What users are saying about
21 Ratings
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Score 8.2 out of 100
3 Ratings
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Score 10 out of 100

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

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.
Martin Benavidez | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
9.2
Sofon Proposal Organizer
Customer data management / contact management
Close
9.0
Sofon Proposal Organizer
Workflow management
Close
8.6
Sofon Proposal Organizer
Territory management
Close
8.0
Sofon Proposal Organizer
Opportunity management
Close
9.9
Sofon Proposal Organizer
Integration with email client (e.g., Outlook or Gmail)
Close
9.1
Sofon Proposal Organizer
Contract management
Close
10.0
Sofon Proposal Organizer
Interaction tracking
Close
9.5
Sofon Proposal Organizer
Channel / partner relationship management
Close
9.7
Sofon Proposal Organizer

Customer Service & Support

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9.3
Sofon Proposal Organizer
Case management
Close
8.3
Sofon Proposal Organizer
Call center management
Close
9.7
Sofon Proposal Organizer
Help desk management
Close
10.0
Sofon Proposal Organizer

Marketing Automation

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10.0
Sofon Proposal Organizer
Lead management
Close
10.0
Sofon Proposal Organizer
Email marketing
Close
10.0
Sofon Proposal Organizer

CRM Project Management

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9.1
Sofon Proposal Organizer
Task management
Close
7.4
Sofon Proposal Organizer
Billing and invoicing management
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10.0
Sofon Proposal Organizer
Reporting
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10.0
Sofon Proposal Organizer

CRM Reporting & Analytics

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9.4
Sofon Proposal Organizer
Forecasting
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10.0
Sofon Proposal Organizer
Pipeline visualization
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8.3
Sofon Proposal Organizer
Customizable reports
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10.0
Sofon Proposal Organizer

Customization

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9.2
Sofon Proposal Organizer
Custom fields
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9.5
Sofon Proposal Organizer
Custom objects
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10.0
Sofon Proposal Organizer
Scripting environment
Close
8.3
Sofon Proposal Organizer
API for custom integration
Close
9.1
Sofon Proposal Organizer

Security

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7.7
Sofon Proposal Organizer
Single sign-on capability
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8.3
Sofon Proposal Organizer
Role-based user permissions
Close
7.2
Sofon Proposal Organizer

Social CRM

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10.0
Sofon Proposal Organizer
Social data
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10.0
Sofon Proposal Organizer
Social engagement
Close
10.0
Sofon Proposal Organizer

Integrations with 3rd-party Software

Close
9.0
Sofon Proposal Organizer
Marketing automation
Close
9.0
Sofon Proposal Organizer

Platform

Close
10.0
Sofon Proposal Organizer
Mobile access
Close
10.0
Sofon Proposal Organizer

Pros

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  • Manages leads.
  • Followup & reminders.
  • Organization of everything in one place.
  • Add-ons that are worth every penny.
Jason Vance | TrustRadius Reviewer

Sofon Proposal Organizer

  • Top Down approach
  • Drive sales representatives to their goal
  • Clear final calculation
Fabrizio Valenti | TrustRadius Reviewer

Cons

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  • Difficult to understand and build search queries.
Anonymous | TrustRadius Reviewer

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
Martin Benavidez | TrustRadius Reviewer

Likelihood to Renew

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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
Fabrizio Valenti | TrustRadius Reviewer

Alternatives Considered

Close

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.
Joe Gatto | TrustRadius Reviewer

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.
Fabrizio Valenti | TrustRadius Reviewer

Return on Investment

Close

  • 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.
Ryan McCarty | TrustRadius Reviewer

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
Martin Benavidez | TrustRadius Reviewer

Screenshots

Sofon Proposal Organizer

Pricing Details

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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
BusinessContact for Pricing
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing

Sofon Proposal Organizer

General

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

Sofon Proposal Organizer Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Close
9.0
Sofon Proposal Organizer
7.1

Likelihood to Renew

Close
Sofon Proposal Organizer
7.5

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