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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).

Overall, Close.io is a B2B CRM where each client has only a few main contacts and they all go through a specific, well-defined process, regardless of whether or not the deal is closed.

It's a very expensive platform, especially if you want calling features, so keep that in mind. My two cents: you should assess how well Close.io meets your needs before deciding that this is the right CRM (vs. a different CRM or a custom CRM if you're at higher volumes). Once you decide that it's worth exploring, my recommendation is to figure out how much you'll be paying in annual costs vs. a custom CRM implementation.

Close.io pretty much won't prioritize features for you, so if you need anything custom done, I recommend going somewhere else.

Horrific. I am here to warn others. Do NOT get yourself wrapped up with them. It is a horrific experience! They are there for one purpose and one purpose alone: to extort you, in any way they can find, for your credit card. They don't even hide it.

Once you catch the vision for Close.io, it doubles your productivity in sales.