Close vs Drift

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Close vs Drift Highlights

Close vs Drift Pros

Close Pros

• Pros for Close compared to Drift:
• Close is more customizable, giving users the ability to create custom fields, tags, and workflows.
• Close offers more third-party integrations, allowing for seamless integration with other business software.
• Close provides more extensive reporting and analytics capabilities, making it easier to analyze sales data and track performance.
• Close has a dedicated mobile app, enabling users to manage their sales pipeline on the go.
• Close has a built-in Power Dialer feature, allowing sales teams to make more calls in less time.
• Close provides more advanced automation options, making it easier to streamline manual tasks and workflows.
• Close offers more advanced lead tracking and scoring features.
• Close provides more advanced email marketing and automation options.

Drift Pros

• Here are the pros of Drift compared to Close:
• AI-powered chatbots for automated lead qualification and handling
• Advanced marketing automation capabilities with personalized messaging for hyper-targeted campaigns
• Integration with third-party messaging platforms like Slack, WhatsApp, and Facebook Messenger for communication and outreach
• Generally simpler user interface with easy navigation and customized views for different teams
• Built-in analytics and reporting tools with real-time insights for decision-making
• Focus on conversational marketing with chat-based sales funnels and account-based marketing capabilities
• Strong focus on customer experience with easy-to-use chat and scheduling tools for fast communication and appointment scheduling.
• Please note that these are general pros, and your specific business needs may vary.

Close vs Drift Cons

Close Cons

• Close doesn't have live chat functionality like Drift
• Close doesn't have a free plan like Drift
• Close doesn't have extensive integrations like Drift, especially with marketing automation tools
• Close's user interface is not as modern and visually appealing as Drift's
• Close doesn't provide AI-powered conversation analysis or chatbots like Drift
• Close's pricing can become more expensive as user count increases compared to Drift
• Close doesn't offer a mobile app for users to access the platform on-the-go, unlike Drift.

Drift Cons

• Drift has limited reporting capabilities compared to Close.
• Drift's pricing model is relatively expensive compared to Close.
• Drift's user interface can be overwhelming and confusing compared to Close.
• Drift's email automation features are lacking compared to Close.
• Drift's customization options are limited compared to Close.
• Drift's mobile app functionalities are limited compared to Close.
• Drift's customer support can be slow and unresponsive compared to Close's highly-rated support.

Close & Drift Hyperise Integrations

Close uses the HTML code embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

Close makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• First name
• Last name
• Using business Email passed from Close, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.
• Using business Website passed from Close, Hyperise is able to enrich business logo and website screenshots.
• Phone
• Business name
• City
• Zip

Drift uses the HTML code embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

Drift makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• Using business Email passed from Drift, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.
• First name
• Last name
• Business name
• User profile url

Other Close & Drift CRM platform comparisons

Close and Drift Frequently Asked Questions

Question: What is Close CRM?

Answer:

Question: Close is a sales CRM platform designed to help you manage your sales pipeline, track and analyze sales activities, and communicate with customers and prospects.

Answer: How does Close CRM help with lead management?

Question:

Answer: With Close, you can manage your leads with customizable pipelines, automatic lead enrichment, and lead scoring. You can also integrate with other lead generation tools to streamline your lead management process.

Question: Can Close integrate with other tools?

Answer:

Question: Yes, Close CRM integrates with a wide range of third-party apps and tools, including Zapier, Salesforce, Google Sheets, and many others.

Answer: What are the pricing plans for Close CRM?

Question:

Answer: Close offers four different pricing plans: Basic, Plus, Professional, and Business. The pricing varies based on the features included and the number of users.

Question: Can I import my existing data into Close CRM?

Answer:

Question: Yes, you can easily import your existing data into Close using CSV or Google Sheets files. You can import leads, contacts, organizations, and opportunities.

Answer: Does Close CRM offer mobile apps?

Question:

Answer: Yes, Close offers mobile apps for both iOS and Android devices, allowing you to stay connected with your sales team and manage your sales activities on-the-go.

Question: What kind of customer support is available for Close CRM?

Answer:

Question: Close offers email and chat support for all users, as well as phone support for users on the Professional and Business plans. They also have an extensive online knowledge base and community forum.

Close vs Drift

Question: What does Close do?

Answer: Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. We’re dedicated to the business of tomorrow: smart, agile teams who work remotely. If you’re a tech-enabled team that needs to scale without overpaying for enterprise software, you’ve found your perfect tool! Close lets you email, call and text your prospects - all with no add ons needed in order make it happen. Packed full of productivity tools like task reminders and Power Dialers allowing individuals within an organisation or individual entrepreneurs getting things done faster than ever before...so why wait?

Question: How does Close collect leads?

Answer: Close is designed to collect all of your communication history with a Lead within one view. This includes the content from email, instant messages and even social media like Twitter or Facebook that you may have interacted with them on. By default, Close imports Companies as ‘Leads’. The individuals at that company are seen as ‘Contacts’, and if you’re in the process of selling something to that lead we track this through ‘Opportunities’.

Question: What are ‘Opportunities’?

Answer: In Close, Opportunities add value to a Lead and help your team identify and keep track of what deals are on the verge of closing. Any Opportunity that is added to a Lead becomes visible in the ‘Opportunity Pipeline View’ and ‘Opportunities Overview’ screens, giving your team a high-level view. You can create new opportunities directly from any lead page by clicking on the + button next to opportunity section at left side: this will open up an option for you to set various values such as name - which allows you assign it more relevant information like who should get notified when its status changes or whether they need approval before taking further action; Priority level (low/high); Status (active/inactive).

Question: Can I use Close for emails?

Answer: Close is a centralized communication hub for your business. Having all of the relevant information in one place helps you and other team members respond quickly to customer needs, making it easier than ever before. To email a Lead using Close, just find their contact info then click on ‘email’. You can also do this with multiple contacts at once if needed! Then craft an engaging message like any normal email client would allow you to- embed images or links as necessary by clicking attachments tab within messages window.

Question: How do email sequences work?

Answer: Ever send an email and then wait for someone to respond? Don’t worry, it’s not just you who has sent emails in a sequence. Let me explain what this means so that even if it seems like I’m talking about something vague, you’ll still have some idea of the context! When we say ‘email sequences’, we’re actually referring to those times when one person sends multiple requests without any response from another party on the other side. You might be wondering how these things work or why they exist at all - don’t fret because I’ve got your back with a quick explanation: An email sequence is set up by sending series of messages between two people over time (usually across days) until either person replies to anything that is synced with Close.

Question: Can I manage my meetings within Close?

Answer: Meeting Sync is the easiest way to run a meeting! With Meeting Sync, scheduled meetings with Contacts can automatically be pulled into Close. If you allow access from your Google account, Close can search for new and past meetings on your behalf--saving time before Sales Calls by giving reps information about their upcoming or just completed sales opportunity so they know what’s coming next.

Question: How does the calling feature work?

Answer: Close’s built-in calling can help your team simplify outreach and increase reach rates. Using the phone popover you can: See your outgoing Caller ID number and change it if you have multiple numbers associated with your account, Adjust recording preferences for all or just one of up to 10 simultaneous calls (available on Business plan), Manage headset/microphone settings using manual dialing from any location as well as features like call forwarding to other phones.

Question: What is Drift?

Answer: Drift is a conversational marketing and sales platform that helps businesses connect and engage with customers in real-time, using chatbots and live messaging.

Question: What are the key features of Drift?

Answer: Drift offers a range of features, including chatbots and live chat, email marketing, account-based marketing, and sales automation. It also offers conversational analytics and reporting, integrations with other software, and a mobile app for on-the-go messaging.

Question: How does Drift improve customer engagement?

Answer: Drift's conversational marketing approach helps businesses engage with customers in real-time, by providing personalized and relevant conversations. This can help increase customer satisfaction, loyalty, and ultimately drive more conversions and revenue.

Question: Is Drift easy to set up and use?

Answer: Yes, Drift is designed to be easy to set up and use, with drag-and-drop interfaces, customizable templates, and intuitive workflows. It also offers a range of resources and support to help users get started and optimize their performance.

Question: How does Drift compare to other CRM platforms?

Answer: Drift is a unique platform that focuses on conversational marketing and sales, rather than traditional CRM functionality like managing leads and contacts. However, it can integrate with other CRM tools and provide a complementary solution to enhance customer engagement and sales performance.

Question: What is Drift?

Answer: Drift is the world’s largest conversation platform that uses Conversational Marketing and Conversational Sales to help companies grow revenue, faster. Drift helps businesses scale their teams with artificial intelligence-powered chatbots on a single unified customer engagement solution where people can have fun conversations about anything at any time without feeling pressured into buying something they don’t need or want.

Question: How do I measure the effectiveness of conversational marketing?

Answer: It’s no wonder your conversations are a marketing channel! You can measure them just like any other, and Drift makes it easy to see the success you’ve had. You’ll be able to track how many leads have been captured or qualified with conversation only (and thus not including those that were successfully contacted but did not speak). See how bookings compare as well as meetings scheduled vs booked out in order of importance for what needs scheduling first - even if they’re all important on their own merit. And finally, we make sure there is an indicator of revenue generated by these interactions so you know whether this has made business sense yet.

Question: What types of people are having conversations with businesses?

Answer: With the amount of data analyzed from over 50,000 businesses using Drift for conversational marketing, we found that executives are often the ones who choose to connect with business via a real-time messaging solution. In terms of seniority, 41% were at least executive level and 7.1% were CEOs making up an impressive percentage.

Question: Can I use conversational marketing & chatbots for customer support?

Answer: Conversational marketing can make customer support more fun. Through techniques such as reducing the friction of customer experiences, finding relevant documentation to self-help and improving all around experience for customers conversational marketing creates a successful company culture that is enjoyable for everyone involved.

Question: How do I scale conversational marketing?

Answer: Chatbots are more than just efficient! They actually make your life easier. Imagine being able to respond 24/7, even when you’re sleeping? With Chatbots asking the same questions that would normally only be asked by a human sales rep (like qualifying who’s qualified), they can figure out which person is most knowledgeable of what product or service and then connect them with someone in charge of selling it. In fact, chat bots now manage over 50% of all conversations we have at Drift - talk about efficiency!