Close’s CRM software is a streamlined, intuitive platform designed for small to medium-sized businesses to boost sales efficiency. It integrates email, calling, and SMS into a single inbox, automating tasks like call notes, follow-ups, and lead management. With robust analytics, pipeline tools, and AI-enhanced features, it simplifies workflows, enhances customer relationships, and accelerates deal-closing, all while requiring minimal training.
- Overview
- Features
- Pricing
- Pros
- Cons
- Reviews
Close’s CRM software Overview
- Updated August 14, 2025
Key Features
- Built-in Calling: Seamless phone calls within the CRM, with Power Dialer and Predictive Dialer for automated, high-volume calling, boost outreach efficiency.
- Email Integration: Synced work email for managed communications within the platform, with email templates, bulk messaging, and scheduled emails, streamlines follow-ups.
- SMS Messaging: Sent SMS/MMS to contacts in supported countries (e.g., US, CA, GB, AU), with reusable text blocks and scheduled texts, ensures efficient communication.
- Workflow Automation: Automated repetitive tasks like activity logging, follow-up email sending, or task assignment based on triggers free up time for relationship-building.
- Lead Management: Organized leads with customizable fields, duplicate lead detection, and a chronological activity timeline simplify tracking and prospect management.
- Pipeline Management: Multiple pipelines (up to 25 depending on the plan) for visualized deal management, with tools to track progress and prioritize high-value opportunities, enhance efficiency.
- AI-Powered Insights: Notetaking robot transcribing and summarizing calls/meetings, plus AI-generated lead activity summaries, provide quick insights into key customer details.
- Data Enrichment: Automatically pulled real-time customer data from the web enhances profiles, reducing manual research and providing a comprehensive lead view.
- Task Management: Set reminders and assigned follow-up tasks ensure no lead or customer is overlooked, particularly during onboarding or renewals.
- Reporting and Analytics: Customizable reports, sales forecasting, and performance metrics track team and individual progress for data-driven decisions.
- Mobile App: iOS and Android apps for CRM management, call/text handling, and report review on the go ensure flexibility for remote teams.
- Integrations: Connection with over 2,000 apps via Zapier, plus native integrations like Zoom and Segment, streamlines workflows with other business tools.
- Security Features: 2FA, SSO (on higher plans), and secure data management protect customer information and ensure compliance.
- Customizable Dashboards: Tailored views of leads, contacts, and opportunities, with shareable saved views, enhance team collaboration.
Price
- Solo Plan: $9/user/month (billed annually) or $10/user/month (billed monthly). Core CRM tools, one pipeline, built-in calling, email, SMS, and basic reporting. Best for freelancers.
- Essentials Plan: $35/user/month (billed annually) or $39/user/month (billed monthly). Includes Solo features, up to 3 pipelines, basic team functionality, no automation. Best for small teams.
- Growth Plan: $99/user/month (billed annually) or $109/user/month (billed monthly). Includes Essentials features, up to 10 pipelines, workflow automation, Power Dialer, enhanced reporting. Best for medium-sized teams.
- Scale Plan: $139/user/month (billed annually) or $149/user/month (billed monthly). Includes Growth features, up to 25 pipelines, Predictive Dialer, advanced security (SSO, 2FA), priority support, custom SLAs. Best for large teams.
- Custom Plan: Tailored pricing for 10+ users or complex needs, includes Scale features plus specialized integrations and white-glove onboarding.
Pricing details: https://www.close.com/pricing
Pros
Competitor |
Pros of Close’s CRM Software |
|---|---|
| Salesforce | Close’s CRM offers a simpler, more intuitive interface that requires minimal training compared to Salesforce’s complex setup, which can take weeks to master. Its all-in-one communication tools (email, calling, SMS) streamline sales workflows without needing multiple third-party integrations, unlike Salesforce’s reliance on add-ons.
Close’s pricing is more affordable for small to medium-sized businesses, starting at $9/user/month, while Salesforce’s plans often start higher and escalate with add-ons. Close’s AI-powered notetaking and data enrichment reduce manual work, ideal for sales teams needing quick setup and efficiency. |
| HubSpot | Close excels with built-in calling and SMS features, which HubSpot’s free and lower-tier plans lack, requiring upgrades or integrations for similar functionality. Close’s streamlined, sales-focused design is faster to implement than HubSpot’s broader marketing and service hubs, which can overwhelm small teams.
Its AI-driven insights, like call transcription and lead summaries, boost productivity without HubSpot’s complexity. Close’s pricing is more predictable for sales-focused teams, avoiding HubSpot’s tiered costs for additional hubs. |
| Pipedrive | Close’s integrated communication tools (email, calling, SMS) give it an edge over Pipedrive, which focuses on pipeline management but requires external tools for robust communication. Close’s AI features, like automated call summaries and data enrichment, provide deeper insights than Pipedrive’s basic automation.
Close’s pricing is competitive, compared to Pipedrive’s $14/user/month. Close’s intuitive interface and fast onboarding suit teams needing immediate impact. |
| Zoho CRM | Close’s simplicity and sales-focused design outshine Zoho CRM’s broader but complex feature set, which includes marketing and support tools that may not suit sales-only teams. Close’s built-in calling and SMS capabilities are more seamless than Zoho’s, which often requires integrations.
Close’s AI notetaking and lead enrichment streamline workflows, while Zoho’s AI is less sales-centric. Close’s pricing is suitable for small teams, compared to Zoho’s $20/user/month for paid plans. |
Cons
Competitor |
Cons of Close’s CRM Software |
|---|---|
| Salesforce | Close lacks Salesforce’s extensive customization and scalability, which offers near-endless configuration for large enterprises with complex needs. Salesforce’s robust app marketplace and developer community provide more integration options than Close’s reliance on Zapier.
Close’s reporting, while effective, is less granular than Salesforce’s advanced analytics, which track detailed KPIs across departments. For large teams needing marketing or service modules, Close’s sales-only focus is limiting compared to Salesforce’s comprehensive platform. |
| HubSpot | Close falls short in offering marketing and customer service features, which HubSpot integrates seamlessly across its Marketing, Sales, and Service Hubs. HubSpot’s free plan provides basic CRM functionality, while Close requires a paid plan starting at $9/user/month.
Close’s customization options are less flexible than HubSpot’s for tailoring workflows across business functions. For teams needing a holistic platform beyond sales, Close’s focused approach may feel restrictive. |
| Pipedrive | Close’s customization options are more rigid than Pipedrive’s, which offers greater flexibility in tailoring sales pipelines. Pipedrive’s lower entry-level pricing ($14/user/month) can be more appealing for budget-conscious teams compared to Close’s higher-tier plans, reaching $149/user/month for advanced features.
Close’s integration ecosystem is less extensive, relying heavily on Zapier, whereas Pipedrive offers more native integrations. Close may feel complex for users seeking Pipedrive’s straightforward pipeline focus. |
| Zoho CRM | Close’s lack of a free plan contrasts with Zoho CRM’s free tier, which supports small teams with basic needs. Zoho’s broader feature set, including marketing, inventory, and support tools, makes it more versatile for businesses needing an all-in-one solution, while Close is sales-centric.
Zoho’s advanced customization and native integrations surpass Close’s more limited options. For teams requiring in-depth reporting or non-sales features, Close may feel too narrowly focused. |