Chiudi recensioni e dettagli del prodotto
Close è un software CRM all-in-one che consente agli utenti di gestire le relazioni con clienti e lead. La piattaforma offre funzionalità di automazione delle vendite in grado di supportare gli sforzi di generazione di lead e i processi di vendita interni. Close semplifica anche la comunicazione e il consolidamento dei lead. Fornendo agli utenti uno strumento centralizzato per la generazione di lead, gli utenti possono definire una pipeline di vendita semplificata che può organizzare facilmente il team e i flussi di lavoro.
| Capabilities |
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|---|---|
| Segmento |
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| Distribuzione | Cloud/SaaS/basato sul Web, Mac desktop, Windows desktop, Android mobile, iPad mobile, iPhone mobile |
| Assistenza | 24 ore su 7, XNUMX giorni su XNUMX (rappresentante dal vivo), chat, e-mail/help desk, domande frequenti/forum, knowledge base, supporto telefonico |
| Formazione | Documentazione |
| Le Lingue | English |
Chiudi Pro e contro
- Eccellente supporto per il team di vendita
- Prova gratuita disponibile per i principianti
- Monitoraggio delle vendite comodo e facile da usare
- SMS, video, chiamate e altri canali nello stesso posto
- Panoramica completa del contesto su ogni affare
- Non così noto come alcune alternative
- Meno integrazioni rispetto ad alcuni concorrenti
- Ease of use, especially for sales reps - Smart views enable quick and easy mini-reports - Bulk editing of lead (company/account) records is extremely fast
- Out-of-the-box reporting, while easy-to-use, offers far too few options for companies that are scaling quickly - User roles and permissions, although continually evolving, are far too simplistic and do not address many key security concerns - Something as fundamental as lead ownership is not something that exists natively but rather must be added as a custom field, creating the need for custom-developed solutions (in-house and third-party) to make up for the lack of native functionality
Our company switched to Close.io from an industry-leading established CRM due to problems with integrating it into our existing work processes and systems. Clearly, the biggest benefit that we have seen since implementing Close.io has been an increased rate at which sales reps are working through their case loads and closing deals. On the other hand, the inherent system limitations within Close.io, due to its simplicity, have caused a considerable number of headaches for the marketing/sales operations team. Not the least of which, there is no automation to speak of natively within Close.io, so we have had to rely on a number of third-party tools as well as our own developers in order to keep the amount of manual data maintenance work at roughly the same level as before we switched to Close.io