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.
Keap has been around for a couple of decades, though you may know them by their previous incarnation, Infusionsoft. With twenty years under their belt, the CRM provides best-in-class sales and marketing tools, winning G2's award for best marketing automation. Keap currently provides three SaaS platforms, each with different levels of functionality, support, and cost. It is one of the pricier CRMs we have reviewed; however, many users find it well worth the price given the ease of use combined with powerful functionality.

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.
Keap was created to help small businesses achieve long-term growth. With its centralized automation, lead management, and campaign creation tools, Keap serves as a link between sales and marketing departments. Keap's strategies are ideal for sales and marketing executives who want to improve their organization's productivity, align sales and marketing teams, and improve customer relationships.

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.
Keap fits its numerous features into a user-friendly interface with intuitive navigation. Setting up integrations is a breeze. And the reporting and analytics tools make it simple to drill down into various metrics, including sales member performance, marketing ROI, and a variety of other metrics. Best of all, powerful automations can link both sales and marketing processes. Even complex multi-step automation is easy to make using the drag and drop tools. Keap provides a large number of onboarding tools to assist you, including a mandatory onboarding process which comes at an added cost of US$ 499. There are also detailed guides on using the CRM for your specific goals and video chats with Keap's marketing experts.

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.
Keap's tech support includes the standard features you'd expect from a SaaS provider, such as a comprehensive knowledge base, help center, and user community, as well as extra online training and webinars for troubleshooting problems and learning how to get the most out of the platform. In addition, Keap provides one-on-one coaching during the onboarding process. Chat support is available 24/7, while phone support is during regular business hours. Keap also offers an "Ask the Community" feature.

Ease of Use

4.6
3.5

Support

4.6
4

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
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

Still have some doubts?