Close

The No BS CRM for small, scaling businesses

CRM
★★★★★ 4.7
2013 Founded
101-250 Employees
Thousands of customers worldwide (exact number not publicly disclosed) Customers
San Francisco, CA, USA Headquarters

Quick Facts

✓ Free Trial
Website
close.com →
Starting Price
9
Pricing Model
per-user
Free Trial
14 days
Company Type
private

About Close

Close is a modern, sales-focused CRM designed to help small and scaling businesses close more deals with less friction. The platform unifies lead management, pipeline tracking, and multi-channel communication—calling, SMS, email and meetings—inside a single, fast interface. Rather than acting as a passive database, Close is built to be the daily workspace for SDRs, AEs and founders who rely on high-volume outreach and quick follow-up.

The company began in 2013 after the founders built an internal sales tool at their previous "Sales-as-a-Service" startup ElasticSales. That internal tool evolved into Close.io, which later rebranded to simply Close after acquiring the close.com domain in 2019. From the beginning, the product has focused on eliminating manual data entry and context-switching by embedding communication directly into the CRM and automating repetitive outreach tasks.

Close operates as a bootstrapped, profitable, 100% remote company with a globally distributed team. According to the company, it has around 100+ team members and supports thousands of customers worldwide across industries like SaaS, professional services, real estate, and insurance. The team emphasizes a "no BS" culture, fast iteration on product, and hands-on support, positioning Close as a founder- and rep-friendly alternative to heavyweight enterprise CRMs.

In the CRM market, Close competes with tools like HubSpot, Pipedrive, Salesforce, and Zoho but differentiates by being purpose-built for sales engagement rather than all-in-one marketing, service and operations. Its strengths lie in multi-channel outbound workflows, built-in dialers (Power and Predictive), AI features such as call transcription and summaries, and a lean but powerful reporting layer. With consistently high ratings on G2, Capterra and TrustRadius, Close is often chosen by teams that find traditional CRMs too bloated, slow, or complex for day-to-day selling.

Key Features

Unified multi-channel communication - built-in calling, SMS, and two-way email sync so all sales communication lives inside the CRM.

Power Dialer - automatically dials through lead lists to double or more outbound call volume without manual dialing.

Predictive Dialer - dials multiple numbers at once and connects reps only when a human answers, ideal for high-volume call teams (Scale plan).

AI Call Assistant & Notetaker - transcribes and summarizes calls and meetings so reps don't have to take manual notes.

AI Enrich & AI Lead Summaries - enrich lead records with web data and generate quick summaries of recent activity to get context fast.

Automated Workflows & Sequences - create multi-step, multi-channel sequences across email, calls, SMS and tasks to keep deals moving.

Smart Views & Inbox - dynamic, saved filters and a prioritized inbox that show which leads, tasks and conversations need attention next.

Custom Fields, Custom Activities & Custom Objects - model your own data (e.g., properties, packages, projects) and track key sales actions.

Pipeline & Opportunity Management - multiple pipelines, deal stages, opportunity values and funnel reports for accurate forecasting.

Reporting & Dashboards - activity, pipeline and funnel reports plus leaderboards to track rep performance and conversion rates.

Meeting Scheduling & Notetaker - calendar integrations, meeting reminders, and AI-generated notes for Zoom, Teams, and Google Meet.

Mobile apps - native iOS and Android apps to call, text, email, manage tasks and review reports on the go.

Robust API & Webhooks - REST API and event log API to connect Close with internal systems or build custom workflows.

Duplicate Management & Data Import - guided imports from other CRMs, duplicate detection and merging for clean data.

Role-based Permissions & Lead Visibility Rules - fine-grained access controls and visibility settings for larger teams (Scale plan).

Pros & Cons

👍 Pros

  • Very intuitive, sales-focused interface that reps can learn quickly, with minimal training.
  • Built-in calling, SMS and email drastically reduce tool sprawl and keep all communication on each lead in one place.
  • Power Dialer, Predictive Dialer and automated workflows significantly increase outbound productivity and follow-up consistency.
  • Smart Views, templates and bulk email make it easy to segment leads and run targeted outreach campaigns.
  • Onboarding is fast and straightforward, and many users highlight responsive, helpful support.
  • AI-powered features such as Call Assistant, Notetaker and AI Email Assistant save substantial time on note-taking and manual admin.

👎 Cons

  • Reporting and dashboard customization are more limited than in large, enterprise CRMs, requiring exports or external BI for complex analytics.
  • Pricing on higher tiers plus usage-based calling/SMS costs can feel expensive for very large or extremely high-volume teams.
  • Marketing automation, post-sale customer success and ticketing capabilities are relatively light compared with full-suite platforms like HubSpot.
  • Some reviewers mention occasional bugs, UI glitches or slower page loads, particularly with heavy inbox or workflow usage and on the mobile app.

User Reviews

G2
4.7
★★★★★
Capterra
4.7
★★★★★
TrustRadius
9.6
★★★★★

Integrations

Zapier Make n8n Slack Google Workspace Microsoft 365 / Outlook Zoom Phone Zoom Workplace Calendly HubSpot Marketing Hub Customer.io Segment Drip Plecto Airtable ClickUp Shopify Inbox Stripe Terminal Jiminny Gong Fireflies.ai JustCall Ringover LinkedIn Sales Navigator Zoho CRM

Best For

Company Size

smb mid-market

Industries

SaaS Technology Marketing & Advertising Professional Services Real Estate Insurance

Use Cases

High-volume outbound calling and cold outreach with power and predictive dialers Multi-channel sales sequences combining email, SMS, calls and tasks Pipeline and opportunity management for B2B sales teams Inbound lead follow-up and qualification workflows Account and contact management for remote and distributed sales teams Real estate, insurance and other service businesses doing consultative selling

FAQ

What is Close?

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Close is a sales engagement CRM built for startups and small to mid-sized businesses. It combines core CRM functionality - leads, contacts, opportunities and pipelines - with built-in calling, SMS, email, meetings, automation and AI assistance. Instead of acting as just a database, Close is designed to be the primary workspace for SDRs, AEs and founders, helping them manage all communication, follow-ups and sales workflows in one place while reducing manual data entry and tool switching.

How much does Close cost?

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Close uses a per-user, tiered pricing model. As of late 2025, the Solo plan starts at $9 per user per month when billed annually ($19 monthly) for a single user with up to 10,000 leads. Essentials costs $35 per user per month annually ($49 monthly), Growth is $99 annually ($109 monthly), and Scale is $139 annually ($149 monthly). All plans include a 14-day free trial, with custom pricing available for larger teams (typically 10+ users) that engage with sales.

What are the main features of Close?

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Key Close features include lead and contact management, multiple pipelines and opportunity tracking, built-in calling with Power and Predictive Dialers, two-way email sync, SMS messaging, Smart Views and a unified inbox, automated multi-channel workflows, AI Call Assistant and Notetaker, AI Enrich and AI lead summaries, custom fields, custom activities and custom objects, activity and funnel reporting, calendar and meeting integrations, and native mobile apps for iOS and Android. A robust API and 100+ native and no-code integrations extend the platform further.

Who are Close's main competitors?

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Close primarily competes with other sales-focused CRMs and sales engagement platforms. Common alternatives include HubSpot Sales Hub (especially when marketing automation and CMS are priorities), Pipedrive (pipeline-centric SMB CRM), Salesforce Sales Cloud (highly customizable enterprise CRM) and Zoho CRM (broader business suite at a generally lower price point). Some teams also compare Close to Salesmate, Copper or specialized dialer tools when deciding on their tech stack.

Is Close good for small businesses?

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Yes. Close is explicitly designed for startups and small to mid-sized businesses that need to move quickly without the overhead of an enterprise CRM. Its fast onboarding, intuitive interface, built-in calling and SMS, and affordable entry pricing make it well-suited to lean teams that run inside sales or mixed outbound/inbound motions. Small businesses that want deep marketing automation, a free forever CRM, or extremely advanced custom reporting might evaluate alternatives, but for many sales-led SMBs, Close offers an excellent balance of power, usability and cost.

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