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Close CRM Review

Last updated: 2026-08-18

4.1/5
Our overall rating

Overview

Close CRM is a sales-focused customer relationship management platform built by Close (formerly Close.io), founded in 2013 and headquartered in San Francisco. Designed specifically for inside sales teams, it combines calling, email, and SMS natively into the CRM rather than relying on third-party integrations. Close targets SMB sales teams that do high-volume outreach and need tight communication logging without toggling between tools. Rated 4.1/5, it competes with Pipedrive and HubSpot Sales Hub but differentiates through built-in telephony and a workflow built around rapid-fire sales activity.

Pros & Cons

Pros

  • Comprehensive feature set
  • Good value for money
  • Active user community
  • Regular updates

Cons

  • Learning curve for beginners
  • Some features need premium plan
  • Customer support response times vary

Features

Close packs native VoIP calling with automatic call logging, two-way email sync, and SMS/MMS sending directly from the CRM — no external dialer required. The Power Dialer auto-dials lead lists and skips bad numbers, while sequences automate multi-step email and call cadences. Lead Scoring assigns values based on custom rules. The platform includes a visual pipeline view, custom activities, tasks, and reporting dashboards with conversion metrics. Integrations include Zapier, HubSpot, Intercom, Slack, and Gong. Limitations: no built-in marketing automation or landing page builder — it's purely a sales tool. The mobile app is functional but limited compared to desktop. Custom reporting requires workaround views and lacks the depth of HubSpot's analytics suite. API access is available on all paid plans.

Pricing

Close offers three plans: Base at $49/user/month (billed annually) includes unlimited leads, contacts, and tasks but lacks calling features. Professional at $99/user/month adds VoIP calling, Power Dialer, SMS, and sequences — this is the plan most sales teams actually need. Enterprise at $139/user/month includes advanced reporting, custom dashboards, and dedicated support. A 14-day free trial is available on Professional and Enterprise with no credit card required. Calling minutes and SMS are billed separately as usage add-ons. No free plan exists. Annual billing saves roughly 15% compared to monthly.

Final Verdict

Rated 4.1/5, Close CRM is best for inside sales teams doing heavy outbound calling and email cadences who want telephony built into their CRM rather than bolted on. Its native dialer and sequences are genuinely useful and reduce tool sprawl. Drawbacks: it's sales-only with no marketing features, and usage-based calling costs can add up fast for high-volume teams. Teams needing an all-in-one CRM with marketing automation should look at HubSpot instead.

Frequently Asked Questions

Is Close CRM worth it in 2026?

Yes, if your sales team does heavy outbound calling and email sequences. The built-in VoIP dialer, Power Dialer, and native SMS eliminate the need for separate tools like Aircall or Outreach. If you only need pipeline tracking without calling, Pipedrive is cheaper.

How much does Close CRM cost?

Close starts at $49/user/month for Base (no calling), $99/user/month for Professional with VoIP and sequences, and $139/user/month for Enterprise. Calling minutes and SMS are billed as usage add-ons on top of the subscription. Annual billing saves about 15%.

What are the best Close CRM alternatives?

Pipedrive is the closest competitor for pipeline-focused sales teams at a lower price. HubSpot Sales Hub offers broader marketing integration. Freshsales by Freshworks includes built-in phone and AI features. Copper CRM is better for teams deeply tied to Google Workspace.

Does Close CRM offer a free trial or free plan?

Close offers a 14-day free trial on Professional and Enterprise plans with no credit card required. There is no free plan. The trial includes calling features so you can test the VoIP dialer and sequences before committing.

Try Close CRM

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