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Stick with me, and I’ll walk you through everything from what Close CRM is and how it works, to the standout features, pricing tiers, and real-world pros and cons. By the end, you’ll understand why this tool is a favorite among growing teams—and you’ll be ready to snag that 35% off and supercharge your sales pipeline.
What Is Close CRM?
Close CRM is an all-in-one customer relationship management platform designed specifically for small to medium-sized sales teams that want speed, simplicity, and automation. At its core, Close brings phone calls, emails, SMS, pipeline tracking, and task management under one roof so you can focus on closing deals instead of wrestling with multiple disconnected tools.
Use cases include:
- Early-stage startups needing rapid outreach without a steep learning curve.
- Established small businesses looking to centralize communications and measure performance.
- Sales teams that prioritize volume calling and automated follow-ups.
- Service-based companies aiming to maintain personalized interactions at scale.
Ultimately, if you’re tired of piecing together disparate tools for calling, emailing, and pipeline management—or if your current CRM drags your team down—you’ll appreciate the speed and intuitive design Close CRM delivers.
Features
Close CRM is packed with productivity-boosting features built around real sales workflows. Here’s an in-depth look at what makes this platform stand out:
Built-In Calling and SMS
Instead of toggling between spreadsheets, desk phones, or third-party apps, Close’s calling and texting capabilities live directly in the interface.
- Power Dialer: Automatically cycles through your call list so you waste zero time on manual dialing.
- Local Caller ID: Boosts answer rates by displaying a local phone number to prospects.
- SMS Templates: Send personalized text messages with predefined snippets, then track replies in-line.
Email Integrations and Automations
Stop juggling your CRM and email client: Close handles both seamlessly.
- Two-Way Sync: Connect your existing Gmail or Outlook account to send and receive emails from within Close.
- Automated Sequences: Build drip campaigns that trigger based on opens, clicks, or time delays.
- AI Email Assistant: Leverage AI to draft subject lines and replies, saving you hours on copywriting.
Customizable Pipelines
Visualize your sales process with multiple pipelines that adapt to different product lines or territories.
- Drag-and-Drop Stages: Quickly move leads from qualification to negotiation to closed-won.
- Activity Reminders: Schedule calls, emails, and tasks directly in each deal card.
- Filter Views: Create filters for lead source, deal size, or rep assignment to zero in on the right opportunities.
Automated Workflows
Bid farewell to manual admin tasks: Close automations handle the grunt work so you can concentrate on selling.
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– Trigger follow-up tasks automatically after each call outcome
– Auto-assign new leads based on territory or rep load
– Send instant email confirmations when a prospect books a meeting
Reporting and Analytics
Gain transparency into your team’s performance with built-in dashboards and custom reports.
- Call and Email Metrics: Track connects, talk time, and open/click rates at an individual or team level.
- Funnel Analysis: See conversion rates between each pipeline stage.
- Forecasting Tools: Project revenue based on pipeline value and historical close rates.
Pricing
Close CRM offers tiered pricing to fit budgets and needs, and every plan comes with a free trial so you can test-drive before you commit.
- Solo Plan – $9/user/month (Billed monthly)
Ideal for a single user or freelancer who needs basic pipeline tracking and calling features.
• Unlimited contacts & leads
• 2 pipelines
• Basic calling minutes included - Essentials – $49/user/month (Billed monthly)
Designed for small teams that need reliable daily tools.
• Everything in Solo, plus unlimited pipelines
• Built-in SMS
• Advanced lead & activity filters
• Centralized inbox & task lists - Growth (Popular) – $109/user/month (Billed monthly)
Perfect for teams ready to leverage automation.
• All Essentials features
• Automated workflows
• Power Dialer
• AI Email Assistant
• Custom activities - Scale – $149/user/month (Billed monthly)
Built for scaling organizations requiring advanced controls.
• All Growth features
• Role-based access & permissions
• Lead visibility rules
• Predictive Dialer
• Unlimited call recording
Remember, by grabbing an annual subscription, you can Get up to 35% OFF on Close CRM annual plans Today, locking in the biggest savings and ensuring you get more ROI from day one. And if you’re on the fence, Close CRM also gives you a 14-day free trial to explore every feature with no credit card required.
Benefits to the User (Value for Money)
Choosing Close CRM delivers clear-cut value that extends beyond basic functionality. Here’s why it’s worth every penny—and then some:
- Speed of Setup: Getting started takes hours, not months. I remember onboarding my team in a single afternoon—no IT ticket required.
- Consolidated Toolset: Stop paying for half a dozen apps. Calling, emailing, and pipeline management all happen inside one platform, reducing SaaS overhead.
- Higher Outreach Volume: The Power Dialer and SMS features let you contact more prospects per hour—more touchpoints, more conversations, more closed deals.
- Reduced Admin Burden: Automated workflows and reminders free you from manual follow-up tracking, so you spend your time where dollars are made.
- Transparent Team Metrics: Real-time reporting helps me pivot strategies faster when I see which messaging resonates or which reps need a boost.
- Scalability: As your team grows, the higher tiers unlock advanced features like predictive dialing and role-based controls, so the system adapts as you expand.
Customer Support
Close CRM’s support team is impressively responsive, with email tickets typically addressed within a couple of hours and live chat responses almost instant during business hours. I’ve found their agents to be both knowledgeable and friendly—they’ve guided me through custom workflow setups and even created short tutorial videos on request.
In addition to chat and email, Close offers an extensive knowledge base and scheduled webinars. If you prefer human interaction, you can book 1:1 sessions with product specialists or hop onto a group workshop to collaborate with other users. This multi-channel approach ensures you get help in whatever format you prefer, whenever you need it.
External Reviews and Ratings
On G2, Close CRM holds a solid 4.5/5 stars from over 300 reviews. Users praise its intuitive interface and powerful dialing features. One reviewer noted, “We doubled our outbound calls without hiring more reps—Close is that efficient.” Another highlighted the AI Email Assistant, calling it “a game-changer for crafting personalized outreach at scale.”
On Capterra, the platform scores 4.6/5 with users applauding the unified inbox and robust reporting. That said, a few customers mention they’d like deeper native integrations with certain niche tools. Close has been transparent about this feedback and continues to expand its API and Zapier connectors to close those gaps quickly.
Educational Resources and Community
Close CRM offers a wealth of learning materials to help you maximize your investment:
- Official Blog: Weekly posts on sales strategy, product updates, and best practices.
- Video Tutorials: A growing YouTube library walks you through feature setups, automation recipes, and advanced tips.
- Help Center Documentation: Step-by-step guides with screenshots and troubleshooting FAQs.
- User Community: A private Slack workspace where active users share templates, scripts, and advice.
- Webinars & Workshops: Regular live sessions led by sales experts covering topics from cold calling to forecasting.
Whether you’re a CRM novice or a seasoned pro, these resources ensure you’re never left guessing how to get the most out of the platform. I tapped into their community Slack to swap custom workflow recipes with fellow sales leaders, and it’s been a tremendous accelerator for crafting my own automations.
Conclusion
All in all, Close CRM stands out as a powerhouse CRM tailored for teams that demand speed, automation, and straightforward usability. From built-in dialing and email to advanced workflows and reporting, it equips you with everything you need to streamline your sales process and boost revenue.
If you’re ready to cut down on manual tasks, increase your outreach volume, and get crystal-clear visibility into your pipeline, now’s the time to act. Don’t miss your chance to Get up to 35% OFF on Close CRM annual plans Today—this exclusive offer won’t last forever. Click below to try Close free for 14 days and secure your deep discount:
