What is Close CRM?

Close CRM is a next-generation solution designed to supercharge your sales prospecting tools and streamline every step of your pipeline. By combining built-in calling, emailing, SMS, automated workflows, and advanced reporting into one unified platform, Close CRM empowers growing teams to engage more leads and close deals faster. If you’re looking to revolutionize your outreach and stay laser-focused on high-value opportunities, Try Close Free for 14 days Today and experience how the right CRM can transform your prospecting.

Close CRM Overview

Founded in 2013 by sales veterans determined to fix the inefficiencies of traditional CRMs, Close CRM began as a lean startup focused on speed and ease of use. The goal was simple: build a system that salespeople actually love to use every day. Early adopters praised its intuitive interface, rapid setup, and seamless integrations, propelling Close CRM from a niche tool into a market leader for small and mid-sized teams.

Over the years, Close CRM has scaled alongside its customers, adding AI-powered features, predictive dialers, and granular permission controls. Today, the platform supports thousands of teams worldwide—ranging from solopreneurs to scaling organizations—helping them optimize follow-ups, manage multiple pipelines, and gain real-time insights into their outreach performance. With a reputation for reliability and continuous innovation, Close CRM stands out as one of the top sales prospecting tools available in 2024.

Pros and Cons

Fast and Intuitive Interface – The clean, responsive design lets reps jump in without months of onboarding. You’ll spend more time selling and less time navigating clunky menus.

All-In-One Communications – Email, calling, and SMS all live within Close CRM. No more toggling between apps or losing track of conversations.

Automated Workflows – Set triggers to send follow-up emails, schedule calls, and assign tasks automatically. This removes manual admin work and keeps your team focused on outreach.

Advanced Lead & Activity Filters – Zero in on the highest-value prospects with custom filters that combine lead attributes, engagement history, and deal stage.

Built-In Calling and Dialers – Power Dialer and Predictive Dialer options boost call volume without sacrificing call quality or personalization.

Rapid Setup and Onboarding – Get your team up and running in hours, not weeks. Import leads, configure pipelines, and start making calls the same day.

Scalable Architecture – Role-based access controls and lead visibility rules ensure that growing teams have the right permissions at every stage.

Cons:

Some advanced analytics require Growth or Scale plans, which may be overkill for micro-teams or very early-stage startups.

Occasional learning curve for users new to integrated calling features; best practices documentation helps smooth adoption.

Features

Close CRM is packed with features designed to enhance every facet of your sales process. Below are the core capabilities that make it one of the go-to sales prospecting tools.

Automated Workflows

Automations let you define triggers and actions so repetitive tasks happen without manual intervention.

• Trigger follow-up emails based on email opens or link clicks.
• Schedule reminder tasks after calls or emails.
• Automatically update deal stages when activities complete.

Built-In Calling, Email & SMS

Communicate on the customer’s preferred channel without leaving the platform.

• Make calls with Power Dialer or Predictive Dialer.
• Send one-to-one or bulk emails with templates and tracking.
• Use SMS for rapid responses and appointment confirmations.

Multiple Pipelines

Manage different products, verticals, or sales processes in parallel.

• Create unlimited pipelines tailored to your workflow.
• Visualize stages with customizable drag-and-drop boards.
• Track deals and forecast revenue per pipeline.

AI Email Assistant

Draft personalized outreach messages in seconds.

• Generate subject lines, bodies, and CTAs with AI.
• Customize tone and length to match your brand voice.
• Refine drafts with AI suggestions for clarity and impact.

Integrations & API

Connect Close CRM to your favorite tools or build custom solutions.

• Native integrations with Zapier, Slack, Google Workspace, and more.
• Open REST API for custom data synchronization.
• Webhooks for real-time event notifications.

Advanced Reporting & Analytics

Gain insights into rep performance, pipeline health, and campaign ROI.

• Prebuilt dashboards for calls, emails, and revenue metrics.
• Custom reports with drag-and-drop report builder.
• Export data for deeper analysis in BI tools.

Close CRM Pricing

Close CRM offers flexible plans to fit various team sizes and needs. For the most up-to-date details, explore each plan below or visit Try Close Free for 14 days Today.

Solo Plan

Price: $9/seat/month

Ideal for: Freelancers and independent sellers

• Unlimited contacts & leads
• Multiple pipelines
• Built-in calling and email
• Basic activity reporting

Essentials Plan

Price: $49/seat/month

Ideal for: Small teams getting started with CRM

• All Solo Plan features
• Advanced lead & activity filters
• Centralized inbox & task lists
• Email and call analytics

Growth Plan

Price: $109/seat/month

Ideal for: Teams needing automation at scale

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

Scale Plan

Price: $149/seat/month

Ideal for: Scaling organizations with complex needs

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

Close CRM Is Best For

Whether you’re a solopreneur or part of a rapidly expanding sales team, Close CRM adapts to your unique workflow and challenges. Below are the audiences that benefit most from its powerful feature set.

Solopreneurs & Freelancers

With the Solo Plan, individual sellers gain enterprise-grade tools at an affordable entry price. The all-in-one interface means you spend more time engaging prospects and less time juggling apps.

Small Sales Teams

Teams of 3–10 reps appreciate the rapid onboarding and collaborative features. Shared pipelines, centralized inboxes, and activity filters keep everyone aligned on goals.

Inside Sales & SDR Teams

Automated workflows and power dialers accelerate outreach cadences. Managers can track rep performance in real time and coach using detailed call recordings and analytics.

Scaling Startups & SMEs

The Growth and Scale plans offer advanced automations, AI-assisted outreach, and granular permission controls—perfect for organizations preparing to double headcount.

Benefits of Using Close CRM

• Increased Productivity: Centralized tools and automations cut admin time by up to 50%.
• Higher Outreach Volume: Power and Predictive Dialers facilitate more calls per hour.
• Improved Follow-Ups: Automated reminders and email tracking ensure no lead slips through the cracks.
• Better Forecasting: Real-time pipeline visibility helps managers make informed decisions.
• Scalable Architecture: Role-based permissions and customizable pipelines grow with your team.
• Enhanced Collaboration: Shared inboxes and team dashboards align everyone on priority deals.

Customer Support

Close CRM’s support team is available via live chat, email, and in-app messaging. Response times average under one hour for urgent issues, ensuring your team stays on track without downtime.

Comprehensive documentation, video walkthroughs, and an active user forum provide self-service options. Whether you need a quick how-to or in-depth guidance on best practices, you’ll find expert assistance around the clock.

External Reviews and Ratings

Users consistently praise Close CRM for its intuitive interface and all-in-one communications. Many note that integrated calling combined with email tracking dramatically improves follow-up rates. The AI Email Assistant and Power Dialer receive special mention for reducing manual work and boosting rep productivity.

On the flip side, a handful of teams mention the cost of Growth and Scale plans as a consideration. Others highlight an initial adjustment period for dialing features. In response, Close CRM continually refines its onboarding materials and offers personalized setup sessions to smooth the learning curve.

Educational Resources and Community

Close CRM maintains an official blog filled with sales strategies, best practices, and product updates. Weekly webinars and on-demand video courses cover topics from cold calling fundamentals to advanced automation tactics. Users can tap into an active community forum, where veteran reps and new users exchange tips, templates, and success stories.

Additionally, the Help Center offers step-by-step tutorials, API documentation, and release notes. Customizable onboarding packages and dedicated customer success managers are available for teams that require hands-on guidance.

Conclusion

In today’s competitive landscape, having the right sales prospecting tools at your fingertips is non-negotiable. Close CRM combines speed, automation, and flexibility—so you can contact more prospects, manage follow-ups effortlessly, and close deals faster. Ready to see the difference for yourself? Try Close Free for 14 days Today.