Close CRM Review - Features, Pricing & Deals

Close CRM is a comprehensive sales management platform that combines email, calling, and SMS capabilities into a unified system. Built for small to medium-sized businesses and startups, it streamlines the sales process by bringing essential communication tools into one central location.

The platform stands out with its built-in calling features, including VoIP integration and automated dialing options. Sales teams can manage their entire workflow without switching between different apps, as the system handles everything from initial contact to deal closure within a single interface.

Users can automate repetitive tasks through customizable workflows, sequence their email communications, and track team performance with detailed analytics. The platform integrates with over 100 popular business tools, including HubSpot and Zapier, allowing teams to maintain their existing tech stack while enhancing their sales capabilities.

Starting at $49 per month for the basic plan, Close CRM offers several pricing tiers to accommodate different business needs and team sizes. Each plan includes core features like email integration and pipeline management, with advanced capabilities such as predictive dialing and call coaching available in higher-tier plans.

While particularly effective for sales-focused organizations, the platform might not suit businesses needing extensive marketing or customer support features. However, its straightforward interface and focused functionality make it a practical choice for teams primarily concerned with sales operations and lead management.

• All-in-One Sales Platform: Integrates email, calling, and SMS into a single inbox, enabling seamless communication and lead management for small businesses and startups.
• Powerful Automation Workflows: Create automated email sequences, task triggers, and communication flows that help sales teams save time and improve response rates.
• Advanced Communication Tools: Built-in VoIP calling, SMS messaging, and Zoom integration allow teams to connect with leads through multiple channels effortlessly.
• Intelligent Call Management: Includes Call Assistant feature that automatically transcribes and summarizes phone conversations, providing actionable insights for sales teams.
• Comprehensive Reporting: Track sales funnel performance, monitor team activities, and generate customizable reports to drive strategic decision-making.
• Extensive Integration Ecosystem: Connect with over 100 third-party tools like HubSpot, ActiveCampaign, and Zapier to streamline your sales tech stack.
• Enterprise-Grade Security: SOC 2 Type 2 compliant with robust data protection, role-based permissions, and GDPR and CCPA compliance.

• Free trial available for 14 days across all pricing tiers.
• Base Tier starts at $19 per user per month, providing a single source of truth for managing accounts, contacts, and pipelines.
• Startup Tier priced at $49 per user per month, offering a complete CRM solution with productivity and sales automation features.
• Professional Tier costs $99 per user per month, designed for larger teams with advanced email and calling automation like Power Dialer.
• Enterprise Tier at $139 per user per month includes expansive automation, Custom Objects, 100 Workflows, Call Coaching, and Predictive Dialer.
• G2 users can receive a one-time 20% discount on their first billing cycle using code G2Close20.
• Annual pricing options are available with potential additional savings compared to monthly plans.

Close stands out with its all-in-one sales communication hub that combines email, calling, and SMS in a single inbox. Unlike many CRMs that require add-ons for calling features, Close includes built-in VoIP calling with Power Dialer and call transcription. It's designed specifically for sales teams rather than trying to serve every department, which means the interface is streamlined for lead management and closing deals rather than being cluttered with features you won't use.

Yes! Close works really well for small businesses and startups. The platform is easy to learn, which means your team can get up and running quickly without extensive training. The pricing structure is straightforward, starting at $19 per user per month for the Base plan. Small sales teams particularly benefit from the built-in communication tools that eliminate the need for separate phone systems or SMS platforms. If you have fewer than 5 team members focused on sales, Close offers everything you need without overwhelming you with complex features.

Absolutely! Phone calling is one of Close's standout features. You can make calls directly from the platform using the built-in VoIP system without needing any extra hardware beyond your computer and headset. The system includes features like Power Dialer (for calling through lists efficiently), call recording, and even AI-powered Call Assistant that automatically transcribes your calls and suggests follow-up actions. All your call history is logged automatically with your contacts, saving you from manual data entry after each conversation.

Close offers two-way email sync with Gmail, Outlook, and other email providers. This means you can send and receive emails directly within Close, and everything stays synced with your regular inbox. When you email a lead from Close, their responses will appear in the CRM automatically. You can also create email templates and sequences that send automatically based on triggers you set up. The system tracks opens, clicks, and replies so you know exactly how your contacts are engaging with your messages without switching between different tools.

Close provides several support options to help you succeed. Their customer service team is available via chat and email, and they're known for being quick to respond. The knowledge base includes detailed articles and video tutorials that cover most features. For new users, Close offers free onboarding sessions to help you set up your account properly. They also provide regular webinars and training resources to help you get the most from the system. If you're on higher-tier plans, you'll get access to priority support with faster response times.