Close vs IBM CPQ | TrustRadius

What users are saying about

Score 8.8 out of 10

Based on 31 reviews and ratings

Score 9.5 out of 10

Based on 14 reviews and ratings

Feature Set Ratings

Sales Force Automation

8.3

Close

83%

IBM CPQ

Feature Set Not Supported

N/A

Close ranks higher in 8/8 features

Customer data management / contact management

7.2

72%

6 Ratings

N/A

0 Ratings

Workflow management

7.8

78%

6 Ratings

N/A

0 Ratings

Territory management

8.0

80%

1 Rating

N/A

0 Ratings

Opportunity management

7.9

79%

5 Ratings

N/A

0 Ratings

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

9.0

90%

6 Ratings

N/A

0 Ratings

Contract management

10.0

100%

1 Rating

N/A

0 Ratings

Interaction tracking

6.6

66%

6 Ratings

N/A

0 Ratings

Channel / partner relationship management

9.7

97%

3 Ratings

N/A

0 Ratings

Customer Service & Support

9.2

Close

92%

IBM CPQ

Feature Set Not Supported

N/A

Close ranks higher in 3/3 features

Case management

8.0

80%

3 Ratings

N/A

0 Ratings

Call center management

9.7

97%

3 Ratings

N/A

0 Ratings

Help desk management

10.0

100%

2 Ratings

N/A

0 Ratings

Marketing Automation

8.6

Close

86%

IBM CPQ

Feature Set Not Supported

N/A

Close ranks higher in 2/2 features

Lead management

7.2

72%

4 Ratings

N/A

0 Ratings

Email marketing

10.0

100%

3 Ratings

N/A

0 Ratings

CRM Project Management

7.0

Close

70%

IBM CPQ

Feature Set Not Supported

N/A

Close ranks higher in 3/3 features

Task management

5.1

51%

3 Ratings

N/A

0 Ratings

Billing and invoicing management

10.0

100%

1 Rating

N/A

0 Ratings

Reporting

5.8

58%

3 Ratings

N/A

0 Ratings

CRM Reporting & Analytics

9.3

Close

93%

IBM CPQ

Feature Set Not Supported

N/A

Close ranks higher in 3/3 features

Forecasting

10.0

100%

1 Rating

N/A

0 Ratings

Pipeline visualization

8.0

80%

4 Ratings

N/A

0 Ratings

Customizable reports

10.0

100%

2 Ratings

N/A

0 Ratings

Customization

7.6

Close

76%

IBM CPQ

Feature Set Not Supported

N/A

Close ranks higher in 4/4 features

Custom fields

7.2

72%

6 Ratings

N/A

0 Ratings

Custom objects

10.0

100%

2 Ratings

N/A

0 Ratings

Scripting environment

8.0

80%

3 Ratings

N/A

0 Ratings

API for custom integration

5.2

52%

5 Ratings

N/A

0 Ratings

Security

7.9

Close

79%

IBM CPQ

Feature Set Not Supported

N/A

Close ranks higher in 2/2 features

Single sign-on capability

8.0

80%

3 Ratings

N/A

0 Ratings

Role-based user permissions

7.7

77%

4 Ratings

N/A

0 Ratings

Social CRM

10.0

Close

100%

IBM CPQ

Feature Set Not Supported

N/A

Close ranks higher in 2/2 features

Social data

10.0

100%

1 Rating

N/A

0 Ratings

Social engagement

10.0

100%

1 Rating

N/A

0 Ratings

Integrations with 3rd-party Software

7.0

Close

70%

IBM CPQ

Feature Set Not Supported

N/A

Close ranks higher in 1/1 features

Marketing automation

7.0

70%

2 Ratings

N/A

0 Ratings

Platform

10.0

Close

100%

IBM CPQ

Feature Set Not Supported

N/A

Close ranks higher in 1/1 features

Mobile access

10.0

100%

1 Rating

N/A

0 Ratings

CPQ

Close

Feature Set Not Supported

N/A

10.0

IBM CPQ

100%

IBM CPQ ranks higher in 11/11 features

Quote sharing/sending

N/A

0 Ratings

10.0

100%

10 Ratings

Product configuration

N/A

0 Ratings

10.0

100%

10 Ratings

Configuration options

N/A

0 Ratings

10.0

100%

10 Ratings

Pricing rules

N/A

0 Ratings

10.0

100%

10 Ratings

Price adjustment

N/A

0 Ratings

10.0

100%

10 Ratings

Purchase history and open contracts

N/A

0 Ratings

10.0

100%

10 Ratings

Guided selling/Sales portal

N/A

0 Ratings

10.0

100%

10 Ratings

CPQ reporting & analytics

N/A

0 Ratings

10.0

100%

10 Ratings

CPQ-CRM integration

N/A

0 Ratings

10.0

100%

10 Ratings

Attachments to quotes

N/A

0 Ratings

10.0

100%

10 Ratings

Order capturing

N/A

0 Ratings

10.0

100%

10 Ratings

Attribute Ratings

IBM CPQ is rated higher in 2 areas: Likelihood to Recommend, Support Rating

Close

88%

6 Ratings

9.6

IBM CPQ

96%

10 Ratings

Close

70%

1 Rating

IBM CPQ

N/A

0 Ratings

Close

70%

1 Rating

10.0

IBM CPQ

100%

2 Ratings

Pros

You can search for prospects by your activity & notes.
It helps automate the follow up process.
It ties cold emailing into a powerful CRM all in one portal.

Read full review

Joe Gatto

VP of Marketing & International Business Development

ePaymintsFinancial Services, 1-10 employees

View all 6 answers on this topic

Firstly, IBM CPQ makes it easy for customers to make rapid products purchases through configuration, pricing and ordering processes.
Centralizing selling procedure in one platform by communicating products pricing to clients.
Improving ROI by attracting customers when discounts are introduced on products as well as offering coupons.

Read full review

Lane Cox

Marketing Director

AT&TTelecommunications, 10,001+ employees

View all 10 answers on this topic

Cons

Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!

Read full review

Ryan McCarty

Sales Development Representative

Vibrant TechnologiesComputer Hardware, 11-50 employees

View all 6 answers on this topic

Unfortunately, IBM CPQ does not have on-premises applications to use while not connected to the internet. This is no more a challenge since we have a robust WIFI connection in our organization premises.

Read full review

Matt Saunders

Bank Accountant

Huntington National BankBanking, 10,001+ employees

View all 10 answers on this topic

Pricing Details

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Optional

Starting Price

$29 per user, monthly

Close Editions & Modules

Edition

Starter	$29¹
Basic	$69¹
Professional	$99¹
Business	$149¹

per user, monthly

Additional Pricing Details

15% discount on annual pricing in addition to the month-to-month prices listed here.

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

Starting Price

—

IBM CPQ Editions & Modules

—

Additional Pricing Details

—

Usability

Close 7.0

Based on 1 answer

Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.

Read full review

Verified User

Team Lead in Sales

Information Technology & Services Company, 11-50 employees

View all 1 answers on this topic

No score

No answers yet

No answers on this topic

Support Rating

Close 7.0

Based on 1 answer

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

Verified User

Team Lead in Sales

Information Technology & Services Company, 11-50 employees

View all 1 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.

Read full review

Verified User

Professional in Marketing

Broadcast Media Company, 51-200 employees

View all 2 answers on this topic

Alternatives Considered

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

Jason Vance

Owner

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

View all 6 answers on this topic

There are tons of Configure, Price and Quote software, but I have not used a lot of them. However, unlike IBM CPQ, HubSpot Sales Hub isn’t operated in compliance with any ISO standards and secured in a data center making it easy to leak customer sensitive data such as payment details.

Read full review

Janna Wiseman

Product Manager

Verra MobilityTransportation/Trucking/Railroad, 501-1000 employees

View all 10 answers on this topic

Return on Investment

Has allowed us to have full visibility into our pipeline
Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature

Read full review

Erik Zahnlecker

Co-Founder, Head of Product

Allocate.aiComputer Software, 1-10 employees

View all 6 answers on this topic

IBM CPQ-Salesforce integration makes it easy, effective, and cost-effective to create quotes for customers.
Since no hectic selling procedure is undertaken, then our organization is able to generate high revenue by developing, managing, and negotiating quotes with clients.
Centralizing selling process makes it rapid and effective to communicate any amendment on pricing of our banking services.
Automating selling process helps guide clients through selection, configuration, quoting, and ordering procedures of products and services.

Read full review

Megan McConnell

Operations Department Specialist

Frost BankBanking, 1001-5000 employees

View all 10 answers on this topic

Screenshots

See All (3) Close Screenshots

—

Close

IBM CPQ

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

IBM CPQ

Task management

Billing and invoicing management

Reporting

Close

IBM CPQ

Forecasting

Pipeline visualization

Customizable reports

Close

IBM CPQ

Custom fields

Custom objects

Scripting environment

API for custom integration

Close

IBM CPQ

Single sign-on capability

Role-based user permissions

Close

IBM CPQ

Social data

Social engagement

Close

IBM CPQ

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

Close

IBM CPQ

Close

IBM CPQ

Close

IBM CPQ

Likelihood to Recommend

Close

IBM CPQ

Pros

Close

IBM CPQ

Cons

Close

IBM CPQ

Pricing Details