What users are saying about

Close vs Sofon Proposal Organizer

Close
31 Ratings
Sofon Proposal Organizer
3 Ratings

Close

31 Ratings
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Score 8.8 out of 100

Based on 31 reviews and ratings

Sofon Proposal Organizer

3 Ratings
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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...

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    Erik Zahnlecker | TrustRadius Reviewer
    Erik Zahnlecker
    View all 6 answers on this topic

    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.

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    Martin Benavidez | TrustRadius Reviewer
    Martin Benavidez
    View all 2 answers on this topic

    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.

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    Joe Gatto | TrustRadius Reviewer
    Joe Gatto
    View all 6 answers on this topic

    Sofon Proposal Organizer

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

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    Fabrizio Valenti | TrustRadius Reviewer
    Fabrizio Valenti
    View all 2 answers on this topic

    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!

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    Ryan McCarty | TrustRadius Reviewer
    Ryan McCarty
    View all 6 answers on this topic

    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

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    Martin Benavidez | TrustRadius Reviewer
    Martin Benavidez
    View all 2 answers on this topic

    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.

    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

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    Fabrizio Valenti | TrustRadius Reviewer
    Fabrizio Valenti
    View all 2 answers on this topic

    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.

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    Anonymous | TrustRadius Reviewer
    Verified User
    View all 1 answers on this topic

    Sofon 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.

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    Anonymous | TrustRadius Reviewer
    Verified User
    View all 1 answers on this topic

    Sofon 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.

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    Jason Vance | TrustRadius Reviewer
    Jason Vance
    View all 6 answers on this topic

    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.

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    Fabrizio Valenti | TrustRadius Reviewer
    Fabrizio Valenti
    View all 2 answers on this topic

    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

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    Erik Zahnlecker | TrustRadius Reviewer
    Erik Zahnlecker
    View all 6 answers on this topic

    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

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    Martin Benavidez | TrustRadius Reviewer
    Martin Benavidez
    View all 2 answers on this topic

    Screenshots

    Sofon Proposal Organizer

    —

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