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.
Pipeliner CRM visualizes the pipeline, sales process, and sales activities in real time. Its visual contact management feature enables users to acquire a thorough perspective of their clients and prospects, as well as map out how they influence a transaction. The "Voyager" AI engine offers salespeople with insights and notifications to keep them focused on their revenue target and the most important actions. The Pipeliner Mobile App provides salespeople with visual, dynamic tools that allow them to sell remotely. Pipeliner CRM also delivers management reports, sophisticated reports, and pivot tables to both sales managers and salespeople.Pipeliner has intuitive user interface, consistent navigation, and built-in context-sensitive help. It also features a visual, drag-and-drop backend that allows users to keep the system up to date. Pipeliner CRM may also be integrated with a number of other platforms.

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.
Pipeliner CRM generates high levels of user engagement thanks to its sales-friendly layout. Users can quickly understand the system because of its consistent navigation and visual approach, resulting in higher adoption rates and a faster ROI. Furthermore, users may easily customize what they see in order to make the system their own. Pipeliner's administration backend is also visually appealing and simple to use, with drag-and-drop functionality, in-line editing, and other non-technical features. Pipeliner does not require a full-time administrator or pricey qualified technical employees, which is a fundamental contrast. The program also has a robust reporting engine that allows reports to be generated from any view or section of the system. Standard reports, sophisticated reports, and visual dashboards are all accessible. Pipeliner believes strongly in focusing on core competencies, which is why it provides the best in sales force automation while also making it simple and seamless for customers to integrate with other best-of-breed systems such as Ticketing, Marketing Automation, or any other system they may be using.

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.
Built-in support resources, such as tutorials and context-specific guided video tours, guarantee that users get the most out of the software's functionality. If the built-in help articles are unsatisfactory, users can contact Pipeliner CRM support directly from the dashboard.

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.
Pipeliner CRM is a sales enablement solution for sales managers and sales representatives. With a simple successful formula to focus on what matters most: pipeline, process, focus, and analytics to increase revenue.

Ease of Use

4.6
4.7

Support

4.6
4.6

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