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Close CRM

CRM built for inside sales teams with built-in calling, email, and SMS.

Overview

Close CRM is a communication-focused sales CRM with built-in calling, email, and SMS designed for inside sales teams and high-touch selling. Known for its Power Dialer, email sequences, and Smart Views, Close helps sales teams manage outreach at scale without switching between multiple tools. Popular with SaaS startups, agencies, and any business with an active outbound sales motion.

Pros & Cons

Pros
  • Built-in calling, email sequences, and SMS — all outreach from one tool
  • Power Dialer included on all plans — not a paid add-on like most competitors
  • Smart Views automatically prioritize which leads to follow up with next
  • Email sequence builder for automated multi-touch outreach campaigns
  • Excellent for scaling from founder-led sales to a small sales team
Cons
  • $29/user/mo starting price — more expensive than Pipedrive or Zoho
  • No free tier — 14-day trial only
  • Focused on outbound sales — less useful for referral or inbound-based businesses
  • No built-in marketing tools, landing pages, or content features
  • Smaller integration ecosystem compared to HubSpot or Salesforce

Key Features

Communication
  • Built-in calling & Power Dialer
  • Email sequences
  • Built-in SMS
  • Two-way email sync
  • Call recording
  • Predictive dialer
CRM
  • Visual sales pipeline
  • Smart Views (dynamic lead lists)
  • Contact management
  • Activity tracking
Customization
  • Custom fields & activities
Automation
  • Workflow automations
Analytics
  • Reporting & leaderboards
  • Pipeline analytics
Integrations
  • Zapier & API access

Our Close CRM Review

We evaluate every software across five key criteria. Here's how Close CRM scores.

Ease of Use

4.0 / 5.0
4.0

Close CRM is designed for speed — the interface is built around communication, with calling, email, and SMS accessible from every contact view. The Smart Views feature is intuitive for prioritizing outreach. Pipeline management is clean but less visual than Pipedrive. The learning curve is moderate — easy for sales teams, but the communication-heavy interface takes adjustment for CRM newcomers.

Ease of Implementation

4.0 / 5.0
4.0

Setup is relatively fast for a sales CRM. Import contacts, configure your pipeline stages, set up email templates and sequences, and connect your phone number. Built-in calling means no separate VoIP setup. Most teams are productive within a week. Data migration tools are solid.

Support

4.5 / 5.0
4.5

Close is known for excellent support. Email and chat support are responsive — often within minutes. The Close blog and YouTube channel are genuinely useful resources for sales teams. Onboarding assistance is available. The support team understands sales workflows, which means fewer generic responses and more actionable help.

Integrations

3.5 / 5.0
3.5

Close integrates with Zapier, Zoom, Google Workspace, Microsoft 365, Slack, and major lead source platforms. Built-in calling and email reduce the need for integrations. API access is well-documented for custom integrations. However, the native integration library is smaller than HubSpot or Salesforce.

Value for Price

4.0 / 5.0
4.0

At $29-99/user/mo, Close is mid-to-premium pricing. But it includes built-in calling (with Power Dialer), email sequences, and SMS — features that cost extra on most competitors. When you factor in the cost of separate calling and sequencing tools, Close often works out cheaper than Pipedrive + add-ons.

Client Support

EmailLive ChatKnowledge BaseYoutubeBlog

Hours: Business hours (Mon-Fri, US timezones). Extended hours on higher plans.

Email and chat support with fast response times (often minutes). Excellent sales-focused blog and YouTube channel. Onboarding assistance available. Support team understands sales workflows and provides actionable help rather than generic responses.

Best For
SMBMID-MARKET
Deployment
Cloud

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