
Sobre Close
Close es un CRM de implicación de ventas diseñado para ayudar a las pymes a convertir más clientes potenciales en ingresos. Close es una verdadera plataforma multicanal que te permite enviar correos electrónicos, enviar mensajes de texto y llamar a tus clientes potenciales desde un equipo de escritorio; todo sin necesidad de complementos. Ponte en contacto con tu primer cliente potencial en cuestión de minutos después de que registre.
Close rastrea automáticamente cada punto de contacto con un cliente potencial en una línea de tiempo visual para que puedas omitir el laborioso trabajo de CRM y concentrarte en el negocio. Repleto de herramientas de productividad como recordatorios de tareas y marcador rápido, llegarás a más clientes potenciales, harás un seguimiento más frecuente y cerrarás más acuerdos.
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Opiniones
¿Ya tienes Close?
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- Sector: Software informático
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
Great Sales Tracking Management
Revisado el 14-12-2018
Close.io is great for tracking leads and customer bases and the communication timeline as well.
Close.io is great for tracking leads and customer bases and the communication timeline as well.
Puntos a favor
My favorite thing about Close.io is the ability to add custom fields that help with reporting and overall ease of use. Also being able to call directly from the software and have the calls recorded and task creations are very simple.
Puntos en contra
The user interface could use some improvement. The flow of things can sometimes get a little chaotic so creates extra time to learn the system.

- Sector: Marketing y publicidad
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante 1-5 meses
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 6.0 /10
A solid CRM but not close to the being the best for sales reps.
Revisado el 11-04-2021
Close is not a bad CRM at all. It is a solid contender and helped me be more productive with its...
Close is not a bad CRM at all. It is a solid contender and helped me be more productive with its management and workflows. The only issue with it is that it ain't that easy to get used to when it comes to the customizations.
Puntos a favor
I like the automations, data, and insights it provides. Also, the task & Pipeline management are pretty solid.
Puntos en contra
Smartviews even tho it is one of the main features is not that easy to customize or get used to if this is your first CRM. There are better solutions that make this type of customization easier.
- Sector: Software informático
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 6.0 /10
Good For A Small Sales Team, in The Early Days
Revisado el 07-03-2019
On a larger scale, Close becomes really impractical. Sales agents lose track of contacts, there's...
On a larger scale, Close becomes really impractical. Sales agents lose track of contacts, there's no meaningful data analysis that can be done because of a lack of tagging and order. It's a good package to start out with, but I find that companies move along quickly for more powerful and useful products.
Puntos a favor
- really easy to use
- stripped down to the bare minimum, not many tabs for the sales team to navigate
- new email chain function is impractical as it's a manual task to set up for so few sales contacts
- customer support a few years ago was bad but has improved greatly
- price
Puntos en contra
- hard to extract data in a meaningful way. The search functionality is quite rudimentary
- data analysis is barely existent
- insufficient tagging
- feels like a doctored spreadsheet with nicer formatting but less usability

- Sector: Transporte/transporte en camión/ferrocarril
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Works as promised
Revisado el 11-12-2018
Close has been great and their customer support is really awesome.
Close has been great and their customer support is really awesome.
Puntos a favor
Close is an easy way to keep track of leads and customers alike. We can set tasks, see who is calling, and have visibility to communication the client has had with other people in the company.
Puntos en contra
I really don’t have many complaints. One tiny nitpicky thing: the icon in my tool bar continues to bounce even after someone else has answered a call. It can get confusing.
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
Has worked really well
Revisado el 27-01-2016
We run an online insurance comparison site in Colombia. We generate leads through our website that...
We run an online insurance comparison site in Colombia. We generate leads through our website that we have to close by phone and mail. A sales cycle is in average for around 20 days. Our requirements were:
1. Scalable (Apt for Small and Medium Businesses)
2. B2C focus
3. Lead integration
4. Mail integration
5. Phone integration (including possibility to store calls)
6. Easy to use
7. Reminders
8. Spanish would be a plus
9. Good and fast ROI
I studied 36 different options before making my choice and I demoed 6. My finalists were Pipedrive and Close.io. But I found Close.io being the better one. It's really fast and easy to use and very easy to adapt as we want. So far I'm very happy. The only things so far is that it's a little bit complicated to get a Colombian phone number but that's not Close.io's fault. It's because of the carriers here. The other was the Spanish but it wasn't sch a big problem since you can name many things yourself. It excelled in everything else. It also seems to be easy to export the day we decide to swith to another platform (if we do).
Puntos a favor
Fast and easy to set up. Great customer service. Transparent costs.
Puntos en contra
Maybe I would like it to work better in mobile. But that's mainly for me and not for my sales team. But apart from that I can't fin any cons.
Preguntas frecuentes sobre Close
He aquí algunas preguntas frecuentes sobre Close.P. ¿Qué tipo de planes de precios ofrece Close?
Close ofrece los siguientes planes de precios:
- A partir de: US$49,00/mes
- Modelo de precios: Suscripción
- Prueba gratis: Disponible
P. ¿Quiénes son los usuarios habituales de Close?
Los clientes habituales de Close son:
Trabajador autónomo, 2-10, 11-50, 51-200, 201-500
P. ¿Qué idiomas admite Close?
Close admite los siguientes idiomas:
español, francés, inglés, neerlandés, portugués
P. ¿Close es compatible con dispositivos móviles?
Close admite los siguientes dispositivos:
Android (móvil), iPhone (móvil)
P. ¿Con qué otras aplicaciones se integra Close?
Close se integra con las siguientes aplicaciones:
Actiondesk, ActiveCampaign, Airtable, Allegrow, Asana, Bento, Better Proposals, Calendly, Clay, Clearbit, Convin, CozyRoc SSIS+ Components Suite, Custify, Customer.io, Databar, Digioh, Docusign, Dreamdata, Drift, Driftrock, Drip, Dripify, DropFunnels, Fathom, Findymail, Fireflies, Fivetran, FrontRace, GA Connector, Geckoboard, GetAccept, Gmail, Gong.io, Google Calendar, Google Sheets, Help Scout, Helpwise, Hightouch, HubSpot Marketing Hub, Hyperise, Intercom, InvoiceBerry, Jiminny, JustCall, KrispCall, Latenode, LeadFuze, Leadinfo, LeadsBridge, Linked Helper 2, LiveAgent, Magic Sales Bot, Mailchimp, Make, MeisterTask, Microsoft 365, PandaDoc, Plecto, Prelo, Process Street, QuotaPath, Reform, Reply, Retool, Ringover, SavvyCal, Scoop Analytics, Segment, Shopify, SignWell, Signable, Skyvia, Slack, Spiff, Stitch, Stripe, SyncSpider, TAMI, UpLead, Zapier, Zoom Workplace, hotglue, iClosed, journy.io, snapADDY DataQuality
P. ¿Qué tipo de asistencia ofrece Close?
Close ofrece las siguientes opciones de asistencia:
E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Asistencia telefónica, Chat
Categorías relacionadas
Ver todas las categorías de software encontradas para Close.
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