Close CRM is a sales-focused customer relationship management platform built for small to mid-sized teams that want to close deals faster. Well reviewed on G2 by sales teams, Close combines built-in calling, SMS, email, video, and task management in a single workspace. Founded by Steli Efti and a team of former sales professionals, Close is designed for high-velocity outbound sales teams who need speed, automation, and simplicity. The platform includes a Power Dialer and Predictive Dialer, two-way email sync with open/click tracking, smart views for filtered lead lists, pipeline management, workflow automation, and AI features like Notetaker and AI Summaries.
Close includes a native phone system with Power Dialer and Predictive Dialer that lets reps call up to 300 leads per day without touching the phone.
Unified inbox syncs with Gmail, Outlook, and SMTP. Opens, clicks, and replies are tracked automatically against the contact record.
Create dynamic, filtered lead lists called Smart Views so reps always work the right contacts without manual list building.
Visual pipelines with custom stages, win probability, forecasting, and drag-and-drop deal management keep every opportunity moving.
Multi-channel, multi-step email, call, and SMS sequences fire automatically based on rules and triggers you define.
Embed Close forms on your site to capture inbound leads and route them to the right rep with assignment rules.
AI generates call notes, email drafts, and deal summaries automatically so reps spend less time on admin and more time selling.
Track activity, pipeline health, win rates, and rep performance. Call coaching features let managers listen, whisper, or barge on live calls.
Close CRM packs the most-used sales workflows into one streamlined interface. From the moment a lead enters your pipeline until the deal is won, you can call, email, text, and update opportunities without switching tabs. The platform includes a built-in dialer, email sequences, task automation, smart views, pipeline management, and native integrations with Gmail, Outlook, Slack, Zapier, Zoom, and 300+ other tools.
See Close CRM in action through these in-depth video reviews and tutorials. These walk-throughs cover the dashboard, Power Dialer, email sequencing, pipeline views, workflow automation, and reporting. Watch to decide if Close is the right CRM for your sales team.
Close CRM sells four tiers (Base, Startup, Professional, Enterprise), billed monthly or annually with 20% off annual.
Close CRM consistently earns top marks from sales professionals. On G2 it is one of the better-reviewed sales CRMs, though we do not publish scores we cannot verify at the time you are reading this. Here is what real users are saying about the platform.
Here is an honest look at where Close CRM stands out and where it falls short, based on feedback from sales teams across G2 and Capterra.
While Close CRM is an excellent choice for outbound sales teams, other options to consider include HubSpot CRM (free, marketing-focused), Pipedrive (visual pipeline management), Salesforce (enterprise power), Zoho CRM (budget-friendly with deep customization), and Monday CRM (user-friendly with project management). Each has strengths, but Close stands out for built-in calling and sales velocity.
Here are answers to the most common questions about Close CRM, covering pricing, free trial, integrations, and the best fit for your sales team.
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