Close CRM Review 2025: Is It Best Sales Software?

Are you tired of switching between multiple tools just to follow up with one lead? 💼

Do you feel like your CRM slows you down instead of helping you close more deals? 🤔

You’re not alone. Many small-business owners and sales reps spend hours managing spreadsheets, emails, and calls across different platforms. That’s when Close CRM steps in — a platform built for speed, simplicity, and results.

I’ve personally tested Close and found it to be one of the most efficient CRMs for small and mid-sized teams.

In this Close CRM Review, I’ll break down its features, usability, pros and cons, pricing, and who it’s best for — all in simple terms.

Close CRM Overview 💡

Close CRM is an all-in-one sales communication platform that helps teams call, email, and text directly from their CRM — without switching tabs.

It’s designed for businesses that care about selling, not data entry. You get a unified inbox, built-in calling, email automation, and AI-powered tools that take care of repetitive tasks.

Unlike traditional CRMs like Salesforce or HubSpot that often feel heavy and bloated, Close focuses on speed and simplicity. The interface is clean, fast, and intuitive.

You can manage your leads, track deals, and stay connected to your prospects — all in one dashboard.

In short, Close gives you everything you need to sell, nothing you don’t.

Key Features of Close CRM 🛠️

1️⃣ Unified Communication

Close combines email, calls, and SMS in one platform. Every interaction is logged automatically.

This means your team doesn’t need to copy-paste call notes or track email threads manually.

Benefit: No more lost conversations. Everyone on the team has the full context of every deal.

2️⃣ Automation & Workflows

Close automates the boring stuff. You can create triggers — for example:

• When a deal moves to a new stage, send a follow-up email.
• When a call is missed, create a reminder task.
• When a meeting ends, automatically summarize notes.

Automation runs behind the scenes so you can focus on closing, not clicking.

Benefit: Saves hours every week and ensures no lead falls through the cracks.

3️⃣ AI-Powered Tools

Close has integrated AI features that truly enhance productivity:

• AI Notetaker: Transcribes and summarizes every call.
• AI Summaries: Gives you quick overviews of long conversations.
• AI Rewrite Assist: Improves email clarity and tone before you hit send.
• AI Enrich: Automatically fills in missing lead data from public sources.

Benefit: Capture insights faster and communicate smarter.

4️⃣ Pipeline Management

The pipeline view gives a crystal-clear snapshot of every opportunity.

You can drag and drop deals, assign owners, and track progress in real time.

Benefit: Visual pipelines help teams prioritize hot leads and forecast revenue easily.

5️⃣ Reporting and Insights

Close turns your sales data into actionable insights.

You can track conversion rates, call volumes, email performance, and team productivity — all in one dashboard.

Benefit: Helps managers see what’s working, what’s not, and how to improve performance.

6️⃣ Integrations

Close connects with your favorite tools — Slack, Gmail, Zoom, Google Calendar, HubSpot, and Zapier.

You can link your existing tech stack without losing workflow efficiency.

Benefit: Keeps all your systems connected and eliminates data silos.

7️⃣ Collaboration and Notes

Every lead has a dedicated timeline showing every message, call, or note.

This helps teams stay aligned, even when multiple reps handle the same account.

Benefit: Seamless collaboration and instant visibility into customer history.

How to Get Started with Close CRM 📝

Getting started with Close takes just a few minutes. Here’s a simple step-by-step guide:

Step 1: Visit the Official Website

Go to close.com.

Step 2: Start Your Free Trial

Click “Try For Free” and sign up for a 14-day free trial

Step 3: Create an Account

Use your work email or Google account to sign up.

Step 4: Set Up Your Workspace

Add your company or team name. This is your dashboard where all communication lives.

Step 5: Import Your Leads

You can import from a CSV file or sync from another CRM.

Step 6: Connect Email and Phone

Integrate Gmail or Outlook and set up your calling number.

Step 7: Start Communicating

You can now call, email, and text prospects directly within Close.

Pros & Cons

Here’s a quick snapshot of what users love and what could be better:

Pros ✅	Cons ❌
Built-in calling, email, and SMS tools.	No permanent free plan available.
Fast, clean, and intuitive interface.	Limited marketing automation features.
AI Notetaker and summaries save hours of manual work.	Customization options could be more advanced.
Integrates smoothly with major apps like Gmail, Slack, and Zoom.	Price may feel high for solo freelancers.
Excellent customer support and fast response times.	No native social media integrations.
Powerful automation and workflows simplify daily sales tasks.	Some advanced features require higher plans.
Scales easily for startups and growing teams.
AI-powered features reduce manual errors and improve productivity.

Close focuses on selling — not managing spreadsheets. Its automation, AI, and communication tools outshine most small-business CRMs.

Close CRM Pricing Model 💰

Close offers pricing tiers designed for different business needs. All plans include built-in calling, SMS, and integrations.

1. Solo Plan – $9/month (Billed annually)
Perfect for solo professionals managing leads, calls, and emails in one place. Limited to 1 user and 10,000 leads, but includes all essential CRM tools.

2. Essentials Plan – $35/month per seat (Billed annually)
Designed for small teams. Includes unlimited leads, multiple pipelines, email, calling, SMS, and centralized inbox with task lists.

3. Growth Plan – $99/month per seat (Billed annually)
Ideal for growing teams. Adds automation, Power Dialer, AI Email Assistant, and custom activities to streamline sales workflows.

4. Scale Plan – $139/month per seat (Billed annually)
Built for scaling organizations. Includes predictive dialer, unlimited call recording, advanced permissions, and lead visibility rules.

All plans include:

• Free 14-day trial
• Unlimited contacts
• Email & call tracking
• CRM reporting dashboard

Close CRM vs Competitors 💪

Feature	Close CRM	HubSpot	Pipedrive	Salesforce
Communication	Built-in calls, SMS, and emails.	Needs integrations.	Built-in calls but fewer automations.	Relies on third-party add-ons.
Automation	Smart workflows + AI triggers.	Advanced but complex.	Limited rules.	Enterprise-level, harder to use.
Ease of Use	Intuitive and fast.	Clean but slower.	Simple for beginners.	Steep learning curve.
AI Features	Notetaker, summaries, rewrite assist.	Limited to email AI.	Minimal AI tools.	Strong but expensive.
Support	24/7 chat & documentation.	Ticket-based support.	Chat only.	Premium support paid.
Best For	SMBs and startups.	Marketers & mid-size firms.	Small sales teams.	Large enterprises.

Why It Stands Out: Close is laser-focused on helping sales teams move faster. It’s not overloaded with marketing fluff — just practical tools that help close deals.

Who Should Use Close CRM? 🔁

Close isn’t for everyone — but for sales-focused teams, it’s a powerhouse.

It is ideal for small to midsize sales teams seeking an all-in-one platform to streamline outreach and close deals faster.

✅ Best For

• Startups & SMBs: Need an easy-to-use CRM that’s quick to deploy.
• Agencies: Manage multiple clients and deals in one place.
• Sales Teams: Rely heavily on phone and email outreach.
• Remote Teams: Need unified communication and real-time updates.

Is Close CRM Worth It? 🔍

Yes — Close CRM is 100% worth it if your business revolves around sales calls, emails, and pipeline management.

Unlike heavy enterprise CRMs, Close doesn’t drown you in features you’ll never use. Instead, it gives you:

• Speed.
• Simplicity.
• Automation.
• AI that works behind the scenes.

For small and mid-sized teams, Close hits the sweet spot between functionality and usability.

If your goal is to focus less on admin work and more on closing deals, Close CRM delivers exactly that.

FAQs