Close vs Platformly

Close

Close

Close vs Platformly Highlights

Close vs Platformly Pros

Close Pros

• Pros for Close:
• Highly customizable workflows and sales pipelines
• Advanced reporting and analytics features
• Built-in calling and emailing capabilities for efficient communication
• Comprehensive contact management with lead scoring and segmentation
• Integrates with many popular third-party tools like Zapier, Slack, and Mailchimp
• Robust mobile app for on-the-go productivity
• User-friendly interface and easy to navigate
• Offers a 14-day free trial with no credit card required
• Pros for Platformly:
• All-in-one platform with email marketing, landing pages, and automation features
• Tracks conversions and revenue data for better ROI analysis
• Offers pre-built automation templates for easy setup
• Supports multiple languages for global audiences
• Can integrate with over 1,000 third-party applications through Zapier
• Easy-to-use drag-and-drop campaign builder for efficient marketing
• Dedicated IP address for email marketing to ensure high deliverability rates
• Offers a 15-day free trial with no credit card required

Platformly Pros

• Platformly offers more advanced marketing automation features, including web personalization and lead nurturing, compared to Close.
• Platformly has a more diverse range of integrations with other software platforms, such as Zapier and Shopify, giving users more flexibility in their workflows.
• The interface and dashboard of Platformly is more user-friendly and intuitive compared to Close, making it a better option for users who are less tech-savvy.
• Platformly has a dedicated support team that responds quickly to customer inquiries, providing a more hands-on approach to customer service than Close.
• Platformly offers more affordable pricing plans compared to Close, making it a better option for small businesses or startups on a budget.

Close vs Platformly Cons

Close Cons

• Limited support for integrations with third-party tools compared to Platformly
• Higher pricing plans for Close in comparison to Platformly
• A steeper learning curve for new users due to the platform's complexity compared to Platformly
• Limited customization options for reports and analytics compared to Platformly
• Advanced features like lead scoring and tracking are only available in higher-cost plans in Close, while they are available in all plans in Platformly.

Platformly Cons

• Platformly offers limited customization options for email templates and landing pages compared to Close.
• The pricing plans of Platformly can be expensive compared to Close, especially for larger teams or businesses.
• The third-party integrations offered by Platformly are limited compared to Close, which has an extensive list of integrations with other tools.
• Platformly's reporting and analytics features are not as comprehensive or advanced as those of Close.
• Platformly lacks some of the advanced sales automation features that Close offers, such as predictive dialing and call recording.

Close & Platformly 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

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

Platformly 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 Platformly, 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 Platformly, Hyperise is able to enrich business logo and website screenshots.
• Business name
• City
• Country
• Zip
• Phone

Other Close & Platformly CRM platform comparisons

Close and Platformly Frequently Asked Questions

Question: What is Close?

Answer: Close is a CRM platform that helps businesses build stronger relationships with their customers. It includes features such as lead and pipeline management, email and SMS communication, and reporting and analytics.

Question: How much does Close cost?

Answer: Close offers pricing plans starting at $25 per user per month. There are also additional plans available for larger teams and custom requirements.

Question: Does Close offer a free trial?

Answer: Yes, Close offers a 14-day free trial for all of its plans. No credit card is required to sign up for the trial.

Question: Can Close integrate with other software platforms?

Answer: Yes, Close can integrate with a variety of other software platforms, including Google Apps, Zapier, and Salesforce. Close also offers an API for custom integrations.

Question: Is Close easy to use?

Answer: Yes, Close is designed to be user-friendly and intuitive. The platform includes a variety of customizable features to help businesses tailor the platform to their specific needs.

Question: What types of businesses use Close?

Answer: Close is used by a wide range of businesses, from startups to enterprises. It is particularly useful for businesses that have a sales team, as it helps streamline the sales process and improve efficiency.

Question: Is Close secure?

Answer: Yes, Close takes security very seriously and uses industry-standard security measures to protect its users' data. Close is also GDPR compliant.

Close vs Platformly

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 Platformly?

Answer: Platformly is an all-in-one business management and marketing automation platform designed to help small and medium-sized businesses streamline their customer relationship management and marketing efforts.

Question: What features does Platformly have?

Answer: Platformly offers a variety of features including email marketing, lead capture and management, CRM, membership site management, landing page builder, marketing automation, and analytics and reporting.

Question: Can Platformly integrate with other tools?

Answer: Yes, Platformly offers integrations with a range of popular tools including Zapier, PayPal, Stripe, Shopify, and Salesforce.

Question: Does Platformly have mobile apps?

Answer: Yes, Platformly offers mobile apps for both iOS and Android devices.

Question: How much does Platformly cost?

Answer: Platformly offers pricing plans starting at $19 per month for their basic plan, going up to $299 per month for their premium plan. They also offer custom enterprise pricing for businesses with more specific needs.

Question: Does Platformly offer a free trial?

Answer: Yes, Platformly offers a 15-day free trial for users to test out their features before committing to a paid plan.