Qui utilise Close ?

Les équipes de vente internes qui souhaitent conclure davantage d'affaires et éviter les saisies de données manuelles.

Description de Close

Close est une plateforme de productivité des ventes conçue pour vous aider à conclure plus d'affaires. Grâce aux appels, aux SMS et aux e-mails intégrés, votre équipe peut communiquer avec les prospects et les clients à partir d'un seul endroit. Il s'agit d'une plateforme tout-en-un que vous pouvez utiliser comme une solution autonome sans avoir besoin d'autres outils de messagerie commerciale ou de produits de téléphonie.

Close est une plateforme cloud abordable et facile à prendre en main avec une tarification simple, ce qui en fait le choix idéal pour les PME. Des abonnements sont disponibles à partir de 65 $ par utilisateur et par mois.

Informations sur Close

Elastic

http://close.com/

Fondé en 2013

Prix de Close

Close n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de Close est disponible à partir de 35,00 $US/mois.

À partir de

35,00 $US/mois

Version gratuite

Non

Essai gratuit

Oui

Déploiement

Installation (Mac)

Cloud, SaaS, web

Installation (Windows)

Formation

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

Close - Fonctionnalités

Alertes sur les biens
Gestion des campagnes
Gestion des contacts
Gestion des leads
Mise en correspondance des clients et des biens
Segmentation
Suivi des interactions
Suivi des références
e-mail marketing
Analytique
Identification du compte cible
Lead nurturing
Lead scoring
Outils de prospection
Personnalisation de campagne
Segmentation de la clientèle
Suivi de la progression
Suivi des engagements
Accès mobile
Devis et offres
Gestion des tâches
Gestion du territoire
Intégration des médias sociaux
Intégration du chat interne
Intégration du marketing automation
Lead scoring
Segmentation
Stockage de documents
Système de calendrier et de rappel
e-mail marketing
Devis et offres
Gestion des tâches
Gestion du territoire
Intégration des médias sociaux
Intégration du marketing automation
Lead scoring
Lecture de cartes de visite et de badges
Messagerie instantanée
Prévision
Segmentation
Stockage de documents
Système de calendrier et de rappel
Affectations d'équipe
Alertes de compte
Gestion des leads
Gestion des ressources
Gestion du marketing
Gestion du territoire
Suivi de l'influence
Suivi des frais
Suivi des ménages
Suivi des relations
Base de données de clients
Gestion des appels
Gestion des campagnes
Gestion des canaux
Gestion des commissions
Gestion des contacts
Gestion des contrats
Gestion des leads
Gestion des opportunités
Gestion des ventes sur le terrain
Gestion du territoire
Génération d'offres
Mesure des performances
Prévision des ventes
Suivi des références
e-mail marketing
Base de données de contacts
Contacts partagés
Gestion des leads
Gestion du pipeline de ventes
Importation et exportation de contacts
Outils de prospection
Recherche/Filtre
Segmentation
Suivi des interactions
Distribution de leads
Gestion des campagnes
Gestion des pipelines
Lead nurturing
Lead scoring
Outils de prospection
Saisie de leads
Segmentation de leads
Suivi des interactions
Suivi des sources
Campagnes de drip marketing
Gestion des campagnes
Gestion des pipelines
Lead scoring
Mesure des performances
Notifications de leads
Personnalisation
Saisie de leads
Segmentation de leads
Tests A/B
Analyse de corrélation
Analyse de l'évolution des ventes
Analyse des concurrents
Analyse statistique
Mesure des performances
Modélisation dynamique
Modélisation et simulation
Présentation graphique des données
Rapports sur les exceptions
Tableau de bord

Avis sur Close

Afficher 5 avis sur 129

Note globale
4,7/5
Facilité d'utilisation
4,6/5
Service client
4,6/5
Fonctionnalités
4,3/5
Rapport qualité-prix
4,4/5
Anna K.
E-learning, Auto-entrepreneur
Temps d'utilisation du produit: Essai gratuit
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    Sans note
  • Support client
    5/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    Sans note
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 14/10/2015

"Close.io for therapists, tutors and coaches"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 14/10/2015
Alexander E.
Chief Revenue Officer
Marketing et publicité, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    4/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    3/5
  • Support client
    5/5
  • Rapport qualité-prix
    3/5
  • Probabilité de recommander le produit
    7/10
  • Provenance de l'utilisateur 
  • Publié le 18/10/2019

"Close is great for startup sales but lacks some simple features"

Commentaires: Overall it's been a good but not great experience. The basics are covered for a CRM but some what seems like basic features are still missing.

Avantages: I love the automated email sequences to help with my outbound prospecting efforts. This enables me to 'set it and forget it" to ensure proper follow up is happening with prospects.

Inconvénients: I don't like that you can't map specific email chains to specific opportunities. Furthermore, you can't upload files which is a real drawback and support suggested I just link to google shared drives.

  • Provenance de l'utilisateur 
  • Publié le 18/10/2019
Utilisateur vérifié
Director of User Experience & Marketing
Logiciels, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    3/5
  • Facilité d'utilisation
    2/5
  • Fonctionnalités
    2/5
  • Support client
    3/5
  • Rapport qualité-prix
    2/5
  • Probabilité de recommander le produit
    3/10
  • Provenance de l'utilisateur 
  • Publié le 18/11/2018

"Most your organization will ask, "why aren't we using Salesforce?""

Commentaires: Skip it.

Avantages: 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.

Inconvénients: - 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.

  • Provenance de l'utilisateur 
  • Publié le 18/11/2018
Joshua F.
Co-founder
2-10 employés
  • Note globale
    4/5
  • Facilité d'utilisation
    Sans note
  • Fonctionnalités
    Sans note
  • Support client
    Sans note
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    Sans note
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 17/03/2015

"It's like magic"

Commentaires: 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

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 17/03/2015
David H.
Distribution Executive
Logiciels, 51-200 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    4/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • Publié le 09/12/2019

"Close - Great CRM for small to medium sized busniesses"

Commentaires: Overall Close (close.io) was a great system for our high volume, low price software product. We recently switched from Close to Salesforce and It has been a very bumpy road that more than one department in our company has struggled with. Looking back on our decision, I tend to look fondly on Close's simple and straightforward CRM capabilities.

Avantages: Kept all communication and information for a given account/lead visible on one page. Made it very easy to navigate and get an idea of everything surrounding a given lead quickly. - Perfect for high volume telesales
- Reporting and lead management was great
- Filtering lists made it easy
-Phone and text worked great

Inconvénients: The way things were set up, it made it difficult to manage Parent Child orgs for our Enterprise department. Less ability for customization and integrations. - We had a few problems with customer support/account manager getting back to us a few times.
(Our account maxed out on calls and we needed to add more several times, but this took a while to flesh out and it completely shut our sales department down a couple times. This happened a few times and we wanted to set things up so it would have added time to our account before we ran out. This should have been addressed so it did not happen and never was.)

  • Provenance de l'utilisateur 
  • Publié le 09/12/2019