Close CRM
The No BS CRM for small, scaling businesses.
Executive Summary
Close is a sales engagement CRM built for high-velocity, outbound-focused sales teams, particularly startups and SMBs. It unifies communication channels like calling, SMS, and email into a single inbox, complemented by a Power Dialer, AI Call Assistant, and automation workflows. The platform helps sales teams efficiently manage leads and pipelines, aiming to accelerate deal closing by minimizing context switching and automating repetitive tasks, and is known for its quick implementation and ease of use.
Use Cases
- Managing high-velocity outbound sales campaigns and activities.
- Streamlining all sales communication (calls, emails, SMS) within a single, unified platform.
- Automating sales workflows, follow-ups, and task management to increase efficiency.
- Tracking sales performance, pipeline progression, and forecasting revenue.
- Lead qualification, data enrichment, and identification of high-value opportunities.
- Coaching and collaboration for sales teams through call recording and performance insights.
Features
Visibility
- Lead Tracking & Management: A comprehensive system for managing leads, contacts, and all associated communication and activities in one place.
- Pipeline Management: Tools to visualize and manage sales opportunities, create custom pipelines, and track deals through various stages of the sales process.
- Smart Views: Dynamic, filterable lists of leads based on specific criteria, such as recent activity (e.g., opened emails, clicked links), allowing reps to prioritize and focus on high-converting prospects.
- Sales Reporting: Built-in and customizable reports to monitor individual and team performance, identify pipeline gaps, and track progress against sales goals.
Intelligence
- AI Call Assistant: Automatically transcribes and summarizes calls and meetings, intelligently capturing key details and providing AI-powered insights.
- Sales Workflow Automation: Automates repetitive tasks such as follow-ups, task creation, and lead routing across email, phone, and SMS to keep deals moving forward.
- Power Dialer: An automated dialing system that allows sales teams to call through lists of contacts efficiently, connecting reps only when a live person answers.
- AI Enrich: Instantly pulls real-time customer information from across the web to enrich lead profiles, saving reps time on manual research.
- AI Summaries: Automatically summarizes key information from calls, emails, meetings, and overall lead activity.
Support
- Comprehensive Help Center: An extensive online knowledge base with articles and guides to assist users in maximizing platform usage.
- API Documentation: Publicly available documentation for developers to integrate Close CRM with other tools and systems.
- Onboarding & Setup Assistance: Offers guided platform setup, quick setup processes, and one-click migration tools for new users transitioning from other CRMs.
- Direct Support Channels: Access to customer support via phone and other channels for assistance with platform usage and issues.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- Email/Password, OAuth for Google/Microsoft integration
- API Available
- Yes
- MCP Server
- No
AI/ML Stack
- NLP
- Machine Learning
Integrations
- Zapier
- Slack
- Gmail
- HubSpot
- Segment
Security & Compliance
Certifications: GDPR, CCPA
Encryption: TLS 1.2+ in transit (standard for SaaS), AES-256 at rest (standard for SaaS)
Pricing
- Model
- Per user/month, tiered subscription
- Starting Price
- Solo $9/user/month, Essentials $35/user/month, Growth $99/user/month, Scale $139/user/month (AI Call Assistant is an add-on for $50/month per organization + $0.02/minute usage fee).
- Target Customer
- SMB to Mid-Market, Startups, High-velocity Sales Teams
- Contract Type
- Monthly, Annual (with potential discounts)
- Free Trial
- Yes, 14 days (credit card required)
About close
Close is a SaaS company that builds a CRM platform designed for inside sales teams and SMBs, focusing on streamlined calling, email sequences, automation, and reporting to help sales teams close more deals. Their product emphasizes ease of use, automation, and remote-first workflows for fast-growing startups and sales organizations.