What is Close CRM?

Forget about enterprise software that is costly and complex. Close offers an affordable, flexible CRM designed for SMBs. The user-friendly platform lets your team customize dashboards and fields to create the sales tool they need. Close CRM is also jam-packed with productivity tools, such as a power dialer, email automation, and embedded communication for phone and SMS.

Ease of Use

Sales reps are notorious for avoiding CRM systems. To get staff buy-in, it’s essential to show the benefits of CRM—and fast. Close nails the balance between ease of use and maximum functionality. Most users can pick up the system in a day.

The only hiccup is that Close CRM speaks its own language. You’ll need to adapt to their terms. For example, your inbox includes tasks, not email. Otherwise, everything in the system makes intuitive sense. Icons are illustrative and don’t leave you guessing about their function. For example, a simple plus sign allows you to add a record or field.


You can customize your pipeline stages. Simply add more steps and change the names to build a pipeline that mirrors your sales process. However, you are limited to 1-3 pipelines unless you subscribe to Close’s premium Business Plan. Even then, you get ten pipelines max. This presents a significant limitation for Close CRM. Companies managing multiple sales cycles will need a bigger tool.

  • Pipeline views: The bar at the top of your pipeline gives you several options to filter your pipeline view, such as by deal value, user, and timeframe. You have over 50 metrics to choose from.

  • Smart Views: Smart Views are another filter you can use to sort your data. Close comes with six:

  • Untouched leads
  • Leads to call
  • Leads never emailed
  • Email opened this week
  • No contact >30 days
  • Opportunity follow-up
    You can also create custom Smart Views. With Close CRM, you’re in control of your data. There’s no limit to the number of Smart Views you create. You can save and share them with colleagues to get the exact information your business needs.


    Reports are often one of the most daunting features in CRM systems. But Close CRM makes dashboards and reporting simple too. The reporting section opens up into four options:

  • Activity Reports: Here, you get an overview of your leads, calls, emails, and opportunities. You can drag and drop each of these data tiles—or delete them—to create the view you need.
    You can easily sort the data in each tile. With just a click, view your sales data by day, week, quarter, year, or all time. There’s also a comparison button that displays the data from the same period the year before. Managers and reps can easily see whether sales performance is improving over time.

  • Activity Comparison: Here, you can compare the activity of all team members. Everyone can see who is closing the most deals, creating the most leads, and making the most phone calls. It keeps sales staff accountable and introduces a little healthy competition.

  • Status Changes: This section lets you see how leads and opportunities perform over time.

  • Explorer: You can quickly visualize your data in a graph. Drop-down lists let you choose which activity you want to measure, along with the time frame and user. You can quickly spot sales trends, such as the number of calls being made, emails received, leads qualified, and much more.
    Communication:Telephony, SMS, and email

    Close CRM provides native integration with the three most popular communication tools for sales—telephone, SMS, and email. This saves you the expense of integrating with outside tools, and it also saves you time. Here’s how:

  • Telephony: You can dial directly from Close CRM by just clicking the number. What’s more, the Power Dialer can work through a list of sales calls without you lifting a finger. Every time a number dials, the relevant customer profile pops up. You have all the information you need to nurture each client relationship.
    Close CRM also offers a predictive dialer, which dials several numbers at once. The algorithm screens out busy signals, voice mail, and inactive numbers. You spend time on the phone talking, not waiting.

  • SMS: Text message has become a big part of how we do business, yet many CRMs neglect this feature. With Close, you can message contacts directly from the CRM. You can even automate bulk SMS using their API.

  • Email: If email is part of your sales process, Close CRM will give you a bird’s eye view of all email communication. The email tab displays the number of emails sent, opened, open rate, responded, and response rate.
    You can also set up automated email sequences. The process is simple and mimics writing a regular email. You simply type your email template, set up the merge fields, then set a schedule or send-trigger. This automates much of your top-of-funnel communication, leaving reps to focus on their strongest leads and customers.

    Features of Close CRM

    • 2-Way Email Integration
    • API Access
    • Contacts, Leads & Opportunities
    • Email Sequences
    • Show more…

    Close CRM Screenshots (5)

    Close CRM Videos (2)


    • Free trial – yes [Try Free Trial]
    • Starter – $21.25 per user per month billed annually
    • Basic – $55.25 per user per month billed annually
    • Professional – $80.75 per user per month billed annually
    • Business – $123.25 per user per month billed annually

    View detailed pricing plans

    Support and Integration

    • Webinars
    • Training
    • Documentation
    • Online
    • Phone
    • Email
    • Zoom
    • Slack
    • Help Scout
    • Quotehound
    • Gmail
    • Zapier
    • Zendesk
    • Show more…


    Who uses Close CRM?
    Does Close CRM integrate with QuickBooks?
    Does Close offer a free trial? How much does Close CRM cost?
    Does Close CRM offer unlimited contacts?