Was ist Close?
Close ist eine Sales-Productivity-Plattform, mit der du mehr Geschäfte abschließen kannst. Mit integrierten Anruffunktionen, SMS und E-Mail kann dein Team mit potenziellen Kund*innen und bestehenden Kund*innen an einem Ort kommunizieren. Es ist eine All-in-one-Plattform, die du eigenständig verwenden kannst, ohne dass andere Vertriebs-E-Mail-Tools oder Anrufprodukte erforderlich sind.
Close ist cloudbasiert, erschwinglich und leicht zu erlernen und bietet eine unkomplizierte Preisgestaltung, die es für kleine und mittlere Unternehmen perfekt macht. Pläne ab 65 $/Nutzer*in/Monat.
Wer verwendet Close?
Interne Vertriebsteams, die mehr Geschäfte abschließen und manuelle Dateneingaben vermeiden möchten.
Wo kann Close bereitgestellt werden?
Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop)
Über den Anbieter
- Elastic
- 2013 gegründet
- Telefon-Support
- Chat
Sprachen
Englisch
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Über den Anbieter
- Elastic
- 2013 gegründet
- Telefon-Support
- Chat
Sprachen
Englisch
Close – Videos und Bilder
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Bewertungen über Close
Anna K.
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.
Kyle S.
In Betracht gezogene Alternativen:
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
Verifizierter Rezensent
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.
Tony C.
In Betracht gezogene Alternativen:
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:)
Eric M.
In Betracht gezogene Alternativen:
Close - Marketing Agency
Kommentare: Overall I would highly recommend the software to other businesses users I think it is far better than its competitors.
Vorteile:
It is a great CRM for marketing and sales agencies. I would recommend the software if you do a lot of outbound sales and need to assign tasks to team members.
Nachteile:
It is a little bit of a steep learning curve however once you get the gist of it everything becomes very easy.
