Close.io vs RelateIQ: 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; RelateIQ: The world's first Relationship Intelligence platform. RelateIQ automatically captures data on your most important sales prospects, making it easy to collaborate with your teammates to close deals faster. The platform works everywhere you work, whether it's on a mobile app in your pocket or in your email inbox through a browser extension.
Close.io and RelateIQ can be primarily classified as "CRM" tools.
Some of the features offered by Close.io are:
- Automatic 2-way email sync
- Email open tracking
On the other hand, RelateIQ provides the following key features:
- Connects with your inbox and calendar to capture your professional touchpoints automatically
- Identify warm introductions in a flash, get better insight into your pipeline, and provide an enhanced customer experience through collaboration
- RelateIQ's innovative iPhone app and Android app supercharge your mobile experience, while our convenient Chrome extension brings the power of Relationship Intelligence to your inbox
What is Close.io?
What is RelateIQ?
Need advice about which tool to choose?Ask the StackShare community!
Why do developers choose RelateIQ?
What are the cons of using Close.io?
What are the cons of using RelateIQ?
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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.