Having my customer/prospect information available at my finger tips when a customer contacts me via inbound marketing is key to showing them we can handle their business promptly. Probably the thing I find most useful is at you look at the customer/prospect screen on the CRM immediately on the right screen is a complete history of every contact ever made – email – calls – notes all of of at a glance. Outbound marketing is extremely easy for logging calls and have them lined up and reading to go – Being able to look at every lead on the screen horizontally with whatever field you choose to see – Name, address, Phone number, any custom field, etc. Simple to implement and fast look-ups is the biggest reason I like this system.
Close.io is a sales-oriented CRM platform released in 2013 by Elastic Inc. Developed as an internal application in support of Elastic’s initial operations as an outsourced sales team – scalable Sales-as-a-Service – the software’s early iterations were popular enough with other salespeople for Elastic to rethink its focus. After further development, Elastic began promoting Close.io as an integrated sales platform on a subscription basis.
Elastic Inc. is currently based in Mountain View, California. It was founded in 2012 by Steli Efti, Anthony Nemitz and Thomas Steinacher as a Y-Combinator startup.
Small to mid-sized companies with up to 100 leads per year, and a mix of inbound and outbound sales
14-day Free Trial
Standard Features Offered
- Contact and Lead Management
- Opportunity Management
- Native Application for PC and Mac
- In-App Telephone Support
- 2-Way Email Integration
- Built-In Notifications
- Sales Tracking
- Custom App Development
- Integration via Web Service API
- Leads and Sales Data Migration from other CRMs
- Highly Granular Search, e.g. ‘accounts in San Francisco that last replied 2 months ago’
- AES-256 Encryption
- Bulk Email Sending
- Calls Automatically Tracked
- Phone Number with Unlimited Calling
- Call Audio Recording
- Toll-Free Numbers/Ring Groups
- Voicemail Drop
- Call Transferring
- Custom Reporting Graphs
- Personalized Training & Sales Consulting
- Integration & VoIP Consulting
- Contact Information with Email and Call History
- Tight Integration with Lead and Opportunity Management
All Available Plans & Services
All Plans have unlimited Contacts, Leads and Opportunities. Close.io subscriptions can be paid monthly or yearly. Yearly subscriptions are 10% off. All Plans include a 30-day money back guarantee.
- Basic, $65 or $59/user/month: Contacts and Leads Management, Opportunity Tracking, Windows/Mac Native Application, 2-way Email Integration, API Access, Customer Support by Email.
- Professional, $110 or 99/user/month: Same as Basic Plan + Bulk Email Sending, Automatic Call Tracking, Phone Number and Unlimited Calling in U.S. and Canada.
- Business, $165 or $149/user/month: Same as Professional Plan + Phone number and Unlimited Domestic and International Calls, Call Audio Recording, Toll-Free Number and Ring Groups, Voicemail Drop, Call Transferring, Custom Reporting Graphs.
- Enterprise, Contact Directly for Pricing: Same as Enterprise Plan, Personalized Training and Sales Consulting, Integration and VoIP Consulting, Custom NDA, Customer Support by Email or Phone.
Help & Support Options
Basic, Professional and Business plans all offer 24/7 customer support via email. Only the Enterprise plan offers customer support via both email and phone.
Close.io’s website also offers a searchable Support Center with a Getting Started Guide, a Live Training Workshop, a diverse library of how-to articles and FAQs on topics including Search, Account Management, Email, Calling, Integrations, Networking for VoIP and other key functions of the platform. The Support Center also has an Email Support button which allows contact with the company through their website.
Editor’s Bottom Line
Close.io bills itself as a sales communication platform built “by salespeople, for salespeople.” So it’s not really apt to compare it to full-fledged CRM platforms, because Close.io does not attempt to meet that standard. Therefore, if your business wants robust marketing automation features, advanced reports, or even a mobile application, then you’ll want to look elsewhere.
However, if sales is not merely part of your business, but most (if not all) of your business, and your salespeople work primarily from desk-based workstations, then Close.io has a lot of features your people will love. First, it streamlines contact, lead and opportunity management, and updates itself when the statuses of each are changed. The goal is to reduce to a minimum the amount of data entry required – which the Elastic team felt was a drawback of other CRM options – and the software largely succeeds.
Second, the tight integration of call and email functionality means salespeople can perform the essential functions of their jobs without needing to switch interfaces. (Also note the desktop client and browser-based version are virtually identical.) Close.io has a built-in VoIP calling system, but recommends Tenfold – a Computer Telephony Integration platform – if you’d like to integrate your existing VoIP provider.
Third, all of these features are available to the salesperson via the dashboard, which is not obstructed by the calls. Therefore all the information the salesperson needs on a lead, or related to their interests insofar as the company has learned, is in front of the salesperson’s eyes whenever they need it. When viewing the sales pipeline, each opportunity is populated by the lead names, monetary value over time period, and confidence level. Lead pages are populated by their company’s name, any related tasks, the opportunity and size, all contacts within their company.
Within a few clicks the salesperson can switch between detailed views of a contact or lead and a comprehensive view of their relationship with the company. The platform also features a search function based on granular data points within categories, ranging from contact and lead details to phone and email activity to time frame and region. This allows for searches like “San Francisco calls within the past two months that lasted over five minutes.” The platform can save your queries as Smart Views, located on the left-side panel of the dashboard, which allows for instant shortcuts to queries you’ve found useful in the past.
Close.io does not seem to have many official integrations, but it handles its primary functions quite well for itself. It uses Zapier for its third-party integrations, as do many CRMs; this allows it to incorporate functions from MailChimp, Wufoo, and Google Apps. Clients also have access to the developer API.
In short, with the automatic calls and email logging, the integrated communication features, and the reduced need for data entry, Close.io has a lot of features that a sales team could love. The price point is fairly high for a platform lacking in CRM features; on the other hand, Close.io’s high level of streamlined functionality within that narrow scope may make it well worthwhile to a sales-heavy company. If direct sales over the phone or internet is your primary business, then you have everything to gain by giving Close.io its two-week free trial.