Close CRM vs. Proposable

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Close CRM
Score 8.1 out of 10
N/A
Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.
$49
per month includes 1 user
Proposable
Score 8.0 out of 10
N/A
Proposable is a sales proposal automation software solution offered by Proposable.
$19
per user/per month
Pricing
Close CRMProposable
Editions & Modules
Startup
$49
per month Includes 1 user
Professional
$299
per month Includes 3 users
Business
$699
per month Includes 5 users
Solo
$19
per user/per month
Team
$39
per user/per month
Enterprise
500+
per month
Offerings
Pricing Offerings
Close CRMProposable
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details15% discount on annual pricing in addition to the month-to-month prices listed here.
More Pricing Information
Features
Close CRMProposable
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Close CRM
8.9
8 Ratings
15% above category average
Proposable
-
Ratings
Customer data management / contact management8.28 Ratings00 Ratings
Workflow management7.88 Ratings00 Ratings
Territory management8.01 Ratings00 Ratings
Opportunity management10.06 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.48 Ratings00 Ratings
Contract management10.01 Ratings00 Ratings
Interaction tracking8.48 Ratings00 Ratings
Channel / partner relationship management9.73 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Close CRM
8.5
6 Ratings
13% above category average
Proposable
-
Ratings
Case management8.03 Ratings00 Ratings
Call center management7.65 Ratings00 Ratings
Help desk management10.02 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Close CRM
9.1
6 Ratings
19% above category average
Proposable
-
Ratings
Lead management8.86 Ratings00 Ratings
Email marketing9.45 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Close CRM
8.0
6 Ratings
6% above category average
Proposable
-
Ratings
Task management8.45 Ratings00 Ratings
Billing and invoicing management10.01 Ratings00 Ratings
Reporting5.85 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Close CRM
7.6
6 Ratings
0% above category average
Proposable
-
Ratings
Forecasting10.01 Ratings00 Ratings
Pipeline visualization8.26 Ratings00 Ratings
Customizable reports4.84 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Close CRM
8.6
8 Ratings
13% above category average
Proposable
-
Ratings
Custom fields10.07 Ratings00 Ratings
Custom objects10.02 Ratings00 Ratings
Scripting environment8.03 Ratings00 Ratings
API for custom integration6.67 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Close CRM
8.1
8 Ratings
3% below category average
Proposable
-
Ratings
Single sign-on capability8.03 Ratings00 Ratings
Role-based user permissions8.26 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Close CRM
10.0
1 Ratings
32% above category average
Proposable
-
Ratings
Social data10.01 Ratings00 Ratings
Social engagement10.01 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Close CRM
6.6
4 Ratings
8% below category average
Proposable
-
Ratings
Marketing automation6.64 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Close CRM
10.0
1 Ratings
29% above category average
Proposable
-
Ratings
Mobile access10.01 Ratings00 Ratings
Proposal Creation & Organization
Comparison of Proposal Creation & Organization features of Product A and Product B
Close CRM
-
Ratings
Proposable
7.8
3 Ratings
3% below category average
Proposal branding00 Ratings9.63 Ratings
Proposal templates00 Ratings8.53 Ratings
Proposal content library updates00 Ratings6.83 Ratings
Guided proposal creation00 Ratings5.82 Ratings
Searchable proposal database00 Ratings8.52 Ratings
Proposal Collaboration & Workflow
Comparison of Proposal Collaboration & Workflow features of Product A and Product B
Close CRM
-
Ratings
Proposable
8.5
3 Ratings
4% above category average
RFP management & response00 Ratings10.01 Ratings
Proposal collaboration & approval00 Ratings9.12 Ratings
User permissions/proposal editing controls00 Ratings7.33 Ratings
Sales proposal workflow00 Ratings8.53 Ratings
Proposal automation user interface00 Ratings7.72 Ratings
Proposal Delivery
Comparison of Proposal Delivery features of Product A and Product B
Close CRM
-
Ratings
Proposable
7.7
3 Ratings
5% below category average
Proposal distribution00 Ratings6.63 Ratings
Interactive proposals00 Ratings9.43 Ratings
Proposal content tracking00 Ratings7.13 Ratings
Best Alternatives
Close CRMProposable
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
QuoteWerks
QuoteWerks
Score 9.1 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
QuoteWerks
QuoteWerks
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Responsive
Responsive
Score 6.6 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Close CRMProposable
Likelihood to Recommend
9.4
(8 ratings)
8.3
(3 ratings)
Usability
8.8
(3 ratings)
-
(0 ratings)
Support Rating
9.4
(3 ratings)
-
(0 ratings)
User Testimonials
Close CRMProposable
Likelihood to Recommend
Close
Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
Read full review
Proposable
It is a great solution for small to medium-sized businesses. It is fairly customizable, and their support team has been great to work with us. They have helped us build some custom workflows to push a customer straight to a credit card page once they sign the proposal. This has really helped increase conversions when signing on a new customer.
Read full review
Pros
Close
  • Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
  • Email sync. Syncs in real time with your email account, which is huge.
  • Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.
Read full review
Proposable
  • Very professional
  • Easy to navigate and use
  • Easy to edit and draw up new proposals
Read full review
Cons
Close
  • Make it so one can set the time at which the emails go out.
  • Make it easier to set up my workflow.
Read full review
Proposable
  • The user interface is not intuitive and you'll need some time to understand where things are.
  • The structure of the proposals is sort of rigid and is difficult to create really beautiful documents (unless you are a genius designer).
Read full review
Usability
Close
It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
Read full review
Proposable
No answers on this topic
Support Rating
Close
I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
Read full review
Proposable
No answers on this topic
Alternatives Considered
Close
Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
Read full review
Proposable
I didn't choose Proposable over DocuSign, but I did use it at a previous company. Proposable is great for the smaller business and makes the creation and sending of agreements so easy! DocuSign was nice, but it was more complex in my experience and created a bottleneck for our sales team to get approval. I'm sure this was more of our own internal process, but between the two, Proposable was much faster to get what you needed in the form of an agreement. Less time freed up more time for selling!
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Return on Investment
Close
  • Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.
Read full review
Proposable
  • It has left a great impression on current prospects and clients
  • It is the easiest way to draw up terms of an agreement
  • It is the best way to track who and when a prospect is viewing a proposal
Read full review
ScreenShots

Close CRM Screenshots

Screenshot of All-in-one Close inboxScreenshot of Sales Funnel Report in CloseScreenshot of Call Assistant automatic transcription and summaryScreenshot of Built-in calling in Close