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What Is Close CRM?

Close CRM is an all-in-one customer relationship management platform designed specifically for growing small businesses and sales teams. Its core purpose is to streamline every step of the sales cycle—from lead generation all the way through to deal closure—by combining calling, emailing, SMS, pipeline management, and automation into one unified interface.

Use cases for Close CRM include:

• Managing inbound and outbound sales activities without juggling multiple tools.
• Speeding up call and email outreach with built-in power dialing and email sequencing.
• Tracking deal progress in customizable pipelines so nothing falls through the cracks.
• Automating repetitive tasks (such as follow-up reminders and data entry) to stay focused on selling.

Features

Close CRM packs a robust set of features that cater to every stage of the sales process. Below, I break down the standout capabilities that make it a standout choice for small to mid-sized teams.

Blazing-Fast Performance

Close CRM was built for speed. You won’t find laggy interfaces or slow data retrieval here—everything is optimized to keep you moving quickly.

• Up to 50% faster page loads than competing CRMs.
• Instant search across contacts, leads, and deals.
• Smooth multi-tasking so your team can handle more prospects in less time.

All-in-One Sales Hub

Stop hopping between a phone system, email client, and task manager—Close brings it all together.

• Built-in phone dialer with call recording and notes capture.
• Integrated email sequences and templates for rapid outreach.
• SMS capabilities to reach leads on their preferred channel.
• Central inbox and task list to stay on top of every activity.

Customizable Pipelines

Every business is unique, and Close lets you tailor pipelines to match your process.

• Create multiple pipelines for different products or service lines.
• Drag-and-drop deal stages to reflect your sales methodology.
• Advanced filters to surface deals by stage, activity date, or custom field.

Powerful Automations

Reduce cumbersome admin tasks with automated workflows that handle the grunt work.

• Trigger email or SMS follow-ups based on call outcomes.
• Automatically assign leads to reps according to territory or workload.
• Set reminders and tasks when deals enter specific stages.

AI Email Assistant

Leverage AI to craft personalized email content in seconds.

• Generate subject lines that boost open rates.
• Draft message bodies with context-aware suggestions.
• Improve follow-up cadence with AI-powered prompts.

Advanced Dialing Tools

Whether you run small prospecting blasts or high-volume outreach, Close has you covered.

• Power Dialer for continuous one-click dialing.
• Predictive Dialer (Scale plan) to maximize connect rates.
• Call queues, recording, and analytics to optimize team performance.

Pricing

Close CRM offers transparent, per-user pricing with a free trial on every plan. Here’s how it breaks down:

Solo Plan

• Who it suits: Individual sales pros or freelancers.
• Monthly price: $9/user/month.
• Includes: Unlimited contacts & leads, one pipeline, email & call capabilities.

Essentials Plan

• Who it suits: Small teams starting to scale their sales efforts.
• Monthly price: $49/seat/month.
• Includes everything in Solo, plus multiple pipelines and advanced filters.

Growth Plan (Popular)

• Who it suits: Teams needing automation and AI support.
• Monthly price: $109/seat/month.
• Includes: Automated workflows, Power Dialer, AI Email Assistant, Custom Activities.

Scale Plan

• Who it suits: Scaling organizations with complex sales structures.
• Monthly price: $149/seat/month.
• Includes: Role-based access, predictive dialer, unlimited call recording, lead visibility rules.

All plans come with a free 14-day trial and the opportunity to Get up to 35% OFF on Close CRM annual plans Today. Choosing annual billing unlocks the deepest discounts, making it by far the most cost-effective way to get started.

Benefits to the User (Value for Money)

• Consolidated toolset. No more paying separately for calling, emailing, and pipeline software—everything lives in Close CRM.
• Time saved on admin. Automated workflows and activity tracking mean your team spends less time on manual data entry and more time selling.
• Rapid ROI. With up to 50% faster performance, your reps can contact more prospects each day, accelerating deal closures.
• Scalable pricing tiers. As your team grows, you can upgrade plans to access AI and advanced dialing without platform migrations.
• Unlimited contacts & leads. Grow your database without worrying about hidden costs or overages.

Customer Support

I’ve found Close’s support team to be impressively responsive. Whether you have a billing question or a technical hiccup, you can expect a knowledgeable agent to reply within business hours via live chat or email. They maintain detailed support articles and walkthroughs that tackle most routine issues before they require a ticket.

For more hands-on assistance, Close offers phone support during extended business hours, as well as a Slack community where you can interact with both the team and other users. This multi-channel approach ensures you’re never left waiting when you need help.

External Reviews and Ratings

Industry authorities consistently praise Close CRM. On G2, it holds an average rating of 4.8/5 stars, lauded for its intuitive UI and powerful calling features. Capterra reviewers echo these sentiments at 4.7/5, highlighting its seamless email automation.

Some users note a desire for deeper native customization in reporting and occasionally mention that advanced features like the predictive dialer come at a higher price point. Close is actively addressing this by expanding its reporting module and offering more flexible add-on options for larger teams.

Educational Resources and Community

Close supports users with an extensive knowledge base, including step-by-step documentation, video tutorials, and best-practice guides. Their blog regularly publishes in-depth articles on sales strategies and CRM optimization.

If you prefer peer support, you can join the Close Slack community or attend their quarterly webinars and virtual workshops. These forums are invaluable for networking, sharing tips, and discovering creative use cases from other sales professionals.

Conclusion

After exploring every angle—features, pricing, benefits, and support—I can confidently say that Close CRM delivers exceptional value for teams of all sizes. Its combination of speed, automation, and ease of use makes it a standout choice in the crowded CRM landscape.

If you’ve been waiting for the perfect moment to upgrade your sales stack, now is the time. Remember, you can Get up to 35% OFF on Close CRM annual plans Today. Don’t miss your chance to lock in this exclusive discount and supercharge your sales performance.