What is Close CRM?
Sales leaders everywhere lose deals because their tools slow them down. Leads slip through the cracks, spreadsheets become black holes of outdated phone numbers, and reps waste hours toggling between email, dialers, and meeting links. Business owners watch revenue targets drift further away while integration fees pile up. In this Close.com review, we explore how one sales-focused CRM promises to eliminate those headaches and help startup teams and established SMBs close more deals in less time.
Close.com Overview: Purpose-Built for Revenue Teams
Close.com is a cloud-based sales automation CRM created in 2013 by Elastic Sales, a startup that specialized in outsourced sales for other companies. The founding team built the platform to scratch its own itch: a single hub that combined calling, emailing, SMS, and pipeline tracking so reps never had to leave the screen. Today, more than six thousand small to medium-sized businesses rely on Close CRM to power inside sales, outbound agencies, and SaaS startups across the globe.
Close.com Features That Move the Needle
All-in-One Communication Hub
Close eliminates the swivel-chair problem. Every phone call, SMS, and email lives inside the same contact record. Reps click once to dial, send bulk email sequences, or fire off a quick text. Call recordings and voicemail drops are stored automatically, creating an audit trail that managers love.
Sales Automation Workflows
The visual workflow builder lets users create if-this-then-that rules without writing code. Common triggers include “lead status changed to ‘Hot’” or “email opened three times.” Actions can assign tasks, move deals to the next pipeline stage, or enroll leads into a nurture sequence. For teams hunting the best CRM for small business scalability, these automations cut follow-up time by up to forty percent according to Close case studies.
AI-Powered Productivity Tools
- AI Call Transcriptions. Every recorded call is transcribed within minutes, complete with sentiment analysis and keyword highlights.
- Email Rewrite Suggestions. The AI assistant rewrites draft emails to sound more persuasive or concise, saving reps from blank-page paralysis.
- Predictive Dialer. The system dials multiple numbers per rep, detects voicemails, and connects only live answers, increasing talk time per hour.
Lead and Pipeline Management
Drag-and-drop pipelines mirror any sales process. Custom fields, deal values, and probability percentages update in real time. Smart Views (saved filters) let reps instantly see “All leads in Los Angeles with no activity in seven days” or “Deals above ten thousand dollars closing this month.” Managers praise the Smart Views feature for creating accountability without micromanaging.
Reporting and Forecasting
Close CRM review dashboards display revenue run rate, average deal size, and conversion rates out of the box. Forecasting models use historical win rates to predict monthly bookings, giving finance teams reliable numbers for cash-flow planning.
Integration Capabilities: Plug-and-Play With Your Favorite Stack
Close.com integrates natively with more than one hundred tools. Popular choices include Zoom for instant meeting links, Slack for deal notifications, and HubSpot for two-way contact sync. Zapier and Make open the door to thousands of additional apps, while the open REST API allows developers to build custom workflows. For companies already using Segment, lead data can be piped in automatically, ensuring every demo request or pricing inquiry lands inside the CRM in seconds.
Ease of Use and Onboarding
Most users import their first CSV and place their first call within fifteen minutes. The guided setup wizard asks four questions: annual revenue target, average deal size, sales cycle length, and team size. Based on those answers, Close pre-loads pipeline stages, email templates, and reporting dashboards. First-time founders often highlight the onboarding videos as “concise without fluff.” Advanced users can skip the wizard and configure everything manually.
Close.com Pricing Plans and Free Trial
Close keeps pricing simple. All tiers include unlimited users and contacts, a rarity among competitors.
1. Starter: $29 per user per month, includes calling and email sequences.
2. Basic: $59 per user per month, adds predictive dialer and basic automation.
3. Professional: $89 per user per month, unlocks AI call transcriptions and advanced reporting.
4. Business: $129 per user per month, includes custom roles and priority support.
A 14-Day Free Trial provides full access to Professional features without a credit card. Annual plans grant a fifteen percent discount. While larger teams may feel the per-seat cost adds up quickly, the built-in VoIP and email tools often replace standalone services worth hundreds of dollars.
Security and Compliance
Close.com is SOC 2 Type 2 certified, GDPR compliant, and supports HIPAA workflows on request. Data is encrypted in transit and at rest using AES-256. Two-factor authentication and granular permission roles protect sensitive deal information. Enterprise customers can sign a Data Processing Agreement and request quarterly penetration-test summaries.
Customer Support Quality
Every paid plan includes live chat and email support with an average first response under five minutes during business hours. Business customers receive a dedicated customer success manager and priority phone support. The Close Academy knowledge base offers certification courses, and the community Slack group hosts more than five thousand active sales professionals sharing scripts and tips.
Pros of Close CRM
Pros
• All communication channels in one screen
• Powerful automation that requires no code
• Industry-leading predictive dialer
• AI call transcriptions with searchable text
• SOC 2 Type 2 compliance out of the gate
• Transparent pricing with unlimited contacts
• Fast, human customer support
Close.com User Testimonials
“Before Close, our reps spent thirty minutes per day logging calls. That dropped to two minutes, and our revenue per rep jumped twenty-eight percent in one quarter,” says Lisa Zhang, VP Sales at a Series B SaaS startup.
“Close is the first CRM my SDRs actually enjoy using. The Smart Views keep them focused, and the AI email suggestions sound like they were written by our top closer,” notes Marcus Hill, founder of a digital marketing agency.
Should Your Team Use Close.com?
For small to medium-sized teams that live and breathe outbound sales, Close.com delivers unmatched speed and focus. The platform’s sales automation CRM features, AI-powered call transcriptions, and predictive dialer eliminate repetitive tasks and free reps to do what they do best: talk to prospects. While enterprises with complex custom objects may outgrow the system, the majority of startups and SMBs will find that Close.com gives them the best CRM for small business growth without hidden costs or technical debt.
Soft Call-to-Action
Still unsure? Activate the 14-day free trial today, import twenty leads, and place your first call within the next ten minutes. The only thing you risk losing is more deals.
https://refer.close.com/shymxyc3kq8g
