What users are saying about
21 Ratings
4 Ratings
21 Ratings
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Score 8.2 out of 100
4 Ratings
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Score 9.3 out of 100

Likelihood to Recommend

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker | TrustRadius Reviewer

IBM CPQ

We went from quoting time from hours to minutes or from days to hours after everyone learned its processes, but it's not really worth the time and money invested into it if you can't see those results
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
9.2
IBM CPQ
Customer data management / contact management
Close
9.0
IBM CPQ
Workflow management
Close
8.6
IBM CPQ
Territory management
Close
8.0
IBM CPQ
Opportunity management
Close
9.9
IBM CPQ
Integration with email client (e.g., Outlook or Gmail)
Close
9.1
IBM CPQ
Contract management
Close
10.0
IBM CPQ
Interaction tracking
Close
9.5
IBM CPQ
Channel / partner relationship management
Close
9.7
IBM CPQ

Customer Service & Support

Close
9.3
IBM CPQ
Case management
Close
8.3
IBM CPQ
Call center management
Close
9.7
IBM CPQ
Help desk management
Close
10.0
IBM CPQ

Marketing Automation

Close
10.0
IBM CPQ
Lead management
Close
10.0
IBM CPQ
Email marketing
Close
10.0
IBM CPQ

CRM Project Management

Close
9.1
IBM CPQ
Task management
Close
7.4
IBM CPQ
Billing and invoicing management
Close
10.0
IBM CPQ
Reporting
Close
10.0
IBM CPQ

CRM Reporting & Analytics

Close
9.4
IBM CPQ
Forecasting
Close
10.0
IBM CPQ
Pipeline visualization
Close
8.3
IBM CPQ
Customizable reports
Close
10.0
IBM CPQ

Customization

Close
9.2
IBM CPQ
Custom fields
Close
9.5
IBM CPQ
Custom objects
Close
10.0
IBM CPQ
Scripting environment
Close
8.3
IBM CPQ
API for custom integration
Close
9.1
IBM CPQ

Security

Close
7.7
IBM CPQ
Single sign-on capability
Close
8.3
IBM CPQ
Role-based user permissions
Close
7.2
IBM CPQ

Social CRM

Close
10.0
IBM CPQ
Social data
Close
10.0
IBM CPQ
Social engagement
Close
10.0
IBM CPQ

Integrations with 3rd-party Software

Close
9.0
IBM CPQ
Marketing automation
Close
9.0
IBM CPQ

Platform

Close
10.0
IBM CPQ
Mobile access
Close
10.0
IBM CPQ

CPQ

Close
IBM CPQ
8.5
Quote sharing/sending
Close
IBM CPQ
8.0
Product configuration
Close
IBM CPQ
9.0
Configuration options
Close
IBM CPQ
9.0
Pricing rules
Close
IBM CPQ
7.0
Price adjustment
Close
IBM CPQ
7.0
Purchase history and open contracts
Close
IBM CPQ
9.0
Guided selling/Sales portal
Close
IBM CPQ
9.0
CPQ reporting & analytics
Close
IBM CPQ
10.0
CPQ-CRM integration
Close
IBM CPQ
10.0
Attachments to quotes
Close
IBM CPQ
8.0
Order capturing
Close
IBM CPQ
7.0

Pros

Close

  • Manages leads.
  • Followup & reminders.
  • Organization of everything in one place.
  • Add-ons that are worth every penny.
Jason Vance | TrustRadius Reviewer

IBM CPQ

  • Provides associated quotes through the life cycle of the opportunity, until the opportunity is either won or lost.
  • You can store all the information you require during the quoting process, including customer details, information about products and the adjustment made to the price of products, and the payment terms and shipment terms that will be used in the order if the quote is converted to an order.
Anonymous | TrustRadius Reviewer

Cons

Close

  • Difficult to understand and build search queries.
Anonymous | TrustRadius Reviewer

IBM CPQ

  • There were widespread frustrations throughout sales and call center with CPQ originally. But really the reason why CPQ tools are complex is because CPQ processes are complex things to implement.
  • Users today want all the flexibility with none of the complexity. It is one of the biggest challenges in my day-to-day.
Anonymous | TrustRadius Reviewer

Support Rating

Close

No score
No answers yet
No answers on this topic

IBM CPQ

IBM CPQ 10.0
Based on 2 answers
Timely and courteous response time from IBM Support any time there was a request that needed to be made.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Close

Close.io does a lot more than HubSpot CRM for a lower price. The most important difference is that I can search for prospects by the notes I created and by prior activity. But, I cannot do this in HubSpot, although it seems like it should be a very basic feature.
Joe Gatto | TrustRadius Reviewer

IBM CPQ

No answers on this topic

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.
Ryan McCarty | TrustRadius Reviewer

IBM CPQ

  • Faster quoting time from detailed, easy-to-read analytics.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Close Editions & Modules

Edition
Starter$351
Basic$651
Professional$951
BusinessContact for Pricing
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing

IBM CPQ

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

IBM CPQ Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison