Cookie Consent Required

You've denied cookie usage. You will be redirected to our partner site in 10 seconds.

Filter & Categories

Close is a CRM and sales engagement platform designed to enhance productivity and streamline sales processes. It integrates calling, emailing, and SMS directly into the CRM, allowing teams to manage communications and track leads efficiently.

Close is a CRM and sales engagement platform that has carved out a strong niche for teams that sell through high-touch, multi-channel communication. Unlike many CRMs that treat calling as an afterthought, Close was built from the ground up with a native dialer, email sync, and SMS capabilities. This makes it a natural fit for sales organizations where phone conversations are a primary driver of revenue. The platform's recent addition of Chloe, an AI sales agent embedded directly in the CRM, further sets it apart by automating lead qualification, follow-ups, and meeting booking without requiring separate integrations.

The core strength of Close lies in its ability to centralize all sales activities. Reps can make calls, send emails, and text prospects from within the same interface, with every interaction automatically logged. The visual pipeline management is clean and intuitive, allowing teams to see deal progress at a glance. Automation features handle repetitive tasks like follow-up reminders and workflow triggers, freeing up reps to focus on selling. The reporting and analytics module provides actionable insights into call volumes, conversion rates, and team performance, though some users note that customization options are more limited than in enterprise-focused CRMs like Salesforce.

Pricing is a key consideration. Close's plans start at $129 per user per month (billed annually) for the Basic tier, which includes core CRM functionality. The Professional plan at $299 per user per month adds advanced features like custom reporting and more robust automation. Enterprise pricing is custom. While this is competitive for a purpose-built sales CRM, it can be expensive for very small teams or solopreneurs, especially when compared to lighter-weight tools. However, for teams that rely heavily on calling and need an all-in-one solution, the cost is often justified by the time saved and the elimination of separate dialer and automation subscriptions.

The introduction of Chloe represents a significant leap forward. Chloe can automatically call new leads, re-engage cold contacts, send follow-ups based on call transcripts, and update deal stages. She works within the CRM, not as a bolt-on, which means data flows smoothly. Early adopters report a 50% increase in booked appointments and substantial time savings. This AI capability positions Close as a forward-thinking choice for teams that want to scale outbound efforts without adding headcount.

Close is best suited for sales teams that prioritize phone and email outreach, particularly in industries like SaaS, real estate, financial services, and B2B services. It works well for teams of 5 to 50 reps who need a CRM that matches their workflow rather than forcing them to adapt. Larger enterprises with complex customization needs may find the platform limiting, but for most mid-market sales organizations, Close delivers a focused, high-impact experience.

Overall, Close remains one of the most effective CRMs for conversation-driven sales. The addition of Chloe makes it even more compelling for teams looking to leverage AI without the complexity of stitching together multiple tools. If your sales process revolves around calls and emails, and you want a CRM that acts on your data rather than just storing it, Close is a strong contender worth evaluating.

Features

  • Built-in Calling with call tracking and recording
  • Email Sync with automatic syncing of communication history
  • CRM Automation including workflow automation and task management
  • Pipeline Management with visual sales pipelines
  • Reporting & Analytics with advanced sales analytics
  • Lead & Contact Management centralized
  • Integrations with third-party applications

Pricing

'Basic Plan: $129 per user/month (billed annually), Professional Plan: $299 per user/month (billed annually), Enterprise Plan: Custom pricing'

Pros

  • Built-In Calling integrated phone system with call tracking and recording
  • User-Friendly intuitive interface and easy navigation
  • Effective Automation strong workflow and task automation capabilities
  • Pipeline Management robust tools for managing and visualizing sales pipelines
  • Advanced Reporting comprehensive reporting and analytics features
  • Customer Support generally positive feedback on responsive and helpful support

Cons

  • High Cost pricing can be steep for smaller businesses or teams
  • Limited Customization some users find customization options limited
  • Integration Limitations fewer native integrations compared to some competitors

Best For

Sales teams that rely on calling, emailing, and SMS to close deals, especially small to mid-sized businesses

Free Plan Available

You shouldn’t have to overpay for cold email tools. With Mystrika, you won’t.

It does cold email warmup, sequences, unified inbox, and AI writing - all in one place. Every other tool that does this charges somewhere between $100 and $500 a month. Mystrika has a free plan. 500 prospects. No expiry. No card.

The people who consistently book meetings from cold email aren’t smarter. They just stopped leaving money on the table.

See the Free Plan