Close CRM Review 2025: Features, Pricing, Pros & Cons
reviewed
|AuthorUpdated: Jan 3, 2025, 5:17 pm
Our Verdict
Our Verdict
Close CRM is a powerful sales engagement platform tailored for small to medium-sized businesses focused on optimizing their sales processes. It features a communication-centric interface that simplifies tracking leads, managing opportunities, and automating repetitive tasks. Close CRM offers built-in calling, email, and SMS capabilities, along with customizable pipelines for a streamlined sales workflow. The platform provides advanced reporting and analytics tools to give sales teams insights into performance and prioritize high-value opportunities. Close integrates seamlessly with various third-party applications, ensuring smooth data synchronization and enhancing overall functionality. With its user-friendly design, mobile access, and comprehensive features, Close CRM is an ideal solution for sales teams aiming to boost productivity and close deals faster.
Pros
- Built-in communication tools (calling, SMS, and email) for seamless sales engagement.
- Customizable pipelines and workflows to match specific sales processes.
- Automation features like email sequences and follow-up reminders reduce manual work.
- Detailed reporting and activity tracking provide valuable insights into team performance.
- Smooth integration with third-party tools like Zapier, Slack, and Google Workspace for enhanced productivity.
Cons
- Lacks advanced marketing automation features found in other CRMs.
- Limited customization options compared to more complex platforms.
- Pricing can be higher for teams needing advanced features like calling and automation.
- No free plan, making it less accessible for very small teams or startups.
- May require external tools for more extensive reporting or data visualization needs.
What Is Close CRM?
Close CRM is a sales engagement platform designed specifically for small to medium-sized businesses aiming to enhance their sales operations and customer management. Close provides a seamless, communication-focused interface that enables sales teams to efficiently manage leads, track opportunities, and automate follow-up tasks from initial contact to deal closure. The platform's intuitive layout is optimized for quick outreach, offering powerful tools like built-in calling, SMS, and email capabilities that allow sales reps to stay on top of their pipelines.
Close is known for its focus on boosting team productivity by minimizing manual tasks and maximizing outreach effectiveness. With features like automatic email sequences, call tracking, and performance analytics, Close helps businesses optimize their sales workflows. The platform integrates smoothly with other popular tools such as Zapier, Slack, and Zoom, allowing for streamlined workflows across various applications.
Top 3 Key Features:
Built-in Calling and SMS: Directly contact leads through the platform without needing third-party tools, with automatic call logging and SMS messaging.
Email Sequences and Tracking: Automate follow-up emails, track opens and replies, and use templates to scale outreach efforts efficiently.
Activity Reporting and Analytics: Provides valuable insights into team performance and sales activities, enabling data-driven improvements and forecasting.
What Sets Close Apart
Close differentiates itself from other CRMs with its emphasis on built-in communication tools like calling, SMS, and email, enabling sales teams to focus more on engaging with prospects rather than juggling multiple platforms. Unlike many traditional CRMs that require integration with external tools for communication, Close offers an all-in-one solution that integrates these features natively, making it easier for teams to manage outreach.
Additionally, Close's automation capabilities, such as email sequences and follow-up reminders, help sales reps save time and focus on closing deals. The platform's user-friendly interface, designed with salespeople in mind, allows for smooth navigation and quick execution of tasks. Close’s robust reporting tools provide transparency into team activities and sales progress, offering clear insights to help businesses grow.
Furthermore, Close integrates easily with various tools, making it a highly adaptable solution for growing businesses. Its communication-driven approach and comprehensive set of tools make Close stand out as a sales-centric CRM platform designed to enhance performance without the complexity of traditional systems.
Close CRM Core Features
| Feature | Description |
|---|---|
| Built-in Calling and SMS | Directly make calls and send SMS messages within the platform, with automatic logging and tracking of communication. |
| Email Sequences | Automate follow-up emails and monitor email interactions with real-time tracking of opens, clicks, and responses. |
| Sales Pipeline Management | Offers visual pipeline management, helping users track and manage deals at every stage. |
| Activity Management | Includes tools for scheduling activities, setting reminders, and tracking tasks to keep sales teams organized. |
| Automation Capabilities | Automate tasks like follow-ups and deal progression, reducing manual effort. |
| Lead Management | Comprehensive tools to manage leads and opportunities, including filtering and segmentation. |
| Reporting and Analytics | Provides detailed reporting on sales performance, team activity, and forecasts. |
| Email Integration | Syncs with email providers for seamless communication tracking and outreach. |
| Custom Fields | Create custom fields to tailor the CRM to fit specific business needs and workflows. |
| Mobile Access | Fully functional mobile apps for iOS and Android, allowing sales teams to stay productive on the go. |
| Integrations | Integrates with popular third-party apps like Zapier, Slack, and Google Workspace. |
| Activity Tracking | Track all calls, emails, and meetings, and set reminders to ensure no lead or opportunity is overlooked. |
| Performance Dashboards | Real-time dashboards provide insights into sales progress, team activity, and pipeline health. |
| Role-Based Permissions | Control access to data and features with role-based permissions, ensuring data security and proper user access management. |
| Customizable Views | Tailor the CRM's interface to suit personal preferences and organizational workflows. |
| SMS Templates | Use customizable SMS templates to streamline communication with leads and customers. |
| Customer Support | Offers multiple support options, including email, live chat, and a comprehensive help center. |
Close CRM Pricing and Plans
| Feature | Starter | Basic | Professional | Business |
|---|---|---|---|---|
| Price (Monthly per user) | $29.00 | $69.00 | $99.00 | $149.00 |
| Free Trial | ✔ 14-day free trial | ✔ 14-day free trial | ✔ 14-day free trial | ✔ 14-day free trial |
| Pipeline Management | ✔ Visual pipeline management | ✔ Visual pipeline management | ✔ Visual pipeline management | ✔ Visual pipeline management |
| Built-in Calling and SMS | ✖ No | ✔ Yes (Limited) | ✔ Yes (Full features) | ✔ Yes (Full features) |
| Email Sequences | ✖ No | ✔ Yes (Basic sequences) | ✔ Yes (Advanced sequences) | ✔ Yes (Advanced sequences) |
| Custom Fields and Views | ✔ Yes | ✔ Yes | ✔ Yes | ✔ Yes |
| Reporting & Analytics | Basic Reporting | Advanced Reporting | Advanced Reporting | Advanced Reporting |
| Lead and Deal Management | ✔ Basic | ✔ Advanced | ✔ Advanced | ✔ Advanced |
| Integrations | ✔ Basic Integrations | ✔ Advanced Integrations | ✔ Advanced Integrations | ✔ Advanced Integrations |
| Mobile Access | ✔ iOS and Android apps | ✔ iOS and Android apps | ✔ iOS and Android apps | ✔ iOS and Android apps |
| Revenue Forecasting | ✖ No | ✔ Yes | ✔ Yes | ✔ Yes |
| Lead Scoring | ✖ No | ✔ Yes | ✔ Yes | ✔ Yes |
| Customer Support | Email Support | Email and Chat Support | Priority Support | Dedicated Support |
Close CRM offers a strong suite of security features, including GDPR compliance, encryption, and role-based permissions to ensure data protection. Higher-tier plans support SSO (Single Sign-On) for secure user access and greater control over who can view and edit sensitive data.
In terms of usability, Close is designed for rapid setup with a minimal learning curve. Its intuitive interface allows businesses to customize pipelines and workflows, enhancing efficiency. The platform’s seamless integration with tools like Slack and Google Workspace ensures smooth operation across existing tech stacks.
Customer support for Close is robust, with email and chat options available on most plans, and priority support for users on higher-tier plans, ensuring prompt assistance when needed.
Top Close CRM Alternatives
| Feature | Close CRM | HubSpot CRM | Salesforce |
|---|---|---|---|
| Customizable Workflows | ✔ Yes (Customizable pipelines and automation) | ✔ Yes (Highly customizable workflows) | ✔ Yes (Advanced workflow automation) |
| Built-in Calling | ✔ Yes | ✖ No | ✔ Yes (Advanced) |
| Email Sequences | ✔ Yes | ✔ Yes (Basic sequences) | ✔ Yes (Advanced email automation) |
| Pipeline Management | ✔ Yes (Visual pipelines) | ✔ Yes | ✔ Yes (Comprehensive) |
| Lead Scoring | ✔ Yes | ✔ Yes | ✔ Yes |
| Integrations | ✔ Yes | ✔ Yes | ✔ Yes |
| Reporting and Analytics | ✔ Yes | ✔ Yes | ✔ Yes (Advanced) |
| Mobile Access | ✔ Yes | ✔ Yes | ✔ Yes |
| Customer Support | ✔ Yes (Email and chat) | ✔ Yes (Phone support in higher plans) | ✔ Yes (24/7 support) |
| Free Plan | ✖ No | ✔ Yes | ✖ No |
| Scalability | High (For SMBs) | High (Suitable for all businesses) | Very High (Enterprise-level) |
| Security Features | ✔ Yes (SSO, encryption) | ✔ Yes (GDPR compliant) | ✔ Yes (Advanced security options) |
Who Is Close CRM Best For?
Close CRM is best suited for small to medium-sized businesses and sales teams that rely on high volumes of communication and need to streamline their outreach. The platform is ideal for sales teams looking for a simple, all-in-one tool that combines calling, emailing, SMS, and sales pipeline management into one intuitive interface. It’s particularly beneficial for businesses that value automation, lead tracking, and performance analytics but don’t want the complexity of traditional CRMs. Close’s powerful communication tools and user-friendly design make it a top choice for organizations looking to enhance their sales efficiency.
What Users Are Saying
Close CRM consistently receives high marks from users for its ease of use, powerful communication tools, and automation capabilities. Sales teams particularly appreciate the built-in calling and SMS features, which allow for faster outreach and better tracking of conversations. The platform's email sequences and follow-up automation help reduce manual work and improve efficiency. However, some users note that Close is more focused on sales engagement rather than comprehensive marketing automation, which may be a limitation for businesses looking for a full-service CRM. Overall, users find Close to be a highly effective tool for managing sales pipelines and boosting team productivity.
Matthew Mayo (@mattmayo13) holds a master's degree in computer science and a graduate diploma in data mining. As managing editor of KDnuggets & Statology, and contributing editor at Machine Learning Mastery, Matthew aims to make complex data science concepts accessible. His professional interests include natural language processing, language models, machine learning algorithms, and exploring emerging AI. He is driven by a mission to democratize knowledge in the data science community. Matthew has been coding since he was 6 years old.