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.
Slate is a comprehensive CRM designed for higher education, used by over 1400 institutions worldwide. The CRM manages the entire student lifecycle, from prospects to alumni. You can manage touchpoints, student records, and academic performance from a single platform. You can also automate communications across text, email, and print.

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.
Slate's Events module makes it incredibly easy to add events, manage registration and payments, and report on event attendance. Event registration can be accomplished using a form builder, or by using the API to interface with an existing registration system. Any information collected via the even and registration process gets synced to the student record. You can then target students and alumni based on events they're most likely to attend.

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.
You can connect with students across SMS, email, voice, print, and social media--all from a single platform. There's no more time wasted toggling between tools, plus all your student data is integrated into one platform for accurate, detailed student profiles.

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.
Slate by Technolutions is the only CRM purpose-built for higher education to support the evolving needs of modern admissions/enrollment management, student success, and advancement through outreach, travel management, online applications, online reading, and more. Slate is trusted by a community of more than 1,400 colleges and universities.

Ease of Use

4.6
4.2

Support

4.6
4.2

API Access

yes
no

Free Trial

yes
no

Free Version

no
yes

Contact Management

yes
no

Molile Access

no
no

Task Management

yes
no

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

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