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.
YetiForce is a free, open-source Customer Relationship Management (CRM). Its intuitive, flexible, and customizable features have made it the ideal solution for many businesses. As an open system, you can build out the custom solution you need with a little technical know-how. The platform is continuously being improved by the enthusiastic Yetiforce community of developers. If you need hosting and support, it's available for a fee beginning at US$ 61/month.

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.
From the outset, YetiForce has pursued a philosophy of 'ease of use.' The community and team have developed a set of features that work together seamlessly and intuitively. The system is continuously refined by users. YetiForce's clients are offered a unique opportunity to direct the development of their software. Whenever a client orders a new feature for Yetiforce, it's made available to all users for free, assuming it meets quality assurance measures. Yetiforce users have a flexible, ever-growing system that adapts to the user. You also have control over which modules and features you add, ensuring the platform is not more complex than you need. Yetiforce is an open platform, however. Unless you have a tech-savvy team or are willing to pay for Yetiforce support, you may find the CRM is too much work to operate and maintain.

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 integrate with SMS, telephony, email, and social media to manage all your communications from one platform. All the data from these channels flows back to the contact record, ensuring you have a detailed profile without the nuisance of data entry.

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.
YetiForce allows administrators to customize their dashboard to show modules such as time control, calendars, tickets and leads. Administrators can also change the visibility of specific widgets for different users and add custom widgets with filters. Yetiforce features a built-in email module that helps users send and receive mail directly. Users can also link emails to contacts, leads, accounts, partners, competitors and various processes and sub-processes.

Ease of Use

4.6
4.6

Support

4.6
4.6

API Access

yes
no

Free Trial

yes
yes

Free Version

no
yes

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