8.6
SpotScore
Close Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market
Free Trial Available
GDPR
SOC 2Starts from $9 / user / month when yearly
Toggl
Bench
Freightview
Krossover
SmartProcureTrusted by teams including Toggl
Integrates with
CompassOverview
Pricing
Features
Buyer feedback
Alternatives
Integrations
Customers
Media
Security & Compliance
Support
FAQ
Blogs
What is Close?
Close is a sales engagement CRM built for SMBs that lets teams email, call, and text leads directly from the platform without additional add-ons. It includes Sequences, task reminders, and a Power Dialer, with all activity on a single timeline for full team visibility. An integrated call coaching feature lets sales managers review calls and guide reps within the CRM.
Pricing
Starts from $9 / user / month when yearly
Free Trial available
Best For
Built for growing teams, from small businesses to mid-market
Security & Compliance
SOC 2GDPRSSO & MFA supported
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
Close Software Demo
Close was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Close
- Use cases
- SaaS, Marketing Agencies, E-commerce
- Team types
- Account Executives, Sales Development Representatives
- Company size
- 5–100 employees
Why teams choose Close
Provides a centralized, all-in-one CRM platform for managing leads, calls, emails, and workflows seamlessly, saving time and boosting productivity.
Intuitive and user-friendly interface with easy setup and excellent support for onboarding and troubleshooting.
Highly efficient automation features like smart views, predictive dialing, and workflows that reduce manual effort and streamline sales processes.
Is Close right for you?
What buyers should know before shortlisting Close
Close CRM has solidified its reputation as a standout tool for businesses seeking an efficient, user-friendly, and powerful solution to manage customer relationships, streamline workflows, and enhance team collaboration. Praised overwhelmingly for its ease of use, Close offers a centralized platform to handle calls, emails, texts, and lead tracking, eliminating the need for a piecemeal tech stack.
Features like smart views, predictive dialing, automated workflows, and AI-powered call summaries save users time and help maintain impeccable organization. Its ability to keep a detailed history of lead interactions, integrate seamlessly with other software, and provide rapid-fire customer support further elevate its appeal.
However, a few limitations were subtly noted, such as the lack of advanced reporting options, occasional glitches, and a potentially steep learning curve for certain configurations. Pricing was also mentioned as a point of contention, though many users underscored that the robust functionality is well worth the investment.
Especially ideal for small to mid-sized teams, Close balances simplicity with depth, making it a powerful ally for businesses focused on growth and efficiency while minimizing day-to-day friction.
Close pros and cons
- Close pros
Provides a centralized, all-in-one CRM platform for managing leads, calls, emails, and workflows seamlessly, saving time and boosting productivity.
Intuitive and user-friendly interface with easy setup and excellent support for onboarding and troubleshooting.
Highly efficient automation features like smart views, predictive dialing, and workflows that reduce manual effort and streamline sales processes.
- Close cons
Reporting features are limited and could be more in-depth, especially for tracking lead lists and success rates by category.
Some users find the cost of calling features and overall pricing high, although they believe the value justifies it.
Ready to try it?
Get started with Close
Start your free trial — no credit card required.
Still comparing?
See how it stacks up
Compare Close side-by-side with top CRM Software alternatives.
What is the pricing of Close?
Close Pricing Plans
Solo
$19
/user/month
Everything in Essential but:
Limited to 1 user
Limited to 10k leads
Essentials
$49
/user/month
Unlimited contacts & leads
Multiple pipelines
Advanced lead & activity filters
Built-in email
calling & SMS
Show more +
Growth
$109
/user/month
Everything in Essentials plus:
Automated workflows
Power Dialer
AI Email Assistant
Custom Activities
Scale
$149
/user/month
Everything in Growth plus:
Role-based access & permissions
Lead visibility rules
Predictive Dialer
Unlimited call recording
Weighing your options?
Not sure if Close fits your budget?
Close reviews and ratings
Buyer sentiment
Buyer sentiment is very strong across 639 reviews, with consistently positive feedback.
What buyers like
- Provides a centralized CRM platform for managing leads, calls, emails, and workflows in one place.
- Interface is easy to navigate, with straightforward setup and strong support for onboarding and troubleshooting.
- Automation features including smart views, predictive dialing, and workflows reduce manual effort in sales processes.
Common complaints
- Reporting features are limited and could be more in-depth, especially for tracking lead lists and success rates by category.
- Some users find the cost of calling features and overall pricing high, although they believe the value justifies it.
- Occasional technical glitches like software crashes and dialer issues with integrations such as JustCall.
Are you using Close?
What users are saying
VU
Verified User in Executive Office
06/24/26
What do you like best about Close?It was friendly to get going and set up.Review collected by and hosted on G2.com.What do you dislike about Close?The ...
Read more
CH
Claire H.
06/12/26
What do you like best about Close?Great platform to track sales related activities with an easy to follow sales process which helps manage our sales ...
Read more
TF
Temei F.
06/11/26
What do you like best about Close?I really like the new AI feature in Close, especially the chat function that analyzes all my call transcripts. It ...
Read more
EM
Erin M.
06/11/26
What do you like best about Close?I like the straightforward visibility it gives into the sale pipeline allowing me to clearly see where leads and ...
Read more
NK
Noel K.
06/10/26
What do you like best about Close?The platform’s lead and opportunity management features provides a clear view of the sales pipeline enabling us to ...
Read more
RM
Rajneesh M.
06/06/26
What do you like best about Close?I like Close's intuitive interface and efficient lead management features. The intuitive interface makes navigation ...
Read more
- See if Close fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
Step 1 of 4
How big is your team?
We tailor recommendations to companies your size.
What are the features of Close?
Auto Call Recording in Close automatically records calls made through the CRM for training, compliance, and performance analysis. By capturi…
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…
Call Monitoring in Close allows managers and team leads to listen to live sales calls for quality control, training, or coaching purposes. I…
Close's concurrency support lets multiple users operate simultaneously within the CRM without performance issues or data conflict. Whether i…
Contact Management in Close lets users organize, track, and engage with prospects, customers, and partners efficiently. Each contact profile…
While Close is primarily sales-focused, its Customer Support capabilities let teams manage ongoing client communication, log service-related…
Close supports Inbound Call Center functionality by letting businesses receive calls directly through the platform. Incoming calls are autom…
With Lead Scoring, Close lets teams assign values to leads based on predefined criteria such as engagement, deal size, or behavior patterns.…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing Automation in Close simplifies outreach by automating follow-up emails, lead nurturing sequences, and engagement tracking. Users c…
An outbound call center is a call center that makes outbound calls to customers. Sales teams typically utilize outbound centers to make cold…
Predictive Dialer functionality in Close automates the calling process by dialing multiple numbers simultaneously and connecting reps only w…
The Progressive Dialer in Close makes calls one at a time based on rep availability and call readiness. Unlike predictive systems, it starts…
Queue Management (Calls) in Close organizes incoming and outgoing calls in a systematic queue, letting reps handle large volumes efficiently…
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…
Close security and data handling
Key compliance certifications and security features for IT and security teams evaluating Close.
Certifications
Security features
Developer & data
Alternatives to Close
Recommended
Streamline your sales and build ...
9.0
Excellent
Why buyers keep looking beyond Close
Close is specifically built for SMBs, so larger enterprises with complex sales processes or deeper customization needs may seek platforms with more robust enterprise features.
While strong on sales engagement, Close doesn’t offer native marketing automation or lead nurturing workflows that other CRMs like HubSpot or ActiveCampaign may provide.
Users looking for highly customizable or advanced analytics and forecasting capabilities may find Close’s reporting features less extensive compared to solutions like Salesforce or Zoho CRM.
Although Close integrates with popular tools, businesses using a broader tech stack might prefer platforms that offer a larger native integration ecosystem.
Teams that require complex data relationships and custom modules for industries like finance or manufacturing may opt for CRMs that allow more flexible data modeling.
Close Integrations
Close Customers
Toggl
Bench
Freightview
Krossover
SmartProcure
Cloosiv
Chartmogul
Common Wealth Joe
Hygge
Printavo
Naturebox
MakeSpace
Branch
Hipcamp
Close Support Options
Frequently Asked Questions About Close
Common questions buyers ask before choosing Close.
Close is a CRM Software. Close offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Lead Scoring and many more functionalities.
Buyers commonly note the following limitations of Close: Reporting features are limited and could be more in-depth, especially for tracking lead lists and success rates by category.; Some users find the cost of calling features and overall pricing high, although they believe the value justifies it.; Occasional technical glitches like software crashes and dialer issues with integrations such as JustCall..
Some top alternatives to Close includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales and CRM.io by 500apps.
Close offers Free Trial, Subscription pricing models
Yes, Close can integrate with
The starting price of Close is $9/user/month when yearly
Free buyer scorecard
Evaluate Close with the CRM software buyer scorecard
A weighted CRM software scorecard to assess Close objectively and compare it against the alternatives.
- Weighted criteria you can edit
- Score vendors side-by-side
- Shareable with your buying committee
No file downloads on screen — we email it to you. One-click unsubscribe anytime.
Ready to try it?
Get started with Close
Start your free trial — no credit card required.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
CRM Software by Country
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
