What users are saying about
21 Ratings
1 Ratings
21 Ratings
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Score 8.2 out of 100
1 Ratings
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Score 6 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

Verenia CPQ

Honestly, it is great for all of our appointments here. it really frames our appointments and makes everything much easier.
Kelly Ferriter | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Close
9.3
Verenia CPQ
Case management
Close
8.3
Verenia CPQ
Call center management
Close
9.7
Verenia CPQ
Help desk management
Close
10.0
Verenia CPQ

Marketing Automation

Close
10.0
Verenia CPQ
Lead management
Close
10.0
Verenia CPQ
Email marketing
Close
10.0
Verenia CPQ

CRM Project Management

Close
9.1
Verenia CPQ
Task management
Close
7.4
Verenia CPQ
Billing and invoicing management
Close
10.0
Verenia CPQ
Reporting
Close
10.0
Verenia CPQ

CRM Reporting & Analytics

Close
9.4
Verenia CPQ
Forecasting
Close
10.0
Verenia CPQ
Pipeline visualization
Close
8.3
Verenia CPQ
Customizable reports
Close
10.0
Verenia CPQ

Customization

Close
9.2
Verenia CPQ
Custom fields
Close
9.5
Verenia CPQ
Custom objects
Close
10.0
Verenia CPQ
Scripting environment
Close
8.3
Verenia CPQ
API for custom integration
Close
9.1
Verenia CPQ

Security

Close
7.7
Verenia CPQ
Single sign-on capability
Close
8.3
Verenia CPQ
Role-based user permissions
Close
7.2
Verenia CPQ

Social CRM

Close
10.0
Verenia CPQ
Social data
Close
10.0
Verenia CPQ
Social engagement
Close
10.0
Verenia CPQ

Integrations with 3rd-party Software

Close
9.0
Verenia CPQ
Marketing automation
Close
9.0
Verenia CPQ

Platform

Close
10.0
Verenia CPQ
Mobile access
Close
10.0
Verenia CPQ

CPQ

Close
Verenia CPQ
6.2
Quote sharing/sending
Close
Verenia CPQ
6.0
Product configuration
Close
Verenia CPQ
6.0
Configuration options
Close
Verenia CPQ
6.0
Pricing rules
Close
Verenia CPQ
6.0
Price adjustment
Close
Verenia CPQ
6.0
Purchase history and open contracts
Close
Verenia CPQ
7.0
Guided selling/Sales portal
Close
Verenia CPQ
7.0
CPQ reporting & analytics
Close
Verenia CPQ
6.0
CPQ-CRM integration
Close
Verenia CPQ
6.0
Attachments to quotes
Close
Verenia CPQ
6.0

Pros

Close

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

Verenia CPQ

  • Organization
  • Many categories
  • Easy to follow and teach
Kelly Ferriter | TrustRadius Reviewer

Cons

Close

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

Verenia CPQ

  • Sometimes it can be slow
  • Wording
  • Sometimes it needs to be broader with dietary questions
Kelly Ferriter | 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

Verenia CPQ

[It's] much easier to use and is much more user-friendly. It is also much easier to teach to someone who is not used to having a medical background. I really like how easy this is to schedule appointments as well. Overall I would highly recommend this program to anyone looking.
Kelly Ferriter | 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

Verenia CPQ

  • Keeps track of kept appointments
  • Allows us to call appointments not kept
  • Tells us where we need improvements
Kelly Ferriter | TrustRadius Reviewer

Screenshots

Pricing Details

Close

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

Verenia CPQ

General

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

Verenia CPQ Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison