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.
CRM Creatio is a complete marketing, sales, and service solution built on an intelligent low-code platform for process management and CRM. Midsize and big enterprises may now manage the entire client journey, from lead to order to ongoing account maintenance, in an efficient and effective manner. Creatio offers three integrated products that can be used independently or as part of a single CRM bundle: Marketing Creatio, Sales Creatio, and Service Creatio. Marketing Creatio is a multichannel marketing program that allows marketing professionals to build and maintain ongoing client communication. Sales Creatio is a sales force automation (SFA) tool that manages the sales cycle from lead creation to recurring customer management. Service Creatio offers customer service tools that aid in the interaction of customers. Creatio can be installed as a cloud-based solution on-demand or on-site, with data hosted in-house on the company`s servers. Creatio can be accessed via a web browser or a mobile app in both circumstances. The system is compatible with both Windows and iOS.

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.
Processes can be easily customized to meet your exact specifications. The system includes a default application processing case for consumer loans, complete with pre-configured tasks and tips. Our users are guided through every stage of the loan management procedure by our user-friendly platform. You do not need to install any software on your PC or laptop to use the web application. The system is browser-based. Users will rapidly accept the new solution due to its user-friendly interface. Furthermore, free e-learning courses are provided to assist users in studying the system`s capabilities in greater depth. A mobile app allows you easy access while on the go.

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.
Creatio has a variety of support options, including live chat, phone, and email. Users can also access the Creatio Academy, which provides substantial documentation and a wide range of training materials. Furthermore, we discovered the community forum to be an excellent resource for more technical issues.

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.
Creatio applications, which are highly customizable and user-friendly, assist organizations of any size and industry in managing client-facing activities and providing an exceptional customer experience. The system enables midsize and big businesses to manage the whole client lifecycle, from lead generation to sales and constant customer service.

Ease of Use

4.6
4.7

Support

4.6
4.8

API Access

yes
yes

Free Trial

yes
yes

Free Version

no
no

Contact Management

yes
yes

Molile Access

no
yes

Task Management

yes
yes

Social Integration

no
yes

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