Close.io

I like the fact that close.io is organizing leads by companies. It is awesome. Every call made, every sent emailsand every note of a company including its leads are kept in one place. The new inbox is also a great feature since it offers a single screen for sales reps.

I think the reporting can use some upgrading. Although there are many reporting tools those are just basic. There are deeper ways to get in to the data that you want and I think it doesn’t exist on the platform yet. It makes us create our own reporting tool in order to visualize the data that we need.

Aside from excellent organization, Close.io has made us more effective in sending template emails. Close.io automatically fills the email text box and allows us to still make some customizations before we send them. Work has become easier for us when we started using close.io and we have noticed an improvement in sales.