What users are saying about
21 Ratings
4 Ratings
21 Ratings
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Score 8.2 out of 100
4 Ratings
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Score 8.1 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

Proposable

It is a great solution for small to medium-sized businesses. It is fairly customizable, and their support team has been great to work with us. They have helped us build some custom workflows to push a customer straight to a credit card page once they sign the proposal. This has really helped increase conversions when signing on a new customer.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

Close
10.0
Proposable
Lead management
Close
10.0
Proposable
Email marketing
Close
10.0
Proposable

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

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

Security

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

Social CRM

Close
10.0
Proposable
Social data
Close
10.0
Proposable
Social engagement
Close
10.0
Proposable

Integrations with 3rd-party Software

Close
9.0
Proposable
Marketing automation
Close
9.0
Proposable

Platform

Close
10.0
Proposable
Mobile access
Close
10.0
Proposable

Proposal Creation & Organization

Close
Proposable
7.9
Proposal branding
Close
Proposable
9.5
Proposal templates
Close
Proposable
8.5
Proposal content library updates
Close
Proposable
7.0
Guided proposal creation
Close
Proposable
6.0
Searchable proposal database
Close
Proposable
8.5

Proposal Collaboration & Workflow

Close
Proposable
8.5
RFP management & response
Close
Proposable
10.0
Proposal collaboration & approval
Close
Proposable
9.1
User permissions/proposal editing controls
Close
Proposable
7.3
Sales proposal workflow
Close
Proposable
8.5
Proposal automation user interface
Close
Proposable
7.6

Proposal Delivery

Close
Proposable
7.7
Proposal distribution
Close
Proposable
6.7
Interactive proposals
Close
Proposable
9.3
Proposal content tracking
Close
Proposable
7.1

Pros

Close

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

Proposable

  • Very professional
  • Easy to navigate and use
  • Easy to edit and draw up new proposals
Anonymous | TrustRadius Reviewer

Cons

Close

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

Proposable

  • The user interface is not intuitive and you'll need some time to understand where things are.
  • The structure of the proposals is sort of rigid and is difficult to create really beautiful documents (unless you are a genius designer).
Pablo Povarchik | 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

Proposable

I didn't choose Proposable over DocuSign, but I did use it at a previous company. Proposable is great for the smaller business and makes the creation and sending of agreements so easy! DocuSign was nice, but it was more complex in my experience and created a bottleneck for our sales team to get approval. I'm sure this was more of our own internal process, but between the two, Proposable was much faster to get what you needed in the form of an agreement. Less time freed up more time for selling!
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

Proposable

  • It has left a great impression on current prospects and clients
  • It is the easiest way to draw up terms of an agreement
  • It is the best way to track who and when a prospect is viewing a proposal
Anonymous | 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

Proposable

General

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

Proposable Editions & Modules

Additional Pricing Details

Rating Summary

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