What is Close?
Close is a CRM platform built for inside sales teams. It combines calling, emailing, and texting into a single interface. The tool uses AI to automate administrative tasks so reps spend more time selling.
Close gives sales teams a centralized hub to manage every prospect and customer interaction. Voice calls, emails, and SMS messages live inside the CRM, eliminating the need to switch between separate applications. Automated logging captures communication history without manual data entry. Pipeline management features include smart reminders and AI-driven insights that guide next steps. The platform also offers workflow automation and a power dialer on higher-tier plans. Teams can import leads and begin working within minutes of setup.
Ideal Customer Profile
Small to mid-sized sales teams that want a fast, unified workspace for calling, emailing, and texting prospects without managing multiple tools.
Key Features
- Built-in calling, email, and SMS
- AI-powered notes and follow-ups
- Automated communication logging
- Pipeline management with smart reminders
- Power dialer and predictive dialer
- AI email assistant on Growth plans
- Customizable automated workflows
- Integrations with marketing and calendar tools
- Role-based access and lead visibility rules
How to use Close
Teams import their leads and contacts into the platform, then use the built-in dialer and email composer to run outreach sequences directly from the CRM. Managers set up automated workflows to trigger follow-ups and assign tasks. Reps track deal progress through customizable pipeline views and rely on AI-generated notes to keep records accurate.
Pricing
Starts at $9 per seat per month for the Solo plan. A 14-day free trial is available.
Frequently Asked Questions
How do you get started with Close?
Create an account and import your leads into the platform. You can then call, email, or text prospects directly from the CRM.
What does Close cost?
Paid plans begin at $9 per seat monthly for the Solo tier and go up to $139 per seat for the Scale tier. Billing is annual, and a 14-day trial is available.
Why should a team pick Close over other CRMs?
It bundles calling, emailing, SMS, and AI automation into a single tool designed for speed. This reduces context switching and helps reps close deals faster.
What does Close actually do?
It centralizes all sales communication and automates follow-ups, logging, and note-taking. Pipeline tools and AI insights keep deals moving through each stage.
Is there a free version of Close?
There is no permanent free plan. The platform offers a 14-day free trial that grants full access to test features before paying.
Does Close offer a partner or reseller program?
Yes, Close supports partnership and reseller opportunities. Interested parties can reach out through the vendor's website for details.
