CloseReview

Overview

Close is a sales CRM designed for sales teams. The platform consolidates calls, emails, texts, and tasks into one interface. This structure aims to reduce tool-switching during the sales process. Users can manage lead info, deal activity, and pipelines within the system. The software provides inbox clarity by centralizing conversations. It also offers flexible fit options through custom fields and workflows. Sales insights help track performance metrics across the team.

Key Features

• Lead Page consolidates calls, texts, emails, tasks, notes, and deals for total lead clarity without guesswork.
• Inbox View prioritizes what needs action now to stop leads from getting lost in the shuffle during outreach.
• Workflows automate follow-ups across email, phone, and SMS so deals are always moving forward without manual bottlenecks.
• Reporting uses built-in reports to track sales rep activity and highlight what is driving results for smarter decisions.
• Smart Views create dynamic lists of leads who have opened emails or clicked links to keep reps focused on likely converts.
• Built-in calling allows making and receiving calls with a single click while logging every call automatically in the CRM.
• Email at any scale lets users send bulk outreach or individual emails without leaving Close so threads never get lost.

Pricing

The current official plan records for Close list Essentials, Growth, Scale and Solo. The normalized records cover annual and monthly billing. Per user; annual billing; calling, SMS and additional AI usage billed separately. Per user; calling, SMS and additional AI usage billed separately. The official pricing table on this page is rendered from those provider-sourced records and links back to the provider page.

Pros

• Centralized inbox captures new leads with forms and prioritizes follow-ups so nothing slips through the cracks.
• Smart Views let you create dynamic lists of hot prospects or stalled deals based on real-time activity data.
• Automated sales sequences include email, SMS, and task reminders to ensure no lead ever slips through the cracks.
• Built-in reporting monitors individual and team performance to identify pipeline gaps and track progress against goals.
• Custom Fields capture exact data like industry or company size to personalize outreach based on key details effectively.

Cons

• Solo plan limits leads to up to 10,000 which may restrict growth for expanding teams needing more contact storage.
• Growth and Scale plans list 250 Custom Activity templates, which may constrain teams needing a larger template library.
• Custom Activity instances are limited to 50,000 per month on higher tiers which could impact high-volume logging needs.
• Chloe in Workflows is only available on Growth and Scale plans leaving lower tiers without this automation capability.

Best For

• Founders and solo reps who need a real CRM instead of using spreadsheets to manage their sales pipeline data.
• Small teams that want one place for every call, email, and deal to simplify their daily sales operations efficiently.
• Teams ready to let Chloe work leads while reps focus on closing deals using advanced AI automation features provided.
• High-volume orgs that need advanced controls and the fastest dialing capabilities to manage large outreach campaigns.

vs Alternatives

• Pipedrive — Sourced as an alternative for sales CRM for small teams. Compare its current official product and pricing pages before switching.

Verdict

Close combines core sales tools directly into the CRM. Everything is centralized on one platform to reduce tool switching. The software helps your team stay focused on selling. It includes forms, calling, emailing, SMS, task management, and reporting. This structure supports efficient workflows for sales teams.