Close CRM Review [2025]: Is This the Right Tool for Your Sales Team?

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Struggling to keep your sales pipeline organized or your team aligned? Traditional CRM software often feels bloated, hard to adopt, or simply doesn’t help close deals faster.

That inefficiency leads to missed follow-ups, scattered communication, and lost revenue. You need a CRM built for action—not admin.

Enter Close. In this Close CRM review, we’ll explore real Close CRM reviews, dig into key Close CRM features, and help you decide if it fits your sales workflow.

We’ve tested Close CRM across multiple use cases—from startups scaling quickly to established sales teams managing large pipelines. Our reviews are based on real-world experience, not just feature lists or marketing claims.

In this review, you’ll discover:

What actual users say about Close CRM
A full breakdown of Close CRM features
Where Close stands out—and where it doesn’t
Who it’s best suited for (and who should look elsewhere)

By the end, you’ll know exactly whether Close can streamline your sales process, boost productivity, and help your team close more deals with less effort.

Let’s dive into the full review.

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Quick Verdict: Is Close Worth It?

Verdict

Verdict: Yes—especially if you’re running an inside sales team.

Close CRM is a smart choice if your team relies on calls, emails, and follow-ups to drive deals. It cuts out the clutter and helps you focus on what matters: closing. In my experience, the built-in calling, SMS, and email tools work seamlessly together, saving hours every week and keeping the entire team on the same page.

What makes it great?

Everything in one place: No more switching between tools.
Easy automation: Follow-ups happen like clockwork.
Clear pipeline visibility: You know exactly what’s moving and what’s not.
Core features included: Essential components like built-in calling, SMS, and email tools are part of the package, maximizing the value of the CRM system.

Worried it’s too expensive? While Close may seem pricier than basic CRMs, the productivity gains and time saved justify the cost—especially for growing teams. You’re paying for efficiency, not just software.

Minor Criticism

It’s not built for field sales or hyper-custom integrations. And while the interface is slick, the reporting features could go deeper for advanced users. Adding more professional features could further enhance the user experience.

👉 Ready to streamline your sales process? Try Close CRM and see the difference it can make for your team. Keep reading for the full review or head straight to their free trial.

Want the full breakdown? Keep reading.

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Close Review: Pros and Cons

Eliminates busywork – With email, calling, SMS, and follow-ups built in, your team spends more time selling and less time juggling tools.
Boosts response rates – Automated workflows and email sequences help you follow up consistently—without sounding robotic.
Gives full visibility into your pipeline – You’ll always know who’s engaged, what’s working, and where deals are stuck. No more guesswork.
Perfect for remote sales teams – Close was built for inside sales. It helps distributed teams stay connected, aligned, and productive.
Quick to learn, easy to use – The interface is clean, intuitive, and designed for speed—ideal for teams who hate complex software.
Facilitates full team engagement – Close CRM’s user-friendly interface enhances user experience and facilitates quick onboarding, fostering strong involvement from all team members.
Tracks custom activities – Close CRM allows tracking unique steps in your sales process, enabling businesses to tailor their CRM experience according to their specific needs.
Not ideal for field sales repsIf your team relies heavily on face-to-face selling or in-person visits, Close may feel limited in functionality.
Limited native integrationsWhile Close offers key integrations (like Zapier, Slack, Zoom), it may not plug into every niche tool you use—though workarounds exist.
Priced for growing teamsThe value is strong, but smaller teams or solopreneurs may find the cost hard to justify upfront.
Lacks defined criteria for lead managementClose CRM may not fully support establishing specific benchmarks or standards that leads must meet to be considered actionable.
Requires technical expertise for open APICustom integrations using the open API may require technical expertise, which could be a barrier for some users.

Who Is Close For?

perfect for you if

You run a high-touch, remote sales team – Think SDRs, AEs, or account managers making dozens of calls and emails each day from different locations.
You want to eliminate tool overload – If your reps are juggling five tabs to send one follow-up, Close’s all-in-one platform will feel like a breath of fresh air.
You rely on fast, consistent outreach – Cold outreach, follow-up sequences, and quick scheduling? Close automates it all without feeling robotic.
You’re scaling a startup or fast-growing business – Close helps growing teams hit revenue targets without needing a full-time CRM admin.
You value simplicity over complexity – If your team hates clunky, overbuilt tools like Salesforce, Close will feel intuitive and refreshing.
You need various CRM options – Evaluate different CRM platforms to find the best fit for your specific business needs, especially for small businesses looking for efficient solutions tailored to their workflows.
You’re looking for a cost-effective startup plan – The startup plan offers essential features for small teams or solopreneurs, enabling effective social selling and improved lead engagement without substantial financial risk.

not ideal for you if:

Your team relies on in-person, field-based sales
If your reps spend more time on the road than on the phone, Close’s strengths won’t fully apply.
You need deep customization or niche integrations
While it offers key tools and APIs, Close isn’t built for businesses with complex CRM workflows or custom dashboards.
You’re a solo entrepreneur with minimal outreach
If you only send a few emails or manage a handful of clients, Close may be more power than you need right now.

Close Product Overview

Key Features

Built-in calling, SMS, and email – No third-party tools needed—everything happens within one streamlined platform.
Automated workflows and email sequences – Save time and stay consistent with outreach, even when managing hundreds of leads.
Powerful search and Smart Views – Create dynamic lead lists instantly based on behavior, stage, or custom fields.
Pipeline and activity tracking – Visualize deal flow and rep performance in real time.
Team collaboration tools – See full contact history, assign tasks, and never step on each other’s toes.
Activity comparison – Generate time-based reports to track team performance and effectiveness.
Email analytics – Measure and track email performance with advanced analytics and segmentation.

What’s Included in Every Plan

Unlimited calling (in supported plans)
Two-way email and SMS sync
Custom fields and pipeline stages
Native Zoom, Zapier, Slack integrations
Mobile app for Android and iOS
API access for custom integrations
Automated data management for contact records
Integration with Zoom account for enhanced video sales

How Close Stands Out

All-in-one communications: Most CRMs require integrations for basic actions like calling or SMS—Close bakes it all in.

Sales-first design: Unlike many CRMs built for general contact management, Close is laser-focused on closing deals through communication.

No-code simplicity: Your team won’t need IT help to get started or build useful automations.

My Honest Opinion: What It’s Really Like Using Close

After testing dozens of CRMs over the years, Close has earned a permanent spot in my shortlist—and here’s why.

I used Close CRM for six months with a small but fast-moving inside sales team. Our days were packed with cold calls, demo requests, and constant follow-ups. Close didn’t just support our workflow—it sped it up.

What I Liked:

One workspace for everything: Instead of bouncing between a dialer, Gmail, Slack, and a clunky CRM, we did everything in Close. It kept our team focused and cut down on tool fatigue.
Follow-up automation that actually works: Close made sure no lead slipped through the cracks. The email sequences felt personal and were incredibly easy to tweak.
Real-time visibility: I could instantly see which deals were moving, who needed a nudge, and how the team was performing—all without bugging anyone for updates.
Access to past conversations: Sales representatives can easily access past conversations for better follow-ups, ensuring more effective engagement strategies.
Search for important phrases: The ability to search for important phrases helps prioritize leads, making it easier to locate relevant contact information and streamline outreach workflows.

What I Didn’t Like (but could live with):

Reporting depth is limited: You’ll get solid pipeline and activity views, but if you want complex reporting or forecasting dashboards, you may need to export data or integrate with external tools.
Not the cheapest option: For solo operators or micro-teams, the pricing may feel like a stretch. But in a team setting, the ROI is clear.

Overall Verdict

Final takeaway:
Close CRM isn’t trying to be everything for everyone—and that’s what makes it so effective. It’s purpose-built for teams who thrive on communication and momentum. If that sounds like you, Close is worth every cent. Try it Now ->

Close Pricing: Is It Worth the Investment?

Close offers four straightforward pricing tiers, designed to scale with your sales team. Whether you’re just starting or managing a full outbound team, there’s a plan that fits your stage of growth.

Here’s a breakdown of the current pricing (as of 2025) and what you can expect at each level:

TIP

Close comes with a FREE trial for each of its plans. This means you can try it with no risk to you. Try it today.

Startup

$49/mo

Best for: Freelancers or very small teams starting with outbound sales.

1 pipeline & Built-in calling (paid minutes)
Lead & contact management
Basic reporting

Professional

$99/mo

Best for: Growing sales teams that need more automation and reporting.

2+ pipelines
Custom fields and activities
Workflow automation
Zoom integration

Enterprise

$149/mo

Best for: Larger sales orgs that need full control, visibility, and integrations.

Call recording
Custom roles & permissions
Predictive dialer
Call coaching (listen/barge/whisper)

Is Close CRM Worth the Price?

Yes—if your team is actively selling. While it may cost more than basic CRMs, the time saved on follow-ups, task automation, and deal tracking quickly adds up to real ROI.

Tip: Start with the Professional plan if you want the best balance of features and value. You can always scale up as your needs grow.

Close Features Breakdown

Close CRM isn’t just a contact manager—it’s a communication hub built for high-performing sales teams. Here’s a detailed breakdown of its most impactful features, why they matter, and how they worked in my experience.

1. Built-In Calling (VoIP)

What it is: Make and receive calls directly inside the CRM—no need for a separate dialer. It also logs and records calls automatically.

Why it’s special: Most CRMs require external tools for calling. With Close, it’s seamless. Every conversation is tracked, searchable, and stored.

My experience: I loved being able to click-to-call without switching platforms. For follow-ups, I’d quickly replay key parts of calls to remember exact details—this alone saved me time and avoided embarrassing mistakes.

2. Email & SMS Integration

What it is: Two-way sync with your email and SMS, including templated messages, scheduled sends, and automatic logging.

Why it’s special: Unlike CRMs that only track outbound emails or require manual entry, Close keeps a complete history in one place—visible to the entire team.

My experience: This kept all communication aligned. I could pick up where my teammate left off, even if I wasn’t CC’d, and SMS was a huge bonus for high-intent leads who preferred quick mobile chats.

3. Smart Views (Dynamic Lead Lists)

What it is: Custom saved searches that update in real-time—based on lead status, activity, tags, or any field you define.

Why it’s special: Instead of static lists, Smart Views work like mini dashboards that update automatically. Think of them as living filters.

My experience: I had one Smart View for leads that hadn’t replied in 3 days. It was my “daily action list,” and it meant I never missed an opportunity to re-engage.

4. Automated Workflows and Sequences

What it is: Create multi-step outreach sequences with time delays, auto-sends, and manual task reminders.

Why it’s special: You can build real drip campaigns without needing a separate email tool or marketing automation platform.

My experience: I built a 4-touch cold outreach sequence that ran itself. Leads who didn’t reply were automatically bumped a few days later, and the reply rate went up—with zero extra work from me.

5. Pipeline and Activity Reporting

What it is: Visual pipelines and dashboards that track deals, activity volume, and performance metrics. These tools also offer quick KPI reports, allowing sales teams to efficiently track and analyze their performance.

Why it’s special: It provides quick insight into what’s working, where deals get stuck, and how reps are performing—without needing complex setup. Additionally, the priority metrics status change feature helps in better pipeline management by tracking performance metrics alongside changes in lead status.

My experience: I used the pipeline view during team check-ins to show deal status at a glance. The clarity helped us make faster decisions and adjust priorities in real time.

6. Team Collaboration Tools

What it is: Shared inboxes, user mentions, call notes, and complete contact histories.

Why it’s special: No more asking “Did anyone follow up with this lead?”—it’s all right there.

My experience: As a manager, I loved the transparency. I could jump in to coach mid-deal, review call logs, or help reps troubleshoot without micromanaging.

7. Integrations and API Access

What it is: Connect Close to tools like Slack, Zoom, Zapier, and Google Calendar. Use the API for custom workflows.

Why it’s special: While Close keeps things simple, it doesn’t trap you. You can still link it with tools you rely on.

My experience: We used Zapier to auto-create leads from form fills on our website. It took 15 minutes to set up, and saved us hours every week.

Bottom line:
Every feature in Close CRM is designed to keep your sales conversations flowing and your team aligned. It’s not bloated with fluff—it’s packed with practical tools that genuinely make sales easier.

Close Use Cases: How Different Businesses Can Benefit

Close CRM shines brightest when put to work in real sales environments. Below are real-world use cases that highlight how different types of teams are using Close to streamline workflows, boost productivity, and close more deals—faster.

1. Remote SDR Teams Handling High-Volume Outreach

Scenario: A fully remote SaaS startup with five SDRs making 60+ calls a day.

How Close helps:

Power Dialer allows reps to move through calls rapidly
Email sequences automate outreach and follow-ups
Managers use real-time activity tracking to coach and optimize performance
Efficiently manage phone calls for high-volume outreach
Convert more leads into revenue with multichannel communication tools and automated features

Result: More calls per day, more consistent follow-ups, and a 25% lift in qualified demos booked within 3 months.

2. B2B Agencies Managing Multiple Client Pipelines

Scenario: A digital marketing agency managing leads and deals across multiple industries.

How Close helps:

Multiple customizable pipelines for each client or service stream
Smart Views filter leads by industry, stage, or source
Shared notes and activity logs keep account managers in sync

Result: A single source of truth for the whole team, with clearer hand-offs and better client retention.

3. E-commerce Wholesale Teams Coordinating With Retail Buyers

Scenario: A mid-sized brand selling wholesale to boutiques and retailers across the country.

How Close helps:

Email templates for order confirmations and product line sheets
Built-in calling makes it easy to quickly check in with retailers
Pipeline stages reflect sample requests, orders, reorders, and payments

Result: Faster responses and fewer lost orders, with an improved buyer experience.

4. EdTech Companies Selling to Schools and Districts

Scenario: An EdTech company with long sales cycles involving multiple stakeholders.

How Close helps:

Custom fields track district size, funding source, and decision-maker roles
Activity timelines show the full communication history across long cycles
Automation keeps deals moving even when conversations slow down

Result: More transparency across complex deals and fewer dropped opportunities.

5. Founders and Solopreneurs Managing Leads Efficiently

Scenario: A solo founder running sales, marketing, and operations.

How Close helps:

Combines CRM, calling, and emailing in one place—no extra tools required
Smart reminders ensure no lead is forgotten
Pre-built templates make follow-up feel professional
Utilizes a ‘to do list’ for managing tasks and action items
Enhances sales efficiency through customer relationship management (CRM)

Result: Time saved, more closed deals, and no need for a full tech stack.

Bottom line: Whether you’re running a small, scrappy team or managing multiple client pipelines, Close adapts to how you sell—and removes the friction that slows deals down.

Conclusion: Is Close the Right Tool for You?

Yes—if your team thrives on fast, focused sales communication, Close CRM is one of the best tools out there.

Throughout this Close CRM review, we’ve explored how it simplifies sales workflows, unifies communication, and saves hours every week. From built-in calling and email automation to dynamic lead views and real-time reporting, every feature is designed to help your team sell more and stress less.

Worried it’s too expensive or not customizable enough?
If you’re a solo user or run complex, highly-tailored sales processes, Close might not be the ideal fit. But for fast-growing teams or inside sales reps looking to eliminate friction, the return on investment is real.

✅ It’s fast, intuitive, and built to get results.

Ready to supercharge your sales?
Try Close CRM risk-free and see how it transforms your workflow.

👉 Not sure it’s the perfect fit? Up next, we’ll explore a few top-rated Close CRM alternatives that might better match your needs.

Alternatives to Close: How Do They Compare?

While Close CRM is excellent for fast-paced, communication-heavy sales teams, it’s not a one-size-fits-all solution. Below are six alternatives, each with a different value proposition, so you can find the tool that fits your business best.

1. HubSpot CRM

Best for: Teams that want a free CRM with built-in marketing tools.

Positioning: HubSpot is more than a CRM—it’s a full marketing, sales, and service suite.

Why choose it:

Offers a generous free plan
Strong for inbound marketing + sales alignment
Easy to scale with paid add-ons

Drawbacks: It can become very expensive as you grow and need more advanced features.

Verdict: Choose HubSpot if you want an all-in-one platform and are marketing-heavy. Close is better for pure sales execution with less bloat.

2. Pipedrive

Best for: Sales teams that want a simple, visual sales pipeline with minimal setup.

Positioning: Pipedrive focuses on deal tracking and pipeline visualization.

Why choose it:

Drag-and-drop pipeline
Easy to set up and train teams
Great value for smaller teams with its affordable per user pricing structure

Drawbacks: Lacks native calling and SMS. Automation is limited unless you upgrade.

Verdict: Pipedrive is great for solo reps or small teams starting out. Close is better for teams that rely on phone/email outreach and built-in workflows.

3. monday.com CRM

Best for: Businesses that want a fully customizable CRM built on a project management platform.

Positioning: Monday is a flexible work OS—not just a CRM.

Why choose it:

Extremely customizable
Visual dashboards and workflows
Combines CRM with task/project tracking

Drawbacks: You’ll need to build most workflows from scratch. Can feel overwhelming for non-technical users.

Verdict: monday.com is ideal for cross-functional teams with complex needs. Close is faster out-of-the-box and focused on sales productivity.

4. Folk

Best for: Freelancers, small teams, and agencies managing relationships across projects.

Positioning: Folk is a modern lightweight CRM for contact-centric workflows.

Why choose it:

Clean interface
Easy contact grouping/tagging
Strong for networking and outreach

Drawbacks: Lacks advanced sales automation and pipeline tools.

Verdict: Folk is great for relationship management, not high-volume selling. Close is far better for structured sales pipelines and team collaboration.

5. Closely

Best for: LinkedIn-focused lead generation and outreach automation.

Positioning: Closely is a LinkedIn automation tool first, CRM second.

Why choose it:

Automated LinkedIn outreach
Chrome extension for prospecting
Built-in inbox and lead tracking

Drawbacks: Not a full-featured CRM. Risk of violating LinkedIn rules if misused.

Verdict: Closely is great if LinkedIn is your main channel. But it doesn’t replace a complete CRM like Close, which supports multi-channel engagement.

6. Keap (formerly Infusionsoft)

Best for: Small businesses that want sales + marketing automation in one tool.

Positioning: Keap blends CRM, marketing automation, and payment tools.

Why choose it:

Built-in invoicing and payments
Email marketing campaigns
Great for service-based businesses

Drawbacks: Steep learning curve. Feels outdated in parts. Not ideal for fast-paced sales teams.

Verdict: Choose Keap if you need CRM + payments + marketing in one tool. Close is a better choice if your focus is on streamlined sales execution.

Summary:

CRM	Best For	Key Strength	Limitation	Close CRM Beats It On
HubSpot	Inbound teams & marketing focus	Free plan, full suite	Price grows fast	Sales team simplicity
Pipedrive	Visual thinkers, SMBs	Easy pipeline, low cost	No native comms	Built-in calling/SMS/email
monday.com	Complex teams with PM needs	Fully customizable	Steep setup curve	Out-of-box productivity
Folk	Small teams & networking	Lightweight, modern UI	Lacks pipelines/automation	Sales pipeline management
Closely	LinkedIn outreach	Great for prospecting	Not a full CRM	Multi-channel engagement
Keap	SMBs needing marketing/payments	CRM + automation + payments	Old UI, complex setup	Fast, modern sales workflows

Next step?
If Close CRM aligns with your sales needs but you’re curious about the landscape, exploring one or two of the tools above could help confirm your choice. But for fast-moving teams who want speed, clarity, and sales-focused tools, Close still comes out on top.

Frequently Asked Questions (FAQ)

Still have a few questions before diving in? Here are answers to the most common questions people ask about Close CRM:

Is Close CRM suitable for solo users or freelancers?

It can be—but only if you rely heavily on calls, emails, and structured follow-ups. If you manage high-touch sales on your own, Close will save you time. However, for simple contact management, it may be more than you need.

Can Close CRM handle in-person, field sales workflows?

Close is built for inside sales and remote teams. It doesn’t offer features like geo-tracking or mobile route planning. Field sales reps may find other CRMs like Salesforce or Zoho more appropriate.

Does Close CRM integrate with my existing tools?

Yes, it integrates with key platforms like Zoom, Slack, Google Calendar, Zapier, and more. For niche tools, you can use Zapier or the Close API to build custom connections.

Is there a mobile app for Close CRM?

Yes, Close offers a mobile app for iOS and Android, which supports calling, emailing, SMS, and lead management—perfect for staying productive on the go.

How long does it take to get started with Close CRM?

Setup is fast. Most teams can get up and running in a day. The interface is intuitive, and Close offers plenty of onboarding resources, including a knowledge base and live chat support.

What support options are available?

All plans include access to the help center and email support. Higher-tier plans offer priority support, dedicated success managers, and onboarding assistance.

Is my data safe with Close CRM?

Yes. Close follows industry-standard data protection practices, including encrypted data transmission, role-based access, and compliance with major security protocols.

Does Close offer a free trial?

Yes, Close offers a 14-day free trial with no credit card required. It’s a great way to test the platform before committing.

Quick Verdict: Is Close Worth It?

Who Is Close For?

perfect for you if

not ideal for you if:

Close Product Overview

What’s Included in Every Plan

How Close Stands Out

My Honest Opinion: What It’s Really Like Using Close

Close Pricing: Is It Worth the Investment?

Startup

Professional

Enterprise

Is Close CRM Worth the Price?

Close Features Breakdown

1. Built-In Calling (VoIP)

2. Email & SMS Integration

3. Smart Views (Dynamic Lead Lists)

4. Automated Workflows and Sequences

5. Pipeline and Activity Reporting

6. Team Collaboration Tools

7. Integrations and API Access

Close Use Cases: How Different Businesses Can Benefit

1. Remote SDR Teams Handling High-Volume Outreach

2. B2B Agencies Managing Multiple Client Pipelines

3. E-commerce Wholesale Teams Coordinating With Retail Buyers

4. EdTech Companies Selling to Schools and Districts

5. Founders and Solopreneurs Managing Leads Efficiently

Conclusion: Is Close the Right Tool for You?

Alternatives to Close: How Do They Compare?

1. HubSpot CRM

2. Pipedrive

3. monday.com CRM

4. Folk

5. Closely

6. Keap (formerly Infusionsoft)

Summary:

Frequently Asked Questions (FAQ)

Is Close CRM suitable for solo users or freelancers?

Can Close CRM handle in-person, field sales workflows?

Does Close CRM integrate with my existing tools?

Is there a mobile app for Close CRM?

How long does it take to get started with Close CRM?

What support options are available?

Is my data safe with Close CRM?

Does Close offer a free trial?

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