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Close.io for therapists, tutors and coaches

Opmerkingen: I have been looking at various CRM's for my private practice. I provide online therapy for speech, language and learning. Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person. So many of the other CRMs are for sales teams.

Pluspunten:

Everything functioned flawlessly on the first try. I was able to set it up to use my domain name email. I imported all my contacts from Gmail. I could add customizations that would make it easy to keep track of my clients. The search function knocked my socks off! I couldn't remember the name of a certain funding agency. Just by entering the client's name, it gave me the funding agency. Close.io was created for people trying to make an initial sale. I keep my clients three or four years and they often need a break from therapy for a few months. It was easy for me to give clients a status, such as "paused" or "completed goals". I was able to collect leads from my Wordpress website using Planso Forms. These create a new lead in Close.io. The options to add a phone line and bulk email surprised me. I haven't seen this in any other CRMs. I can create email templates and send out messages to groups of people using my domain name email. The messages are plain text, which is just right for smart phones. I tried out the phone function on my computer. I have been using Magic Jack, and getting complaints from clients about MJ. The Close.io phone line is from Twilio and is much clearer. By installing the app on my phone, I can have a second phone number on my cell and I don't have to give clients my personal number.

Minpunten:

I'm in Canada. I wish the price wasn't so high, especially with the exchange rate. As an online therapy provider, I also have to pay for a telepractice platform and an online scheduler. If Close.io offered integration with Verishow and Accuity Scheduling, they would be able to offer a complete virtual office for online therapists, tutors, and coaches.

Phone Heavy Sales Team's Dream

Opmerkingen: It is everything we need except dashboards. If your are an outbound or phone heavy sales ord

Pluspunten:

no fluff. there are not 3 different places to log contacts/opps/accounts/leads it is all on one page. It is simple yet surprisingly powerful. Every one of my reps added can't get over how easy and fluid it makes their life.

Minpunten:

Dashboards are non existent. You will need to be comfortable with exporting/using zapier/or a few support partners to push your data into a visual appealing place

Most your organization will ask, "why aren't we using Salesforce?"

Opmerkingen: Skip it.

Pluspunten:

Great if you have the patience and developments resources to help you customize everything. API is good, but for most non-enterprise organizations, who has time to be messing with APIs? Built in VoIP is a nice feature, but do your math and make sure the price is worth it.

Minpunten:

- Searching for data is near impossible. Can't filter for anything logically without getting into "raw queries," so you better be half an engineer if you want to search for anything. - Reporting is a joke. The reporting tools might as well not exist. Be prepared to ask developers to leverage the API and sync into some other tool. - No matter what they may sell you, it's a CRM best used with small sales teams. It's not for account management or companies that expect anyone without an engineering degree to figure out how to analyze the data inside of it.

Great Software for Outbounding

Pluspunten:

- Connected email - Sequences are easy to design on multiple channels - Very customizable and dynamic copy in sequences

Minpunten:

- Email inboxes get disconnected from gmail occasionally - Some customizations, which are nice, make it a little complicated

A great solution once you get it organized

Pluspunten:

I love the Smart Views which allow custom filtering and sorting of leads. This helps me quickly review different types of leads based on lead score, when I talked to them last, and when I need to follow up with them again.

Minpunten:

I wish basic text formatting was built into the note taking (especially bullet points). I understand with not going crazy with a WYSIWYG, but some simple formatting options would help for quicker note taking.