Essentials Plan
49
What is Close?
Close is a customer relationship management (CRM) platform designed to enhance the productivity of sales teams through integrated communication tools and automation features. It consolidates essential sales functions, including email, calling, and SMS, into a single interface, enabling seamless interactions with leads and clients.
The platform’s communication capabilities allow users to sync their email accounts and calendars, facilitating centralized management of correspondences and schedules. Built-in VoIP and SMS functionalities support direct outreach to contacts without the need for external applications.
Close offers automation tools such as Workflows, which enable the creation of multi-channel sequences incorporating email, call, task, and SMS steps. These Workflows can be tailored to specific lead criteria and schedules, streamlining follow-up processes and ensuring consistent engagement with prospects.
The platform integrates with various third-party applications, allowing businesses to connect Close with their existing tools and systems. This interoperability ensures a cohesive workflow across different platforms.
Incorporating artificial intelligence, Close features tools like the Call Assistant, which automatically transcribes and summarizes phone calls, and the AI Rewrite Assistant, aiding in drafting and refining emails. These AI-driven features enhance efficiency and accuracy in sales communications.
By integrating communication channels, automating routine tasks, and leveraging AI capabilities, Close empowers sales teams to manage their pipelines more effectively, leading to improved productivity and streamlined sales processes.
Best for
StartUpsFreelancersSmall BusinessMedium BusinessPersonal
Pricing
Starting at $9/month · Subscription
Solo Plan
19
Growth Plan
109
Features
44 features that make Close stand out.
Activity Dashboard
Dashboard
Reporting & Statistics
Opportunity Management
Pipeline Management
Email Management
Workflow Management
Task Management
Artificial Intelligence (AI)
Email Templates
Customizable Reports
Sales Forecasting
Access Controls/Permissions
API
Mobile Access
Data Import/Export
Data Connectors
Data Discovery
Data Extraction
Data Visualization
Reporting/Analytics
Unlimited Leads
Unlimited Contacts
Multi-Channel Inbox
Pipeline Views
Two-Way Email Sync
Historical Email Import
Built-In Calling
SMS Integration
Power Dialer
Predictive Dialer
Call Recording
Call Coaching
Call Transcriptions
Automated Workflows
Custom Activities
AI Lead Summaries
Dynamic Template Tags
Bulk Emailing
Email Scheduling
Role-Based Permissions
Third-Party Integrations
24/7 Customer Support
Free Data Migration
Pros & Cons
Pros
- Ease of UseUsers across different age groups have found Close CRM to be intuitive and easy to navigate, facilitating a smooth transition from other CRM tools and enabling efficient daily operations.
- Sales ProductivityThe platform has been credited with significant increases in sales productivity, with one team reporting up to a 50% increase in personal sales after implementation. The ability to save time and streamline sales processes is highly valued.
- Effective Communication ToolsClose CRM offers a seamless platform for communication through various channels, including email, calls, and SMS, which has been effective for sales endeavors.
- Customization and FeaturesThe ability to add custom fields, direct calling from the software, and automated task creation are among the features that users appreciate for improving reporting and overall ease of use.
- Support for Cold CallingSpecifically praised for its support in cold calling activities, Close CRM integrates well with workflows that involve emailing through other platforms and then transferring successful leads for cold calling within Close
Cons
- Technical Issues with FirewallsInitial setup encountered difficulties with firewalls, indicating the need for better support or guidance during the transition process.
- User Interface (UI) FlowSome users feel that the UI can get chaotic, suggesting that improvements could make the system even easier to learn and use.
- Policy Management FeaturesThere’s a desire for more built-in features for ongoing policy management to avoid having to use additional tools for this purpose.
- Duplicate Contact HandlingThe platform does not automatically detect duplicates when importing contacts from CSV files, which can lead to unnecessary clutter.
- Cost for StartupsAlthough Close CRM offers a range of valuable features, some startups find the cost challenging, indicating a potential need for more flexible pricing options for smaller businesses.
Close alternatives
Tools buyers consider alongside Close.
No alternatives listed yet.
Frequently asked questions
Is Close free to use?
Close does not currently offer a free tier or free trial. Pricing starts at $9 and depends on the plan you choose.
How much does Close cost?
Close starts at $9/month. Higher tiers add seat capacity, automation, integrations and enterprise-grade controls.
What does Close integrate with?
Close integrates with popular tools such as Gmail, HubSpot Marketing Hub, Google Calendar, Calendly, Zapier, plus an open API for custom workflows.
Who is Close best suited for?
Close is built for teams who need to standardise the workflow it covers — typically growing companies who have outgrown spreadsheets but don't yet need enterprise-grade procurement suites. The exact fit depends on company size, deal volume and compliance requirements.
How long does it take to onboard Close?
Most teams are live on Close within 2–6 weeks. Simpler implementations (small teams, default workflows) can be done in days; large enterprise rollouts with custom approval chains and ERP integration take longer.
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