Close – Bewertungsseite 3

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Tim
Tim
  • Branche: Bildungsmanagement
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 2.4.2016

Exactly what we needed...following up.

We are a small Saas team, selling in the education sector. We (sales team of 1) are in touch with thousands of potential customers. From cold leads to re-signing customers.

Close allows us to contact cold leads in bulk, move them through our sales funnel and most importantly they MAKE US FOLLOW UP! Following up has had a huge effect on our business.

Data entry is greatly reduced, integrations are great. Highly recommended

Vorteile

Reduced data entry
Forces you to follow up
Great customer support
Design to have everything you need....and nothing you don't (Easy to use)

Nachteile

It costs money. By no means overpriced.
I tired lots of CRMs, from free to $$$. Close was the right fit for us, and worth every cent.

Guy
Guy
  • Branche: Internet
  • Unternehmensgröße: 501–1.000 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 13.12.2015

Close.io really helps to keep track of your deals.

I've compared two Sales CRM, SalesforceIQ and Close.io. Although salesforceiq makes it really easy to create opportunities I find it much easier to follow up on opportunities within close.io.

Overall for the long run close.io

Vorteile

Sending emails from within the close.io app is easy, following up on opportunities is also easy. I my mind these are the most important tasks in a salesman day to day job. Information flow it ordered nicely within the opportunity. Overall great experience.

Nachteile

I find the flexibility of customization a bit lacking. Would like to separate leads from accounts. And have a more visual view of opportunities funnel.

Kristofer
Kristofer
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

5
Bewertet am 8.4.2015

Easy integration and superb service

We use close.io for our customer facing sales processes, started out with two sales agents and now scaled up to more than 40 while constantly adding features around close.io using their API. Close.io was easy to integrate into our processes for it is simple enough and yet let's you configure/adapt just as much as it makes sense in an early startup phase.

Vorteile

Very friendly and fast support team, good API, intuitive interface

Nachteile

Calling functionality is quite pricey in the long run

Stuart
Stuart
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 16.12.2016

Ideal for direct email marketing

When I was doing direct email marketing, close.io made it so easy to feed in a ton of contacts, automate sending out personalized emails, then track who responded, who didn't, and keep moving people down the funnel. If you're doing email marketing, you need a tool like this just to manage everything you've got going on, and so that you can track follow up with people and really close more deals. Everyone I dealt with at the company was great too, and even the founder is reachable.

Verifizierter Rezensent
  • Branche: Unternehmensberatung
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

5
Bewertet am 5.5.2015

Best CRM I've Ever Used

After using Close for two unrelated startups of different sizes and markets, it has come to be my absolute favorite CRM out there because of how flexible, easy to use, powerful, and reliable it really is.

Vorteile

The Mac platform is incredibly well done and easy to use.
Uploading leads is easy and flexible.
Lead configuration is dynamic but not overwhelming.
Generous trial period.

Nachteile

No iOS app has been released yet.

Verifizierter Rezensent
  • Branche: Computer-Software
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 26.3.2019

Amazing CRM

Vorteile

The integrations and power of the tool. It gives you email, SMS and much more. I also like their courses.

Nachteile

The UI could be somewhat improved and upgraded, but that's okay.

Matt
Matt
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

5
Bewertet am 1.4.2015

Superb

Close.io is fast become a valuable member of our team! We've deeply integrated the tool into our workflow and technology.

Vorteile

The workflow fits neatly around our sales process, which evolves rapidly.
We love the automated tracking and API, which means we auto-create most of our leads and don't need to update them.

Nachteile

No mobile app - I'd love to manage/track our pipeline on the go.

Verifizierter Rezensent
  • Branche: Verbraucherdienste
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 15.3.2016

Great tool

If you're dealing with a bunch of lead data and need an easy way to manage those leads, this should be your tool! Highly recommend it. I particularly like the easy and quick filter + export.

Vorteile

Very helpful and powerful

Nachteile

requires learning curver

W. Allan
W. Allan
  • Branche: Sport
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 25.10.2015

Thank you Close.io!

Close.io was exactly what we needed right when we needed it. We strive to hit 80 outbound dials every day (per salesperson) and we are able to do that with close.io. With that type of call volume we must also be able to keep up with opportunities, emails, etc. and close.io is definitely up to the task. Support is by far the best I've seen and I've thrown some complex stuff at them.

Vorteile

Very solid. Meets all of our startup needs and handles all aspects of a company trying to achieve a high call volume.

Nachteile

None that I can think of. Sometimes the reporting is a bit off, but the support folks quickly handle any issues.

Michael Brody
Michael Brody
  • Branche: Computer-Software
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

4
Bewertet am 15.4.2015

Lightweight but powerful

Close.io is lightweight but powerful. The customized fields and search features create a robust filter that is essential for quick organization. The tool Integrates really well with Gmail and a plethora of other day-day applications.

Close.io helps me stay organized so I can focus on maintaining and building relationships with my clients.

Vorteile

Amazing customer support!

Nachteile

Mobile App is not released yet...

Juan
  • Branche: Automotive
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 5.11.2018

Best CRM I have used!

Vorteile

The best CRM tool I have used, loved the interface that is literally all in one, recorded calls to review of my teams sales calls. Texts emails etc.

Nachteile

None! Best CRM system I've used! Definitely recommend

Benjamin
Benjamin
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 10.3.2016

William
  • Branche: E-Learning
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

5
Bewertet am 28.4.2015

Close.io Rocks

Close.io has been a major improvement over our last CRM tool (Salesforce). Our reps are happier because there's less work on their end and management is happier because all key metrics are captured within. It's also a lot easier to find, assign and manage opportunities. The interface is clean and compelling with all the key information at hand. We're big fans.

Vorteile

Simplicity
Interface
Designed to mimic work flow
Search flexibility and functionality
Reporting
Less training/happy reps

Nachteile

There are features and functionality we'd like to see as Close.io add over time (note they're good about listening to requests). Examples include better managing duplication, parent/grandparent relationships (visual and drop-down) and an area for notes within individual contacts.

Halil
Halil
  • Branche: Versicherung
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

5
Bewertet am 14.3.2015

Great CRM

I’ve tried many CRMs. There are those that have all the features you want and more, but when you use them… it just slows you down. Then there’s Close.io - it lacked some functions I thought I needed, but it satisfied expectations I didn’t know I have. It’s a completely different experience from any other sales software I’ve ever used, and I can’t imagine going back to other systems.

Sven
Sven
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 30.3.2016

Close.io Review

We started with a free trial (2 weeks) and recently upgraded to the professional edition. Most important to us was that we have a flexible CRM with a lot of Search Combinations where we can enter the different stages of our clients. Close.io is made for sales teams and their customer support is very responsive too.

Vorteile

- Good Customer Support
- API
- Fast Interface
- Lots of Sarch Option and Automatic Data Entry
- VOIP Phone integration

Nachteile

- No Mobile App yet
- Automatic Removal of Duplicates on Entry could be easier. (They are working on an improvement here)

Nick
Nick
  • Branche: Computer-Software
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

5
Bewertet am 6.5.2015

Great App

Love it. This app allows our team to be very productive with cold prospecting. It also makes it very easy for the team to follow our system.

Vorteile

Search is great. Smart views are great.

Nachteile

I would like it to track undelivered mail and automated responses. If we don't track this manually, our stats are off. No real negatives though :)

Dominic
Dominic
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 29.4.2016

Close.io Rocks !

I've used others CRM and I'm really happy to have switched to close.io.

Close.io is the best CRM for a SAAS company like ours! It is easy to use, well designed and precisely tailored to our needs.

Awesome product !

Vorteile

Created by a team that produce amazing content
Simple and efficient design
Nice feature to create smart views
Good integration with emails
VOIP phone call in one click !

Nachteile

Contact integration with exchange would be nice.
(No need for a native mobile app but managing contacts in 2 places is an issue).

Gregory
Gregory
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

5
Bewertet am 11.3.2015

BEST CRM I have ever used.

Close.io has improved our workflow and helps us to never drop the
ball on a lead. Their search queries are sales magic - we can
quickly create lead lists for highly-targeted outreach campaigns.
Prior to Close.io, this required days of sorting through our
database. Now it’s a couple of clicks. It’s simply the best piece
of sales software out there - hands down!

Mike
Mike
  • Branche: Computer-Software
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
0
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 23.6.2015

Best modern CRM for startups

We've tried several different CRMs for our startup and ultimately chose close.io. In our experience, it is the best, modern CRM product on the market for inside sales teams.

Vorteile

- Simplicity of the conceptual model (relationship between leads, opportunities, contacts)
- Powerful, very flexible search
- Great API along with good documentation
- High quality & performance (other CRMs we've tried are buggy and slow)
- Has built in calling capabilities

Nachteile

- No mobile app, so updating leads when on the go is not easy

Rex
Rex
  • Branche: Outsourcing/Offshoring
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 10.2.2016

Best sales platform I've ever used

I used to represent one of the top sales platforms available. This is better. This is so much better than by a minute and a half into their intro video I knew that I would buy. They solve every pain I was experiencing with tools before them.

Vorteile

Integrated Voip, integrated email, automated reminders...basically every cool feature I didn't even realize I wanted, they've got it.

Nachteile

Need some better integrations with email marketing platforms. The best option for non-gmail users is DripEmails.com and they're not very intuitive.

Tom
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

5
Bewertet am 24.3.2014

You would be insane not to give it a free trial

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).

Jimmy
Jimmy
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

5
Bewertet am 15.6.2016

Power behind it's simplicity

Close.io it's so simple and easy to learn that there is where the power is. If you have some sense of what your sales funnels is then just load up your leads, create lead statuses for each step of your funnel and make sure they're set as your smart views and BAM! you're ready to take on the world.

Vorteile

It just does what is supposed too.

Nachteile

Price (but is because my A$$ is broke, but I can't see price being an issue at all once I can fully afford it.) Shut, I like it so much that I rather skip a meal that not use it haha,

Ruth
  • Branche: Einzelhandel
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 7.12.2021

Great option!

I have really enjoyed using Close and would recommend it to anyone looking for a basic CRM!

Vorteile

Close is relatively easy to use and is priced quite well!

Nachteile

We are a small company, so using close has been great for us, but I'm not sure how it would compare for larger companies.

Eleftherios
Eleftherios
  • Branche: Informationstechnologie & -dienste
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

5
Bewertet am 16.3.2015

Everything I need for Sales

Close.io did a great job in reducing functionality to the max and combining the for me most relevant features in a intuitive dashboard. From lead management, sales cycle to contacting prospects as a team - it's all in it. Nothing more.

Vorteile

Directly initiate emails and calls from close.io, smart searches

Sean
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 28.3.2016

Best CRM for Startups

I've used Salesforce, Highrise, Pipedrive, and Close.io, and Close.io is by far the best CRM for startups. It allows you to focus on actual selling rather than data entry, by syncing with Google Apps in an intelligent fashion.

Vorteile

Excellent support, great founders, great desktop app for Mac, and very easy to use plus onboard team members with.

Nachteile

No mobile app for iPhone.

Jason
  • Branche: Marketing & Werbung
  • Unternehmensgröße: Selbstständig
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 9.8.2017

Awesome Integration of VOIP, Autodialers, and Voice Drop

Vorteile

I've evaluated a lot of CRM's and Close.io is one of my absolute favorites. If you need to make a lot of calls their dialer and integrated telephony features are some of the best available.

Nachteile

Pretty Expensive especially if you already have another VOIP provider. Unless something has changed recently you miss out on a lot of standard VOIP features like a virtual attendant. Press 1 for Sales, Press 2 for Marketing, etc.

Maximilian
Maximilian
  • Branche: Internet
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 1.9.2015

Greatest sales tool out there

When we had the choice between Salesforce and Closeio, the latter was a no brainer after going through both trial periods. For us its the cleanest and slimmest sales tool that has all the functionality you need for a multi-country launch. Since we're very focussed on tech, the easy to use rest api with several wrappers for all major languages is also a big plus. Can only recommend.

Vorteile

- very clear user interface
- voip calls, emails, notes all in one interface
- easy yet powerful rest api

Kinga
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Wöchentlich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 14.4.2019

The best friend of your sales department

I think it can work wonders in large organizations where sales departments are bigger and more structured. I really like the tool.

Vorteile

Close.io is a machine for sales, it helps wish sales workflow and outbound. It is user-friendly and gives everyone some transparency of information - even people out of sales department can understand processes.

Nachteile

It is really expensive, however, it is worth spending money for the features it offers.

Juan Andrés
Juan Andrés
  • Branche: Bildungsmanagement
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 11.8.2015

Great App

Close IO is awesome. It allows us to track and measure all the important KPIs of our sales team. We currently have teams in 2 countries and it allows us to see what is working and what isn't in order to improve our sales in an iterative, data driven way.

Vorteile

Very easy to use, allows for unlimeted inbound and outbound calls. Tracks everything without the need of data input.

Nachteile

A bit expensive, specially for startups (although they do provide startup discounts)

Simon
Simon
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
0
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 19.1.2016

A great tool for Start-ups

We switched from one CRM to Close.io, well there is no doubt that close.io is far superior. It help us to get organised and keep track not only of our sales channels but as well on key individuals.

So far we didn't see a tool that could match the usability and efficiency of Close.io

And the customer service is great and super effective!

Vorteile

Very well organised
Intuitive
Easy to onboard and include team members

Nachteile

A mobile email tracker app, would be great

Randall
Randall
  • Branche: Onlinemedien
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

5
Bewertet am 12.3.2015

Love them. Like rails for sales

Close helped a lot because its general data model and reporting tool really helped us better understand how sales should work in our company. We're a bunch of hackers turned sellers, and it's helped us better understand how to view this stuff.

Mandy
  • Branche: Internet
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 8.9.2015

"They're just so...good!"

We have been shopping for a CRM for far too long. Then Kevin and Close.io got our attention. We have had nothing but above and beyond conversations that can only be described as authentic. I typically can't stand the sales process, but something about the honesty took the sting out of the experience. When you hang up the phone after a call and collectively agree, "They're just so...good," it's a great feeling. The product itself is loaded with the features our business needs as we grow. We're looking forward to finding out just how accurate their tagline is...If we, in fact, close more deals and make more sales, we all win. With the powerful features at our fingertips, and so many great integrations, we think our sales team will see great results.

Vorteile

Excellent support
Concise Call Logging
Smooth UI/UX
Flexible pricing
Integrations

Nachteile

So far, the only hiccup has been importing/exporting from our existing CRM (using Import2).

Stefanie
  • Branche: Bildungsmanagement
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 15.10.2015

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

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)

Daniel
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
4

4
Bewertet am 9.12.2016

Dare I say It's Fun?

If you're organized and you'd like to pass that along to other coworkers, this is a great piece of software. It's easy to add fields for customers and leads, keeping pertinent information accessible for all entries. That information is easily trackable, with a great search tool that will find absolutely any query by searching across all entries.

Vorteile

The search bar makes finding ANYTHING very quick and easy. Also, the ability to see emails between colleagues and leads/customers. It's a great tool for support teams.

Nachteile

I love the organization of Close.io, but there are so many possibilities to keep track of, it can be overwhelming.

Antwort von Elastic

Thanks a lot for the great review, Daniel. We're glad your team is getting so much value out of our sales app. If you ever want a complimentary consultation by our success team, please let us know. They can help you find the best setup for your team :)

Beantwortet am 9.12.2016
Michael
Michael
  • Branche: Internet
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 1.2.2017

Igor
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
4

4
Bewertet am 9.11.2015

Great App and supper intuitive

When we were starting Angeloop.co, we were looking for a CRM platform that would help us track our investors as we bring them through our funding funnel. We tried several other CRM's and found ourselves more involved with programming the CRM rather then spending the time to find investors and close.io them (little founder humor). When I heard that Zenefits started out with Close.io, I knew that I had to give them a try. Once I did, I fell in love with how easy and responsive they made their CRM. Also, they are purely client (revenue) funded, which tells me that they are very confident about their product.

Vorteile

You don't have to be a a rocket scientist to know how to use Close.io, unlike other CRM's, i.e. SalesForce.

Nachteile

Inserting images into emails requires that the image is hosted online, otherwise, you can cope and paste an image from another program.

Uzair
Uzair
  • Branche: Automotive
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Weitere für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 13.3.2018

The perfect CRM that I loved...

It was super easy to use and got the job done.

Vorteile

It's so simple and intuitive - they didn't waste their time with fancy features which I love. It's the CRM I would use over and over again if I could

Nachteile

It's really good for when you reach the deal stage but there isn't enough functionality for prospecting which we needed.

Verifizierter Rezensent
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

5
Bewertet am 31.3.2015

Get-this-App

This is the best CRM for a SaaS company today! Built for hustlers by hustlers, the team is great and I look forward to their future updates ;-)

Tom
  • Branche: Verbraucherdienste
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

5
Bewertet am 3.11.2015

Precisely what we were looking for

Our business sits somewhere in between B2B and B2C and we needed a sales platform to reflect this. We didn't want a product suitable for engaging tens of thousands of small-ticket users; but at the same time, we are managing several hundred relationships. Our processes revolve around relationship management and email; and Close.io solves our challenges wonderfully. Simple and easy to use, with some sensational features (in-build bulk email, recoding contacts, searching, automatic logging)

Vorteile

The automation of recoding activity is the best thing about this product - it is all about reducing time and reducing clicks.

Nachteile

There are a few feature still missing - like adding a task not attached to a contact and also the recoding of customer support conversations (e.g. through a Live Chat App)

Reuven (Rich)
Reuven (Rich)
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

4
Bewertet am 21.4.2016

Great CRM!

We used Close.io to help us with outbound B2B SaaS cold calling. It is an excellent tool for this. Very well designed and easy to use. I highly recommend it.

Vorteile

Pros: click to call, easy bulk mailing, great lead management.

Nachteile

Cons: a little price heavy compared to other CRM's but I think the value it provides compensates for this.

Scarlett
  • Branche: Rechtsberatung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

4
Bewertet am 17.5.2018

Best user interface tool for sales executives

Great Value for money.

Vorteile

The lead integration is seamless. Its extremely easy to use even by a traditional sales executive and also has a great customer support.

Nachteile

A separate contacts section can be built for qualified lead seggregation and dashboard can be made more visually easy to understand.

Verifizierter Rezensent
  • Branche: Unternehmensberatung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

4
Bewertet am 15.6.2015

The best affordable CRM application on the market !

I have been testing plenty of CRM applications in the last 4-5 months. Some of them were overkill for my business, loaded with plenty of tools i’d never use. Others were extremely cumbersome and for some of them I had more work entering data into the CRM application and keeping it up to date (by copying, pasting, retyping etc).

But this one rocks!

Close.io is an extremely intuitive application. Everthing works the way it should, without any hassle, no problems, no retyping data etc. Without frustration.

For me, it’s been a great help to get things done easier, faster smarter.

Stop looking for a better solution than this one. Just try the trail version and see for yourself how intuitive it is.

Don’t make the same mistake I did… searching and trying software which in the end doens’t fulfill yours needs.

This one will.

Good luck!

Kirill
Kirill
  • Branche: Internet
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
0
Bedienkomfort
4
Kundenbetreuung
4

4
Bewertet am 11.7.2015

Close.io is a well designed app for sales funnels

Great product. I'm going to use that for fundraising.

Vorteile

I like that you have a history of emails in the app and installation is very simple.

Nachteile

I would improve some interface for sending emails. As for now, images looks weak, so I had to delete logo of my company.

David
  • Branche: Internet
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

5
Bewertet am 5.6.2015

Happy Customer

The product is useful to manage and contact leads in high volume.

Customer service is exceptional. Would recommend to other organizations if you're looking to quickly set up and contact your prospects.

Vorteile

Easy to upload contacts
Customer lead segmentation filter unlike anything I've seen.
In app phone and email system to easily contact and manage customers from one spot.

Nachteile

No Dedup when uploading contacts
Not optimized for mobile or tablet

Jake
Jake
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
3

4
Bewertet am 17.7.2016

Great CRM

I have used Salesforce for 7 years and a couple of other CRMs over the past 10 year. Close.io seems to be more intuitive and geared towards individuals who value data and follow ups. Very easy to use and integrates with other useful apps very well.

Rick
Rick
  • Branche: Konsumgüter
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 20.11.2015

Getting Started

We are just getting started using Close.io. The CRM tools and functionality for my business appear to meet the needs better than any other product we have reviewed!

More to come after we use it for a while!

Jan
  • Branche: Marketing & Werbung
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 23.10.2015

Finally a CRM meets all my requirements

Close.io is solving all of my issues. Being in contact with an increasing amount of costumers, it gives me an overview about all my communication, and more importantly, about the communication that needs to be done. Moreover, it enables me to work from wherever I want to: A reliable internet connection is everything I need.

Vorteile

- Good overview on communication history
- All virtual communication can be done from the app itself
- Worldwide calling included
- Impressive way of selecting the leads that need to be contacted next

Nachteile

- High price
- Full text search still has a hugh potential that is not being used right now

Verifizierter Rezensent
  • Branche: E-Learning
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Wöchentlich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
4

5
Bewertet am 26.5.2018

Delivered immediate value

Vorteile

Within 2 days of using Cloze it had delivered a ton of value—recommending I reach out to a friend I hadn't spoken to in 4 weeks, reminding me to call a client because I'd committed to them in an email (but never scheduled the call), and autofilling all the most painful parts of a CRM: your contacts and orgs. Awesome product

Nachteile

The UX/design of the website is starting to get a little annoying. They need to improve how info is displayed to make it less cluttered.

Eric
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 1.2.2017

Great CRM that is growing

Close.io has been great to work with. They have some really solid features and are coming out with more all the time. There would be a few things I would change, but it is simply preference. Very responsive when it comes to supporting and they shoot you straight with whatever might be going on. If you don't have the budget for SalesForce, this is a great alternative.

Francisco
  • Branche: Computer-Software
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

5
Bewertet am 30.5.2015

Amazing tool for Outbound Sales

I love the integration of e-mail and phone, as well as the great e-mail templates. Close.io has made it much easier to send out customer mails after phone calls. Looking forward to new features!

Vorteile

Speed
IMAP integration

Nachteile

I would like to be able to select Callto: Links as an option in the mac app. It's only possible in the web app.

161 Bewertungen