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The All-In-One CRM for Growing Teams

4.9 2 verified reviews
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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Close

"Sales teams that rely heavily on phone and email outreach tend to find Close a natural fit for their daily work. It keeps communication and contact management in one place, which helps smaller sales teams stay organized without switching between too many tools. The focus on inside sales makes it practical for teams that move quickly. That said, businesses with complex sales processes or large enterprise needs may find the feature set a bit limiting over time."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

Close Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating4.9 / 5
Starting Price$35 / month
Free Trial14 Days
Free VersionNot available
APIAvailable
DeploymentCloud Hosted
HeadquartersUnited States
✎
Buyer Contribution

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Editorial Independence

Sponsored participation does not influence SoftwareWorld's editorial assessment.

Data Transparency

Pricing and availability can change, so current details should be confirmed with the vendor.

Product Overview

Close Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Close

Close is a dynamic sales engagement CRM designed for small to medium-sized businesses, particularly those with a focus on inside sales. Its core strength lies in its ability to streamline the sales process, providing tools for email, calling, and SMS directly within the platform. This integration enables sales teams to communicate with prospects without leaving the CRM, significantly increasing efficiency and productivity. Close offers a visual sales pipeline, making it easy to track deals and activities at a glance. Its powerful automation features reduce repetitive tasks, allowing sales teams to focus more on selling. Additionally, Close provides detailed reporting and analytics, giving insights into sales performance and opportunities for improvement. User-friendly and highly adaptable, Close is an essential tool for businesses looking to optimize their sales processes and drive growth.
Company Close
Founded 2013
Headquarters United States
Employees 101-500

Support

Email Phone Chat Knowledge Base

Training

Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 4 industries available
Financial Services Information Technology & Services Insurance Startups

Why Choose Close

Problem it Solves

  • Problem it Solves Improves Sales Team Efficiency By Centralizing Communication And Speeding Up Deal Closures.

Target Users

  • Target Users Sales Representatives
  • Target Users Sales Managers
  • Target Users Small Business Owners
  • Target Users SDR Teams
  • Target Users Startup Founders

Core Use Case

  • Core Use Case Track And Manage Leads
  • Core Use Case Automate Follow-ups And Communication
  • Core Use Case Prioritize Outreach Tasks
  • Core Use Case Update And Progress Deals

USP

  • USP All-in-one CRM Built To Accelerate And Simplify High-velocity Sales.

Pros

  • Pros Built-in calling and SMS remove the need for third-party tools
  • Pros Email sequences run automatically without leaving the CRM interface
  • Pros Sales teams can get fully set up in under a day
  • Pros Pipeline views stay clean and easy to read at a glance
  • Pros Reporting surfaces the exact metrics sales managers actually care about
  • Pros Predictable per-seat pricing avoids surprise costs as your team grows
  • Pros Native power dialer genuinely speeds up outbound call volume
  • Pros Activity timeline gives full context before every follow-up call

Cons

  • Cons Reporting depth falls short for data-driven sales teams
  • Cons Built primarily around outbound thus limiting inbound workflow flexibility
  • Cons Pricing climbs quickly as team size and features grow
  • Cons Mobile experience feels noticeably limited compared to desktop functionality
Editorial Buyer Guidance

Who Is Close Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Improves Sales Team Efficiency By Centralizing Communication And Speeding Up Deal Closures.

Target Users

  • Sales Representatives
  • Sales Managers
  • Small Business Owners
  • SDR Teams
  • Startup Founders

Core Use Cases

  • Track And Manage Leads
  • Automate Follow-ups And Communication
  • Prioritize Outreach Tasks
  • Update And Progress Deals

Unique Selling Point

All-in-one CRM Built To Accelerate And Simplify High-velocity Sales.

Strengths and Limitations

Close Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Built-in calling and SMS remove the need for third-party tools
  • Email sequences run automatically without leaving the CRM interface
  • Sales teams can get fully set up in under a day
  • Pipeline views stay clean and easy to read at a glance
  • Reporting surfaces the exact metrics sales managers actually care about
  • Predictable per-seat pricing avoids surprise costs as your team grows
  • Native power dialer genuinely speeds up outbound call volume
  • Activity timeline gives full context before every follow-up call
!

Cons

  • Reporting depth falls short for data-driven sales teams
  • Built primarily around outbound thus limiting inbound workflow flexibility
  • Pricing climbs quickly as team size and features grow
  • Mobile experience feels noticeably limited compared to desktop functionality
Category-Based Capabilities

Close Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Email Management Software 24 selected features Open category ↗ ⌄
Email Tracking Contact Management Auto-Responders Signature Management Spam Blocker Email Marketing Customer Segmentation Alerts/Notifications Email Monitoring Chat/Messaging Routing Canned Responses Whitelisting/Blacklisting Search/Filter Drag & Drop Campaign Management Shared Inboxes Inbox Management Response Management Email Templates Queue Management Email Distribution Collaboration Tools Prioritization
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture
Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions
Inside Sales Software 23 selected features Open category ↗ ⌄
Lead Capture Email Management Call Monitoring Automatic Call Distribution Lead Qualification Lead Management Task Management Performance Management Data Management Contact Management Meeting Management Call Recording Lead Distribution CRM Interaction Tracking Auto-Dialer Calendar Management Chat/Messaging Reminders Call List Management Multi-Channel Communication Deal Management Sales Pipeline Management
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Real Estate CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking Commission Management Contact Database Lead Qualification Contact Management Campaign Management Access Controls/Permissions Client Management Email Marketing Pipeline Management Lead Management Activity Dashboard Lead Nurturing Interaction Tracking Reporting/Analytics Activity Tracking Document Management Appointment Management Alerts/Notifications Calendar Management Lead Generation Lead Distribution Client/Property Matching Task Management Segmentation Lead Capture Email Tracking For Real Estate Property Database Omnichannel Communications
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking Forecasting Template Management Relationship Tracking Interaction Tracking Access Controls/Permissions Activity Tracking Client Management Collaboration Tools Sales Reports Email Management CRM Search/Filter Email Marketing Task Management Document Management Lead Management Calendar Management Customer Database Campaign Management Marketing Automation Activity Dashboard Territory Management Contact Management Pipeline Management Lead Capture For Financial Institutions Financial Management
SMS Marketing Software 31 selected features Open category ↗ ⌄
Contact Management Interaction Tracking Text-to-Win Mobile Keywords SMS Messaging Message Personalization Campaign Management Customer Segmentation Multi-Campaign Automated Responses Reporting/Analytics Communication Management Scheduled Messaging Polls/Voting Mass Texting MMS Contact Database Chat/Messaging Campaign Planning 2-Way Messaging Live Chat Engagement Tracking Mobile Coupons SMS Marketing Alerts/Notifications Compliance Management Reputation Management Multi-Language QR Codes Reminders Open Rate Tracking
Account Based Marketing Software 5 selected features Open category ↗ ⌄
Target Account Identification Lead Nurturing Campaign Personalization Lead Qualification Reporting/Analytics
AI Sales Assistant Software 16 selected features Open category ↗ ⌄
AI/Machine Learning For Sales Teams/Organizations Sales Activity Management Reporting/Analytics Lead Management Scheduling Conversation Intelligence Sales Pipeline Management Lead Engagement Predictive Analytics Data Entry Third-Party Integrations Meeting Management CRM Customer Engagement AI Writing Assistant
Call Recording Software 18 selected features Open category ↗ ⌄
Interaction Tracking Call Tagging Computer Telephony Integration Call Monitoring Automatic Call Distribution File Transfer IVR/Voice Recognition Performance Metrics Recording Event Triggered Actions Activity Dashboard Contact Management Scheduled Recording Voice Mail Call Transcription Reporting & Statistics Call Center Management Auto-Dialer
Call Tracking Software 17 selected features Open category ↗ ⌄
CRM Call Monitoring Automatic Call Distribution Caller ID Call Reporting Contact Management Conversion Tracking Campaign Management Call Center Management Computer Telephony Integration Predictive Dialer Keyword Tracking Call Transcription API Voice Mail IVR/Voice Recognition Call Routing
Email Tracking Software 12 selected features Open category ↗ ⌄
Audience Targeting Real-Time Notifications Email Templates Team Management Click Tracking Event Triggered Actions Contact Management Location Tracking Email Management Activity Dashboard Campaign Management Email Distribution
Lead Nurturing Software 10 selected features Open category ↗ ⌄
A/B Testing Performance Metrics Lead Notifications Lead Segmentation Personalization Lead Qualification Lead Capture Drip Campaigns Campaign Management Pipeline Management
Predictive Dialer Software 20 selected features Open category ↗ ⌄
Lead Management Call Monitoring Contact Management List Management Campaign Management Automatic Call Distribution Call Scheduling Call Routing Predictive Dialer Call Center Management Real-Time Reporting Call Transfer Campaign Specific Caller ID FCC Compliance Call Reporting Interaction Tracking Computer Telephony Integration Reporting/Analytics Call Recording FTC Compliance
Predictive Lead Scoring Software 11 selected features Open category ↗ ⌄
AI/Machine Learning Alerts/Notifications Predictive Analytics Lead Distribution Lead Qualification Data Enrichment Demographic/Firmographic Data Customizable Scoring Prioritization Process/Workflow Automation Multiple Scoring Models
Sales Enablement Software 16 selected features Open category ↗ ⌄
Goal Management Contact Management Workflow Management Lead Qualification Lead Management Engagement Tracking Alerts/Notifications Meeting Management Collaboration Tools Sales Onboarding & Training Activity Tracking Performance Management Reporting & Statistics Customizable Branding Campaign Management Document Management
Sales Engagement Platform Software 13 selected features Open category ↗ ⌄
Communication Management Campaign Management Calendar Management Prospecting Tools Content Management Performance Management Workflow Management Sales Pipeline Management Business Process Automation Lead Generation Auto-Dialer Reporting/Analytics Strategic Planning
Sales Forecasting Software 20 selected features Open category ↗ ⌄
Pipeline Management Lead Management Workflow Management Data Visualization Contact Management Contact Database Data Import/Export What If Scenarios Graphical Data Presentation Activity Tracking Statistical Analysis Forecasting Sales Reports Dynamic Modeling Customizable Reports Opportunity Management Alerts/Notifications Budgeting/Forecasting Modeling & Simulation Lead Capture
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 29 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export AI/Machine Learning
IT Ticketing Systems Software 31 selected features Open category ↗ ⌄
Access Controls/Permissions Activity Dashboard Alerts/Escalation Asset Lifecycle Management Automated Responses Automated Routing Change Management Collaboration Tools Configurable Workflow Customizable Branding Customizable Fields Customizable Forms Customizable Reports Customizable Templates Help Desk Management Incident Management IT Asset Management Knowledge Base Management Macros/Templated Responses Multi-Channel Communication Multi-Language Prioritization Problem Management Release Management Reporting/Analytics Self Service Portal Service Catalog Service Reporting Support Ticket Management Support Ticket Tracking Task Management
Connected Applications

Close Integrations

Integration information is displayed only when approved integration products are available on the profile.

Pricing Information

Close Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Flat Rate
Preferred Currency USD ($)
Free Trial 14 Days
Free Version Not available
Payment Frequency Annual Subscription, Monthly Subscription
Pricing Page ↗ Trial Page ↗ Request Demo ↗
Essentials
$35 Per Month
Growth
$99 Per Month
Scale
$139 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Verified User Feedback

Close Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a Close Review ↗
4.9
Based on 2 approved reviews
5 stars 88%
4 stars 13%
3 stars 0%
2 stars 0%
1 star 0%
Chase F.
Chase F. Consultant

Effortless CRM That Just Works

Close has truly transformed my daily workflow, making client management smoother and more efficient than ever. I love how organized everything is and how quickly I can send texts or follow up with clients. Compared to other CRMs I’ve tried, Close stands out for its user-friendly interface and simple, intuitive design. Honestly, I haven’t found anything I dislike—it just works seamlessly.

Reviewed on August, 2023
Chuck A.
Chuck A. Sales Manager

Simple and Effective for Getting Started

As a new user, I’ve found this software easy to pick up and straightforward for managing leads and customer interactions. Features like activity tracking, call recording, and the ability to call directly from the platform make staying organized simple. While I’m still exploring its full potential, the initial experience has been positive, and it seems like a practical tool for streamlining customer management from the start.

Reviewed on December, 2022
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Frequently Asked Questions

Close FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Close is a dynamic sales engagement CRM designed for small to medium-sized businesses, particularly those with a focus on inside sales. Its core strength lies in its ability to streamline the sales process, providing tools for email, calling, and SMS directly within the platform. This integration enables sales teams to communicate with prospects without leaving the CRM, significantly increasing efficiency and productivity. Close offers a visual sales pipeline, making it easy to track deals and activities at a glance. Its powerful automation features reduce repetitive tasks, allowing sales teams to focus more on selling. Additionally, Close provides detailed reporting and analytics, giving insights into sales performance and opportunities for improvement. User-friendly and highly adaptable, Close is an essential tool for businesses looking to optimize their sales processes and drive growth.

  • No, Close does not offer a free version.

  • Yes, Close offers a free trial.

  • No, Credit Card details are not required for the Close trial.

  • Close offers the following pricing plans & packages:

    Essentials

    $35 Per Month

    Growth

    $99 Per Month

    Scale

    $139 Per Month

  • Close supports the following payment frequencies:

    • Annual Subscription , Monthly Subscription

  • Yes, Close offers an API.

  • Close can be integrated with the following applications:

    • QuickBooks Online , HubSpot CRM , Slack , Twilio , Gmail , Microsoft Outlook , Intercom , Zapier

  • Close offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Close offers training with the following options:
    • Webinar , Documentation

  • Close supports the following languages:
    • English

  • Following are the typical users of the Close:
    • Self-Employed , Small-Business , Midsize-Business

  • Close supports the following deployment:
    • Cloud Hosted

  • Close supports the following devices and operating systems:
    • Web-Based , iPhone
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