Close CRM vs. Followup CRM

Close is my #1 choice for sales teams, both inbound and outbound. The telephony features in Close are exceptional and they lead the Industry in features and innovation. The power dialer increases productivity by cutting down the manual time of physically dialing calls. All calls and interactions including SMS messages are automatically logged to the client's account within the CRM.

Incentivized

One of the best things about FollowUp Power is that we can mark things for follow-up several months down the line, which we frequently have a need for since many of our clients are seasonal. For example, we'll get started working with them while they're here in Florida for the winter, then they'll head back north in the spring and not want to hear from us again until they return in the fall. With FollowUp Power, we can then mark them for follow up in the future rather than to have to somehow remember to contact them in the future.

Incentivized

• You can search for prospects by your activity & notes.
• It helps automate the follow up process.
• It ties cold emailing into a powerful CRM all in one portal.

Incentivized

• We love the dashboard feature. This is where we spend the majority of our time. The dashboard helps us avoid missing bid dates and deadlines.
• The system is very intuitive and a new user will be up to speed within one hour after they start using the system. There is only one place to enter all data. This allows for ease of use and minimizes data entry mistakes.
• Every task is date stamped to insure proper work flow and holds the team accountable to each other.

• Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!

Incentivized

• It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
• It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
• It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.

Incentivized

Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.

Incentivized

Close's support team offers a really good service, they are always willing to help with whatever is needed or arises, they investigate everything they need to find a solution and give an answer as quickly as possible, their attitude is better and their optimism really helps in times of stress, they do a great job in record time.

Incentivized

For a specific sales team, Close performs better sales tracking and email and SMS management, with a fresh and modern interface, making the team's work more comfortable, with a holistic (but not complete) tracking and reporting of the data. Helping to improve the performance of each agent and obtain better results. For all other campaigns we use the predictive dialers mentioned above, Close is better for tracking current customers and for warm leads.

Incentivized

My company had already implemented FollowUp Power CRM for Construction before I arrived. I have used other CRM programs in the past, and FollowUp Power is much more user friendly, and I have already seen a direct increase in my lead to customer conversion ratio as well as increased sales

• Has allowed us to have full visibility into our pipeline
• Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature

Incentivized

• I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
• The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
• Payments or what the current status of the job is.

Incentivized