Searching for the ultimate guide to crm dialer software? You just landed on the right page. In this comprehensive walkthrough, I’ll show you why Close CRM is the game-changing solution your sales team has been craving. Whether you’re a startup looking to scale quickly or an established small business aiming to refine your outreach, this guide will equip you with everything you need to know about choosing and leveraging the best crm dialer software in 2024.

I know the frustration of juggling spreadsheets, manual call lists, and disjointed tools—only to see deals slip through the cracks. That’s why I’ve spent months testing top solutions in real-world sales environments. With years of market presence, rave reviews from thousands of growing teams, and a streamlined interface built for speed, Close CRM delivers automated workflows, power dialing, and pipeline management all in one single platform. Ready to supercharge your outreach? Try Close Free for 14 days Today and experience a new era of sales efficiency.

What is Close CRM?

Close CRM is a fully integrated crm dialer software designed to unify calls, emails, SMS, and follow-ups within a single interface. It’s built from the ground up for small to midsize teams who need lightning-fast performance and minimal setup friction. By combining an internal phone system with automated email sequences and advanced pipeline tracking, Close CRM eliminates the need for multiple tools and countless integrations.

At its core, Close CRM focuses on one principle: make contacting prospects as seamless as possible so your team can focus on closing deals instead of busywork. From predictive dialing that boosts connect rates to built-in workflows that trigger follow-ups automatically, this crm dialer software helps you keep every lead moving forward without ever leaving the platform.

Close CRM Overview

Founded in 2013 by former sales professionals frustrated with complex CRMs, Close CRM set out to simplify sales tools and prioritize speed. The mission was straightforward: build a platform that anyone could learn in hours, not weeks or months. Since then, Close CRM has grown steadily—serving over 5,000 companies worldwide, closing millions of calls per month, and ranking among the fastest CRMs in independent performance tests.

Key milestones include the 2017 launch of the Power Dialer, the rollout of automated workflows in 2019, and the addition of AI-powered email assistance in 2022. Today, Close CRM empowers teams in industries from SaaS to real estate to keep pipelines full, follow-up rates high, and administrative tasks to a minimum.

Pros and Cons

Pros:

Fastest Dialing Speeds: Power Dialer and Predictive Dialer modes significantly increase call volume and connect rates.

All-In-One Platform: Phone, email, SMS, and pipelines in a single interface—no more context switching.

Easy Setup and Onboarding: Get started in hours, not weeks, thanks to intuitive design and guided tutorials.

Automated Workflows: Save time by automating follow-up reminders, email sequences, and task creation.

AI Email Assistant: Draft personalized outreach messages in seconds using built-in AI suggestions.

Affordable Entry Plan: Solo plan starts at just $9/month, making it accessible for freelancers and solo entrepreneurs.

Seamless Integrations: Connect popular apps like Zapier, Slack, and custom APIs to extend your tech stack.

Real-Time Reporting: Track call and email metrics live; adjust strategies on the fly.

Cons:

Some advanced features (e.g., Predictive Dialer) require higher-tier plans, which may be pricey for very small teams.

Limited marketing automation compared to dedicated marketing tools—best suited for sales-driven outreach rather than broad marketing campaigns.

Features

Close CRM’s feature set centers around making your outreach as efficient as possible. Below are the standout tools that make it the go-to crm dialer software for growing teams.

Power Dialer

Automatically dial through a list of phone numbers so reps can focus on conversation, not redialing.

• Pre-configured call scripts for consistent messaging.
• Instant call logging and outcome tracking.
• Adjustable call pacing to match your team’s workflow.

Predictive Dialer

Advanced dialing algorithm that predicts when reps will become available and dials multiple numbers in advance to maximize talk time.

• Dynamically adjusts dialing rate based on call length.
• Reduces idle time by up to 70%.
• Built-in compliance settings to meet regional regulations.

Built-In Calling, SMS, and Email

Keep all communications in one place, complete with recording, transcripts, and email threading.

• VoIP calling with click-to-dial.
• Two-way SMS with templated replies.
• Rich email composer and tracking.

Automated Workflows

Create multi-step sequences that trigger actions—like sending an email or creating a task—based on specific conditions.

• Conditional logic for advanced personalization.
• Auto-assignment rules to distribute leads fairly.
• Real-time notifications for hot leads.

AI Email Assistant

Leverage artificial intelligence to generate prospect-specific email drafts or optimize subject lines for higher open rates.

• One-click personalization based on lead data.
• Built-in A/B testing for subject lines.

Pipeline Management

Visualize every deal stage in customizable pipelines to ensure nothing falls through the cracks.

• Drag-and-drop deal movement.
• Custom fields and activity filters.
• Integrated reporting dashboards.

Close CRM Pricing

Close CRM offers flexible plans tailored to teams of all sizes. All plans include unlimited contacts, multiple pipelines, advanced filters, and built-in communication tools. Explore each option and find the perfect match for your budget and needs.

Solo Plan

Price: $9/user/month

Ideal for: Freelancers, solo entrepreneurs, and one-person teams.

• Built-in calling, email, and SMS
• Basic reporting and filters
• Unlimited leads and contacts

Essentials Plan

Price: $49/user/month

Ideal for: Small teams needing core crm dialer software capabilities.

• Everything in Solo
• Multiple pipelines and custom fields
• Centralized inbox and task lists
• Try Close Free for 14 days Today

Growth Plan (Popular)

Price: $109/user/month

Ideal for: Teams requiring automation and advanced dialing.

• All Essentials features
• Automated workflows
• Power Dialer and AI Email Assistant
• Custom activities

Scale Plan

Price: $149/user/month

Ideal for: Scaling organizations with strict security and compliance needs.

• All Growth features
• Role-based access and permissions
• Lead visibility rules
• Predictive Dialer and unlimited call recording

Close CRM Is Best For

Not all crm dialer software is created equal. Close CRM shines in scenarios where speed, simplicity, and unified communication are paramount.

Small Sales Teams

Teams of 2–10 reps who need a streamlined toolset without paying for unused bells and whistles. Close CRM’s Essentials plan strikes the perfect balance of features and affordability.

High-Volume Outbound Teams

Organizations making hundreds of calls per day will love the Power Dialer and Predictive Dialer, reducing idle time and maximizing live conversations.

Startups and Growth Stage Companies

Fast-moving teams that need to set up quickly, iterate on sequences, and scale outreach without adding headcount to manage complex tools.

Remote and Distributed Teams

With cloud-based calling, central inboxes, and real-time reporting, reps can work from anywhere while staying aligned and accountable.

Benefits of Using Close CRM

Switching to the right crm dialer software can transform your sales process. Here are the top benefits you’ll notice immediately:

• Increased Productivity: Automated dialing and workflows mean reps spend more time talking and less time navigating disparate apps.
• Higher Connect Rates: Predictive Dialer intelligently manages call pacing, boosting live answer rates by up to 40%.
• Better Pipeline Visibility: Custom pipelines and real-time dashboards keep managers informed and deals on track.
• Streamlined Onboarding: New hires are up and running within hours thanks to the intuitive interface and guided setup.
• Cost Savings: Consolidate multiple tools into one subscription—no more paying for separate dialers, email platforms, and task managers.
• Enhanced Team Collaboration: Shared inboxes and activity logs ensure everyone can see the full history with each prospect.

Customer Support

Close CRM’s support team is known for fast, friendly assistance. Whether you hit a snag during setup or need guidance on advanced workflow configuration, real human help is available via live chat, email, and an extensive knowledge base.

Response times average under one hour during business days, and the detailed documentation covers every feature—from dialing rules to API integrations—so you’ll never have to hunt for answers alone.

External Reviews and Ratings

Independent review sites consistently rate Close CRM above 4.5 stars. Users praise its simplicity and robust dialing capabilities, often noting how it reduced manual follow-up tasks by 60%.

Some critical feedback highlights missing deep marketing automation features, but the Close team actively addresses requests through monthly updates. Recent dashboard improvements and expanded integration options show they’re listening to user needs.

Educational Resources and Community

Beyond software, Close CRM fosters a thriving community of sales professionals. The official blog delivers weekly articles on cold outreach strategies, pipeline optimization, and customer success stories. You can also join live webinars hosted by industry experts, participate in Q&A forums, and access video tutorials in the Help Center.

For developers and power users, the API documentation provides step-by-step guides to build custom integrations, ensuring Close CRM fits seamlessly into any tech stack.

Conclusion

Choosing the right crm dialer software can make or break your outbound sales success. Close CRM unites calling, emailing, SMS, and pipeline management in one fast, easy-to-use platform built for teams that need results yesterday. With automated workflows, AI-driven email drafting, and powerful dialing tools, you’ll close more deals in less time.

If you’re ready to streamline your sales process and see why thousands of teams love Close CRM, Try Close Free for 14 days Today. Transform your outreach and start closing more deals—no credit card required. Try Close Free for 14 days Today and experience the future of crm dialer software.