I like how detail views are available from most places; call logs, projects, tasks, notes can be associated with a contact or company or opportunity. The integration with email is excellent, right down to making it easy to connect your email boxes. One...
We found that cases would not remain closed once resolved
I would find that I would meet with prospects and when I couldn't close on the first or second meeting, I would move on to the next prospect. Close has given those types of prospects new life by reminding me about not only the prospect but what the...
Zero reporting No Activity Tracking Terrible integration with other tools Custom fields limitations (only work at lead level) Far too many bugs which lead to duplicate and incorrect data Cannot merge or reassign contacts to new leads No way to limit...
I like how detail views are available from most places; call logs, projects, tasks, notes can be associated with a contact or company or opportunity. The integration with email is excellent, right down to making it easy to connect your email boxes. One...
I would find that I would meet with prospects and when I couldn't close on the first or second meeting, I would move on to the next prospect. Close has given those types of prospects new life by reminding me about not only the prospect but what the...
We found that cases would not remain closed once resolved
Zero reporting No Activity Tracking Terrible integration with other tools Custom fields limitations (only work at lead level) Far too many bugs which lead to duplicate and incorrect data Cannot merge or reassign contacts to new leads No way to limit...