Close vs ConvertKit

I have been looking at various CRM's for my private practice. I provide online therapy for speech, language and learning. Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person. So many of the other CRMs are for sales teams.

- Anna K.

It is everything we need except dashboards. If your are an outbound or phone heavy sales ord

- Kyle S.

My overall experience was good with close, I like the simple minimalistic interface of close and how easy to use for our day-to-day marketing and sales tasks. If money is not the issue then it's a good CRM tool for everybody.

- Shadab K.

I give ConvertKit a five out of five rating. Before I started using ConvertKit, I was using MailChimp, and I switched over to ConvertKit. It was a much more powerful tool, which gave me a lot more options for customizing my lists and reaching out to clients in a much more personalized manner. I chose to use ConvertKit because of its ability to interface with many of the other software programs that I was running for my health coaching business. And I also really liked that I was able to make various lists within ConvertKit based on my client's needs, so I could send some emails to people who had a certain need and other emails to people who had a different need. Not all emails had to go to everybody. I really liked the powerful software that ConvertKit came with that just gave me the opportunity to really be there for my clients in the exact way they needed me. When I first signed up for ConvertKit, I was able to choose a package that met my financial needs and the needs of my coaching business. And their references and help items were super great in walking me through all the steps that I was going to need. They have videos and tons of tutorials to help you get set up exactly the way that you needed. I always felt like if there was something that I wasn't sure how to do, I knew exactly where to go to find what I needed so I could get things set up just the way that was going to work best for me. If you're thinking about getting started with ConvertKit, I would highly recommend it. When I started using it after switching from a less powerful email management system, I truly thought, "Where has this been all of my life and why haven't I been using it before now?" It really is the way to go. As far as getting everything set up the way that you want. I feel like many of the other health coaches that I talked to felt the exact same way that once you switch to this more powerful program and see how it can be integrated with all of the other systems that you're using, it's worth the money, and it's worth the time to learn a new program or to get started with a program that is going to help you build your business successfully.

- Brynna H.

We have been using ConvertKit for 3.5 years now and we don't plan on going anywhere else! If you're looking for an email marketing platform that grows with your business and subscriber list, and that's straightforward to use as well as efficient, then you don't need to look any further than ConvertKit. My team and I find that it allows us to meet our goals quickly, deliver quality content, and all without overcomplicating things. Sometimes simple is best!

- Olga Z.

Overall, it's an ok tool. A lot of the glitches have cost me money (i.e. sending coupons to my list and excluding purchasers... only to find out prior purchasers still received the email). I've had requests for "discounts" from people who have received these emails after purchasing a product at full price. They are not happy. When people get stuck in sequences they go "cold"... then I end up sending a reengagement sequence before removing from my list and these people get very mad too... they have been expecting to hear from me and think that I don't send to my list regularly. Overall I really feel like just a number to ConvertKit. They don't care about my business and charge a FORTUNE. I think this product has hurt my business, cost me money and soured my reputation. In my opinion if they are charging such a premium price it really should be top notch and this really falls short in a lot of ways. I really wish I thought long and hard before signing up with them as it's going to be a NIGHTMARE to switch. I feel really "stuck" with using them and it's such a nightmare to manage at this point.

- Amy F.