What users are saying about
32 Ratings
4 Ratings
32 Ratings
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Score 8.7 out of 100
4 Ratings
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Score 8 out of 100

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

    Likelihood to Recommend

    8.8

    Close

    88%
    6 Ratings
    8.3

    Proposable

    83%
    3 Ratings

    Usability

    7.0

    Close

    70%
    1 Rating

    Proposable

    N/A
    0 Ratings

    Support Rating

    7.0

    Close

    70%
    1 Rating

    Proposable

    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...
    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

    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.
    Joe Gatto | TrustRadius Reviewer

    Proposable

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

    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!
    Ryan McCarty | 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

    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
    1. per user, monthly
    Additional Pricing Details
    15% discount on annual pricing in addition to the month-to-month prices listed here.

    Proposable

    General

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

    Starting Price

    $19 per user/per month

    Proposable Editions & Modules

    Edition
    Solo$191
    Team$391
    Enterprise500+2
    1. per user/per month
    2. per month
    Additional Pricing Details

    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.
    Anonymous | TrustRadius Reviewer

    Proposable

    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.
    Anonymous | TrustRadius Reviewer

    Proposable

    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.
    Jason Vance | 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

    • 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
    Erik Zahnlecker | 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

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