Close vs. servicePath CPQ Comparison


Close	servicePath CPQ servicePath	+	+
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		Related Products Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 10,520 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. 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Workflows automation enables multi-channel campaigns. The mobile app allows volunteers join campaigns from smartphones. CRM integrations with NationBuilder, NGP VAN, Salesforce, and Blackbaud ensure seamless sync. CallHub is SOC 2, ISO 27001, GDPR, and TCPA compliant. Trusted by 200,000+ campaigns, it has facilitated 1 billion calls and 750 million texts. 426 Ratings Visit Website CrankWheel Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! 229 Ratings Visit Website CallTrackingMetrics CallTrackingMetrics is the only SaaS platform that uses call tracking and conversion intelligence to inform contact center automation—resulting in a more personalized customer experience. Discover which marketing campaigns are generating leads and conversions, and use that data to automate call flows and power your contact center. Unify communications across your entire organization with our phone, text, online form, and live chat tools. More than 100,000 users around the globe trust CallTrackingMetrics to manage communications for their marketing, sales, and service teams. Call tracking features include reliable dynamic number insertion (DNI) for session-level attribution, local, toll-free, and vanity tracking numbers, and omnichannel attribution across calls, texts, form fills, and chats. Key contact center features include a browser-based softphone, smart routing options, SMS campaigns, automated call scoring, and smart dialer functionality. 937 Ratings Visit Website ShareCRM ShareCRM is an AI-powered enterprise CRM platform designed to connect data and teams across the entire customer lifecycle. It unifies marketing, sales, and service operations into a single system that helps businesses convert leads into long-term customers. The platform supports multi-channel marketing automation, centralized lead management, and end-to-end sales force automation. ShareCRM also enables service automation to manage customer inquiries, service orders, and on-site operations efficiently. 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About Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.	About QUOTE SMARTER, FASTER AND MORE PROFITABLY A single quote with an incorrect configuration can impact your hard-earned reputation. A misquoted price can tip a deal into the red. Why put your business at risk? servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. Quotes that used to take days and involve multiple departments can be done in less than an hour in servicePath. Cut your risk of issuing a bad quote by having all the latest solution configurations and cost elements on one platform. Become more frictionless with servicePath.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Startups and small to mid-sized businesses that want to win more deals faster than ever.	Audience Businesses looking for a configure, price and quote platform that will make complex quotes simple
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $19/month Free Version Free Trial	Pricing $75 USD/user/month* servicePath CPQ+ Professional Edition Leading Configure Price Quote (CPQ) platform for technology vendors, Managed Services Providers, software companies, SI's and VARs. Our CPQ+ thrives with changing market dynamics, complex configuration & sales, resulting in enhanced quote velocity/governance and revenues. Perfect for fast and growing markets, as well as highly acquisitive or PE-backed firms with a broad set of products and services that need to execute on digital transformation. Integration with Salesforce and Dynamics CRM. *billed annually Free Version Free Trial
Reviews/Ratings Overall 4.9 / 5 ease 4.8 / 5 features 4.8 / 5 design 4.8 / 5 support 4.8 / 5 Read all reviews	Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 4.8 / 5 support 5.0 / 5 Read all reviews
Pros & Cons from Real Users Pros Everything works very well and customer support replies very very fast in any situation I had. Hands down! Clean and user-friendly interface. Have calling, SMS, email, all in-built. Integrates wonderfully with other Apps, directly or via Zapier. A++ Support Team!!! Intuitive Interface: Close boasts an intuitive and user-friendly interface that makes it easy to navigate and use, even for those who are not tech-savvy. Seamless Communication: Close offers integration with various communication channels, facilitating seamless interactions with leads and clients through email, calling, and more. Responsive Customer Support: Close’s responsive and helpful customer support team are always ready to assist with any queries or technical issues that may arise. These are just a few of the many advantages that Close offers to businesses aiming to optimize their sales processes and improve customer relationship management. I have used close over the years and I must say that it is one of my favorites. The dialing part of the platform is great. You can text and send emails with just a few clicks and the layout is just simple to follow. The support staff is beyond awesome, they respond usually within the hour or max 2. The issues are resolved within the same working day. Close is great because it’s all one email text call I would recommend this to a friend I would use this for my own shop. Cons Get logged out very often on internet, but maybe it’s my device. Nothing really. Their team is great. They are always deploying new features. Pricing is fair. One drawback of Close, and this is getting very nit picky, could be the absence of certain integrations with niche or specialized software that some businesses might require. This could potentially limit its seamless integration with the entire tech stack of certain companies. Sometimes the audio isn't perfect and the dialing does become slow and laggy. I like everything expect sometimes technical issues.	Pros & Cons from Real Users Pros Easy to use and setup. Building out my service portfolio of products was quick and easy, efficient. Allows my sales folks to easily quote customers and prospects quickly, seeing the various price points based on the adjustments they can make, from the rules and configurations I put in pace for each product offering. Would have taken me hours using excel, and creating the manual pieces sales would have need to quote. This provided all in an easy to use and efficient platform. Leveraging servicePath CPQ has proven to provide a consistent and measurable way for our Global Alliance partners to successfully position Dell Technologies products solutions. The system is embedded into the sales motion growing revenue and mindshare with our partner community and creating “stickiness”. The platform also provides a secure and consistent way to collaborate on sales opportunities generated by the partner while also simplifying complex sales motions that include multi-cloud and hybrid cloud components. You can achieve all configuration and product/process definition without any software development just by customization on CPQ. This make it very simple and easy to implement also very complex product combinations, baskets, workflows and order processes. servicePath CPQ+ was built for our industry and is easy to use, a tool that can simplify the complex with no code GUI. The ability to enable product managers with cost modelling, pricing and building guided configurable products is very beneficial. Ultimately to better enable sales. The GUI is modern and easy to use which helps with user adoption and new starters. The ability for us to improve how we commercially lifecycle manage client solutions was also attractive as this was a painful gap in the business. Cons Some of the UI aspects could be done better, more intuitive in some parts. These were are planned to be address in future releases at the time. Internal scale for my organization can be challenging as more and more Alliance partners want to use and customize the servicePath platform. Resizing and some adjustments to different (also mobile) browsers can be optimized. Could do with improving the e-signature to CRM system records closure automation.
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Close Founded: 2013 United States close.com	Company Information servicePath Founded: 2011 Canada servicepath.co
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Categories AI CRM AI Sales Agents AI Sales Tools Automotive CRM Call Recording Call Tracking Cold Email Construction CRM Contact Management CRM Email Tracking Financial CRM Hotel CRM Inside Sales Lead Management Lead Nurturing Legal CRM Predictive Dialer Sales Sales Acceleration Sales Enablement Sales Engagement Sales Force Automation SMS Marketing Social CRM	Categories CPQ Finance Financial CRM MSP Order-to-Cash Quote-to-Cash Sales Acceleration Sales Enablement Sales Engagement
Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Sales Acceleration Features Campaign Management CPQ Dialer Email Sequencing Email Templates Email Tracking List Building Meeting Scheduler Predictive Analytics Reporting Sales Gamification Sales Intelligence Sales Workflow Management Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Sales Engagement Features Call Scripts / Call Steps CRM Integration Email Sequences Email Tracking / Automation Lead Management Reporting / Analytics Sales / Voice Dialer Sales Automation Search Task Management Templates Workflow Management Show More Features CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Call Tracking Features Call Log Call Recording Call Routing Caller Identification Campaign Management Conversion Tracking CRM IVR / Voice Recognition Keyword Tracking Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Email Tracking Features A/B Testing Audience Segmentation Campaign Management Event-Based Notifications Location Tracking Team Management Inside Sales Features Auto-Dialing Call List Management Call Recording Campaign Management Dashboard Data Management Lead Capture Lead Distribution Lead Scoring Performance Management Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Lead Nurturing Features A/B Testing Campaign Management Drip Campaigns Lead Capture Lead Notifications Lead Scoring Lead Segmentation Performance Metrics Personalization Pipeline Management Predictive Dialer Features Call Monitoring Call Recording Call Results Call Transfer Callback Scheduling Campaign Specific Caller ID Contact Management FCC Compliance FTC Compliance Lead Capture Lead Management SMS Marketing Features 2-Way Messaging Artificial Intelligence Contact Management Mass Texting Message Personalization MMS Mobile Coupons Mobile Keywords Polls / Voting Reporting/Analytics Scheduled Messaging Shortcodes Text-to-Win Sales Force Automation Features Call Management Campaign Management Channel Management Commission Management Contact Management Contract Management Customer Database Email Marketing Field Sales Management Lead Management Opportunity Management Performance Metrics Proposal Generation Referral Tracking Sales Forecasting Territory Management	Sales Acceleration Features Campaign Management CPQ Dialer Email Sequencing Email Templates Email Tracking List Building Meeting Scheduler Predictive Analytics Reporting Sales Gamification Sales Intelligence Sales Workflow Management Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Sales Engagement Features Call Scripts / Call Steps CRM Integration Email Sequences Email Tracking / Automation Lead Management Reporting / Analytics Sales / Voice Dialer Sales Automation Search Task Management Templates Workflow Management Show More Features CPQ Features 2D Drawing 3D Modeling Approval Workflow eCommerce Guided Selling Product Configurator Proposal Generation Quotes / Estimates Renewal Management Self Service Portal
Integrations Microsoft 365 99inbound Abstrakt Adobe Marketo Engage CallPal Chief Ema Exopen Fireflies.ai FlowMate Glances Gmail Google Drive Gotransverse Hightouch LeadsBridge LinkedFusion Outdoo AI Scoop Analytics Xplenty Show More Integrations View All 140 Integrations	Integrations Microsoft 365 99inbound Abstrakt Adobe Marketo Engage CallPal Chief Ema Exopen Fireflies.ai FlowMate Glances Gmail Google Drive Gotransverse Hightouch LeadsBridge LinkedFusion Outdoo AI Scoop Analytics Xplenty Show More Integrations View All 4 Integrations
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