What users are saying about
21 Ratings
10 Ratings
21 Ratings
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Score 8.2 out of 100
10 Ratings
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Score 5.2 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

PMAPS

Do you need consistency of messaging across multiple countries/products/divisions/languages? Do you want to be able to tailor content access per team/division/country? Do you want to be able to report on/track use by user, document, searches, compliance, etc.? If so, PMAPS is the most versatile proposal management tool I've come across so far.
Marian Egan | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Close
9.3
PMAPS
Case management
Close
8.3
PMAPS
Call center management
Close
9.7
PMAPS
Help desk management
Close
10.0
PMAPS

Marketing Automation

Close
10.0
PMAPS
Lead management
Close
10.0
PMAPS
Email marketing
Close
10.0
PMAPS

CRM Project Management

Close
9.1
PMAPS
Task management
Close
7.4
PMAPS
Billing and invoicing management
Close
10.0
PMAPS
Reporting
Close
10.0
PMAPS

CRM Reporting & Analytics

Close
9.4
PMAPS
Forecasting
Close
10.0
PMAPS
Pipeline visualization
Close
8.3
PMAPS
Customizable reports
Close
10.0
PMAPS

Customization

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

Security

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

Social CRM

Close
10.0
PMAPS
Social data
Close
10.0
PMAPS
Social engagement
Close
10.0
PMAPS

Integrations with 3rd-party Software

Close
9.0
PMAPS
Marketing automation
Close
9.0
PMAPS

Platform

Close
10.0
PMAPS
Mobile access
Close
10.0
PMAPS

Pros

Close

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

PMAPS

  • Searching for boilerplate material--PMAPS allows you to search by keywords, as well as filter by categories (e.g., implementation, training, company information, etc.) I set up all the categories, subcategories, audience types, etc. We used to spend a significant amount of time searching for previously written information, but now we can find it within seconds. I only use it to search for information stored within PMAPS, but you can also set it up to point at other places to search for information as well.
  • Manage proposals--PMAPS has a dashboard that lists all of the proposals I'm working on as well as key information that I want to have available for each of them. You can decide what information you want to show on your dashboard (I use mine to show due date, production date, review date, salesperson for proposal, etc.) It is very convenient to have all of that information available at a glance. PMAPS also has a built-in calendar that will show you key dates for all of your proposals.
  • Generate custom documents--PMAPS allows you to set up templates that you can use to generate documents. You can set up forms that allow yourself or other users to specify what information should be included in that document, and then PMAPS will generate the document based on how users respond to the questions (e.g., what references to include, what products to list, etc.).
  • Word Replacement--PMAPS allows you to set up codes that will automatically be replaced with the correct term when you generate the proposal. For example, in our boilerplate information, any place where I would want the final proposal to say the prospect's name, I use the code <>. Those codes are automatically replaced with the prospect's name for that proposal when either I generate a document or when I simply select the icon that searches for and replaces codes.
  • Easily edit boilerplate documents--PMAPS allows you to easily edit boilerplate information. You can select a document one at a time, or you can select a whole bunch of documents at once (simply by doing a search and/or filter to limit the results to the documents you want to edit) and download them onto your computer, edit, and then re-upload.
  • Store material--PMAPS allows you to store Word, Excel, PowerPoint, and PDF documents.
Eva Gillespie-Larsen | TrustRadius Reviewer

Cons

Close

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

PMAPS

  • There are times when I'm having a problem and I call the general line and have to leave a message and then wait for someone to call me back. I'd like to be able to speak with a live person every time.
  • I'd like to see the program handle Excel documents with the ease that it handles a Word document.
Deborah Pinnock | TrustRadius Reviewer

Likelihood to Renew

Close

No score
No answers yet
No answers on this topic

PMAPS

PMAPS 8.0
Based on 10 answers
I have been a PMAPS user for over 5 years. I started on their client/server version and renewed/upgraded this past year to their cloud version, WebPro. When you have a good product that delivers all the bells and whistles you need, there is no need to go searching anywhere else. We have a great partnership with the PMAPS staff and find them very resourceful and appreciative of our business
Sharon Kirkman | 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

PMAPS

I did the vendor analysis and narrowed my selection to Qvidian (which I had used before) and PMAPS (which I had not). I've never regretted my choice. In ease of use alone, PMAPS wins hands down. We're able to use PMAPS when collecting intelligence from our Subject Matter Experts in ways that weren't possible with other tools.
Anonymous | TrustRadius Reviewer

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

PMAPS

  • I don't have any actual ROI numbers readily available but I will say that compared to our last solution (a home-grown document repository), PMAPS has made every aspect of our business more efficient.
  • One of our primary goals in procuring a vendor to provide a better solution was our increased need to become more consistent in our messaging, more relevant as things change, and more efficient in getting our user's the answers they need quicker. We accomplished all three.
Billy Azevedo | 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

PMAPS

General

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

PMAPS Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison