Close

Close.io is great for tracking leads and customer bases and the communication timeline as well.

Close has been great and their customer support is really awesome.

On a larger scale, Close becomes really impractical. Sales agents lose track of contacts, there's no meaningful data analysis that can be done because of a lack of tagging and order. It's a good package to start out with, but I find that companies move along quickly for more powerful and useful products.

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).

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.