Close CRM Review 2026: Effortless CRM Tool for You?

Is Close CRM Worth It?

★★★★★ 3/5

Quick Verdict: Close CRM is a solid pick for sales teams that live on phone calls. The built in calling and power dialer are best-in-class. But weak reporting and high pricing hold it back. If your sales reps make 20+ calls a day, Close is worth it. If not, there are cheaper CRM options.

✅ Best For:

Sales teams that make lots of phone calls and need built in calling with a power dialer

❌ Skip If:

You need strong reporting, deep customization, or a budget-friendly CRM for your small business

📊 G2 Rating	4.7/5	🎯 Best For	Inside sales teams
💰 Price	$35/seat/month	✅ Top Feature	Built in calling + power dialer
🎁 Free Trial	14 days, no card needed	⚠️ Limitation	Weak reporting tools

How I Tested Close CRM

Tired of juggling five different tools just to manage your sales process?

You’ve got one app for calls. Another for emails. A spreadsheet for tracking leads. It’s a mess.

Enter Close CRM.

This tool promises to put everything in one place. Calls, emails, texts, and your pipeline. All on one screen.

I spent 60 days testing it with real clients. Here’s what I found.

Close CRM

Stop switching between apps to manage your sales team. Close CRM puts calling, email sequences, and pipeline tracking in one tool. Built for sales reps who close more deals by talking to prospects. Try it free for 14 days — no credit card needed.

TRY CLOSE CRM NOW →

CLOSE CRM TUTORIAL →

CLOSE CRM ALTERNATIVES →

What is Close CRM?

Close CRM is a customer relationship management tool built for sales teams.

Think of it like a command center for your outreach.

It combines email, phone calls, SMS, and your pipeline into one app.

Most other CRMs focus on data. Close focuses on conversations.

You can dial multiple numbers right from your desktop. No extra phone system needed.

Close is often compared to sales engagement tools rather than traditional CRMs.

That’s because it combines CRM and sales engagement features. Most other CRMs don’t do that.

It captures all your sales activity and displays it on profile timelines. You always know where each lead stands.

Close integrates key sales functions like email, calling, and SMS into a single inbox. That means less tab-switching for your team.

Who Created Close CRM?

Steli Efti started Close CRM in 2013.

He was frustrated with CRMs that focused on data entry instead of selling.

So he built a tool that helps sales reps talk to prospects. Not fill out forms.

He co-founded the company with Anthony Nemitz and Thomas Steinacher.

Close is a Y Combinator alumni company.

Today, Close has:

• Over 120 team members working remotely worldwide
• More than $50 million in annual revenue
• Thousands of customers using it daily

The company is bootstrapped and profitable. They’re based in the United States.

Close offers robust customer support and resources. This includes a help center, API documentation, and product updates.

Top Benefits of Close CRM

Here’s what you actually get when you use Close CRM:

• Make More Calls, Close More Deals: Close allows users to make calls directly from the platform. No extra phone system. No manual data entry. Your sales reps can dial multiple numbers without leaving their desktop. This means more leads get contacted every day.
• Everything in One Place: Stop switching between apps. Close puts emails, calls, SMS, and your pipeline on one screen. It integrates key sales functions into a single inbox. Your sales team can manage contacts, track deals, and follow up — all from one tool.
• Automate Boring Tasks: Close automates key sales tasks. It reduces the manual workload. Set up email sequences, automated follow ups, and reminders. Close features workflows and automated follow-up reminders to increase response rates without manual effort.
• Get Your Team Up and Running Fast: Close is praised for its simplicity and ease of use. It ensures full team engagement and quick onboarding. Users report a motivated team can set up within a 14-day free trial. No weeks of training needed.
• Coach Your Sales Reps in Real Time: Close provides live coaching features. Managers can listen, whisper, or barge into calls. This helps with call coaching and training new team members. Your sales team gets better with every call.
• See Your Pipeline Clearly: Close offers a visual pipeline view. You can spot bottlenecks in the sales process fast. Use Smart Views that filter leads based on specific criteria for improved lead prioritization. It helps you focus on the deals that matter most.
• Built-in Security: Close emphasizes security. Your data and your customers’ data stay protected. This matters for businesses handling sensitive client information.

Best Close CRM Features

Here are the standout features that make Close CRM worth your attention.

1. Inbox Management

Close puts all your conversations in one inbox.

Emails, calls, and SMS all show up in one place.

You don’t need to search through different apps to find a message.

Close includes built-in communication tools. These let you talk directly to leads and customers through multiple channels.

Every interaction gets logged on the contact’s timeline. No manual data entry needed.

This saves your user hours every week.

2. Leads Management

Close makes it easy to manage your leads and prospects from start to finish.

You can create multiple pipelines to track deals at every stage.

Smart Views let you filter leads by custom fields. You see the hottest leads first.

You can also create custom objects and custom fields to fit your sales process.

The search function helps you find any lead or contact in seconds.

Close is designed to help startups and small businesses close more deals faster.

3. Workflow Automations

This is where Close saves you the most time.

You can automate follow ups, lead assignments, and task creation.

Set up email sequences that send automatically when a lead hits a certain stage.

Close’s Professional and Enterprise plans include advanced automation features and collaboration tools.

The workflow builder is simple. No developer needed.

Automated reminders make sure no lead falls through the cracks.

4. Conversations

This is what makes Close different from other CRMs.

Close CRM has best-in-class call functionality. You can dial directly from your browser.

The power dialer lets your sales reps blast through call lists fast.

The predictive dialer takes it even further. It dials multiple numbers at once.

Close offers both predictive and power dialer options. These automate the dialing process for your salespeople.

You can also send bulk email and SMS from the same screen.

Close is particularly effective for high-volume inside sales teams that rely heavily on calls.

5. Reports & Analytics

Close provides reporting tools for quick KPI reports and training.

You can track your team’s performance with custom graphs.

See how many calls each rep makes. Track email open rates. Check pipeline value.

But here’s the honest truth. Users have expressed that Close CRM’s reporting functionality is considered weak.

It can be hard to analyze sales performance in detail.

Close lacks advanced reporting compared to other CRM platforms like Salesforce or HubSpot.

6. Popular Integrations

Close integrates with over 100 other tools.

Connect it to Zoom meetings, Slack, Zapier, and more.

You can sync your calendar. Connect your email. Link to your favorite marketing tools.

But Close lacks some key integrations found in other CRMs.

If you rely on specific niche tools, check the integration list first.

The API lets a developer build custom connections for your companies if needed.

7. Sales AI

Close recently added AI-powered features to help your team sell smarter.

The AI can write follow-up emails after each call. It summarizes conversations so reps get context fast.

It enriches lead data automatically from public sources.

These advanced features save time on tasks like note-taking and research.

Close’s AI tools focus on keeping teams focused on selling. Not admin work.

8. Advanced CRM

Close’s Enterprise plan offers enhanced customization options.

You get custom objects, custom activities, and role-based permissions.

This gives larger sales teams the control they need.

Call coaching features let managers assist reps during live calls.

You can also set up lead visibility rules for better data management.

These professional features are built for companies that need more structure.

9. ROI Calculator

Close includes an ROI calculator to show you the value before you buy.

Enter your team size and current close rate.

It shows you how much more revenue Close could generate for your business.

This is a smart feature for businesses deciding between different CRM options.

It helps you track potential savings before you commit.

Close CRM Pricing

Close’s pricing structure includes three main plans. Let’s break down what each one costs.

Free trial: Yes — 14 days, no credit card required.

Money-back guarantee: 30-day money-back guarantee on all plans.

📌 Note: These prices are for annual billing. Monthly billing costs more. Close’s Startup plan costs $59 per user per month billed monthly, or $49 billed annually. Close’s Professional plan costs $109 monthly or $99 annually. Close’s Enterprise plan costs $149 monthly or $139 annually.

Close also has a Solo plan at $9/month for single users. But it’s very limited. Even the basic plans include startup features like lead import, email sync, and built in calling.

Close’s plans include features such as built-in calling, texting, and email solutions.

Close’s pricing requires careful consideration. Especially for smaller teams with limited budgets.

Is Close CRM Worth the Price?

Close’s entry-level pricing is considered mid-tier compared to other CRMs.

Some users find it expensive. Especially when you add phone credits and extras.

But here’s my take: if your team lives on phone calls, the built in calling alone saves you money on a separate phone system.

You’ll save money if: Your team makes 20+ calls daily. The power dialer and built in calling replace other tools you’re paying for.

You might overpay if: You only need basic contact management. A $15/month CRM would work fine.

Close CRM Pros and Cons

✅ What I Liked

❌ What Could Be Better

Is Close CRM Right for You?

✅ Close CRM is PERFECT for you if:

• You run an inside sales team that makes lots of phone calls daily
• You need built in calling with a power dialer or predictive dialer
• You want email sequences, SMS, and calling in one tool
• You’re a startup or small business that needs a CRM focused on closing deals
• You want to reduce manual data entry and automate follow ups

❌ Skip Close CRM if:

• You need deep reporting and analytics for your sales process
• You’re on a tight budget — other CRM options cost less
• You need heavy customization or complex workflow automations on lower-tier plans
• You prefer a CRM with a huge app marketplace and hundreds of native integrations

My recommendation:

Close CRM is designed primarily for small to medium-sized sales teams focusing on high-velocity outbound sales.

If your sales reps spend most of their day on the phone, Close is the best tool for the job.

If you need a general-purpose CRM for managing customer relationships beyond sales, look at HubSpot or Salesforce instead.

Close CRM vs Alternatives

How does Close CRM stack up? Here’s the competitive landscape:

Quick picks:

• Best overall: HubSpot — it does marketing, sales, and support in one platform
• Best budget option: Freshsales CRM — free plan available with solid sales features
• Best for beginners: Monday CRM — visual and easy to learn
• Best for calling-heavy teams: Close CRM — unmatched power dialer and built in calling

🎯 Close CRM Alternatives

Looking for Close CRM alternatives? Here are the top options:

• 🏢 GoHighLevel: Best for agencies that need CRM, funnels, and marketing automation in one app
• 🧠 Keap: Smart automation for small business owners who want to nurture leads on autopilot
• ⚡ ActiveCampaign: Top pick for email sequences and marketing automation paired with a CRM
• 🌟 HubSpot: Industry leader with free CRM and massive feature set for growing companies
• 🔧 ClickFunnels: Great for businesses focused on funnel building and lead capture
• 👶 Folk: Simple, lightweight CRM for teams that want clean contact management
• 🚀 Instantly: Best for cold email outreach at scale with unlimited sender accounts
• 🎨 ClickUp: Combines project management with basic CRM for multi-purpose teams
• 👶 Monday CRM: Visual and beginner-friendly with drag-and-drop pipeline management
• 💰 Capsule CRM: Budget-friendly option with clean interface and solid contact management
• 🔧 Insightly: Good for businesses that need CRM plus project management together
• 💰 Freshsales CRM: Free plan with AI-powered lead scoring and built-in phone
• 🏢 Salesforce: Enterprise-grade CRM with unmatched customization for large teams
• 🔒 Zendesk: Best when you need CRM paired with strong customer support and ticketing

⚔️ Close CRM Compared

Here’s how Close CRM stacks up against each competitor:

• Close CRM vs GoHighLevel: Close wins on calling. GoHighLevel wins on marketing and funnel tools.
• Close CRM vs Keap: Keap has stronger automation. Close has better built in calling features.
• Close CRM vs ActiveCampaign: ActiveCampaign wins on email automation. Close wins on phone-based outreach.
• Close CRM vs HubSpot: HubSpot offers more features overall. Close is better for calling-focused sales teams.
• Close CRM vs ClickFunnels: ClickFunnels is for funnels. Close is for managing sales conversations.
• Close CRM vs Folk: Folk is simpler and cheaper. Close has much stronger calling and outreach tools.
• Close CRM vs Instantly: Instantly wins on cold email volume. Close wins on calls and pipeline management.
• Close CRM vs ClickUp: ClickUp is a project tool with basic CRM. Close is a dedicated sales CRM.
• Close CRM vs Monday CRM: Monday is more visual. Close is better for phone-heavy sales processes.
• Close CRM vs Capsule CRM: Capsule is cheaper and simpler. Close has superior calling and automation.
• Close CRM vs Insightly: Insightly adds project management. Close focuses purely on sales outreach.
• Close CRM vs Freshsales CRM: Freshsales has a free plan. Close has better calling tools.
• Close CRM vs Salesforce: Salesforce is more customizable. Close is faster to set up and easier to use.
• Close CRM vs Zendesk: Zendesk is better for support. Close is better for outbound sales.

My Experience with Close CRM

Here’s what actually happened when I used Close CRM:

The project: I used Close to manage outreach for 3 client campaigns. The goal was to book sales calls with cold prospects.

Timeline: 60 days of daily use.

Results:

What surprised me: The power dialer changed everything. My team went from 25 calls a day to 65+. Not gonna lie, I didn’t expect that big of a jump.

What frustrated me: The reporting felt basic. I wanted custom graphs showing conversion rates by source. Close couldn’t do that without a workaround.

Would I use it again? Yes — for a calling-heavy sales team. Close is the best tool I’ve tested for phone-based outreach. But I’d pair it with better reporting software for data analysis.

Close is often recommended for businesses that prioritize efficient sales processes and direct customer outreach.

Close CRM has received a rating of 4.7/5 on G2 based on user reviews. That matches what I saw — great for calls, lacking on reports.

Final Thoughts

Get Close CRM if: You run a sales team that makes 20+ calls a day and needs built in calling with email sequences.

Skip Close CRM if: You need a cheap, all-purpose CRM with strong reporting and deep customization on every plan.

My verdict: After 60 days, I believe Close is the best CRM for phone-heavy sales teams. The calling features alone make it worth it. But the weak reporting and higher tiers pricing keep it from being a 4 or 5 out of 5 for everyone.

Close CRM is a tool built for selling. Not for data management. If you want to talk to more prospects and close more deals, this is your tool.

Close’s features are designed to make your sales outreach easier. It’s suitable for teams that focus on lead conversion.

Rating: 3/5

Frequently Asked Questions

What is a Close CRM?

Close CRM is a customer relationship management platform designed for sales teams. It combines email, calling, SMS, and pipeline management in one app. Unlike most CRMs that focus on data storage, Close focuses on helping you have more conversations with your leads and customers. It’s built to reduce manual data entry and help sales reps focus on closing deals.

How much is Close CRM per month?

Close CRM pricing starts at $35/seat/month for the Essentials plan with annual billing. The Growth plan is $99/seat/month. The Scale plan is $139/seat/month. There’s also a Solo plan at $9/month for single users. Monthly billing costs about 25-35% more. Close offers a 14-day free trial so you can test it first.

Is Close CRM better than HubSpot?

It depends on your needs. Close CRM is better for sales teams that rely on phone calls. The built in calling and power dialer are superior. HubSpot is better if you need marketing tools, content management, and a broader feature set. For pure sales outreach and calling, choose Close. For an all-in-one business platform, choose HubSpot.

Does Close CRM have a mobile app?

Yes. Close has a mobile app for both iOS and Android. You can manage your CRM, make and receive calls, send texts, and review reports on your mobile device. The app lets your sales team work from anywhere. It syncs with the desktop version in real time so you never miss a lead update.

How is Close different from other CRMs?

Close is different because it combines CRM and sales engagement in one tool. Most CRMs store data. Close helps you act on it. The built in calling, power dialer, and predictive dialer set it apart. You can make calls, send emails, and text leads without leaving the app. Close automates key sales tasks so your team spends less time on admin and more time selling.