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The ability to quickly and easily access history and interactions with prospects and clients. I used a major competitor for 3 years and Close is comparable .

I'd like to have more people in my org to have access without adding to the cost haha!

A couple of things: exceeding my email limit, and being labeled as Spam when I make calls through Close. Close solved both of those rapidly.

Coming from using MixMax and spreadsheet, Close helps our team scale our customer campaign by significantly reducing cross team communication time and cost. It has all the important features for a CRM and when we compare close with other CRMs it is the most modern looking one in terms of UI and UX.

The updates from batch sync could be a bit slow. So you can't just bulk edit and then start working on something else. Some of the UIs are a bit quirky and can take some time getting used to.

It helps us create efficient, impactful campaign for thousands of new customers.

Its versatility and adaptability. Mostly what is most attractive is that Close maintains the history of touches, from the first outreach to the close (no pun intended). Close CRM records your voicemessages, incoming calls, texts and emails to the contact. It is the most comprehensive CRM I have seen to date. I cannot wait to grow into using more of its power. It even sourced local phone numbers for me to call through without me having to "shop" vendors and pricing for numbers. When I have needed to, there are ways to search answers to questions. Close support also responds rather fast compared to other platforms which can take 3 days to answer a question. As far as usage, I find it is not an "intuitive platform" per se, but when you research, anything can be done with Close. I will be using this platform minumum 5 days/week. I am using it a bit less now, but love working in Close. To upload contacts is not difficult. If you have the full program, you can customizable your categories.

I liken Close to our brains. Perhaps we only master 6% of its capacity, lol. There appears to be a lot more capability available in Close to benefit our work and our businesses! lol.

Keeping track of who I contacted, when and how I contact the prospect is of most importance. However when I have a "yes", to be able to transition that cold call to a deal is imperative. Close covers it all.

the automations, smart views and the lead filters.

the pricing is a bit high but its worth it.

Close solved the problem with call recordings, now I can keep track of everything. I also have it connected with ChatGPT and it makes everything soo usable.

the Smart views and customization allows you to dial only the most likley leads that will answer/buy. This saves you a ton of time and man power. Also the tracking on close.io is second to none and makes running a team a breeze.

The cost. But honesly its well worth it.

smart views call tracking and date. makes my life soo easy.

All-in-one CRM. Call, text, email, notes, workflows, and correspondence all in one place. It's organized and created to help companies of any size scale. Call quality is perfect, amazing support staff, how-to instructions, and there are tons of automation. The overall cost of the product is a value add. We use Close for everything in our business daily.

Pay-as-you-go Twillo pricing. I'd rather pay a set price for calls & texts.

Instead of paying for 5 different software I only have to pay for one. I can see all calls, texts, emails, and notes on the screen. Literally on the same page.

I have examined all the competing CRMs including HubSpot and Sales Force. You get so much more with the Close.IO. For a fractional cost you get everything from phone, recordings, voicemail recording drop, predictive calling and so much more. But the best part of Close is the actual reporting. Love it.

Nothing. It does everything I want and more.

It provices one centralized place for lead followup and gives detailed reports and access to managers.

Things which I like about Close CRM:- a) UI - Neat and clean. b) Simple to use. c) Custom Activites and filter d) Slack channel for quick support from users is one of the best thing of Close CRM. e) Customer support is great. f) Easy to implement - self implementation is possible but they offer a free migration support too

I would say improvements they can make on Close:- a) More internal automations such as - change of Opportunity or lead status can trigger and update custom fields. b) More internal automations as other crm like - pipedrive. c) For all automations we have to use Zapier - which in other words easy but adds the cost.

Problems I and my entire team are solving are as such:- a) Lead Managment. b) Opportunity Management across difffernt pipleines. c) Custom activites and details of the flow of a deal in one place. d) Email conversation and Phone Conversation can be seen at one place