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Close CRM

Rating: 4.4/5
User Satisfaction: 87%
Close CRM is a sales platform that combines CRM, calling, emailing, and automation for sales teams so they can track leads, run outreach, and close deals efficiently.

Overview

Close is a CRM designed for sales teams that rely heavily on outbound and inbound calling, email outreach, and structured deal pipelines. It bundles communication tools directly into the CRM—no separate dialer, no bolted-on email tools. Everything runs from one interface.

Most CRMs make reps jump between apps to call, send sequences, log activities, or track deals. Close reduces that friction. Reps can dial, text, email, and follow up faster with built-in automation. Managers get clear activity reporting without policing. It’s especially useful for SMB and mid-market teams doing high-volume, organized outreach.

Close syncs leads, contacts, opportunities, and activities in one timeline. Its built-in calling stack includes power dialing, predictive dialing, call recording, and SMS. Email tools include templates, scheduling, sequences, and two-way sync with Gmail/Outlook. Automations help route leads, trigger follow-ups, or set tasks.

  • Calling minutes cost extra depending on usage.
  • Lower plans restrict some calling features (like Power Dialer).
  • No full marketing suite compared to HubSpot.
  • Limited deep customization vs enterprise CRMs like Salesforce.

Details

Tool Launch / Founded Date

2013-01-01

Best for

SMB and mid-market sales teams, SDR/BDR teams, SaaS companies, remote sales teams.

Access Type

Paid subscription (tiered plans).

Licensing Model

Proprietary; users own their data; calling features follow telecom compliance.

Feature

  • Built-in calling with predictive/power dialer and call recording.
  • Email sequences, templates, automatic follow-ups, and two-way inbox sync.
  • Integrated SMS with logging, templates, and bulk sending.
  • Simple pipeline management with customizable stages.
  • Smart Views for filtered lead lists and fast prospecting.
  • Activity reporting for calls, emails, and conversion metrics.
  • Workflow automation and task reminders.
  • API/Webhooks for custom integrations.
  • Searchable activity timeline for each lead.
  • Native integrations with tools like Zoom, Slack, Calendly, Zapier.

Pricing Tables

Startup
$49/user/month (billed annually)
  • Unlimited leads
  • Basic email tools
  • Search & Smart Views
  • Pipeline management
  • No Power Dialer
Professional
$99/user/month (billed annually)
  • Everything in Startup
  • Power Dialer
  • Email & SMS sequences
  • Bulk email/SMS
  • Advanced reporting
  • Custom activities
Enterprise
$149/user/month (billed annually)
  • Everything in Professional
  • Predictive Dialer
  • Custom roles & permissions
  • Call coaching & voicemail drop
  • Priority support

Analytics

Traffic Analysis

Domain Rating
80
Organic Traffic
68.8K
Majority Users
United States

Visits Over Time

No visit data found.

Traffic Sources

No traffic data found.

Last Update Date: 2025-12-08

FAQ

Is Close good for outbound calling teams?
Yes. Calling is its strongest capability. Power Dialer, predictive dialing, and call recording make it ideal for teams doing high-volume outreach.
Can I use Close for email sequences?
Yes. Close offers built-in sequences, bulk emails, templates, open tracking, and automated follow-ups on Professional and above.
Does Close integrate with Gmail and Outlook?
Fully. Email sync is two-way, so all messages appear in Close automatically.
Is there a free version?
No. Close offers a free trial but no permanent free tier.
How does pricing work for calling?
You pay per user for the CRM plan, plus variable costs for calling minutes and SMS usage based on region.
Can I customize pipelines and fields?
Yes. Custom fields and pipeline stages are included, though it’s not as deeply customizable as Salesforce.
Does Close train AI on my data?
They state that customer data isn’t used to train external AI models. Data stays private and under your control.

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