Close

“I love Close CRM because it's like a one-page CRM.”

“"Persistence is the lever that you get to own," she says. "It needs to be mindful persistence. Value add, knowledge add, not just, hey, are you ready?"”

““We don’t believe that inaction is a rejection. We believe it’s just not the priority right now. So we continue talking to you.””

““Historically, the school you talk to first is the one you’re comparing all schools to,” Jem says. “So we need to connect immediately.””

““Be ruthless with the data and activities that actually move the revenue needle, and cut the rest.””

““Worst case scenario, we do this and very quickly I say, whoops, I made a mistake.””

““I trust your leadership here. You’re going to own it. You’re going to be the admin. You’re going to be the one who sets it up and your team has to use it. So make your best call.””

““Here’s my personal spreadsheet where I’m tracking everything,” Jem says. “And it’s like, what are we doing?””

““The first thing that tells me we need to consider a migration is we have to create workarounds with spreadsheets outside of the tool,” she says.”

““Moving over to Close made things go so much faster. Not just because we could set it up quickly, but because of the visibility it created. Visibility creates speed.””

“That’s a lot of information that would previously take me maybe an hour or two, going through, trying to get a report, trying to count. Now it’s just a few prompts. And I can see not only the data. A lot of the time it also gives a visual, which is very helpful.”

“It was really about not trying to fit Giveffect to our own sales needs, but choosing the platform out there that would support our internal departments in the best way.”

“We’re trying to build the best nonprofit platform for our nonprofit customers. But for our internal team, we want to use the best tools out there.”

“I've never worked with any other system that has a better ease of use in adoption. For some reason, everybody loves Close.”

“We’ve seen an absolute explosion in our business for sales events, eCommerce, and email marketing. Good manufacturers who have never done eCommerce are starting to see $1M+ per month with online sales. And they’re wondering, ‘Why didn’t we do this before?’”

“We were actually looking to hire a second C-level assistant. But now, with Close, we don’t need to do that. The ROI clearly outstrips the cost of Close.”

“Everyone is getting on board with Close. I can listen to calls, hop on video meetings—it’s incredible. Now as we scale, it’s key to have that sustainable repeatable process in place.”

“For what we needed, Close was (and continues to be) spot on.”

“Our business won’t continue to expand unless our team continues to use Close to centralize reporting. It’s key to our future.””

“It ensures that you go through the whole process with the lead to follow the lead from the beginning to the end. The Workflow makes it smooth and easy to make sure that you do all the needed actions in the order that you planned to do them.”

“All of our sales reps were very happy with Close just after a couple of weeks.”

“You might think that it’s going to be time-consuming and not easy, but in the end, if all the work is done in the background together with the company, you’re doing the switch with, I think the end result is good. [It helps] when you have the support from the company you’re doing the switch with.”

“Whenever we noticed something was a bit off, we notified Close about it. It was resolved really quickly.”

“We were able to easily import all the old leads from Pipedrive to Close. There was some data that wasn’t immediately updated, but we had support from Close solving that for us.”

“Once we switched from Pipedrive to Close, the biggest difference was that we could do everything within the same tool. We couldn’t make the calls directly from Pipedrive. It made our sales process a lot faster-paced compared to what it was like before.”