ClearSlide

ClearSlide

Bigtincan
+
+

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About

Sales Enablement that Closes Deals. The most complete sales engagement platform for content, communications, and sales intelligence to make every buyer interaction count. Organize recommended content and team collections to ensure discoverability – making it easy to assemble and personalize content that is always up to date. Make every customer interaction matter — online, email, mobile, screen share and in-person communications made easy. Unprecedented visibility into every customer interaction – giving reps, sales leaders and marketers the engagement insights they need to make better business decisions. Guide sellers to the right content, at the right CRM stage – unique rules-based recommendations drive an awesome sales process and increase productivity. On-board faster and scale best practices – ClearSlide Replay recordings and performance dashboards support coaching and visibility into meetings, presentations, and slides.

About

Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies of all sizes in a variety of industries

Audience

Startups and small to mid-sized businesses that want to win more deals faster than ever.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$35.00 per user per month
Free Version Not Supported
Free Trial Supported

Pricing

$19/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.7 / 5
ease 5.0 / 5
features 4.3 / 5
design 4.7 / 5
support 5.0 / 5

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.8 / 5
support 4.8 / 5

Pros & Cons from Real Users

Pros

  • I can make sales proposals for my clients with a lot of determination. It's fantastic to be able to be on the lookout for when a customer has seen the informational material. I have it integrated with Gmail, and the interface looks excellent.
  • It is a great tool that drives sales in such a way that allows us to differentiate our brand from those of the competition, thus establishing the strengths and weaknesses that we have as a company, in this way, will enable us to ensure that the correct and accurate information is shared to capture customers immediately and maintain a concrete communication through email, online conferences and even allows us to visualize that our customers are reading all the proposals that are sent to them. nIn short, it streamlines the follow-up of each sale made or made since it allows us to plan before, during, and maintain contact with the public after the sale has been made.
  • ClearSlide integrates communication. Robust customer engagement. Easily integrates with Salesforce, Gmail, Outlook and Slack. Increases productivity. Our marketing and sales team both are happy using this software, very easy to use. No training is required. Video tutorials are also available. Efficient tool.

Cons

  • I wish it had a free version so I could preview the features. Luckily it was what I was looking for, and I quickly adapted to your tools.
  • The sales team is aware that the price is a little high compared to other programs with similar features to ClearSlide, but it could be said that this tool complements other relevant aspects of management to justify its price.
  • Free trial version is available. Good customer service. No cons.

Pros & Cons from Real Users

Pros

  • Everything works very well and customer support replies very very fast in any situation I had. Hands down!
  • Clean and user-friendly interface. Have calling, SMS, email, all in-built. Integrates wonderfully with other Apps, directly or via Zapier. A++ Support Team!!!
  • Intuitive Interface: Close boasts an intuitive and user-friendly interface that makes it easy to navigate and use, even for those who are not tech-savvy. Seamless Communication: Close offers integration with various communication channels, facilitating seamless interactions with leads and clients through email, calling, and more. Responsive Customer Support: Close’s responsive and helpful customer support team are always ready to assist with any queries or technical issues that may arise. These are just a few of the many advantages that Close offers to businesses aiming to optimize their sales processes and improve customer relationship management.
  • I have used close over the years and I must say that it is one of my favorites. The dialing part of the platform is great. You can text and send emails with just a few clicks and the layout is just simple to follow. The support staff is beyond awesome, they respond usually within the hour or max 2. The issues are resolved within the same working day.
  • Close is great because it’s all one email text call I would recommend this to a friend I would use this for my own shop.

Cons

  • Get logged out very often on internet, but maybe it’s my device.
  • Nothing really. Their team is great. They are always deploying new features. Pricing is fair.
  • One drawback of Close, and this is getting very nit picky, could be the absence of certain integrations with niche or specialized software that some businesses might require. This could potentially limit its seamless integration with the entire tech stack of certain companies.
  • Sometimes the audio isn't perfect and the dialing does become slow and laggy.
  • I like everything expect sometimes technical issues.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Bigtincan
Founded: 2010
United States
www.clearslide.com

Company Information

Close
Founded: 2013
United States
close.com

Alternatives

Alternatives

Crescendo

Crescendo

Sependa, Inc
Apollo

Apollo

Apollo.io
monday CRM

monday CRM

monday.com

Categories

Categories

AI CRM Supported
AI Sales Agents Supported
AI Sales Tools Supported
Automotive CRM Supported
Call Recording Supported
Call Tracking Supported
Cold Email Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Email Tracking Supported
Financial CRM Supported
Hotel CRM Supported
Inside Sales Supported
Lead Management Supported
Lead Nurturing Supported
Legal CRM Supported
Power Dialers Supported
Predictive Dialer Supported
Sales Supported
Sales Acceleration Supported
Sales Enablement Supported
Sales Engagement Supported
SMS Marketing Supported
Social CRM Supported

Email Tracking Features

A/B Testing Not Supported
Audience Segmentation Not Supported
Campaign Management Supported
Event-Based Notifications Not Supported
Location Tracking Not Supported
Team Management Not Supported

Sales Enablement Features

Collaboration Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Not Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Supported

Sales Engagement Features

Call Scripts / Call Steps Not Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Not Supported
Reporting / Analytics Supported
Sales / Voice Dialer Not Supported
Sales Automation Not Supported
Search Not Supported
Task Management Not Supported
Templates Not Supported
Workflow Management Not Supported

Sales Force Automation Features

Call Management Not Supported
Campaign Management Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Not Supported
Contract Management Not Supported
Customer Database Not Supported
Email Marketing Supported
Field Sales Management Not Supported
Lead Management Not Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Not Supported
Territory Management Not Supported

Email Tracking Features

A/B Testing Not Supported
Audience Segmentation Supported
Campaign Management Supported
Event-Based Notifications Supported
Location Tracking Not Supported
Team Management Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Not Supported
Document Management Not Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Not Supported

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Supported
Task Management Supported
Templates Supported
Workflow Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Not Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Supported
Territory Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Call Tracking Features

Call Log Supported
Call Recording Supported
Call Routing Supported
Caller Identification Supported
Campaign Management Not Supported
Conversion Tracking Supported
CRM Supported
IVR / Voice Recognition Not Supported
Keyword Tracking Not Supported

Construction CRM Features

Client Tracking Supported
Contract Management Not Supported
Forecasting Supported
Project Management Supported
Quote Management Not Supported
Sales Management Supported
Scheduling Supported
Time Management Not Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Not Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Not Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Financial CRM Features

Account Alerts Not Supported
Asset Management Not Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Not Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Supported

Lead Nurturing Features

A/B Testing Not Supported
Campaign Management Supported
Drip Campaigns Supported
Lead Capture Supported
Lead Notifications Supported
Lead Scoring Supported
Lead Segmentation Supported
Performance Metrics Supported
Personalization Supported
Pipeline Management Supported

Predictive Dialer Features

Call Monitoring Supported
Call Recording Supported
Call Results Supported
Call Transfer Supported
Callback Scheduling Not Supported
Campaign Specific Caller ID Not Supported
Contact Management Supported
FCC Compliance Not Supported
FTC Compliance Not Supported
Lead Capture Supported
Lead Management Supported

SMS Marketing Features

2-Way Messaging Supported
Artificial Intelligence Not Supported
Contact Management Supported
Mass Texting Supported
Message Personalization Supported
MMS Not Supported
Mobile Coupons Not Supported
Mobile Keywords Not Supported
Polls / Voting Not Supported
Reporting/Analytics Supported
Scheduled Messaging Supported
Shortcodes Not Supported
Text-to-Win Not Supported

Sales Acceleration Features

Campaign Management Supported
CPQ Not Supported
Dialer Supported
Email Sequencing Supported
Email Templates Supported
Email Tracking Supported
List Building Supported
Meeting Scheduler Supported
Predictive Analytics Not Supported
Reporting Supported
Sales Gamification Not Supported
Sales Intelligence Supported
Sales Workflow Management Supported

Integrations

Abstrakt Not Supported
COZYROC SSIS+ Suite Not Supported
CallPal Not Supported
ChatGPT Not Supported
Claude Duet Not Supported
Exopen Not Supported
Fireflies.ai Not Supported
Hightouch Not Supported
Intercom Not Supported
Kolvera Not Supported
MeetMinutes Not Supported
Quickwork Not Supported
Scispot Not Supported
SignWell Not Supported
Spring.new Not Supported
StarfishETL Not Supported
Stitch Not Supported
Textellent Not Supported
Vessel Not Supported
Voxloud Not Supported

Integrations

Abstrakt Supported
COZYROC SSIS+ Suite Supported
CallPal Supported
ChatGPT Supported
Claude Duet Supported
Exopen Supported
Fireflies.ai Supported
Hightouch Supported
Intercom Supported
Kolvera Supported
MeetMinutes Supported
Quickwork Supported
Scispot Supported
SignWell Supported
Spring.new Supported
StarfishETL Supported
Stitch Supported
Textellent Supported
Vessel Supported
Voxloud Supported
Claim ClearSlide and update features and information
Claim ClearSlide and update features and information
Claim Close and update features and information
Claim Close and update features and information