Close CRM

What is Close CRM?

Close CRM is a customer relationship management platform designed specifically for inside sales teams and high-velocity sales environments. It combines pipeline management, built-in calling (VoIP), email sequences, SMS, task automation, and reporting in one streamlined tool optimized for speed and productivity. Unlike traditional CRMs that require clicking through multiple screens or integrating separate phone systems, Close puts all sales communication and tracking in a single interface, allowing reps to call leads, log emails, update deal stages, and schedule follow-ups without switching tools. It's built for startups, SMBs, and growth-stage companies where sales velocity and rep productivity determine success.

Best For

Close is ideal for inside sales teams making high volumes of calls daily, startups and scale-ups with fast-paced sales environments, and B2B companies selling products under $50K annually where speed-to-lead matters. It excels when your sales process involves frequent phone and email outreach, reps need to work quickly without CRM friction, and you want built-in communication tools rather than integrating Salesforce with external dialers. For teams frustrated by clunky CRMs that slow down reps or require expensive third-party calling integrations, Close provides an all-in-one solution optimized for sales execution.

Key Features

How does Close's built-in calling work?
Close includes native VoIP calling—click a phone number in a lead record and call directly from the browser or desktop app without external phone systems. Calls are automatically logged, recorded (with consent), and tracked for activity reporting. You can make calls individually or use Power Dialer to call through a list sequentially, automatically moving to the next lead. This eliminates the friction and cost of integrating CRMs with third-party dialers like RingCentral or Aircall.

What are Smart Views and how do they help?
Smart Views are customizable filters that surface leads needing attention: "Leads contacted once without reply," "Deals closing this week," "Inactive contacts for 30+ days." These saved searches help reps prioritize who to call or email next, preventing leads from falling through cracks. Instead of manually filtering the database daily, Smart Views automatically show the right leads based on activity, deal stage, or custom criteria.

Can Close automate email and SMS sequences?
Yes—Close Sequences automatically send follow-up emails or SMS messages on scheduled intervals. For example, send an intro email immediately, a follow-up 3 days later, a case study 5 days after that, and a final check-in after 2 weeks. Sequences pause when leads reply, preventing awkward automated messages after conversations start. This ensures consistent follow-up without manual calendar reminders.

How does Close track sales activities and performance?
Close logs all calls, emails, SMS, and meetings automatically, tying them to lead and opportunity records. Reports show call volume, email open/reply rates, meetings scheduled, pipeline value, and win rates per rep. You can set activity goals (50 calls/day) and track actual performance. This data-driven approach helps managers coach reps and identify what activities correlate with closed deals.

Pricing & Plans

• Starter: $49/user/month (annual) or $59/user/month (monthly) - 1 pipeline, unlimited contacts, basic calling, email integration, activity tracking
• Professional: $99/user/month (annual) or $119/user/month (monthly) - 3 pipelines, Smart Views, predictive dialer, email sequences, advanced reporting
• Business: $149/user/month (annual) or $179/user/month (monthly) - Unlimited pipelines, custom roles, call coaching, advanced automation, dedicated support
• Enterprise: Custom pricing - Volume discounts, dedicated account manager, premium support, custom integrations

14-day free trial available. Starter is functional for small teams; Professional is recommended for serious sales teams leveraging sequences and predictive dialing.

Getting Started

Sign up at close.com and import leads from spreadsheets, previous CRM, or use integrations with lead sources. Create your pipeline with stages matching your sales process. Connect email accounts (Gmail/Outlook) to sync conversations. Set up calling: test microphone/headset and configure local caller ID. Create a Smart View to filter leads needing outreach, then start calling and emailing directly from Close. Use email sequences for automated follow-up on leads that don't immediately respond. Review activity reports to track progress and identify coaching opportunities.

Limitations

• Inside sales focus: Optimized for phone/email outreach; less suited for field sales, complex B2B with long sales cycles, or enterprise sales
• Calling quality variable: VoIP quality depends on internet connection; some users prefer dedicated phone systems
• Limited marketing features: No marketing automation, landing pages, or lead nurturing beyond sales sequences
• Price per user adds up: At $99-149/user/month, costs escalate for larger teams compared to cheaper CRMs
• Learning curve: Feature-rich interface takes time to master; not as immediately intuitive as simpler CRMs
• Reporting less flexible: Sufficient for most teams but less customizable than enterprise platforms like Salesforce