Close vs Proposable | TrustRadius

What users are saying about

Score 8.7 out of 10

Based on 32 reviews and ratings

Score 8 out of 10

Based on 4 reviews and ratings

Feature Set Ratings

Sales Force Automation

8.3

Close

83%

Proposable

Feature Set Not Supported

N/A

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

6.5

65%

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%

Proposable

Feature Set Not Supported

N/A

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%

Proposable

Feature Set Not Supported

N/A

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

6.9

Close

69%

Proposable

Feature Set Not Supported

N/A

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%

Proposable

Feature Set Not Supported

N/A

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%

Proposable

Feature Set Not Supported

N/A

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%

Proposable

Feature Set Not Supported

N/A

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%

Proposable

Feature Set Not Supported

N/A

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%

Proposable

Feature Set Not Supported

N/A

Close ranks higher in 1/1 features

Marketing automation

7.0

70%

2 Ratings

N/A

0 Ratings

Platform

10.0

Close

100%

Proposable

Feature Set Not Supported

N/A

Close ranks higher in 1/1 features

Mobile access

10.0

100%

1 Rating

N/A

0 Ratings

Proposal Creation & Organization

Close

Feature Set Not Supported

N/A

7.8

Proposable

78%

Proposable ranks higher in 5/5 features

Proposal branding

N/A

0 Ratings

9.6

96%

3 Ratings

Proposal templates

N/A

0 Ratings

8.5

85%

3 Ratings

Proposal content library updates

N/A

0 Ratings

6.8

68%

3 Ratings

Guided proposal creation

N/A

0 Ratings

5.8

58%

2 Ratings

Searchable proposal database

N/A

0 Ratings

8.5

85%

2 Ratings

Proposal Collaboration & Workflow

Close

Feature Set Not Supported

N/A

8.5

Proposable

85%

Proposable ranks higher in 5/5 features

RFP management & response

N/A

0 Ratings

10.0

100%

1 Rating

Proposal collaboration & approval

N/A

0 Ratings

9.1

91%

2 Ratings

User permissions/proposal editing controls

N/A

0 Ratings

7.3

73%

3 Ratings

Sales proposal workflow

N/A

0 Ratings

8.5

85%

3 Ratings

Proposal automation user interface

N/A

0 Ratings

7.7

77%

2 Ratings

Proposal Delivery

Close

Feature Set Not Supported

N/A

7.7

Proposable

77%

Proposable ranks higher in 3/3 features

Proposal distribution

N/A

0 Ratings

6.6

66%

3 Ratings

Interactive proposals

N/A

0 Ratings

9.4

94%

3 Ratings

Proposal content tracking

N/A

0 Ratings

7.1

71%

3 Ratings

Attribute Ratings

Close is rated higher in 1 area: Likelihood to Recommend

Close

88%

6 Ratings

8.3

Proposable

83%

3 Ratings

Close

70%

1 Rating

Proposable

N/A

0 Ratings

Close

70%

1 Rating

Proposable

N/A

0 Ratings

Pros

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.

Read full review

Joe Gatto

VP of Marketing & International Business Development

ePaymintsFinancial Services, 1-10 employees

View all 6 answers on this topic

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

Read full review

Verified User

Employee in Sales

Information Technology and Services Company, 51-200 employees

View all 3 answers on this topic

Cons

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!

Read full review

Ryan McCarty

Sales Development Representative

Vibrant TechnologiesComputer Hardware, 11-50 employees

View all 6 answers on this topic

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).

Read full review

Pablo Povarchik

CEO & Co-founder

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

View all 3 answers on this topic

Pricing Details

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.

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

Starting Price

$19 per user/per month

Proposable Editions & Modules

Edition

Solo	$19¹
Team	$39¹
Enterprise	500+²

per user/per month
per month

Additional Pricing Details

—

Usability

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.

Read full review

Verified User

Team Lead in Sales

Information Technology & Services Company, 11-50 employees

View all 1 answers on this topic

No score

No answers yet

No answers on this topic

Support Rating

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.

Read full review

Verified User

Team Lead in Sales

Information Technology & Services Company, 11-50 employees

View all 1 answers on this topic

No score

No answers yet

No answers on this topic

Alternatives Considered

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

Jason Vance

Owner

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

View all 6 answers on this topic

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!

Read full review

Verified User

Account Manager in Sales

Computer Software Company, 51-200 employees

View all 3 answers on this topic

Return on Investment

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

Read full review

Erik Zahnlecker

Co-Founder, Head of Product

Allocate.aiComputer Software, 1-10 employees

View all 6 answers on this topic

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

Read full review

Verified User

Employee in Sales

Information Technology and Services Company, 51-200 employees

View all 3 answers on this topic

Screenshots

See All (3) Close Screenshots

—

Close

Proposable

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

Proposable

Task management

Billing and invoicing management

Reporting

Close

Proposable

Forecasting

Pipeline visualization

Customizable reports

Close

Proposable

Custom fields

Custom objects

Scripting environment

API for custom integration

Close

Proposable

Single sign-on capability

Role-based user permissions

Close

Proposable

Social data

Social engagement

Close

Proposable

Marketing automation

Close

Proposable

Mobile access

Close

Proposable

Proposal branding

Proposal templates

Proposal content library updates

Guided proposal creation

Searchable proposal database

Close

Proposable

RFP management & response

Proposal collaboration & approval

User permissions/proposal editing controls

Sales proposal workflow

Proposal automation user interface

Close

Proposable

Proposal distribution

Interactive proposals

Proposal content tracking

Close

Proposable

Close

Proposable

Close

Proposable

Likelihood to Recommend

Close

Proposable

Pros