Close vs Proposable | TrustRadius

Likelihood to Recommend

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...

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Erik Zahnlecker

Co-Founder, Head of Product

Allocate.aiComputer Software, 1-10 employees

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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.

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Verified User

Account Manager in Sales

Computer Software Company, 51-200 employees

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Feature Rating Comparison

Close

Proposable

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

Proposable

Case management

Call center management

Help desk management

Close

Proposable

Lead management

Email marketing

Close

Marketing automation

Close

Pros

Manages leads.
Followup & reminders.
Organization of everything in one place.
Add-ons that are worth every penny.

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Jason Vance

Owner

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

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Very professional
Easy to navigate and use
Easy to edit and draw up new proposals

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Verified User

Employee in Sales

Information Technology and Services Company, 51-200 employees

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Cons

Difficult to understand and build search queries.

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Verified User

Partner in Legal

Law Practice Company, 1-10 employees

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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).

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Pablo Povarchik

CEO & Co-founder

wOw Prezi - Prezi Design and TrainingDesign, 1-10 employees

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Alternatives Considered

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.

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Joe Gatto

VP of Marketing & International Business Development

ePaymintsFinancial Services, 1-10 employees

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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!

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Verified User

Account Manager in Sales

Computer Software Company, 51-200 employees

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Return on Investment

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.

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Ryan McCarty

Sales Development Representative

Vibrant TechnologiesComputer Hardware, 11-50 employees

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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

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Verified User

Employee in Sales

Information Technology and Services Company, 51-200 employees

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Pricing Details

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
Business	Contact for Pricing

per user, monthly

Additional Pricing Details

15% discount on annual pricing

General

Rating Summary

Close

Proposable

Likelihood to Recommend

Close

Proposable

Feature Rating Comparison

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

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Mobile access

Proposal branding

Proposal templates

Proposal content library updates

Guided proposal creation

Searchable proposal database

RFP management & response

Proposal collaboration & approval

User permissions/proposal editing controls

Sales proposal workflow

Proposal automation user interface

Proposal distribution

Interactive proposals

Proposal content tracking

Pros

Close

Proposable

Cons

Close

Proposable

Alternatives Considered

Close

Proposable

Return on Investment

Close

Proposable

Screenshots

Close

Proposable

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Close Editions & Modules

Edition

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Proposable Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison