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What Is Close CRM?

Close CRM is the all-in-one customer relationship management (CRM) platform designed specifically for growing teams that sell fast, want automated workflows, and value genuine customer connections. It serves as a centralized hub where sales reps can place calls, send emails, manage follow-ups, and track pipelines without juggling multiple applications. Whether you’re a startup scaling your first few deals or an established small business optimizing dozens of sales reps, Close CRM adapts to your workflow and helps you close more deals in less time.

At its core, Close focuses on speed of execution, simplicity of setup, and automations that eliminate repetitive admin tasks. The platform was built to replace a patchwork of separate tools—phone systems, email clients, spreadsheet trackers—with one unified environment. This ensures all your sales data stays coherent and actionable, leading to faster follow-ups, tighter pipelines, and ultimately, stronger revenue growth.

Features

Close CRM packs a robust set of features that cover every stage of the sales process. Below, I break down the most impactful capabilities and how they translate into real-world improvements for your team.

Lightning-Fast Speed

When every minute counts, latency becomes your worst enemy. Close CRM is built for speed from the ground up, offering an interface that responds almost instantly to user actions.

• Up to 50% faster page loads compared to legacy CRMs.
• Instant search across contacts, leads, and activities so reps can find information without waiting.
• Quick creation of new records directly from the dashboard to log calls, tasks, and notes in seconds.

Integrated Calling and SMS

Close’s built-in calling and SMS features eliminate the need for third-party telephony services. You can dial prospects directly, record calls, and send texts—all within the same window.

• Click-to-call from any contact record—no manual number entry needed.
• Voicemail drop: leave pre-recorded messages with a single click when a call goes to voicemail.
• Two-way SMS so you can have quick, convenient conversations that prospects prefer.

Email Automation and Sequences

Forget about spreadsheets tracking send dates or manually moving prospects between campaigns. Close CRM offers advanced email sequences and automation rules.

• Customizable email templates to personalize outreach at scale.
• Automated follow-up sequences based on opens, clicks, or replies.
• Real-time notifications when prospects engage, so you can strike while the iron is hot.

Pipeline Management

Keep deals moving smoothly through your sales funnel with a visual pipeline board that updates in real time.

• Drag-and-drop interface to progress leads or move deals between stages.
• Forecasting tools to project revenue based on current pipeline status.
• Stage-specific automation, like automatic task creation, to ensure nothing slips through the cracks.

Custom Reporting and Analytics

Measure performance with in-depth analytics that surface trends, bottlenecks, and high-performing reps.

• Pre-built dashboards for activity metrics, conversion rates, and revenue by rep.
• Custom report builders let you slice and dice data based on your unique KPIs.
• Exportable data for further analysis or sharing with stakeholders.

Seamless Integrations

Close CRM connects with the tools you already use—without complicated manual setups.

• Native integrations with Zapier, Slack, and Mailchimp.
• API access so developers can build custom workflows tailored to your stack.
• One-click integrations for popular apps like Calendly, Google Workspace, and QuickBooks.

Pricing

Bold yet straightforward, Close CRM’s pricing plans cater to teams of different sizes and budgets. Here’s a breakdown of each offering so you can decide which plan fits your needs. Remember, this limited promo means you can Get up to 35% OFF on Close CRM annual plans Today—so now’s the time to lock in big savings.

Starter Plan

• Designed for: Solo sales reps or small boutiques just getting started with CRM.
• Price: $29/user/month (billed annually, with 35% discount applied).
• Includes:
  • Basic email sequences and template library.
  • Integrated calling and SMS with limited minutes.
  • Pipeline management for up to 2 active pipelines.

Professional Plan

• Designed for: Growing teams that need advanced automation and reporting.
• Price: $69/user/month (billed annually, includes discount).
• Includes:
  • Unlimited email sequences and advanced analytics.
  • Unlimited calling and SMS credits.
  • Customizable pipelines and forecasting tools.
  • Priority email support.

Business Plan

• Designed for: Mid-sized companies requiring enterprise-grade features.
• Price: $129/user/month (billed annually, discount applied).
• Includes:
  • API access and custom integrations.
  • Advanced security and compliance controls.
  • Dated activity logging and audit trails.
  • Dedicated account manager.

Enterprise Plan

• Designed for: Large organizations with specialized requirements.
• Price: Custom pricing (Contact sales for a quote).
• Includes:
  • All Business features plus on-premise hosting options.
  • Enterprise SLAs and advanced support tiers.
  • Custom contract terms and volume discounts.

Benefits to the User (Value for Money)

Investing in Close CRM isn’t just about acquiring software—it’s about unlocking greater efficiency, higher close rates, and true ROI. Here’s how you get exceptional value for every dollar spent:

• Faster Deal Closures.
  Automations and integrated communications shave hours off your sales cycle—so you can convert more leads in less time.
• Reduced Tool Overload.
  One platform replaces multiple subscriptions (phone system, email automation, analytics), cutting overhead costs.
• Scalable Pricing.
  Tiered plans mean you only pay for what you need now, and you can upgrade as your team grows without friction.
• Predictable Budgeting.
  The annual billing option, especially with this limited promo discount, locks in lower per-user rates for a full year—no surprise hikes.
• Improved Rep Productivity.
  When reps aren’t bogged down in admin, they spend more time selling—and that directly boosts revenue per user.

You can claim this limited promo right now by visiting Close CRM and locking in the savings before it expires.

Customer Support

I’ve found Close CRM’s customer support to be impressively responsive. The team offers 24/5 live chat and email support for all paying customers, ensuring that most queries get resolved within a few hours. For those on the Business plan and above, you’ll even have a dedicated account manager who knows your setup inside and out and can fast-track more complex issues or custom requests.

Beyond reactive support, Close invests heavily in proactive outreach. They send regular product update newsletters, host webinars to train new features, and provide weekly office hours where you can drop in for live Q&A. This commitment means you’re never left guessing if there’s a problem with integrations, automations, or anything else in your sales workflow.

External Reviews and Ratings

Across review aggregators like G2 and Capterra, Close CRM maintains an average rating of 4.6 out of 5 stars. Users particularly praise:

• “Lightning-fast UI”—sales reps love the speed improvement over legacy CRMs.
• “All-in-one solution”—teams appreciate not having to juggle separate telephony and email tools.
• “Exceptional support”—especially for higher-tier subscribers.

On the flip side, some smaller teams mention the learning curve associated with advanced automation features. A handful of agencies also note that certain deep integrations (custom API work) can require developer resources. However, Close’s roadmap promises more no-code connectors to address these gaps, and the support docs are continually expanding to simplify custom integrations.

Educational Resources and Community

Close CRM doesn’t leave you to fend for yourself. The platform offers a wealth of official resources, including:

• Close Blog: Weekly articles on sales best practices, feature deep dives, and use case spotlights.
• Video Tutorials: A growing YouTube library that walks new users through setup, automations, and advanced hacks.
• Knowledge Base: Detailed documentation covering every feature, complete with screenshots and step-by-step guides.
• User Community: A private Slack group where thousands of sales professionals exchange tips, scripts, and creative workflows.

Conclusion

After spending considerable time with Close CRM, I can confidently say it’s one of the most intuitive, powerful, and cost-effective CRMs on the market today. The streamlined interface, robust automations, and integrated calling/email tools mean fewer apps to juggle and more focus on closing deals. With this exclusive Get up to 35% OFF on Close CRM annual plans Today, now is the perfect moment to make the switch and supercharge your sales process.

Don’t let this limited promo slip away—Try Close Free for 14 days Today and start closing more deals faster than ever.