Close CRM vs. Mailshake

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

Mailshake is great for cold prospecting and drip email campaigns. I do not think Mailshake is well-suited for hyper-personalized one-to-one emailing.

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

• Saving time by sending pre-defined follow up messages to those who do not open the email or respond.
• Great detailed stats in the dashboard.
• Integration with CRM for automatic import of leads.
• Great deliverability of emails with G Suite integration.

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

• Mailshake works only with Gmail/G Suite accounts.
• The only option for customizing emails is in the CSV file. It would be great if there were a feature in the tool for this.
• Missing starts about the total number of opens of an email (it is only tracked once).

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

I found it pretty good - we were able to put email templates and campaigns together almost immediately. The reason I gave it an 8 is because if you want to edit those templates, the saving and making sure they were part of the campaigns was a little tricky and not intuitive.

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

Quick support. They offer very extensive and detailed tutorials on how to use the tool, as well as how to succeed in sending emails the right way. It probably reduces the number of support tickets and general support needs. The videos make it very easy to use their solutions. Great way to educate new clients.

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

You can use Mailchimp or SendGrid for similar use, with Mailchimp the email automation is limited, and SendGrid holds up quite well. However, Mailshake is strictly designed and well equipped for email outreach and unusually cold emails, and its usability is second to none.

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

• I'd say it was a net negative for us because the initiative did not lead to sales for us. It was probably HOW we were using it, and not the fault of the product itself. If you have luck with cold emails, and just need a new platform, Mailshake could be a great, and inexpensive option. Our loss was mostly employee time, and learning what doesn't work for us is a positive in the end.

Incentivized