Sobre Close

Close es un CRM de implicación de ventas diseñado para ayudar a las pymes a convertir más clientes potenciales en ingresos. Close es una verdadera plataforma multicanal que te permite enviar correos electrónicos, enviar mensajes de texto y llamar a tus clientes potenciales desde un equipo de escritorio; todo sin necesidad de complementos. Ponte en contacto con tu primer cliente potencial en cuestión de minutos después de que registre.

Close rastrea automáticamente cada punto de contacto con un cliente potencial en una línea de tiempo visual para que puedas omitir el laborioso trabajo de CRM y concentrarte en el negocio. Repleto de herramientas de productividad como recordatorios de tareas y marcador rápido, llegarás a más clientes potenciales, harás un seguimiento más frecuente y cerrarás más acuerdos.


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Close

4,7 (160)
VS.
El más valorado

Precio inicial

US$ 49,00
mes
US$ 12,00
mes

Opciones de precios

Versión gratuita
Prueba gratuita
Versión gratuita
Prueba gratuita

Funciones

132
168

Integraciones

45
91

Facilidad de uso

4,6 (160)
4,5 (2.959)

Relación calidad-precio

4,4 (160)
4,4 (2.959)

Atención al cliente

4,6 (160)
4,4 (2.959)
Las barras de puntuación verdes muestran el producto ganador en función de la puntuación media y el número de opiniones.

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Opiniones

Calificación general

4,7 /5
(160)
Relación calidad-precio
4,4/5
Funciones
4,3/5
Facilidad de uso
4,6/5
Asistencia al cliente
4,6/5

¿Ya tienes Close?

¡Ayuda a los compradores de software! Las opiniones sobre los productos son útiles para que el resto de los usuarios podamos tomar las decisiones acertadas.

Mostrando 5 opiniones de 160
Jordan
Jordan
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Great Sales Tracking Management

Revisado el 14/12/2018

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

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

Puntos a favor

My favorite thing about Close.io is the ability to add custom fields that help with reporting and overall ease of use. Also being able to call directly from the software and have the calls recorded and task creations are very simple.

Puntos en contra

The user interface could use some improvement. The flow of things can sometimes get a little chaotic so creates extra time to learn the system.

Joshua
Joshua
Calificación general
  • Tamaño de la empresa: 2-10 empleados
  • Fuente de la reseña

Calificación general

It's like magic

Revisado el 17/3/2015

We have a startup focused in ticket sales for events in Mexico. We were looking for in-depth data...

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

Puntos a favor

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.

Puntos en contra

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.

Usuario verificado
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 6.0 /10

Good For A Small Sales Team, in The Early Days

Revisado el 7/3/2019

On a larger scale, Close becomes really impractical. Sales agents lose track of contacts, there's...

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.

Puntos a favor

- really easy to use
- stripped down to the bare minimum, not many tabs for the sales team to navigate
- new email chain function is impractical as it's a manual task to set up for so few sales contacts
- customer support a few years ago was bad but has improved greatly
- price

Puntos en contra

- hard to extract data in a meaningful way. The search functionality is quite rudimentary
- data analysis is barely existent
- insufficient tagging
- feels like a doctored spreadsheet with nicer formatting but less usability

Jordan
Jordan
Calificación general
  • Sector: Aprendizaje en línea
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

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...

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.

Puntos a favor

- Easy to get started
- Easy to import leads
- Easy to keep track of how everyone at your organization is interacting with the client
- Pretty simple, but effective reporting

Puntos en contra

- Expensive
- Low quality call audio
- Low customization
- Rigid sales structure set-up

Samantha
Samantha
Calificación general
  • Sector: Transporte/transporte en camión/ferrocarril
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Works as promised

Revisado el 11/12/2018

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

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

Puntos a favor

Close is an easy way to keep track of leads and customers alike. We can set tasks, see who is calling, and have visibility to communication the client has had with other people in the company.

Puntos en contra

I really don’t have many complaints. One tiny nitpicky thing: the icon in my tool bar continues to bounce even after someone else has answered a call. It can get confusing.

Mostrando 5 opiniones de 160 Todas las opiniones

Preguntas frecuentes sobre Close

He aquí algunas preguntas frecuentes sobre Close.

Close ofrece los siguientes planes de precios:

  • A partir de: US$ 49,00/mes
  • Modelo de precios: Suscripción
  • Prueba gratis: Disponible

Los clientes habituales de Close son:

Trabajador autónomo, 2-10, 11-50, 51-200, 201-500

Close admite los siguientes idiomas:

inglés

Close admite los siguientes dispositivos:

Android (móvil), iPhone (móvil)

Close se integra con las siguientes aplicaciones:

Actiondesk, ActiveCampaign, Airtable, Asana, Bento, Calendly, Clay, Clearbit, Docusign, Dreamdata, Drift, Driftrock, Drip, Dripify, Fivetran, GetAccept, Gmail, Gong.io, Google Calendar, Google Sheets, Help Scout, HubSpot Marketing Hub, Hyperise, Intercom, Jiminny, JustCall, LeadFuze, LeadsBridge, Mailchimp, Make, MeisterTask, Microsoft 365, PandaDoc, QuotaPath, Retool, SavvyCal, Segment, Shopify, Slack, Spiff, Stripe, Zapier, Zoom Workplace, hotglue, snapADDY DataQuality

Close ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Asistencia telefónica, Chat

Categorías relacionadas

Ver todas las categorías de software encontradas para Close.