What users are saying about
31 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 8.8 out of 100
Based on 31 reviews and ratings
3 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 10 out of 100
Based on 3 reviews and ratings
Feature Set Ratings
Sales Force Automation

8.3
Close
83%

Sofon Proposal Organizer
Feature Set Not Supported
N/A
Close ranks higher in 8/8 features
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%

Sofon Proposal Organizer
Feature Set Not Supported
N/A
Close ranks higher in 3/3 features
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%

Sofon Proposal Organizer
Feature Set Not Supported
N/A
Close ranks higher in 2/2 features
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%

Sofon Proposal Organizer
Feature Set Not Supported
N/A
Close ranks higher in 3/3 features
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%

Sofon Proposal Organizer
Feature Set Not Supported
N/A
Close ranks higher in 3/3 features
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%

Sofon Proposal Organizer
Feature Set Not Supported
N/A
Close ranks higher in 4/4 features
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%

Sofon Proposal Organizer
Feature Set Not Supported
N/A
Close ranks higher in 2/2 features
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%

Sofon Proposal Organizer
Feature Set Not Supported
N/A
Close ranks higher in 2/2 features
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%

Sofon Proposal Organizer
Feature Set Not Supported
N/A
Close ranks higher in 1/1 features
Close ranks higher in 1/1 features
Marketing automation

7.0
70%
2 Ratings

N/A
0 Ratings
Platform

10.0
Close
100%

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

7.1
Sofon Proposal Organizer
71%
2 Ratings
Likelihood to Renew

Close
N/A
0 Ratings

7.5
Sofon Proposal Organizer
75%
2 Ratings
Usability

7.0
Close
70%
1 Rating

Sofon Proposal Organizer
N/A
0 Ratings
Support Rating

7.0
Close
70%
1 Rating

Sofon Proposal Organizer
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...
Co-Founder, Head of Product
Allocate.aiComputer Software, 1-10 employees
Sofon Proposal Organizer
In my opinion, the most valuable characteristic of SPO is that by answering simple questions a very complex product can be configured; therefore the scope of delivery is defined very well. In addition, SPO has great flexibility to manage prices and costs. However, SPO is configurator of parts that allows incorporating basic design rules for their selection. SPO is not a optimised for developing complicated engineering design rules.
Project Manager Configure-To-Order Project
Stork Technical ServicesMechanical or Industrial Engineering, 10,001+ employees
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.
VP of Marketing & International Business Development
ePaymintsFinancial Services, 1-10 employees
Sofon Proposal Organizer
- Top Down approach
- Drive sales representatives to their goal
- Clear final calculation
CRM Specialist
Ricoh Italia srlInformation Technology and Services, 10,001+ employees
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!
Sales Development Representative
Vibrant TechnologiesComputer Hardware, 11-50 employees
Sofon Proposal Organizer
- SQL servers may lead to unexpect failures
- Tables created in SPO could have better interface with the user
- Management of user licences could be easier
Project Manager Configure-To-Order Project
Stork Technical ServicesMechanical or Industrial Engineering, 10,001+ employees
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 |
- per user, monthly
Additional Pricing Details
15% discount on annual pricing in addition to the month-to-month prices listed here.Sofon Proposal Organizer
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
—Sofon Proposal Organizer Editions & Modules
—
Additional Pricing Details
—Likelihood to Renew
Close
No score
No answers yet
No answers on this topic
Sofon Proposal Organizer
Sofon Proposal Organizer 7.5
Based on 2 answers
Unfortunately I have no possibility to renew or not renew SPO so it is difficult to answer to this question
CRM Specialist
Ricoh Italia srlInformation Technology and Services, 10,001+ employees
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.

Verified User
Team Lead in Sales
Information Technology & Services Company, 11-50 employeesSofon Proposal Organizer
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.

Verified User
Team Lead in Sales
Information Technology & Services Company, 11-50 employeesSofon Proposal Organizer
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.
Owner
Red Mill Creative Inc.Marketing & Advertising, 1-10 employees
Sofon Proposal Organizer
The previous product we used was developed by ourselves so my experience is very limited. I can say that having a software like SPO we can configure the product without any programming experience and this makes things faster and better. Moreover, I can say that MS Office compatibility is a strong point.
CRM Specialist
Ricoh Italia srlInformation Technology and Services, 10,001+ employees
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
Co-Founder, Head of Product
Allocate.aiComputer Software, 1-10 employees
Sofon Proposal Organizer
- Reduce quotation time at the proposal office,
- better definition and more organise project scope at project management level
- centralisation of knoweldeg: one problem, one solution
Project Manager Configure-To-Order Project
Stork Technical ServicesMechanical or Industrial Engineering, 10,001+ employees