Close CRM

What Is Close CRM?

Close CRM is a communication-centric sales platform that unifies calling, emailing, SMS, and task management in one interface. Unlike traditional CRMs that require multiple apps, Close provides VoIP calling and texting out of the box, plus deep email and calendar sync, so reps spend less time toggling and more time selling. Rapid setup—usually under an hour—means teams can onboard and hit the ground running immediately.

Pros and Cons

Pros

• Outbound calling and SMS built in—no third-party phone systems needed
• Automations for email sequences, call follow-ups, and tasks boost rep efficiency
• Call Assistant automatically records, transcribes, and summarizes conversations
• Powerful dialers (predictive & power) accelerate outreach
• Intuitive pipeline views and custom reporting

Cons

• Lacks advanced marketing automation features found in dedicated platforms
• Pricing can be steep for teams needing enterprise-grade coaching and compliance
• No free plan (14-day trial only)
• Customization beyond custom fields and activities is limited

Who It’s For

Close CRM serves:

• Startup & SMB Sales Teams that need rapid CRM deployment and minimal tool sprawl
• Outbound-Focused Teams requiring integrated calling, dialing, and SMS
• Remote & Distributed Reps benefiting from automated meeting scheduling and notetaking
• Sales Ops & Leadership wanting clear pipeline reporting and activity analytics
• Customer Success teams tracking post-sale follow-ups in the same tool

Built-in Calling

Make and receive calls globally via VoIP. Features include click-to-call, custom caller IDs, call recording, and automatic logging. Premium dialers (power & predictive) help reps move through leads at scale.

Two-Way Email Sync

Connect multiple personal or team email accounts for full send/receive sync inside Close. Use reusable templates, snippets, scheduling, and open-tracking to personalize outreach and monitor engagement.

SMS Messaging

Send and receive SMS and MMS messages directly within a lead’s timeline. Automate text sequences alongside calls and emails for multi-channel cadences.

Pipeline & Opportunity Management

Visualize and manage multiple pipelines with customizable stages, win probabilities, and values. Track deal progress, forecast revenue, and prioritize high-value opportunities.

Automated Workflows

Design trigger-based automations for emails, call tasks, SMS, and status updates. Save successful sequences as templates to replicate best practices across the team.

Call Assistant & Transcription

Automatically transcribe calls, generate summaries, and extract action items. Integrate meeting notes from Zoom, Teams, or Google Meet for a complete interaction record.

Predictive & Power Dialer

Leverage the power dialer to sequentially call lists and the predictive dialer to connect reps only when calls are answered, minimizing downtime between conversations.

Meeting Scheduler & Notetaker

Sync calendars for in-tool meeting scheduling with public booking links. Record, transcribe, and summarize web meetings to capture context and next steps.

Reporting & Dashboards

Access real-time dashboards on activity metrics (calls, emails, SMS), pipeline health, rep performance, and conversion rates. Customize reports to monitor KPIs and forecast accuracy.

Custom Activities & Fields

Extend Close’s data model with custom activities, fields, and objects to match unique business processes. Create filtered smart views to surface high-priority leads.

Pricing

Close CRM offers four annual-billing plans (monthly rates available at +15%):

• Solo – $9/user per month: Core CRM, calling, email sync, pipelines, 1 pipeline.
• Essentials – $35/user per month: Unlimited contacts & pipelines, workflows, reporting, basic integrations.
• Growth – $99/user per month: Advanced workflows, power dialer, call assistant, custom activities, premium integrations.
• Scale – $139/user per month: Predictive dialer, call coaching, enhanced permissions, enterprise support.

Free 14-day trial available on all plans.

Verdict

Close CRM excels for teams that prioritize communication efficiency and outbound sales. Its integrated calling, SMS, and email, combined with automation and intelligent dialers, streamline outreach and reduce tool overhead. While it may lack in-depth marketing automation and can become costly at scale, Close delivers strong ROI for sales-centric teams seeking a fast-to-deploy, all-in-one solution.