O Close é um software de CRM completo que permite aos usuários gerenciar relacionamentos com clientes e leads. A plataforma oferece recursos de automação de vendas que podem apoiar os esforços de geração de leads e processos internos de vendas. Fechar também facilita a comunicação e o cultivo de leads. Ao fornecer aos usuários uma ferramenta centralizada para geração de leads, os usuários podem definir um pipeline de vendas simplificado que pode organizar facilmente sua equipe e fluxos de trabalho.
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Segmento |
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desenvolvimento | Nuvem/SaaS/baseado na Web, desktop Mac, desktop Windows, Android móvel, iPad móvel, iPhone móvel |
Suporte | 24 horas por dia, 7 dias por semana (representante ao vivo), bate-papo, e-mail/Help Desk, perguntas frequentes/fórum, base de conhecimento, suporte por telefone |
Formação | Documentação |
Idiomas | Inglês |
- 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