Close vs Infusionsoft

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Close vs Infusionsoft Highlights

Close vs Infusionsoft Pros

Close Pros

• Close has a simpler and more intuitive interface, making it easier to use for beginners.
• Close offers a more affordable pricing plan, which can save businesses money on their CRM solution.
• Close offers advanced sales automation features, such as task assignments and bulk email sending, which can help sales teams work more efficiently.
• Close has a mobile app that offers all the features of the desktop version, making it more convenient to access CRM data on the go.
• Close offers robust reporting and analytics capabilities, which can help businesses identify areas for improvement in their sales processes.
• Close integrates with a wide range of third-party apps and tools, such as Zapier, Trello, and Slack, making it more versatile for businesses that use multiple tools.
• Close offers superior lead management features, such as lead scoring and lead routing, which can help businesses prioritize their sales efforts more effectively.
• Close offers customizable email and phone templates, which can save sales reps time and ensure consistency in messaging.

Infusionsoft Pros

• Sure, here are some pros for Infusionsoft compared to Close:
• Advanced marketing automation features including custom workflows and email campaigns
• E-commerce integration with shopping carts and payment gateways
• Robust lead scoring and lead tracking capabilities
• Integration with third-party apps and tools such as Facebook Ads, Google Analytics, and Zapier
• Advanced reporting and analytics features including revenue tracking and ROI calculation
• Multi-channel communication options including email, SMS, and voice broadcasts
• Customizable landing pages and web forms with A/B testing capabilities
• Mobile app for on-the-go access to customer information and tasks
• Integrated customer service functions such as appointment scheduling and support ticket tracking.

Close vs Infusionsoft Cons

Close Cons

• Here are some possible cons of Close compared to Infusionsoft:
• Limited marketing automation: While Close does offer some basic automation features, it's not as robust as Infusionsoft's marketing automation capabilities. Infusionsoft allows users to create complex automated workflows, segment contacts, and personalize emails based on behavior and interests, while Close is more focused on manual outreach.
• Fewer integrations: Close integrates with a number of popular tools like Zapier, Mailchimp, Gmail, and Slack, but it doesn't have as many integrations as Infusionsoft. Infusionsoft, on the other hand, offers over 200 integrations with various eCommerce, marketing, and productivity tools.
• Higher pricing: Close can be more expensive than Infusionsoft, especially as you add more users and features. Close's plans start at $25/month per user, while Infusionsoft's plans start at $199/month for up to 500 contacts.
• Steeper learning curve: Close has a lot of powerful features, but they can be overwhelming to new users. Some users have reported that it takes a significant amount of time to get up to speed on all of the features and functionality. Infusionsoft can also have a bit of a learning curve, but it has a more intuitive interface and more helpful resources for beginners.

Infusionsoft Cons

• Sure, here are some cons of Infusionsoft compared to Close:
• Steep learning curve: Infusionsoft is known to have a complex interface and a high learning curve that takes time and in-depth training to master.
• Costly: Infusionsoft's pricing plans are higher compared to Close, and there are additional costs such as onboarding and implementation fees.
• Limited integrations: Infusionsoft has a limited number of integrations with other third-party tools compared to Close, making it difficult to expand the platform's functionality.
• Lack of flexibility: Infusionsoft has set processes and workflows that cannot be modified easily, limiting the level of customization that a user can achieve.
• Clunky user interface: Infusionsoft lacks the sleekness and aesthetics of modern CRM platforms, and the user interface can be clunky and cumbersome sometimes.
• Requires a dedicated team: Infusionsoft demands a dedicated team (or at least one dedicated person) to manage and run effectively.

Close & Infusionsoft 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

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

Infusionsoft 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 Infusionsoft, 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 Infusionsoft, Hyperise is able to enrich business logo and website screenshots.
• Phone
• Business name
• Job title
• Street
• Street2
• City
• Country
• State
• Zip

Other Close & Infusionsoft CRM platform comparisons

Close and Infusionsoft Frequently Asked Questions

Question: What is Close CRM?

Answer: Close CRM is a sales engagement platform designed to help sales teams streamline their sales processes and improve overall sales performance. It features sales automation tools, lead management, email, and calling capabilities, reporting functionality, and integrations with various third-party tools.

Question: How can I sign up for Close CRM?

Answer: To sign up for Close CRM, go to their website and click on the "Start Free Trial" button. You will be prompted to provide your basic details and create an account.

Question: Can I try Close CRM before purchasing a subscription?

Answer: Yes, Close CRM offers a 14-day free trial for users to try the platform before subscribing to a paid plan.

Question: Are there any contracts or commitments required to use Close CRM?

Answer: No, Close CRM does not require any long-term contracts or commitments. Users can subscribe to monthly or annual plans and cancel or change their subscription at any time.

Question: Does Close CRM offer integrations with other tools?

Answer: Yes, Close CRM integrates with various other sales and marketing tools, including Zapier, Salesforce, HubSpot, and many others.

Question: How does Close CRM ensure data security and privacy?

Answer: Close CRM ensures data security and privacy through various measures, including SSL encryption, access controls, and regular security audits.

Question: Does Close CRM offer user support?

Answer: Yes, Close CRM offers customer support via chat, email, and phone. Users can also access Close CRM's knowledge base and online community for additional resources and assistance.

Close vs Infusionsoft

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 Infusionsoft?

Answer: Infusionsoft is a CRM platform that helps businesses manage customer relationships, automate sales and marketing processes, and streamline business operations.

Question: What are the key features of Infusionsoft?

Answer: Infusionsoft includes features such as contact management, marketing automation, e-commerce, sales pipeline management, and campaign management.

Question: How does Infusionsoft help my business?

Answer: Infusionsoft helps businesses by automating sales and marketing processes, increasing customer engagement, and improving customer relationships. It also helps businesses save time and increase efficiency by automating repetitive tasks.

Question: How much does Infusionsoft cost?

Answer: Infusionsoft offers different pricing plans, ranging from $199/month to $599/month, depending on the features and the number of contacts.

Question: Is Infusionsoft difficult to use?

Answer: Infusionsoft can be difficult to use for some users who are new to CRM platforms, but the platform offers tutorials, training, and support resources to help users get started and learn the platform.

Question: Is Infusionsoft suitable for small businesses?

Answer: Infusionsoft is suitable for small businesses that need a comprehensive CRM platform to manage customer relationships, automate sales and marketing processes, and improve business operations. However, the cost can be a significant investment for some small businesses.

Question: Does Infusionsoft integrate with other platforms?

Answer: Infusionsoft integrates with other platforms, such as WordPress, Shopify, Quickbooks, and Salesforce, among others, allowing users to streamline their business operations.