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Close

Close is a comprehensive sales CRM platform designed to empower small and medium-sized businesses with integrated communication tools and automation.

Our take: Close is a communication-first CRM that bundles calling, SMS, and email natively so sales reps never leave the platform.

Best forSales teams within small to medium-sized businesses (SMBs) seeking a highly integrated and communication-centric CRM solution to streamline their sales processes, automate outreach, and improve overall sales efficiency
ReviewedPricing: Paid
7.5 out of 105 criteria · see breakdown
Try CloseFrom $35/seat/mo (annual)
The bottom line

The go-to CRM for outbound-heavy SMB sales teams who want calling, SMS, and automation in one place without patching together integrations.

Our score

Reviewed by the Conversion Gems editorial team. Hover a facet to focus it; click to pin.Tap a facet to focus it.

Community ratings

Shown for context only. Our score is independent.

G2
4.7 out of 5
1,700+ reviews
Capterra
4.7 out of 5
160+ reviews

4.7 / 5 aggregate · across 2 sources

Third-party ratings shown verbatim; aggregate weighted by review volume.

What it is, and why we rate it

One line each. Open a row for detail.

What it really isClose — sales CRM with built-in calling, SMS, email, and workflow automation for SMB teams.
Our takeClose is a communication-first CRM that bundles calling, SMS, and email natively so sales reps never leave the platform.
The Growth tier is $99/user/month; the Essentials entry plan starts at $35/seat/month (annual) or $49/seat/month (monthly), with a Solo plan at $9/month for single operators. It sits squarely in the paid CRM category with no free tier but a generous 14-day trial.
Why we rate itClose earns its reputation by making communication frictionless — calls, texts, and emails log automatically, pipelines update in real time, and the Power Dialer meaningfully increases rep throughput.
The AI-assisted email and workflow automation on Growth+ further reduce manual busywork, making it one of the most productivity-dense CRMs at its price point for outbound teams.
The catchPurely sales-focused: limited marketing automation and no native customer-service module mean you'll need separate tools for anything beyond the pipeline.
Per-seat costs also climb fast for larger teams, and advanced telephony (Predictive Dialer) is locked to the top Scale tier.

Best / not good for

Best for
  • Outbound SMB sales teams with high call and SMS volume
  • Teams wanting calling + email + CRM in a single interface
  • Sales managers who need live call coaching and detailed activity reporting
Not good for
  • Teams needing broad marketing automation or customer-service ticketing
  • Enterprises requiring deep custom-object configuration or complex ERP integration
  • Freelancers or micro-teams wanting a genuinely free CRM tier
Trade-offs

Friction report

Trade-offs to know before signing up.

  1. Time to value
    Fast: 14-day trial requires no credit card; a rep can log a call and send a sequence within the first session. Basic pipeline setup takes under an hour.
  2. Scale breakpoint
    Per-seat pricing becomes expensive at 20+ reps; Predictive Dialer and role-based permissions only unlock at Scale ($139/seat/mo), so mid-size teams hit a significant cost step.
  3. Walled garden
    Moderate: contact, lead, and activity data exports are available, but sequences, call recordings, and AI-generated insights live exclusively in Close with no native data-out pipeline.
Still a fit?
If none of these block you, try it on the official site.
Try Close

A look inside

Close product screenshot

Frequently Asked Questions

What is Close and what is it used for?

Close is a sales-focused CRM platform designed to help businesses manage leads, track deals, and streamline sales communication. It focuses on simplifying the sales process and improving productivity for sales teams.

How does Close simplify sales and CRM management?

Close provides built-in calling, email tracking, SMS integration, pipeline management, and automation tools. By centralizing all sales communication and follow-ups, it helps teams close deals faster and more efficiently.

What features does Close offer?

Close offers lead and contact management, sales pipelines, calling and emailing capabilities, workflow automation, reporting and analytics, and integration with other business tools. It is designed to improve the entire sales process from lead capture to deal closure.

Is Close suitable for beginners?

Yes, Close is beginner-friendly, especially for sales professionals. Its intuitive interface, guided onboarding, and built-in communication tools make it easy for users to start managing leads and pipelines without prior CRM experience.

Who should use Close and what benefits can they expect?

Close is ideal for sales teams, startups, SMBs, and business development professionals. Users can expect streamlined sales processes, improved lead management, faster deal closures, centralized communication, and actionable insights, helping them boost sales performance and productivity.

Alternatives

  • Step up

    Salesforce Sales Cloud for enterprise-grade customisation, reporting, and cross-cloud CX.

  • Lighter alternative

    HubSpot CRM free tier for teams that need basic pipeline management without telephony.

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Tags

#CRM#Sales#Automation

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