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SoftwareCRM
Close crm
The No BS CRM for scaling businesses
Close is a sales-focused CRM and engagement platform designed for startups and SMBs. It unifies all communication channels—email, calling, and SMS—into a single interface, eliminating the need for third-party add-ons and manual data entry.
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Decision Intelligence
Fit, total cost, and vendor risk for Close crm
Our Take
"All-in-one multichannel communication (Calling, SMS, Email) built natively into the CRM without requiring external integrations."
Close crmCRM
Overview
Close (formerly Close.io) is an all-in-one sales CRM platform built for speed and productivity. Designed primarily for inside sales teams at scaling businesses, it integrates deep communication capabilities directly into the workflow. Unlike traditional CRMs that act as passive databases, Close is an active engagement tool that automatically logs calls, emails, and texts. Its feature set includes advanced automation for follow-ups, AI-driven insights for lead enrichment and conversation analysis, and a highly customizable interface to match specific sales processes. It is optimized for teams that prioritize outreach volume and deal velocity without the administrative overhead of legacy systems.
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Ideal Customer Profile
Precision Targeting & Market Fit
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Challenges Solved
Pain Point Resolution Protocol
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Primary Use Cases
Operational Scenarios & ROI
analytics
Internal Business Case
Partner Only Insights
Close CRM serves as a critical growth engine for scaling businesses by transforming sales operations from passive data entry to active revenue generation. Business Metrics: Close drives performance by optimizing key KPIs including pipeline velocity, lead-to-customer conversion rates, average sales cycle length, and sales rep activity levels (calls, emails, SMS). By centralizing all communication, it provides real-time visibility into sales funnels, enabling data-driven coaching. Financial Impact: The platform directly enhances ROI by minimizing the 72% of time typically lost to administrative overhead, allowing reps to focus on high-value selling. This shift reduces customer acquisition costs (CAC) and accelerates revenue realization through automated follow-ups. Acquisition Strategy: Close employs a product-led approach targeting high-growth SMBs, leveraging its reputation for speed and ease of use as a competitive differentiator to displace legacy, clunky systems.
Sensitive Strategy DatalockInternal Use Only
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Run AI Analysis
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Features
check_circleBuilt-in Calling & SMS
check_circlePower & Predictive Dialers
check_circleEmail Sequences & Templates
check_circleAutomated Sales Workflows
check_circleAI Call Assistant (Transcripts & Summaries)
check_circleAI Email Assistant
check_circleLead & Pipeline Management
check_circleAdvanced Sales Reporting
check_circleCustom Activities & Objects
check_circleSmart Views
extensionEcosystem & Integrations
At a Glance
PricingPer User/Month
DeploymentCloud-based, SaaS, Desktop (Mac/Windows), Mobile (iOS/Android)
Onboarding1-3 hours
CategoryCRM
Compliance
SOC 2 Type 2GDPRCCPA
Company & Legal
Founded
2013
Legal Entity
Close crm
Trust & Security
database
Data Residency
United States (AWS)
Resources & Support
apiAPI Documentation
Support & Training
EmailPhoneHelp CenterDedicated Success Manager (Scale Plan)Community Support
Live WebinarsOn-Demand Video TutorialsInteractive DemosDocumentation & GuidesOnboarding Consultation
Live Sentiment Loop
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Specialized white-glove integration services for legacy stacks and enterprise requirements.
paymentsPricing Plans
Transparent tiering designed for scalability and value delivery.
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Geographic-Specific Rates: GL
Auto-adjusting rates based on regional purchasing power and local taxes.
Risk Free Trial Included
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Frequently Asked Questions
Technical & Operational Ground Truth
QWhat is the primary focus of Close CRM?
A
Close CRM is an all-in-one sales engagement platform designed specifically for inside sales teams. Its primary focus is on increasing sales productivity by integrating communication tools—like calling, SMS, and email—directly into the CRM workflow, allowing teams to manage high-volume outreach without administrative overhead.
QWhat pricing plans does Close offer?
A
Close offers a tiered pricing structure to accommodate different team sizes and needs: the Solo plan for individuals, Essentials for small teams, Growth for teams needing automation, and Scale for larger organizations needing advanced control and coaching tools. Custom plans are also available for larger enterprises. Pricing varies based on annual versus monthly billing.
QDoes Close CRM include built-in calling features?
A
Yes, Close is well-known for its robust built-in calling capabilities. It offers a Power Dialer and Predictive Dialer, allowing sales reps to make and receive calls directly within the platform. These tools automatically log call activity, record conversations (on eligible plans), and help streamline high-volume outbound calling.
QWhat kind of automation and AI features are available in Close?
A
Close includes workflow automation to handle repetitive tasks like lead assignments and follow-up sequences. It also features AI-driven tools, such as AI Call Assistant, which provides automated call transcriptions and summaries to help sales reps capture important action items without manual note-taking.
QCan I integrate Close CRM with other tools I already use?
A
Yes, Close is designed to fit into your existing tech stack. It offers native integrations with popular tools like Zoom, Slack, and Segment. Additionally, it provides an open API and integrates with over 2,000 other applications via Zapier to automate data synchronization and workflows.
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