Close CRM vs. PlanPlus Online

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
PlanPlus
Score 10.0 out of 10
Mid-Size Companies (51-1,000 employees)
PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.
$34.99
Per User per Month
Pricing
Close CRMPlanPlus Online
Editions & Modules
Startup
$49
per month Includes 1 user
Professional
$299
per month Includes 3 users
Business
$699
per month Includes 5 users
PlanPlus Online Professional Edition
$34.99
Per User per Month
PlanPlus Online Planner Edition
$69.99
Per/Year
PlanPlus Online Business Edition
$199.99
per 5 users/per month
Offerings
Pricing Offerings
Close CRMPlanPlus
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptional$1,500 Up to 12 hours of Account Configuration Assistance Setup Include: Provision accounts and licenses (1hr), Kick-off Call (1 hr), and 10 additional hours of account configuration assistance to be used toward the following items, as needed by customers internal administrator: User Setup, Record Access, & Personal Preferences; Data Migration; Custom Fields & Page Layouts; Web-forms & Surveys; Views & Reports; Standard Sales Processes; Project Templates. Exact accomplishments may vary from this list based on Administrator's skills and requirements.
Additional Details15% discount on annual pricing in addition to the month-to-month prices listed here.—
More Pricing Information
Features
Close CRMPlanPlus Online
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
PlanPlus Online
8.6
3 Ratings
11% above category average
Customer data management / contact management8.18 Ratings10.03 Ratings
Workflow management7.88 Ratings9.03 Ratings
Territory management8.01 Ratings7.03 Ratings
Opportunity management10.06 Ratings10.03 Ratings
Integration with email client (e.g., Outlook or Gmail)9.48 Ratings10.03 Ratings
Contract management10.01 Ratings7.03 Ratings
Interaction tracking8.48 Ratings10.03 Ratings
Channel / partner relationship management9.73 Ratings9.03 Ratings
Quote & order management00 Ratings5.02 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
PlanPlus Online
9.0
3 Ratings
18% above category average
Case management8.03 Ratings9.03 Ratings
Call center management7.55 Ratings9.03 Ratings
Help desk management10.02 Ratings9.02 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Close CRM
9.1
6 Ratings
19% above category average
PlanPlus Online
10.0
3 Ratings
28% above category average
Lead management8.86 Ratings10.03 Ratings
Email marketing9.45 Ratings10.03 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Close CRM
8.0
6 Ratings
5% above category average
PlanPlus Online
9.7
3 Ratings
25% above category average
Task management8.45 Ratings10.03 Ratings
Billing and invoicing management10.01 Ratings9.02 Ratings
Reporting5.75 Ratings10.03 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Close CRM
7.6
6 Ratings
0% below category average
PlanPlus Online
9.7
3 Ratings
24% above category average
Forecasting10.01 Ratings10.03 Ratings
Pipeline visualization8.26 Ratings10.03 Ratings
Customizable reports4.74 Ratings9.03 Ratings
Customization
Comparison of Customization features of Product A and Product B
Close CRM
8.6
8 Ratings
13% above category average
PlanPlus Online
8.5
3 Ratings
12% above category average
Custom fields10.07 Ratings10.03 Ratings
Custom objects10.02 Ratings9.03 Ratings
Scripting environment8.03 Ratings8.02 Ratings
API for custom integration6.57 Ratings7.02 Ratings
Security
Comparison of Security features of Product A and Product B
Close CRM
8.1
8 Ratings
3% below category average
PlanPlus Online
7.0
3 Ratings
17% below category average
Single sign-on capability8.03 Ratings6.01 Ratings
Role-based user permissions8.26 Ratings8.03 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Close CRM
10.0
1 Ratings
32% above category average
PlanPlus Online
8.0
2 Ratings
10% above category average
Social data10.01 Ratings8.02 Ratings
Social engagement10.01 Ratings8.02 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Close CRM
6.5
4 Ratings
9% below category average
PlanPlus Online
9.5
3 Ratings
28% above category average
Marketing automation6.54 Ratings10.03 Ratings
Compensation management00 Ratings9.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Close CRM
10.0
1 Ratings
29% above category average
PlanPlus Online
8.0
3 Ratings
7% above category average
Mobile access10.01 Ratings8.03 Ratings
Best Alternatives
Close CRMPlanPlus Online
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
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Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Close CRMPlanPlus Online
Likelihood to Recommend
9.4
(8 ratings)
10.0
(3 ratings)
Usability
8.8
(3 ratings)
8.0
(1 ratings)
Support Rating
9.4
(3 ratings)
10.0
(1 ratings)
User Testimonials
Close CRMPlanPlus Online
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
PlanPlusOnline
I would recommend this for businesses that have the time to invest in doing things the right way. Garbage in equals garbage out. If you can get over the somewhat steep learning curve and adopting their process this product would be a good fit. If you are short on time (and maybe cash) you may want to look for a simpler and less expensive solution.
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
PlanPlusOnline
  • Weekly and Monthly Planner is very productive.
  • Task Delegation and Pipeline Tracker are easy to use and efficient.
  • Goal Planning helped us as well to identify our chances.
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
PlanPlusOnline
  • When it came time to move on due to larger issues the friendliness was not there from the account reps. We did not leave due to them, but due to our growth and need for more.
  • The inability to make personalized the labels for our insurance terms.
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.
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PlanPlusOnline
It's great once you get the hang of it. I feel like it could be cleaned up a little. Some elements could be moved around or hidden. Overall it's a solid UI
Read full review
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.
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PlanPlusOnline
There are some cases where we just need something simple to get the job done. In our case, we needed a solution with a lot features for our complex setup. A lot of CRMs fell short. PlanPlus Online didn't. They had everything we needed. We didn't have to rely on multiple disparate solutions, and it was within our budget.
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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
PlanPlusOnline
PlanPlus Online is much nicer than Salesforce and also much faster.
Read full review
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
PlanPlusOnline
  • Better lead management
  • Increased lead efficiencies with drip programs
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

PlanPlus Screenshots

Screenshot of Mobile interface on iPadScreenshot of Mobile interface on iPhoneScreenshot of Desktop browser interfaceScreenshot of Another screenshot of desktop browser interface