Close CRM vs. Jeeva AI

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

Jeeva is well suited to the early stages of lead data collection and contact data requirements, it has room to improve on the full scope offering that it markets, good product and better than most "AI outbound" efforts on the market - not a huge fan of the AI linkedin feature as it comes across very fake to prospects, a good idea that could do with improvement, i.e. non AI generated profile photos, more customisation of the profile, AI outbound from the actual users profile, etc.

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

• Easy to use UI
• Transparency around product roadmap & features
• Account management/customer success

Incentivized

• 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

• Organize pull down menus.

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

It's a very easy app to use. I was generating leads within an hour and had an entire campaign set up in less than 2 hours. The chatbot is pretty good and answers your questions quickly. The AI is used in every aspect of campaign setup is quick and provides excellent direction

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

ChatGPT doesn't find leads. It only gives you direction on how to find leads. So, Jeeva skips that and just finds the leads for you, which is huge. Omnisend does a great job of generating emails and email campaigns. Jeeva implements the lead list that it generated and enters it directly into the campaign, so you don't have to do extra steps

Incentivized

• 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

• helping me send email campaigns better than any other software has
• finally helped me understand how to do outreach properly by breaking each step down when it comes to building campaigns.