRM for salespeople ever...

Revisado el 15/5/2015

I've worked with CRMs since the 80s and Close.io is the best one by far. I'm speaking from the perspective of managing sales teams on it, as well as cold calling myself.

A HUGE IMPROVEMENT over many of the current market leaders and older, legacy systems.

We're Fans of Close.io

Revisado el 11/3/2015

We're Fanout.io, an agile startup in the realtime API-first business. We're Fans of Close because:
1) No learning curve.
2) Great support.
3) Fits our fast pace. "It just works"
We use it for all customer contact from Prospecting to Closing to support. Plus we use it to sync our internal communication with influencers, partners, advisors, and investors.