32 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 8.7 out of 100
Based on 32 reviews and ratings
10 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 5.2 out of 100
Based on 10 reviews and ratings
Feature Set Ratings
Sales Force Automation

8.3
Close
83%

PMAPS
Feature Set Not Supported
N/A
Close ranks higher in 8/8 features
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%

PMAPS
Feature Set Not Supported
N/A
Close ranks higher in 3/3 features
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%

PMAPS
Feature Set Not Supported
N/A
Close ranks higher in 2/2 features
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%

PMAPS
Feature Set Not Supported
N/A
Close ranks higher in 3/3 features
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

5.7
57%
3 Ratings

N/A
0 Ratings
CRM Reporting & Analytics

9.3
Close
93%

PMAPS
Feature Set Not Supported
N/A
Close ranks higher in 3/3 features
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%

PMAPS
Feature Set Not Supported
N/A
Close ranks higher in 4/4 features
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%

PMAPS
Feature Set Not Supported
N/A
Close ranks higher in 2/2 features
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%

PMAPS
Feature Set Not Supported
N/A
Close ranks higher in 2/2 features
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%

PMAPS
Feature Set Not Supported
N/A
Close ranks higher in 1/1 features
Close ranks higher in 1/1 features
Marketing automation

7.0
70%
2 Ratings

N/A
0 Ratings
Platform

10.0
Close
100%

PMAPS
Feature Set Not Supported
N/A
Close ranks higher in 1/1 features
Close ranks higher in 1/1 features
Mobile access

10.0
100%
1 Rating

N/A
0 Ratings
Attribute Ratings
- Close is rated higher in 1 area: Likelihood to Recommend
Likelihood to Recommend

8.8
Close
88%
6 Ratings

5.2
PMAPS
52%
10 Ratings
Likelihood to Renew

Close
N/A
0 Ratings

8.0
PMAPS
80%
10 Ratings
Usability

7.0
Close
70%
1 Rating

PMAPS
N/A
0 Ratings
Support Rating

7.0
Close
70%
1 Rating

PMAPS
N/A
0 Ratings
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...
Co-Founder, Head of Product
Allocate.aiComputer Software, 1-10 employees
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.
Global SCS Database Administrator
BCD TravelLeisure, Travel & Tourism, 10,001+ employees
Pros
Close
- 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.
VP of Marketing & International Business Development
ePaymintsFinancial Services, 1-10 employees
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.
Lead Proposal Writer
New Dawn TechnologiesComputer Software, 51-200 employees
Cons
Close
- 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!
Sales Development Representative
Vibrant TechnologiesComputer Hardware, 11-50 employees
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.
RFP and Marketing Coordinator
Solstice Benefits, Inc.Insurance, 51-200 employees
Pricing Details
Close
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.PMAPS
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
—PMAPS Editions & Modules
—
Additional Pricing Details
—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
Proposal Writer
Greenway Medical (formerly Vitera Healthcare Solutions)Computer Software, 1001-5000 employees
Usability
Close
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.

Verified User
Team Lead in Sales
Information Technology & Services Company, 11-50 employeesPMAPS
No score
No answers yet
No answers on this topic
Support Rating
Close
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.

Verified User
Team Lead in Sales
Information Technology & Services Company, 11-50 employeesPMAPS
No score
No answers yet
No answers on this topic
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.
Owner
Red Mill Creative Inc.Marketing & Advertising, 1-10 employees
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.

Verified User
Manager in Sales
Health, Wellness and Fitness Company, 201-500 employeesReturn on Investment
Close
- 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
Co-Founder, Head of Product
Allocate.aiComputer Software, 1-10 employees
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.
Manager
HumanaInsurance, 10,001+ employees