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.
Talisma is a large, enterprise-level CRM solution known as the “Salesforce of higher education.” The software can be tailor-made for your business and offers unique, customized versions for many verticals, from manufacturing to hospitality and beyond. Talisma includes both onsite and cloud-based solutions. It operates like most CRMs with contact management, sales management, and marketing features. The difference is in its advanced capabilities, which include AI and detailed reporting.

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.
Talisma is a fully customized solution, so the end product is built around your needs. This translates into easier navigation, as you don’t have to weed through a lot of options you don’t need. However, Talisma is an enterprise-level CRM and the wide breadth of features may take time to learn. Training is necessary to implement Talisma. You can choose from cloud-based or onsite deployment. The onsite option still gives access to new releases and upgrades of Talisma software. However, this requires ongoing maintenance. The cloud-based system’s updates are virtually instantaneous. Users also report lags with the onsite software suite.

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.
Talisma Service enables enterprises to integrate front-office and back-office customer service across the Omnichannel platform to improve customer experience.

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.
Talisma CRM helps companies in the Banking, Insurance, Financial Services, Mutual Funds, ITES, Travel & Hospitality, Manufacturing & Retail Sector.

Ease of Use

4.6
2.7

Support

4.6
3.6

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