Close vs IBM CPQ | TrustRadius

Likelihood to Recommend

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...

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Erik Zahnlecker

Co-Founder, Head of Product

Allocate.aiComputer Software, 1-10 employees

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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

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Verified User

Professional in Marketing

Broadcast Media Company, 51-200 employees

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Feature Rating Comparison

Close

IBM CPQ

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Interaction tracking

Channel / partner relationship management

Close

IBM CPQ

Case management

Call center management

Help desk management

Close

IBM CPQ

Lead management

Email marketing

Close

Marketing automation

Close

IBM CPQ

Mobile access

Close

IBM CPQ

Quote sharing/sending

Product configuration

Configuration options

Pricing rules

Price adjustment

Purchase history and open contracts

Guided selling/Sales portal

CPQ reporting & analytics

CPQ-CRM integration

Attachments to quotes

Order capturing

Pros

Manages leads.
Followup & reminders.
Organization of everything in one place.
Add-ons that are worth every penny.

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Jason Vance

Owner

Red Mill Creative Inc.Marketing & Advertising, 1-10 employees

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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.

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Verified User

Professional in Marketing

Broadcast Media Company, 51-200 employees

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Cons

Difficult to understand and build search queries.

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Verified User

Partner in Legal

Law Practice Company, 1-10 employees

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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.

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Verified User

Professional in Marketing

Broadcast Media Company, 51-200 employees

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Support Rating

No score

No answers yet

No answers on this topic

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.

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Verified User

Professional in Marketing

Broadcast Media Company, 51-200 employees

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Alternatives Considered

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.

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Joe Gatto

VP of Marketing & International Business Development

ePaymintsFinancial Services, 1-10 employees

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No answers on this topic

Return on Investment

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.

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Ryan McCarty

Sales Development Representative

Vibrant TechnologiesComputer Hardware, 11-50 employees

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Faster quoting time from detailed, easy-to-read analytics.

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Verified User

Professional in Marketing

Broadcast Media Company, 51-200 employees

View all 1 answers on this topic

Pricing Details

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
Business	Contact for Pricing

per user, monthly

Additional Pricing Details

15% discount on annual pricing

General

IBM CPQ

Likelihood to Recommend

Close

IBM CPQ

Feature Rating Comparison

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Mobile access

Quote sharing/sending

Product configuration

Configuration options

Pricing rules

Price adjustment

Purchase history and open contracts

Guided selling/Sales portal

CPQ reporting & analytics

CPQ-CRM integration

Attachments to quotes

Order capturing

Pros

Close

IBM CPQ

Cons

Close

IBM CPQ

Support Rating

Close

IBM CPQ

Alternatives Considered

Close

IBM CPQ

Return on Investment

Close

IBM CPQ

Screenshots

Close

IBM CPQ

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Close Editions & Modules

Edition

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

IBM CPQ Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison