Close Review

CRM SOFTWARE

Close is a solid CRM choice for inside sales and outbound teams that live on phone/email/sms. Scores reflect live first-party pricing/product research — not hands-on product testing.

Last updated 2026-08-15Independent editorial review

Starting price
$9.00/user/month
Free plan
No
Free trial
14 days
Best for
Inside sales and outbound teams that live on phone/email/SMS

Visit Close

View pricing

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SoftwareGlimpse review

7.4/10

Good

Ease of use8
Pipeline management8
Sales automation8
Email capabilities8
Reporting7
Customization7

How we score →

All features

17 features

Official demos appear only beside high-value features where verified ResearchMedia is linked — not as a generic video gallery.

Contact management
Solo
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Solo
Included in
✓ Solo
✓ Essentials
✓ Growth
✓ Scale
What the demo shows
Close lead record customization
CRM configuration as presented by Close
Source: Official Close
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Official vendor tutorial
Getting Started: Customizing Lead Records in Close | Make Your CRM Work for You
What this shows
Close lead record customization
CRM configuration as presented by Close
• Close lead record customization
• CRM configuration as presented by Close
Lead management
Solo
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Solo
Included in
✓ Solo
✓ Essentials
✓ Growth
✓ Scale
Lead view showing opportunity context in Close.
Screenshot source ↗
Pipeline management
Essentials
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Essentials
Pipelines emphasized from Essentials upward on pricing page.
Included in
– Solo
✓ Essentials
✓ Growth
✓ Scale
SoftwareGlimpse teaching diagram: how Close pipelines move deals through stages.
Screenshot source ↗
Deal management
Solo
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Solo
Included in
✓ Solo
✓ Essentials
✓ Growth
✓ Scale
SoftwareGlimpse teaching diagram: how Close pipelines move deals through stages.
Screenshot source ↗
Custom fields
Solo
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Solo
Included in
✓ Solo
✓ Essentials
✓ Growth
✓ Scale
Custom fields on the Close lead view.
Screenshot source ↗
Mobile app
Solo
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Solo
Included in
✓ Solo
✓ Essentials
✓ Growth
✓ Scale
Email sync
Solo
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Solo
Included in
✓ Solo
✓ Essentials
✓ Growth
✓ Scale
Built-in email communication in Close.
Screenshot source ↗
Email tracking
Solo
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Solo
Included in
✓ Solo
✓ Essentials
✓ Growth
✓ Scale
Built-in email communication in Close.
Screenshot source ↗
Email sequences
Solo
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Solo
Included in
✓ Solo
✓ Essentials
✓ Growth
✓ Scale
Built-in email communication in Close.
Screenshot source ↗
Workflow automation
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Growth/Scale unlock more advanced automation, workflows, and Chloe capabilities.
Included in
– Solo
– Essentials
✓ Growth
✓ Scale
Workflow automation interface in Close.
Screenshot source ↗
Sales automation
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Included in
– Solo
– Essentials
✓ Growth
✓ Scale
Workflow automation interface in Close.
Screenshot source ↗
Reporting
Solo
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Solo
Included in
✓ Solo
✓ Essentials
✓ Growth
✓ Scale
Sales funnel reporting in Close.
Screenshot source ↗
Forecasting
Solo
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Solo
Included in
✓ Solo
✓ Essentials
✓ Growth
✓ Scale
AI assistance
Solo
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Solo
Chloe AI agent; credit pools scale by plan.
Included in
✓ Solo
✓ Essentials
✓ Growth
✓ Scale
Call functionality
Solo
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Solo
Built-in calling; usage-based; trial includes calling credits.
Included in
✓ Solo
✓ Essentials
✓ Growth
✓ Scale
Integrations
Solo
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Solo
ChatGPT, Claude, WhatsApp, and 100+ more cited on homepage.
Included in
✓ Solo
✓ Essentials
✓ Growth
✓ Scale
Data enrichment
Solo
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Solo
Included in
✓ Solo
✓ Essentials
✓ Growth
✓ Scale

All features

Contact management

Getting Started: Customizing Lead Records in Close | Make Your CRM Work for You

What this shows

Lead management

Pipeline management

Deal management

Custom fields

Mobile app

Email sync

Email tracking

Email sequences

Workflow automation

Sales automation

Reporting

Forecasting

AI assistance

Call functionality

Integrations

Data enrichment