Close.io vs Highrise: What are the differences?
Close.io: The inside sales CRM of choice for SMBs. Close allows startups to close more deals and make more sales. Salespeople can spend more time communicating with their customers and less time on data entry because all activities are automatically tracked; Highrise: Simple CRM by 37signals. Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
Close.io and Highrise can be categorized as "CRM" tools.
Some of the features offered by Close.io are:
- Automatic 2-way email sync
- Email open tracking
On the other hand, Highrise provides the following key features:
- A person’s history on one page- Every contact in Highrise gets a page. You and your co-workers can add notes from calls, conversations, meetings, or any other historic information about this person.
- Add tasks and get things done- Tasks help you get things done. Assign tasks to yourself or to others. Add action categories (Call, Thank You, Demo, Fax, Email) for quick scanning. Check’em off when they're done. Highrise will even send reminders to your email account or mobile phone!
- Track deals, proposals, and leads- Know which proposals/bids are pending, which you’ve won, and which you’ve lost. Enter notes about the deals, attach proposals or contracts to the deals, and keep a log of any changes.
"Built-in VoIP Calling" is the primary reason why developers consider Close.io over the competitors, whereas "It works the way i do... from email" was stated as the key factor in picking Highrise.
What is Close.io?
What is Highrise?
Need advice about which tool to choose?Ask the StackShare community!
What are the cons of using Close.io?
What are the cons of using Highrise?
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When I started at StackShare, I needed an easy way to create a pipeline of the different partners we were engaged with, and track the status of those conversations. Having just begun to explore partnerships in earnest, our needs at StackShare don't necessitate something as robust as Salesforce Sales Cloud, Close.io or similar offerings that exist.
Nevertheless, I didn't want one more Google Doc to track things either, and I heard about Streak, so I figured I'd give the free version a try. So far, it has accommodated everything I need, and it integrates simply with Gmail which meant I had it running in a few minutes. You can create a pipeline entry directly from an email thread, which I find useful compared to logging into a separate platform, and there is basic functionality for scheduling follow-ups and tasks. The pipeline stages are fully customizable as are the fields you can add - (I added a note field to explain why someone may be in the "Backburner" stage, for example).
As we scale our Business Development initiatives and grow our team, we'll likely need to look at upgrading Streak or incorporating other tools like Yesware. But, for a quick and easy way to organize a sales pipeline and track the respective conversations, the Streak free version nicely accommodates what I need and has been very helpful in managing discussions with a variety of partners thus far.
As of August 2018 Highrise is not accepting any new account signup.
We use Close.io to sell Close.io, of course. Our own web app is tightly integrated into our product via dogfooding our own API. All our team members Google Apps/Gmail accounts are synced with Close.io so communication with customers / trials is always easily visible.