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Vendor: Close

Close is a CRM and sales engagement platform that integrates calling, email, and SMS with pipeline management, automation, and reporting to help sales teams streamline workflows and track leads.

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calling email sms Sales teams Customer relationship management Pipeline tracking #CRM #Sales Engagement #Pipeline Management

Overview

Close is a CRM and sales engagement platform that combines contact management, communication tools, and pipeline visualization into a single interface. It supports integrated calling, email, and SMS functionalities, along with automation features such as task reminders and follow up workflows. The solution is aimed at sales teams of various sizes, from small businesses to enterprise organizations, offering real time deal tracking, reporting, and analytics to improve sales effectiveness. Its mobile friendly design and third party integrations are intended to streamline sales processes and enhance productivity.

Key Features

Built-in Calling

Integrated voice calling with call tracking and recording.

Email Sync

Automatic syncing of emails and communication history.

CRM Automation

Workflow automation and task management tools.

Pipeline Management

Visual sales pipelines to track deal progress.

Reporting & Analytics

Advanced reporting and sales analytics.

Lead & Contact Management

Centralized management of leads and contacts.

Integrations

Connects with various third party applications and tools.

Pros & Strengths

  • ✓
    Built-In Calling: Integrated phone system with call tracking and recording.
  • ✓
    User-Friendly Interface: Intuitive design that simplifies navigation.
  • ✓
    Effective Automation: Robust workflow and task automation capabilities.
  • ✓
    Pipeline Management: Visual tools for managing and tracking sales pipelines.
  • ✓
    Advanced Reporting: Comprehensive analytics and performance insights.

Cons & Tradeoffs

  • ⚠
    High Cost: Subscription pricing can be expensive for small teams.
  • ⚠
    Limited Customization: Options for tailoring the platform are restricted.
  • ⚠
    Integration Limitations: Fewer native integrations compared to some competitors.

Known Limitations

  • • Pricing is subscription based and may be unaffordable for very small businesses.
  • • Customization and integration breadth are narrower than larger CRM solutions.

Pricing & Plans

Model: subscription
USD129 /month

Close offers a subscription based CRM with three tiers: Basic at $129 per user per month (annual billing), Professional at $299 per user per month, and Enterprise with custom pricing for large organizations.

✓ Free Plan ✓ Free Trial

Editorial Info

Last Reviewed: 2026-08-20

Verified Sources & Research

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