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Close CRM vs DealCloud: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Close CRM vs. DealCloud is based on a specific set of business needs and context. The comparison uses 3324 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Close CRM and DealCloud

Close CRM, DealCloud, Salesmate Sales CRM, Freshsales, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Close CRM covers Engagement Management with E-Mail, Sales Call Management with Phone Calls, Communication Management with E-Mail, Lead Management with E-Mail, etc.

DealCloud focuses on Relationship Management, Deal Management, Promotion Management, Discount Management, etc.

"Close has been gold for keeping on top of clients. I don't want my competitors to know about it! Sandor Kiss Wealth Management Advisor at iWealth " - Sandor Kiss

"We needed a quality off-the-shelf product for managing our deal pipeline and coordinate processes among and within deal teams. DealCloud delivers the right level of functionality, and the flexibility we require to manage the dynamic selection funnel... and investment work stream characteristic in making direct investments in private equity and venture capital. " - Gregory Lindae

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Close CRM

Focus area

Close CRM is better than DealCloud for

Software Failure Risk

  • low

logo DealCloud

Focus area

DealCloud is better than Close CRM for

Software Failure Risk

  • low

About

Inside Sales Software CRM with Calling & Emailing

All-Inclusive Financial Services Software, delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels.

Age

2013

Financials

SEED

PRIVATE

Business Need

Total Processes
(we found evidences for)

89

48

Total Goals
(we found evidences for)

12

12

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


sales call management

meeting management


communication management

sending & publishing communications

tracking & monitoring communications


workflow management



generation of new leads



contact list management



training & onboarding


sales document management

contract management

proposal & quote management



pipeline management



knowledge management


relationship management




account management



content management




products & pricelist management


social media management

social media analytics


conversion management


competitive intelligence




sales review & feedback


customer feedback management


lead qualification

lead qualification: technographic


campaign management







rating and review management


business development




motivation management



helpdesk management


relationship marketing


international marketing


discount management


promotion management


merger and acquisition


performance management




Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Scale best practices

  • Improve internal communications

  • Improve ROI

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Improve efficiency

  • Grow market share

  • Build brand awareness

  • Manage risk

  • See 9 more
  • Scale best practices

  • Grow market share

  • Enhance customer relationships

  • Acquire customers

  • Improve visibility

  • Establish thought leadership

  • Enter new markets internationally or locally

  • Manage risk

  • Improve stakeholder relations

  • Launch new products

  • Improve ROI

  • Improve internal communications

  • See 9 more

Top Channels

Channels Used

  • offline

  • causes and charity

  • e-mail

  • user generated content

  • blogs

  • print media

  • magazine

  • website

  • events

  • trade shows

  • mobile

  • See 8 more
  • offline

  • causes and charity

  • e-mail

  • user generated content

  • blogs

  • print media

  • magazine

  • website

  • events

  • trade shows

  • mobile

  • See 8 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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Business Setting