¿Quién usa Close?

Equipos de ventas internos que desean cerrar más tratos y evitar la entrada manual de datos.

¿Qué es Close?

Close es una plataforma de productividad de ventas creada para ayudarte a cerrar más negocios. Con integración de llamadas, mensajes SMS y correo electrónico, tu equipo puede comunicarse con los clientes actuales y potenciales, todo desde un solo lugar. Es una plataforma todo en uno que puedes usar de forma independiente sin necesidad de otras herramientas para correo electrónico de ventas o productos de llamadas.

Close está basado en la nube, es asequible, fácil de aprender a usar y viene con precios claros, lo que lo convierte en una de las mejores opciones para pequeñas y medianas empresas. Planes disponibles a partir de 65 $ por usuario y por mes.

Información sobre Close

Elastic

http://close.com/

Fundada en 2013

Resumen de precios de Close

Close no tiene versión gratuita, pero ofrece una prueba gratis. La versión de pago de Close está disponible a partir de $35,00/mes.

Precio inicial

$35,00/mes

Versión gratuita

No

Prueba gratis

Implementación

Instalado: Mac

En la nube, SaaS, web

Instalado: Windows

Formación

En directo en línea

Seminarios web

Documentación

Asistencia

Horas laborables

En línea

Funciones de Close

Herramientas de administración de leads
Búsqueda de clientes potenciales
Captura de clientes potenciales
Distribución de clientes potenciales
Evaluación de clientes potenciales
Generación de clientes potenciales
Gestión de campañas
Gestión del pipeline
Segmentación de clientes potenciales
Seguimiento de fuentes
Seguimiento de interacciones
Campañas de goteo
Captura de clientes potenciales
Evaluación de clientes potenciales
Gestión de campañas
Gestión del pipeline
Métricas de rendimiento
Notificaciones de clientes potenciales
Personalización
Pruebas A/B
Segmentación de clientes potenciales
Base de datos de clientes
Generación de propuestas
Gestión de campañas
Gestión de canales
Gestión de clientes potenciales
Gestión de comisiones
Gestión de contactos
Gestión de contratos
Gestión de llamadas
Gestión de oportunidades
Gestión de ventas sobre el terreno
Gestión del territorio
Marketing por correo electrónico
Métricas de rendimiento
Previsión de ventas
Seguimiento de recomendaciones
Acceso móvil
Almacenamiento de documentos
Evaluación de clientes potenciales
Gestión de tareas
Gestión del territorio
Integración de automatización de marketing
Integración de chat interno
Integración de redes sociales
Marketing por correo electrónico
Presupuestos y ofertas
Segmentación
Sistema de calendarios o recordatorios
Alertas sobre las propiedades
Correspondencia cliente/propiedad
Gestión de campañas
Gestión de clientes potenciales
Gestión de contactos
Marketing por correo electrónico
Segmentación
Seguimiento de interacciones
Seguimiento de recomendaciones

El proveedor no ha rellenado esta información.

Alertas de cuenta
Gestión de clientes potenciales
Gestión de marketing
Gestión de recursos
Gestión de relaciones
Gestión del territorio
Seguimiento de gastos
Seguimiento de hogares
Seguimiento de la influencia
Tareas del equipo
Almacenamiento de documentos
Chat en vivo
Escaneado de tarjetas de visita y de identificación
Evaluación de clientes potenciales
Gestión de tareas
Gestión del territorio
Integración de automatización de marketing
Integración de redes sociales
Presupuestos y ofertas
Previsión
Segmentación
Sistema de calendarios o recordatorios
Base de datos de contactos
Búsqueda de clientes potenciales
Búsqueda/filtro
Contactos compartidos
Gestión de clientes potenciales
Gestión del pipeline de ventas
Importar/exportar contactos
Segmentación
Seguimiento de interacciones
Análisis
Búsqueda de clientes potenciales
Evaluación de clientes potenciales
Generación de clientes potenciales
Identificación de cuenta de destino
Personalización de campaña
Segmentación de clientes
Seguimiento del avance
Supervisión de la implicación
Análisis de competidores
Análisis de correlaciones
Análisis de evolución de ventas
Análisis estadístico
Creación de informes de excepción
Modelado dinámico
Modelado y simulación
Métricas de rendimiento
Panel de comunicaciones
Presentación gráfica de datos

Reseñas de Close

Mostrando 5 de 129 reseñas

En general
4,7/5
Facilidad de uso
4,6/5
Atención al cliente
4,6/5
Funcionalidades
4,3/5
Relación calidad-precio
4,4/5
Anna K.
Aprendizaje en línea, Trabajador autónomo
Ha utilizado el software durante: Prueba gratis
  • Valoración global
    5/5
  • Facilidad de uso
    5/5
  • Características y funcionalidades
    Sin valoración
  • Asistencia técnica
    5/5
  • Relación calidad-precio
    4/5
  • Probabilidad de recomendación
    Sin valoración
  • Fuente de la reseña 
  • Fuente: GetApp
  • Publicado el 14/10/2015

"Close.io for therapists, tutors and coaches"

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

  • Fuente de la reseña 
  • Fuente: GetApp
  • Publicado el 14/10/2015
Alexander E.
Chief Revenue Officer
Marketing y publicidad, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
  • Valoración global
    4/5
  • Facilidad de uso
    4/5
  • Características y funcionalidades
    3/5
  • Asistencia técnica
    5/5
  • Relación calidad-precio
    3/5
  • Probabilidad de recomendación
    7/10
  • Fuente de la reseña 
  • Publicado el 18/10/2019

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

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 18/10/2019
Usuario verificado
Director of User Experience & Marketing
Software informático, 51-200 empleados
Ha utilizado el software durante: Más de dos años
  • Valoración global
    3/5
  • Facilidad de uso
    2/5
  • Características y funcionalidades
    2/5
  • Asistencia técnica
    3/5
  • Relación calidad-precio
    2/5
  • Probabilidad de recomendación
    3/10
  • Fuente de la reseña 
  • Publicado el 18/11/2018

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

Comentarios: Skip it.

Puntos a favor: 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.

Contras: - 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.

  • Fuente de la reseña 
  • Publicado el 18/11/2018
Joshua F.
Co-founder
2-10 empleados
  • Valoración global
    4/5
  • Facilidad de uso
    Sin valoración
  • Características y funcionalidades
    Sin valoración
  • Asistencia técnica
    Sin valoración
  • Relación calidad-precio
    Sin valoración
  • Probabilidad de recomendación
    Sin valoración
  • Fuente de la reseña 
  • Fuente: GetApp
  • Publicado el 17/3/2015

"It's like magic"

Comentarios: 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.

Contras: 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.

  • Fuente de la reseña 
  • Fuente: GetApp
  • Publicado el 17/3/2015
David H.
Distribution Executive
Software informático, 51-200 empleados
Ha utilizado el software durante: 6-12 meses
  • Valoración global
    5/5
  • Facilidad de uso
    5/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    4/5
  • Relación calidad-precio
    5/5
  • Probabilidad de recomendación
    9/10
  • Fuente de la reseña 
  • Publicado el 9/12/2019

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

Comentarios: 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.

Puntos a favor: 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

Contras: 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.)

  • Fuente de la reseña 
  • Publicado el 9/12/2019