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Sales & CRM · close.com

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Overview

Close bundles a dialer, SMS, and email sequencing directly into the CRM so an inside-sales rep can start calling on day one without wiring up separate tools. The tradeoff is fewer administrative and reporting features than platform-scale CRMs.

The problem Close solves

Inside-sales teams making a high volume of calls and emails usually end up stitching together a CRM, a separate dialer, and an SMS tool. Close solves that by building calling, email sequencing, and texting directly into the CRM, so reps work from one screen instead of switching tools between every touch.

Decision context

Use these points to test whether the product fits your operation, not just whether it has a long feature list.

  • Published starting price: $9 per user / month. Confirm user, usage, and feature limits for the plan you would actually buy.
  • Deployment: cloud. Check security, data-residency, and access requirements for every team that will use it.
  • Verified integrations include Zapier, HubSpot, Zoom, Gmail, Google Calendar, Microsoft 365. Validate sync direction and plan limits for the connections that matter.
  • This record was last checked on 7/19/2026; pricing and features can change.

How to evaluate Close

A listing helps create a shortlist; a trial with the team’s real workflow decides whether the tool fits. Use this reading with the structured facts and confirm changes with the vendor.

Workflow fit

The record describes it as a fit for Small-to-mid-size, high-velocity outbound and inside sales teams (calling and email heavy)., Solo founders or small teams wanting an all-in-one, easy-to-adopt sales CRM., Teams that want native calling and SMS without stitching together separate VoIP tools.. Check that this context matches the volume, roles, and processes your team needs it to support.

Pilot questions

  • Can Close complete the critical workflow without manual work outside the product?
  • Do the recorded connections (Zapier, HubSpot, Zoom, Gmail) support the sync direction, permissions, and volume we need?
  • What user, usage, storage, support, or security limits appear after the headline starting price?

Evidence and freshness

This record was checked on 7/19/2026. That date tells you when the record was reviewed, not that the vendor has left its terms unchanged since then.

Best for

  • Small-to-mid-size, high-velocity outbound and inside sales teams (calling and email heavy).
  • Solo founders or small teams wanting an all-in-one, easy-to-adopt sales CRM.
  • Teams that want native calling and SMS without stitching together separate VoIP tools.

Not a fit if

  • Enterprises needing deep custom reporting/BI or complex multi-department CRM workflows.
  • Teams needing heavy multi-channel orchestration beyond call, email, and SMS.

Why it’s listed

  • Calling and email sequencing are native, not bolted-on integrations — reps work from one screen.
  • Built for inside-sales teams that want to start dialing on day one, not configure for weeks.

Pricing

Solo

$9 per user / month

Core CRM for solo operators.

  • 1 user
  • Up to 10,000 leads
  • Built-in calling, email, SMS
  • Chloe AI
  • Mobile app

Essentials

$35 per user / month

System of action for small teams.

  • Unlimited contacts & leads
  • Team collaboration
  • Centralized inbox & task list
  • Calendar sync

Growth

$99 per user / month

Leveraging AI and automation.

  • Automated workflows w/ Chloe AI
  • Power dialer
  • Bulk email & SMS in workflows
  • Lead summaries

Scale

$139 per user / month

Advanced control for scaling orgs.

  • Predictive dialer
  • Unlimited call recording retention
  • Live call coaching
  • Custom reporting graphs

Features

Custom objects
Workflow automation
AI featuresAI-assisted email drafts
Native callingBuilt-in dialer
Public API
Email & calendar sync
Reporting & dashboardsPipeline analytics exist, BI is limited
Mobile appIncluded on all pricing tiers
Lead scoringVia custom fields/Smart Views/Zapier
Sales forecastingExpected Revenue Views

Integrations

ZapierHubSpotZoomGmailGoogle CalendarMicrosoft 365CalendlySegmentGongWhatsAppMakeSlack

Security & compliance

SOC 2 Type IIGDPRCCPA

Pros & cons

Pros

  • Ease of use and a clean UI, one of the most cited strengths in reviews.
  • Built-in calling and email in one tool — no extra VoIP integration needed.
  • All-in-one workflow (calls, email, SMS, pipeline) reduces tool-switching.
  • Responsive, helpful customer support.

Cons

  • Reporting and analytics feel limited for deeper customization versus enterprise CRMs.
  • Learning curve for teams new to sales-engagement tools.
  • Pricier than competitors once dialer/call-minute add-ons are factored in.
  • Linking emails to specific deals and file uploads is limited.

What we found

4.7/5
620 reviews aggregatedLast checked 2026-07-19

The built-in dialer and email sequencing are the most praised feature in reviews — inside-sales reps describe starting to call and send sequences on day one without wiring up separate tools. Recurring feedback flags thinner admin controls and reporting depth compared to platform-scale CRMs, which some growing teams eventually outgrow.

Ratings and review counts come from public review platforms. We link to the original source and keep the underlying review text out of this profile.

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