Close vs Sofon Proposal Organizer

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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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.

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Martin Benavidez

Project Manager Configure-To-Order Project

Stork Technical ServicesMechanical or Industrial Engineering, 10,001+ employees

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Feature Rating Comparison

Close

Sofon Proposal Organizer

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

Sofon Proposal Organizer

Case management

Call center management

Help desk management

Close

Sofon Proposal Organizer

Lead management

Email marketing

Close

Marketing automation

Close

Sofon Proposal Organizer

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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Top Down approach
Drive sales representatives to their goal
Clear final calculation

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Fabrizio Valenti

CRM Specialist

Ricoh Italia srlInformation Technology and Services, 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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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

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Martin Benavidez

Project Manager Configure-To-Order Project

Stork Technical ServicesMechanical or Industrial Engineering, 10,001+ employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

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

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Fabrizio Valenti

CRM Specialist

Ricoh Italia srlInformation Technology and Services, 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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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.

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Fabrizio Valenti

CRM Specialist

Ricoh Italia srlInformation Technology and Services, 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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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

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Martin Benavidez

Project Manager Configure-To-Order Project

Stork Technical ServicesMechanical or Industrial Engineering, 10,001+ employees

View all 2 answers on this topic

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

Sofon Proposal Organizer

Likelihood to Recommend

Close

Sofon Proposal Organizer

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

Sofon Proposal Organizer

Cons

Close

Sofon Proposal Organizer

Likelihood to Renew

Close

Sofon Proposal Organizer

Alternatives Considered

Close

Sofon Proposal Organizer

Return on Investment

Close

Sofon Proposal Organizer

Screenshots

Close

Sofon Proposal Organizer

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?

Sofon Proposal Organizer Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison