Close CRM

Score8.1 out of 10

47 Reviews and Ratings

What is Close CRM?

Close is a conversation-first CRM (customer relationship management) solution for founders and small, scaling sales teams to centralize conversation management. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin.

Close embeds calling, email, and SMS natively inside the platform. Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks.

Core capabilities include:

Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing
Inbox for managing two-way email conversations with open and click tracking
Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria
Pipeline management with Opportunities and deal tracking across stages
Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup
Web Forms for capturing and routing inbound leads directly into the CRM
Call coaching tools including listen, whisper, and barge

Close automates the sales activities that happen between conversations:

Notetaker joins calls and meetings to record, transcribe, and summarize every conversation
AI Drafts writes follow-up emails after each call
AI Summaries give reps instant context on any lead
AI Enrich pulls live company and contact data from public sources
A native MCP server lets sales teams use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode

These features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026.

The vendor states that Close is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline.

Categories & Use Cases

Close's Inbox, which keeps sales team's emails, calls, and follow-ups in one unified view, so nothing slips through the cracks and every lead gets the attention it deserves.