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Stick around as I break down what Close CRM truly is, spotlight its standout features, compare pricing tiers, and illustrate how this tool can turbocharge your sales workflow. By the end, you’ll see why this limited-time offer is too good to pass up—and exactly how to claim your savings. Let’s jump right in.

What Is Close CRM?

Close CRM is an all-in-one customer relationship management platform designed specifically for small and growing sales teams.

Built for speed, automation, and simplicity, Close CRM streamlines every facet of your sales process into one unified interface. Instead of juggling multiple disconnected tools—phone systems, email platforms, spreadsheets—Close puts everything you need at your fingertips. It’s engineered to help reps spend less time on administrative work and more time on what really matters: having meaningful conversations and closing deals.

I’ve personally seen how leveraging a tool that’s been purpose-built for real-world selling can transform productivity. You won’t need a computer science degree to configure it, and you can start seeing results in hours, not weeks.

Features

Close CRM packs a deep toolbox of features tailored to accelerate your sales cycles. Below is a detailed look at the most impactful capabilities I rely on daily.

1. Built-In Calling, Email & SMS

With Close CRM, every communication channel lives under one roof:

• Click-to-call directly from the contact record—no extra dialing software required.
• Integrated email threading keeps your entire conversation history in one chronological view.
• SMS texting is built right into the platform, letting you reach prospects on their smartphones within seconds.

2. Automated Workflows

Administration bogs down sales teams more than any other factor. Close’s workflows take care of the busy work:

• Automatically assign follow-up tasks after a call or email to keep deals moving forward.
• Trigger drip email sequences when leads enter specific pipeline stages.
• Customizable rules: send alerts, update fields, or notify teammates when key events occur.

3. Power Dialer & Predictive Dialer

Eliminate wasted time between calls with Close’s dialing engines:

• Power Dialer for sequential calling: line up a list and hit play. The system dials the next number as soon as you hang up.
• Predictive Dialer (Scale plan) uses algorithms to determine the optimal number of simultaneous outbound calls so reps always have a live conversation waiting.

4. AI Email Assistant

Writing personalized outreach can be draining. The AI Email Assistant helps you craft engaging messages faster:

• Generate subject lines optimized for open rates.
• Suggest email body text based on your brief inputs.
• Proofread and refine your tone to match your brand voice.

5. Custom Activities & Advanced Filters

Close lets you tailor activities and list views to mirror your unique process:

• Create custom record types for calls, demos, onsite visits, or any specialized task.
• Sort and filter leads or contacts by dozens of criteria—activity date, tags, deal size, and more.
• Save filter sets as reusable views to share with teammates.

6. Centralized Inbox & Task Management

Never drop the ball on a critical follow-up:

• See pending tasks, overdue items, and upcoming calls in one dashboard.
• Get reminders pop up to keep you accountable.
• Complete tasks as you work your day—no scattered spreadsheets or post-it chaos.

Pricing

Close CRM offers transparent monthly pricing, but the real value emerges when you choose an annual plan and Get up to 35% OFF on Close CRM annual plans Today. Here’s how the plans break down:

• Solo Plan – $9/seat/month
  Ideal for independent reps or freelance closers who need a cost-effective CRM with core capabilities.
  Inclusions:
  • Unlimited contacts & leads
  • Built-in calling, email & SMS
  • Multiple pipelines
  • Email & activity filters
• Essentials – $49/seat/month
  Best for small teams starting to scale processes.
  In additions to Solo:
  • Centralized inbox & task lists
  • Custom activities
  • Basic workflows
• Growth (Popular) – $109/seat/month
  Perfect for growing teams craving automation perks.
  Everything in Essentials, plus:
  • Automated workflows
  • Power Dialer
  • AI Email Assistant
• Scale – $149/seat/month
  Designed for scaling organizations with advanced security and dialing needs.
  Includes Growth features, plus:
  • Role-based access & permissions
  • Lead visibility rules
  • Predictive Dialer
  • Unlimited call recording

For the best savings, remember to opt for an annual subscription and snag this exclusive discount via our link.

Benefits to the User (Value for Money)

Choosing Close CRM for your team means investing in tools that pay you back in efficiency and revenue. Here’s why this platform offers real value for each dollar:

• Accelerated Sales Cycles
  With built-in calling and automated follow-ups, your reps spend less time logging data and more time selling. Faster response times lead directly to increased conversion rates.
• Lower Tooling Costs
  Stop paying for separate dialers, email trackers, and SMS services. Close consolidates all essential sales tools under one roof, reducing your monthly software budget.
• Scalable Automation
  From solo entrepreneurs to scaling sales departments, customizable workflows grow with you. Automations handle repetitive tasks so your team focuses on high-impact activities.
• Data-Driven Insights
  Advanced filters and reporting give you a clear view of pipeline health. Identify bottlenecks, track rep performance, and make informed strategy tweaks.
• Rapid Onboarding
  Setup takes hours, not months. Your team can be up and running almost immediately, minimizing downtime and accelerating ROI.

Customer Support

I’ve interacted with Close CRM’s support team on multiple occasions, and I’m consistently impressed by their responsiveness. Whether I reach out via live chat or email, I get detailed, actionable answers in under an hour. They’re well-versed in the platform and often provide step-by-step guides or short tutorial videos to resolve my questions swiftly.

Beyond real-time help, Close offers a comprehensive help center and documentation repository. If you prefer self-service, you’ll find in-depth articles, video walkthroughs, and community Q&A threads. For those who need a more personal touch, their ticketing system ensures any issue is escalated and addressed by the right expert.

External Reviews and Ratings

Close CRM consistently earns rave reviews on software review platforms:

• G2 – 4.6/5 stars: Users praise its intuitive UI and robust calling features.
• Capterra – 4.8/5 stars: Top marks for ease of use and customer support responsiveness.
• TrustRadius – 8.8/10: High scores for workflow automation and sales cycle acceleration.

Overall feedback highlights its exceptional blend of power and simplicity. On the flip side, a few users have mentioned minor feature requests—such as deeper native marketing automation or additional third-party email integrations. The Close team is actively addressing these through quarterly updates, showcasing their commitment to continuous improvement.

Educational Resources and Community

Beyond the software itself, Close CRM offers a wealth of educational materials to help you master every feature:

• Official Blog: Regular articles dissecting sales strategies, best practices, and new feature deep-dives.
• Video Tutorials: Short screencasts that walk you through setup, call logging, workflow creation, and more.
• Knowledge Base: Step-by-step guides covering both common and advanced configurations.
• User Community: An active forum where customers share tips, integrations, and custom scripts.
• Webinars & Workshops: Live training sessions with Q&A, led by Close product experts.

I’ve personally joined several webinars—they’re well-structured and packed with actionable insights. Plus, the forum is a fantastic place to network with other reps and swap scripts or email templates that work.

Conclusion

After spending time with Close CRM, I can confidently say it’s one of the most user-friendly yet feature-rich platforms on the market. From its seamless calling and email capabilities to automated workflows that eliminate tedious tasks, every element is designed to help you close more deals.

If you’re ready to streamline your sales process, boost rep productivity, and reduce your tooling expenses, now’s the moment to act. Midway through this guide I shared an exclusive link—make sure you use it to unlock your 35% annual discount. This limited-time offer transforms what’s already a competitive price into an unbeatable deal.

Don’t wait. Claim your discount and start closing deals faster—Get up to 35% OFF on Close CRM annual plans Today! Try Close CRM now.