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Close

Features
Ease of use
Ease of management
Quality of support
Affordability
Market presence
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Pricing from
$9 per seat per month
Free Trial
Free version unavailable
User corporate size
Small
Medium
Large
User industry
  1. Information technology and software
  2. Media and communications
  3. Professional services (engineering, legal, consulting, etc.)

What is Close

Close is a CRM and sales engagement platform designed for inside sales teams to manage leads, deals, and multichannel outreach from one workspace. It combines contact and pipeline management with built-in calling, SMS, email sequences, and activity tracking to support outbound and follow-up workflows. The product emphasizes a communication-first CRM experience with native telephony features such as power dialing and call logging, plus reporting for sales activity and outcomes.

pros

Built-in calling and SMS

Close includes native calling and texting features that reduce reliance on separate dialer or messaging tools. Users can place calls, log outcomes, and associate communications to leads and opportunities within the CRM. Power dialing and call-related workflows support high-volume outbound teams. This consolidation can simplify administration compared with CRM setups that require multiple add-ons.

Sales engagement workflows included

The platform provides sequences and templates for email and SMS to standardize outbound cadences and follow-ups. Activity tracking and automatic logging help keep lead histories complete without manual data entry. Teams can coordinate outreach across channels from a single record. This aligns well with sales development and small-to-mid sales teams running repeatable outbound motions.

Activity and pipeline reporting

Close offers reporting focused on sales activity (calls, emails, tasks) and pipeline performance to support coaching and forecasting discussions. Managers can review rep output and outcomes using CRM and communication data captured in the system. Because communications are native, reporting can be more consistent than environments where data is split across tools. The product supports common sales operations needs without requiring a separate BI layer for basic metrics.

cons

Not ideal for complex enterprises

Close is oriented toward inside sales workflows rather than highly customized enterprise CRM deployments. Organizations needing extensive object modeling, complex approval processes, or deep cross-department CRM customization may find limitations. Larger enterprises often require broader ecosystem capabilities and governance features than a sales-focused CRM typically provides. This can increase the need for workarounds or external systems.

Telephony coverage varies by region

Calling and SMS capabilities depend on supported countries, number availability, and local telecom requirements. International teams may encounter constraints around provisioning, compliance, or deliverability that require additional configuration or alternative providers. Call recording and storage requirements can also vary by jurisdiction. Buyers should validate supported regions and regulatory fit for their use case.

Integrations may require extra work

While Close integrates with common business tools, some organizations will need custom integration work to match existing data models and workflows. Syncing with marketing automation, support systems, or data warehouses can require middleware or API development. This is especially relevant when teams want a single source of truth across multiple departments. Integration effort can affect time-to-value for more complex stacks.

Plan & Pricing

Plan Price Key features & notes
Solo $9 per seat/month (billed annually) — $19 per seat/month (billed monthly) Includes everything in Essentials; limited to 1 user, limited to 10,000 leads, workflows not included.
Essentials $35 per seat/month (billed annually) — $49 per seat/month (billed monthly) CRM for small teams: Unlimited contacts & leads, multiple pipelines, advanced lead & activity filters, built-in forms, email, calling & SMS, centralized inbox & task lists.
Growth $99 per seat/month (billed annually) — $109 per seat/month (billed monthly) Everything in Essentials plus automated workflows, Power Dialer, AI Email Assistant, custom activities; automation to help teams move faster.
Scale $139 per seat/month (billed annually) — $149 per seat/month (billed monthly) Everything in Growth plus role-based access & permissions, lead visibility rules, Predictive Dialer, unlimited call recording; custom pricing available for large teams.

Add-ons (official site):

  • Premium Phone Numbers: $19 / month per phone line (plus usage). Provides IVR, lead-based call routing, round-robin routing.
  • AI Call Assistant: $50 / month per organization + $0.02 per minute (call transcription, summaries, talk-time analysis).
  • Additional Organizations: $50 / month per organization (Growth & Scale customers receive 1 free additional org automatically).

Other official notes from Close pricing page:

  • Try Close free for 14 Days (free trial). The free trial includes $5 of calling and enrichment credits.
  • Calling & AI enrichment are charged based on usage.

Seller details

Close.com, Inc.
San Francisco, CA, USA
2013
Private
https://close.com
https://x.com/close
https://www.linkedin.com/company/close/

Tools by Close.com, Inc.

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