Close is a CRM purpose-built for inside sales teams that live and die by the phone and email. It combines a full-featured contact and pipeline database with a built-in power dialer, predictive dialer, email sequences, and two-way SMS — meaning reps can prospect, follow up, and close deals without ever leaving the CRM.
Product Overview
Close's philosophy is that CRMs should help reps sell, not just store data. Every feature is designed to minimise clicks and keep reps in their workflow: one-click calling from any lead record, automatic call logging with transcription, and smart views that surface the leads requiring action today. Unlike Salesforce or HubSpot which rely on third-party dialers, Close's built-in communication stack eliminates the need for a separate calling tool — making it significantly faster for high-velocity outbound teams.
Key Features
- Built-In Power Dialer: Queue up leads and call them back-to-back automatically — drop voicemails with one click and move to the next.
- Predictive Dialer: AI dials multiple numbers simultaneously and connects reps only when a live person answers — maximises talk time.
- Email Sequences: Multi-step automated email cadences triggered from within the CRM — no separate sequencer needed.
- Smart Views: Saved filtered views that surface the right leads at the right time — built-in prioritisation for reps.
- Call Transcription & Coaching: Every call automatically transcribed and summarised — managers can search across all calls by keyword.
Best For
High-velocity inside sales teams — SDRs, BDRs, and SMB AEs — that make a high volume of calls and emails and want a CRM with communication tools built in rather than bolted on.
Pricing
Startup at $49/month (3 users); Professional at $299/month (unlimited users); Enterprise at $699/month. Annual billing saves ~15%.
Key Integrations
HubSpot, Salesforce, Zapier, Make, Slack, Zoom, Google Calendar, Gmail, Outlook
Pros
- Best built-in dialer of any CRM
- Sequences and calling in one tool — no separate apps needed
- Smart Views eliminate manual lead prioritisation
- Transparent, team-based pricing (not per-seat for most plans)
Cons
- Less customisable than Salesforce for complex enterprise processes
- Marketing automation is minimal — not a full MAP
- Less suited for complex deal cycles with many stakeholders
RevOps Jobs-to-Be-Done
- Inside sales team productivity — Close combines power dialer, email sequences, and SMS into one CRM — eliminating the tool switching between CRM, dialer, and sequencer that costs reps 30+ minutes per day. KPI: Increase daily outreach volume by 40% by eliminating tool-switching overhead
- Outbound prospecting sequences — RevOps builds multi-step email and call sequences directly in Close — triggers, follow-ups, and task creation are all managed from the same contact record. KPI: Increase sequence reply rates by 25% through consistent follow-up cadence
- Call recording and coaching — Every call is recorded in Close — managers review recordings, leave timestamped comments, and track talk time and call outcome rates across the team. KPI: Enable weekly coaching feedback on 100% of reps without a separate call intelligence tool
How It Fits Your Stack
Primary system of record: Close (CRM and sequencing)
Key integrations: Zapier, Make, Segment, Slack, Google Workspace, Stripe, HubSpot (migration)
Data flows: Close is an all-in-one system — calling, email, SMS, and CRM data all live together. Inbound lead data comes from forms via Zapier. Outbound data (calls, emails, outcomes) is captured natively without external integrations.
Security & Compliance
- SSO / SAML: Yes (Google SSO; SAML on Enterprise plan)
- RBAC / permissions: Yes
- Audit logs: Yes
- Certifications: SOC 2 Type II, GDPR
- Data residency: US
Implementation & Ownership
- Time to first value: 1–3 days for small teams
- Implementation complexity: Low
- Typical owners: Sales Manager, RevOps, Individual AEs
Close's all-in-one design means fewer integrations to configure — most inside sales teams are fully operational within a week. Phone number porting can add 1–2 weeks.
Proof & Buyer Signals
Ratings: 4.7/5 on G2 (900+ reviews)
What buyers praise:
- Reps love the all-in-one interface — calling, email, and CRM in one place
- Built-in power dialer is best-in-class for inside sales productivity
- Fast, responsive support and product iteration
Common complaints:
- Limited for enterprise deals with complex account hierarchies or approval workflows
- Reporting less powerful than Salesforce for sophisticated RevOps analytics
Often Compared With
- Pipedrive — Choose Pipedrive for visual pipeline management and a broader integration ecosystem; choose Close for inside sales teams where high-volume calling is the primary activity.
- HubSpot — Choose HubSpot for an all-in-one platform with full marketing and CS integration; choose Close for a calling-first CRM optimized for inside sales productivity.
- Salesloft — Choose Salesloft for enterprise sequencing on top of Salesforce; choose Close for SMB teams that want CRM + sequencing + calling in one tool without Salesforce overhead.
