SalesExec

SalesExec

ClickPoint Software
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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.

About

SalesExec helps salespeople by automating the complex sales follow-up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will work their leads more efficiently and with less complexity, helping them to win more deals. SalesExec includes efficiency tools like local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.

Platforms Supported

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

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

Audience

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

Audience

Mortgage Brokers, Travel, Insurance, EDU, B2B, Call Centers

Support

Phone Support Supported
24/7 Live Support Not Supported
Online 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

$19/month
Free Version Not Supported
Free Trial Supported

Pricing

$65.00/month/user
The per-user fee includes a dedicated customer success manager: no long-term agreement, month-to-month, and pay-as-you-go. Texting is $.02 per text, and inbound call routing is $.025 per minute.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

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.

Pros & Cons from Real Users

Pros

  • The ClickPoint platform makes lead management simple. It helps to analyze and understand current sales trends happening in the organization. Its lead distribution function gives you the option to share leads with the right team to approach them. Automated and customizable email marketing sections.

Cons

  • I have never faced any major problems using this platform. No cons.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Close
Founded: 2013
United States
close.com

Company Information

ClickPoint Software
Founded: 2007
United States
hubs.ly/H0KDh-70

Alternatives

Alternatives

SMSBump

SMSBump

Yotpo
monday CRM

monday CRM

monday.com
ZoomInfo Sales

ZoomInfo Sales

ZoomInfo

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

Categories

Call Center Supported
Dashboard Supported
Email Marketing Supported
Inside Sales Supported
IVR Supported
Lead Capture Supported
Lead Management Supported
Lead Nurturing Supported
Mobility Supported
Sales Acceleration Supported
Sales Enablement Supported
Sales Engagement Supported
SMS Marketing Supported
Telephony 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

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

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

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

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

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

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

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

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 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

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 Not Supported
Scheduled Messaging Supported
Shortcodes Not Supported
Text-to-Win Not Supported

Sales Enablement Features

Collaboration Not Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Supported
Meeting Management Not Supported
Performance Management Not 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

Call Center Features

Blended Call Center Supported
Call Logging Supported
Call Recording Supported
Call Scripting Supported
Campaign Management Supported
Database Not Supported
Escalation Management Not Supported
Inbound Call Center Supported
IVR / Voice Recognition Supported
Manual Dialer Supported
Outbound Call Center Supported
Predictive Dialer Not Supported
Progressive Dialer Supported
Queue Management Supported
Real-time Chat Supported
Reporting/Analytics Supported

Campaign Management Features

Channel Management Supported
Contact Database Supported
Email Marketing Supported
Event Triggered Actions Supported
Lead Management Supported
Multi-Campaign Supported

Dashboard Features

Annotations Supported
Data Source Integrations Supported
Functions / Calculations Supported
Interactive Supported
KPIs Supported
OLAP Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Supported
Themes Supported
Visual Analytics Supported
Widgets Supported

Email Marketing Features

A/B Testing Not Supported
Artificial Intelligence Not Supported
Auto-Responders Not Supported
CAN SPAM Compliance Supported
Customer Surveys Not Supported
Drip Campaigns Not Supported
Dynamic Content Not Supported
Event Triggered Email Supported
Image Library Not Supported
Landing Pages/Web Forms Not Supported
Mailing List Management Not Supported
Mobile Optimized Emails Not Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

IVR Features

Call Center Supported
Call Logging Supported
Call Recording Supported
Call Routing Supported
Multiple Scripts Supported
Phone Key Input Supported
Survey Management Not Supported
Text to Speech Not Supported
Voice Customization Supported
Voice Mail Not Supported

Lead Capture Features

Business Card / Badge Scanning Not Supported
Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Not Supported

Mobility Features

App Management Supported
Barcode Scanning Supported
Compliance Management Supported
Content Management Supported
Data Collection Supported
Data Management Supported
File Management Supported
Forms Automation Supported
Mobile Messaging Supported
Remote Access Supported
Remote Systems Monitoring Supported

Telephony Features

Auto-Dialer Supported
Call Center Management Supported
Call Monitoring Supported
Contact Management Supported
Inbound Reporting Supported
IVR / Voice Recognition Supported
Outbound Reporting Supported
Predictive Dialer Not Supported
Telemarketing Management Supported
Voice & Data Integration Supported
VoIP Supported

Integrations

8x8 Not Supported
APIWORX Supported
BrightStage AI Supported
COZYROC SSIS+ Suite Supported
ChatGPT Supported
Fathom Supported
Finsi Supported
FlowMate Supported
FullContact Not Supported
HubSpot CRM Supported
JustCall Supported
Kolvera Supported
LiveChat Supported
Pylar Supported
SalesCred PRO Supported
Salesforce Spiff Supported
Scoop Analytics Supported
StarfishETL Supported
Workers by Delos Supported
Zoom Supported

Integrations

8x8 Supported
APIWORX Not Supported
BrightStage AI Not Supported
COZYROC SSIS+ Suite Not Supported
ChatGPT Not Supported
Fathom Not Supported
Finsi Not Supported
FlowMate Not Supported
FullContact Supported
HubSpot CRM Not Supported
JustCall Not Supported
Kolvera Not Supported
LiveChat Not Supported
Pylar Not Supported
SalesCred PRO Not Supported
Salesforce Spiff Not Supported
Scoop Analytics Not Supported
StarfishETL Not Supported
Workers by Delos Not Supported
Zoom Not Supported
Claim Close and update features and information
Claim Close and update features and information
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Claim SalesExec and update features and information