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A sales engagement CRM designed to help SMBs turn leads into revenue.
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About:

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. We’re dedicated to the business of the future: smart, agile teams who work remotely. If you’re a tech-enabled team who needs to scale without overpaying for enterprise software, you’ve found the right sales tool. Close lets you email, call, and text your leads — all without add-ons.


Packed with productivity tools like Call Assistant, Workflows, task reminders, and Power Dialer, you’ll reach more leads, follow up more often, and close more deals. All in a single timeline for ultimate team transparency. Our built-in call coaching also helps sales leaders coach their reps to doubling performance, all within their CRM.


Close is the only CRM focused solely on the needs of SMBs and scaling teams, and our customers will always feel fully supported.

Best fit for:

Employee Count: 1-500

Location: Global

Industries: Software, Professional Services, Coaching, Real Estate, Finance, Healthcare

Job Titles: Founders and Sales Leaders

Key Features:

  • Company and contact management
  • Custom objects
  • Pipeline tracking/reporting
  • Power dialer
  • Automated workflows
  • Call assistant AI note taker
  • Mobile app

Company Summary

Close is a company that makes a special computer program called a CRM, which helps businesses keep track of their customers and sales. This program lets businesses talk to their customers through emails, phone calls, and text messages, all in one place. It also helps businesses remember to follow up with customers and see how well their sales are doing.

Price Estimate

Close offers different plans to fit various business needs. The ‘Startup’ plan costs $49 per user per month when billed annually. The ‘Professional’ plan is $99 per user per month, and the ‘Enterprise’ plan is $139 per user per month, both also billed annually. Each plan includes more features to help businesses as they grow. (close.com)

Who is Close for?

Close is great for small to medium-sized businesses, usually with 1 to 250 employees. It’s especially helpful for people with jobs like Sales Representatives, Sales Managers, Account Executives, Business Development Representatives, and Customer Success Managers. Many different types of businesses use Close, including those in technology, marketing, finance, healthcare, and education. (techrepublic.com)

Features, Functionalities, and Benefits

  • Email and Calendar Sync: Connect your work email and calendar to manage all your communications in one place. (close.com)
  • Calling and SMS: Make phone calls and send text messages directly from the program, with features like automatic dialing and call recording. (close.com)
  • Automated Workflows: Set up automatic actions like sending emails or creating tasks based on specific events, saving time on repetitive tasks. (close.com)
  • Reporting and Analytics: View detailed reports to understand sales performance and make informed decisions. (close.com)
  • Integrations: Connect Close with over 100 other tools to fit seamlessly into your existing workflow. (close.com)

Use Cases

  • Sales Prospecting: Sales teams use Close to find and reach out to potential customers, keeping track of all communications in one place.
  • Customer Follow-Up: Businesses set reminders and automate follow-up emails to ensure no customer is forgotten.
  • Team Collaboration: Teams share information and coordinate their efforts using Close’s shared inbox and task management features.
  • Performance Tracking: Managers monitor their team’s sales activities and results through Close’s reporting tools.
  • Lead Management: Companies organize and prioritize potential customers to focus on the most promising leads.

Who Are Their Best Customers?

  • ProductMentor: A company that helps people develop new products. They use Close to keep track of their sales and customer interactions, making their work more efficient.
  • Hownd: A business that helps local merchants attract customers. They switched to Close and saved five times their previous costs, while making their sales process simpler.
  • FTOCloud: A company that provides cloud services. They use Close to manage hundreds of deals and clients over several months, keeping their team communication unified.

What Makes Close Different?

Close stands out because it’s designed specifically for small businesses and startups, focusing on speed and ease of use. It combines multiple communication tools—like email, phone, and text messaging—into one platform, so businesses don’t need to use several different programs. This all-in-one approach helps teams work faster and more efficiently.

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