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.
Citrix Podio is the new way to organize, communicate and get work done. More than 500,000 organizations use Podio to run projects and company departments. This includes everyone from small growing companies using Podio to run their entire businesses to innovative teams in enterprises. Podio speeds communication and provides the transparency and accountability needed for efficient teamwork, by enabling people to organize and track work in one easy-to-use place.

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.
You essentially build your own CRM by choosing apps from the Podio Apps Market. You’ll find hundreds of prebuilt apps for a variety of business functions, from HR to Property Listings. If you don’t find what you need, you can create your own app in just a few minutes. Apps are easily added and removed as your business evolves. Users can create a dashboard that functions perfectly for their business, versus wading through a lot of functionality they don’t need. Podio also allows you to create unlimited Organizations. If you’re managing more than one company, you can create a new set of apps and workspaces for each business. In the left hand column, you’ll see a list of your organizations. There’s no need to log in and out of various accounts; it’s just one account, one login, for all your companies. Some users claim that the interface is not sensitive enough. However, Podio delivers great versatility and consolidates many business practices into a central hub. Even with a lack of touch sensitivity, it is a top-performer in the ease of use category.

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.
Podio offers all types of support including knowledge base, video tutorials, webinars, phone support, and help center with useful information.

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.
More than 500,000 organizations use Podio to run projects and company departments. This includes everyone from small growing companies using Podio to run their entire businesses to innovative teams in enterprises. Podio speeds communication and provides the transparency and accountability needed for efficient teamwork, by enabling people to organize and track work in one easy-to-use place.

Ease of Use

4.6
3.9

Support

4.6
4.1

API Access

yes
yes

Free Trial

yes
yes

Free Version

no
yes

Contact Management

yes
no

Molile Access

no
yes

Task Management

yes
yes

Social Integration

no
no

Email Marketing

yes
no

Analytics & Dashboard

yes
no

Lead Management

yes
no

Marketing Automation

yes
no

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?