Close CRM vs. Reply

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.

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The
reply is an excellent sales management solution. If any company wants
to save time and keep their sales team flexible, they should try it first. It
is a fantastic tool for delivering multiple emails to any target audience. This
is also the best deal for firms who looking for an all-in-one solution, as it
provides virtually unlimited email addresses along with CRM and outreach
automation.

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• Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
• Email sync. Syncs in real time with your email account, which is huge.
• Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.

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• This product gives me the liberty to very easily and freely navigate all things on my own, which does not require many skills to start working.
• This product gives us the leverage of creating our own tailored and personalized templates for our teams in just a matter of minutes.
• This program is so automated that it performs everything on its own from LinkedIn to email search, to even booking meetings.
• I found the onboarding process pretty great and efficient. I am really happy with the overall customer support. They are some of the nicest people I have met who are there to willingly help me at any time of need and problem.
• Their usability is also hands down very good. However, I find their user interface to be slightly less user-friendly, so there is some degree of scope in the improvement of their user intuitiveness and user-friendliness.

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• Make it so one can set the time at which the emails go out.
• Make it easier to set up my workflow.

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• Syncing to other programs. You cannot interrelate Reply with other software in a simple way. Zapier is required and even then it’s not perfect.
• Similar to syncing, there’s no way to export results of particular campaigns. This is awful. If I send out a campaign to a group, I’d like to export the results to enter into a CRM since I can’t sync the contacts. One of these features must be added ASAP.
• Organization. While Reply itself is user-friendly, keeping campaigns and contacts and results organized is not. You cannot organize campaigns or file them away when they are done. Therefore you have to delete campaigns to stay organized and lose results, which you cannot even export.

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It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.

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I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.

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I generally receive a reply in no time at all and found not only the support org. but the sales team to be extremely helpful. Additionally I found a great onboarding process with plenty of resources to consume.

Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.

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These tools are great, but they aren't built for what we use Reply for. Reply is perfect for doing these outbound campaigns at scale, whereas with ActiveCampaign and Vitally we were trying to turn the tools into something they are not.

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• Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.

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• They lacked proper security certifications.
• Saved time and effort on mass email campaigns.
• Helped gain insights on our outbound business efforts.

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