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.

Reviewed · Updated 2026-06-19

Close

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

Reviewed by the Conversion Gems editorial team · 2026-06-19

Try Close

Pricing

Paid

Best for

Sales 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

Community ratings

4.7/ 5 aggregate · across 2 sources

4.71,700+ reviews

Capterra

4.7160+ reviews

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

What it really is

Close — sales CRM with built-in calling, SMS, email, and workflow automation for SMB teams.

Our take

Close is a communication-first CRM that bundles calling, SMS, and email natively so sales reps never leave the platform. The DB listed $99/user/month as the entry price, but that is the Growth tier; the actual 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 it

Close 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 catch

Purely 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 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

Friction report

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.

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.

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.

A look inside

Frequently Asked Questions

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.

Ready to try Close?

Opens the official site — we may earn a commission if you sign up.