Overview

What's better than closing a deal with a customer? Closing more deals! Close CRM is loaded with tools to speed up your sales cycle, such as a speed dialer, email automation, and embedded communication for phone and SMS. These tools will improve your speed to lead, a proven strategy for converting more customers. Close CRM also keeps the interface simple by focusing on just one thing--sales.
Apptivo's online CRM system is an excellent tool for managing sales, marketing, and other aspects of your business. CRM is at the core of Apptivo's integrated suite of enterprise apps, offering a comprehensive set of tools for getting a 360-degree view of your customers. Lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools, such as marketing automation. Everything is fully available and integrated with Office365 and G Suite on your Android or iOS device. Apptivo covers the usual trifecta of CRM services--sales, marketing, and customer service. But it goes beyond CRM to provide nearly 60 business modules, from accounting to project management. It operates much like Microsoft Dynamics 365 in terms of being a one-stop shop for your business software. However, with plans beginning at US$ 9/user, Apptivo is one of the most comprehensive and affordable CRMs in the industry.

Ease of use

From a single dashboard, you can manage leads and interact with customers. From within the client record, you can make calls, email, add notes and tasks, and change your lead status. Close CRM also lets you automate email campaigns, and track the opens, click rates, and other KPIs. If you make a mistake, the system offers an undo button. Close also makes long lists of sales calls a breeze with built-in VoIP telephony to 200 countries. You can record conversations and develop an effective calling strategy based on successful conversations. You can even redirect calls to another sales rep. SMS messaging is another tool you get with Close CRM. You can send bulk messages to notify clients about special offers and new products. In addition to making communication easy, the interface itself is easy to navigate. Close CRM keeps the UI simple by focusing only on sales tools and communication. Close CRM makes paying easy too. You can drop out of your plan at any month. They will keep your data for a prescribed time, so it's there waiting if you decide to come back to the platform. Alternatively, subscribe to an annual contract, and you'll receive a 15% discount.
Apptivo's mission is to make software simple and inexpensive for companies of all sizes, from small businesses to large corporations. The 60 business modules can be added and removed to create the software solution you need. Navigating the platform is straightforward and requires little to no training. However, the UI is a little uninspired and clunky to operate. Some users complain about lag, though we did not experience this during our trial of the system.

Support

Close CRM offers email support Monday through Friday, 9 am - 7 pm. The speed of response depends on your subscription tier. The most expensive plan has a response time of up to 6 hours and may include such extra services as a screen share support, service-level agreement, and a dedicated account manager. There is also an extensive online knowledge base.
Customer support is available 24/7. You can also use the website's FAQ section and blog or ask the chatbot your questions.

Who is it for?

Close CRM is designed for small to midsize businesses looking to improve their customer relationships and improve sales performance. If you're looking for a combination of telephony, marketing automation, and reporting tools, Close CRM is worth considering. If you're unsure whether this software fits your requirements, a 14-day free trial is available.
Apptivo CRM provides services to companies of all sizes and verticals. The 60 business apps make this a highly configurable CRM that can adapt to unique business processes and niche industries. Whether you're a single consultant or a multi-billion dollar company, Apptivo can adapt to you. Apptivo provides a rich feature set and unmatched functionality for value. You get the entire suite of business apps for a single price, and the Lite Plan begins at just US$ 8/user/month.

Ease of Use

4.6
4.2

Support

4.6
4.7

API Access

yes
yes

Free Trial

yes
yes

Free Version

no
yes

Contact Management

yes
yes

Molile Access

no
yes

Task Management

yes
yes

Social Integration

no
no

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
yes

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison