Close vs PROS Smart CPQ

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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Is my IT team ready to handle the challenges with data integration ? Are all the features offered by my current quoting tool being offered by Cameleon? Do I need a SaaS based quoting tool? Would it be easy and intuitive for my sales team (who,quite frankly, worship MS Excel) to use Cameleon ? Do I need a real-time/near-real-time quoting tool or would delays in data refreshes be acceptable

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Verified User

Employee in Information Technology

Information Technology and Services Company, 10,001+ employees

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Feature Rating Comparison

Close

PROS Smart CPQ

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

PROS Smart CPQ

Case management

Call center management

Help desk management

Close

PROS Smart CPQ

Lead management

Email marketing

Close

Marketing automation

Close

PROS Smart CPQ

Mobile access

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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Salesforce.com integration via a plugin that lets end users access Cameleon CPQ systems.
Quoting made easier with complex business rules.
Good support from the Cameleon team with fixes and enhancements.

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Verified User

Employee in Information Technology

Information Technology and Services Company, 10,001+ 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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Integration with other onsite systems such as Oracle databases require the expertise of knowledgeable developers. Manual upload of flat files are always an option , but not necessarily the cleanest.
Better Cameleon CPQ Designer UI would go a long way. Currently UI is a stark contrast to the intuitive UI of SalesForce.com or similar SaaS based tools. Not too much to ask for , considering the fact that we work in the era of Facebook and Twitter.
Real time data availability is a long way to go for Cameleon CPQ. Updates to data pushed over as batches to Cameleon are reflected at Salesforce.com only after a 'versioning' process is launched. Current recommended frequency for this process is once a day (an upgrade to make it twice a day is in the works).

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Verified User

Employee in Information Technology

Information Technology and Services Company, 10,001+ employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

PROS Smart CPQ 6.0

Based on 1 answer

There are a few features that we expected from the tool but Cameleon's CPQ has fallen short on these. Possible enhancements and product fixes should be made as soon as possible to change the perspective. Unexpected bugs in the tool have come up during the roll-out that has caught the implementation team off-guard

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Verified User

Employee in Information Technology

Information Technology and Services Company, 10,001+ 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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SaaS based tool. Better quoting rules.

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Verified User

Employee in Information Technology

Information Technology and Services Company, 10,001+ 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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A salesforce.com -esque approach to CRM has a whole gamut of advantages. Cameleon CPQ complements this approach.
Expect down times , feature problems or general disagreement about Cameleon's capabilities initially. This is true for adopting any new tool or technology. Hold on and it will tide over.
As a person who has used Cameleon purely as a developer standpoint , I do not have anything more to add-on.

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Verified User

Employee in Information Technology

Information Technology and Services Company, 10,001+ 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

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Required

PROS Smart CPQ Editions & Modules

—

Additional Pricing Details

—

Rating Summary

Close

PROS Smart CPQ

Close

PROS Smart CPQ

Likelihood to Recommend

Close

PROS Smart CPQ

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

Pros

Close

PROS Smart CPQ

Cons

Close

PROS Smart CPQ

Likelihood to Renew

Close

PROS Smart CPQ

Alternatives Considered

Close

PROS Smart CPQ

Return on Investment

Close

PROS Smart CPQ

Screenshots

Close

PROS Smart CPQ

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?

PROS Smart CPQ Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison