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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

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SoftwareGlimpse review

7.4/10

Good

  • Ease of use8
  • Pipeline management8
  • Sales automation8
  • Email capabilities8
  • Reporting7
  • Customization7
How we score →

How Close fits different sales scenarios

Use cases pair SoftwareGlimpse fit analysis with official workflow demos when ResearchMedia is linked — not brand promo videos from Overview.

  • 1Use case

    Pipeline management

    Track deals through stages, keep ownership clear, and see where opportunities stall.

    • Track deals through stages, keep ownership clear, and see where opportunities stall.
    • Inside sales and outbound teams that live on phone/email/SMS
    • Native calling, email, and SMS in one sales inbox

    SoftwareGlimpse fit analysis

    Advance opportunities through visual pipeline stages with activities and follow-ups.

    Explore use case →
    Close pipeline management use-case workflow diagram
    SoftwareGlimpse original workflow: how Close supports pipeline management.

    Official vendor tutorial

    This video is hosted on YouTube

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    Official vendor tutorial

    Getting Started with Email in Close | How to Send and Manage Emails from Your CRM

    What this shows

    • Close CRM email setup and usage
    • email workflows as presented by Close

    What this workflow demonstrates

    • Close CRM email setup and usage
    • email workflows as presented by Close

    Source: Official Close. This is vendor training/demo content — not SoftwareGlimpse instruction.

  • 2Use case

    Email outreach

    Connect sales email sequences and tracking to CRM records.

    • Connect sales email sequences and tracking to CRM records.
    • Teams that want AI (Chloe) working leads inside the CRM
    • Chloe AI agent for calling, qualification, follow-ups, and meeting booking

    SoftwareGlimpse fit analysis

    Chloe AI agent for calling, qualification, follow-ups, and meeting booking

    Explore use case →
  • 3Use case

    Sales engagement

    Coordinate calling, messaging, and cadence tools around CRM records.

    • Coordinate calling, messaging, and cadence tools around CRM records.
    • SMBs replacing disconnected dialer + CRM stacks
    • Clear Solo→Scale ladder for outbound teams

    SoftwareGlimpse fit analysis

    Clear Solo→Scale ladder for outbound teams

    Explore use case →
  • 4Use case

    Reporting

    Forecast and pipeline reporting managers can trust without spreadsheet rebuilds.

    • Forecast and pipeline reporting managers can trust without spreadsheet rebuilds.
    • Automatic call logging and AI lead summaries

    SoftwareGlimpse fit analysis

    Use dashboards/reporting features documented for the product’s plan tiers.

    Explore use case →
  • 5Use case

    Outbound sales

    Run targeted outbound sequences with ownership, logging, and clear next steps in CRM.

    • Run targeted outbound sequences with ownership, logging, and clear next steps in CRM.

    SoftwareGlimpse fit analysis

    Workflow automation for high-velocity selling

    Explore use case →
  • 6Use case

    Field sales

    Keep territory visits, notes, and follow-ups visible when sellers work away from the desk.

    • Keep territory visits, notes, and follow-ups visible when sellers work away from the desk.
    Explore use case →
  • 7Use case

    High-volume lead management

    Route and work large inbound or outbound lead volumes without losing ownership or SLAs.

    • Route and work large inbound or outbound lead volumes without losing ownership or SLAs.
    Explore use case →
  • 8Use case

    Customer follow-up

    Never drop promised next steps — tasks, reminders, and history attached to the right record.

    • Never drop promised next steps — tasks, reminders, and history attached to the right record.
    Explore use case →
  • 9Use case

    Sales forecasting

    Build forecasts from pipeline truth — stages, categories, and hygiene — not optimistic storytelling.

    • Build forecasts from pipeline truth — stages, categories, and hygiene — not optimistic storytelling.
    Explore use case →

Use case information is based on product evidence and common customer workflows. Official demos illustrate vendor workflows; they are not SoftwareGlimpse testing claims.