What users are saying about
31 Ratings
31 Ratings
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Score 8.8 out of 100
5 Ratings
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Score 8 out of 100

Feature Set Ratings

    Sales Force Automation

    8.3

    Close

    83%

    PROS Smart CPQ

    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

    6.6
    66%
    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%

    PROS Smart CPQ

    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%

    PROS Smart CPQ

    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

    7.0

    Close

    70%

    PROS Smart CPQ

    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

    5.8
    58%
    3 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    9.3

    Close

    93%

    PROS Smart CPQ

    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%

    PROS Smart CPQ

    Feature Set Not Supported
    N/A
    Close ranks higher in 4/4 features

    Custom fields

    7.3
    73%
    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%

    PROS Smart CPQ

    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%

    PROS Smart CPQ

    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%

    PROS Smart CPQ

    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%

    PROS Smart CPQ

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Mobile access

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Attribute Ratings

    • Close is rated higher in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    8.8

    Close

    88%
    6 Ratings
    6.0

    PROS Smart CPQ

    60%
    1 Rating

    Likelihood to Renew

    Close

    N/A
    0 Ratings
    6.0

    PROS Smart CPQ

    60%
    1 Rating

    Usability

    7.0

    Close

    70%
    1 Rating

    PROS Smart CPQ

    N/A
    0 Ratings

    Support Rating

    7.0

    Close

    70%
    1 Rating

    PROS Smart CPQ

    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

    PROS Smart CPQ

    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
    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

    PROS Smart CPQ

    • 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.
    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

    PROS Smart CPQ

    • 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).
    Anonymous | 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.

    PROS Smart CPQ

    General

    Free Trial
    Yes
    Free/Freemium Version
    Premium Consulting/Integration Services
    Yes
    Entry-level set up fee?
    Required

    Starting Price

    $60 per month per user

    PROS Smart CPQ Editions & Modules

    Edition
    Essentials$601
    Advantage$751
    UltimateContact Sales
    1. per month per user
    2. none
    Additional Pricing Details

    Likelihood to Renew

    Close

    No score
    No answers yet
    No answers on this topic

    PROS Smart CPQ

    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
    Anonymous | TrustRadius Reviewer

    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

    PROS Smart CPQ

    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

    PROS Smart CPQ

    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

    PROS Smart CPQ

    SaaS based tool. Better quoting rules.
    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

    PROS Smart CPQ

    • 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.
    Anonymous | TrustRadius Reviewer

    Screenshots

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