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.
Pipeline is a sales-focused CRM for small to midsize companies. This "spreadsheet converter" was designed to make CRM accessible to anyone. However, Pipeline offers much more than a spreadsheet. You can see the status of your deals in real-time, automate tedious admin tasks, and receive emails and alerts--all from a single system. There are also 360-degree customer profiles so you can personalize every interaction and build stronger relationships.

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.
The layout will be familiar to anyone who's used a spreadsheet to track sales. From the home tab, you see your sales pipeline, which can be customized to fit your sales process. Next, you'll see three tabs: deals, people, and companies. This is where you can view and track all your contacts and leads. The agenda tab follows, which is where you'll see all of your upcoming tasks. Overdue items will automatically turn red and issue an alert. All of these tabs appear much like a spreadsheet, and you can filter according to your needs--account value, due dates, company, and more. What's more, you can integrate Pipeline with your favorite apps. This ensures all your company data "talks" to each other. For instance, integrating with Google or Outlook will automatically sync your calendar and contacts to Pipeline CRM.

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.
Pipeline CRM's support team is provided by a team of US-based experts who use the platform themselves. You get access to phone support regardless of subscription tier, and they boast that someone will answer your call within a couple of rings. There are no frustrating automated systems to work through, and phone lines are open 8 am-8 pm. There is also unlimited chat and email support for all users. Online support includes guides, videos, and FAQs.

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.
Pipeline CRM is best for small to medium-sized sales teams. The CRM hits the nail on the head regarding what sales reps actually need from sales software: unlimited dashboards and reports, customizable pipelines, and salesforce automation. Plus, all of this is presented in a familiar way; if you've used a spreadsheet, you can use Pipeline CRM. It's also an affordable option, with the premium subscription (US$ 49) providing access to the most advanced sales tools and automation on the market.

Ease of Use

4.6
4.3

Support

4.6
4.5

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