Close.io vs Intercom: 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; Intercom: A fundamentally new way to communicate with your customers. Intercom is a customer communication platform with a suite of integrated products for every team—including sales, marketing, product, and support. Have targeted communication with customers on your website, inside apps, and by email.
Close.io can be classified as a tool in the "CRM" category, while Intercom is grouped under "Engagement/Lifecycle Marketing".
Some of the features offered by Close.io are:
- Automatic 2-way email sync
- Email open tracking
On the other hand, Intercom provides the following key features:
- Live customer data
- Rich user and company profiles
- Real-time customer segments
"Built-in VoIP Calling" is the primary reason why developers consider Close.io over the competitors, whereas "Know who your users are" was stated as the key factor in picking Intercom.
What is Close.io?
What is Intercom?
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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.
Achieving #MarketingAutomation using AutopilotHQ
Some of the key aspects evaluated here: - Ability to integrate with Segment or Zapier - Being multi-channel (Not just Email automation) - Dozens of integrations and capabilities: SFDC, In app messages, SMS, Push Notifications, Direct Mail, Segment Events... - Allowing teams to operate outside of engineering dependencies - Segmentation against user attributes / user traits - Static or Dynamic segments - Concept of user journeys - And more
Combined with Segment and its own sets of integrations and capabilities, AutopilotHQ ended up being a very powerful tool for Product Marketing to use at SmartZip.
Couple of years later, there certainly were some overlap with the features offered by Intercom 's engagement module , but our team kept on using this tool given the greater range of functionality / capabilities.
We love intercom.io, from customer management to automatic emails. Great wat to stay in touch with your users.
Intercom powers both the email support, and support via the inline message window on the web. Custom events are sent from both the browser via click and Wistia video events, as well as from the Rails application, to give a complete view of user activity from within Intercom. Intercom let us segment the users based on trialling, purchased, and levels of engagement.
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.
I don't know what we would do without Intercom. It's the best tool I've ever found for knowing who your users are and establishing a bulletproof line of communication with them both outbound and inbound.
Intercom popup for easy user interactions, displaying help messages. Static and event-based user context lets us send smart and targeted messages to users.
Full-lifecycle communications via email and in-app messaging, for batch and automated campaigns.