Close: CRM with built-in calling for inside sales teams
CRM with calling, email, and SMS
Close in one line
Close CRM manages leads with calling, email, and SMS for inside sales teams and startups. Try its free trial today.
What Close does for your business
Close is a CRM with built-in calling designed for inside sales teams, startups, and SMBs to manage leads and close deals faster. The Close CRM with calling feature integrates phone, email, and SMS communications in one platform to streamline outreach and sales workflows. It includes a power dialer and pipeline view for efficient sales management.
Inside sales teams benefit from Close by using its outbound calling and email sequences to nurture leads and track sales progress. Startups and SMBs can handle lead management, automate communications, and increase sales velocity through Close's comprehensive inside sales CRM features.
Is Close a good fit for you?
Close workflows (step-by-step)
Practical ways teams use this tool to save time and drive results.
- Managing Leads Efficiently:
- 1. Import or enter leads into Close's CRM pipeline view to organize your sales process.
- 2. Use the built-in calling feature or power dialer to contact leads directly within the platform.
- 3. Track your interactions with email sequences and SMS to engage leads consistently until conversion.
- Executing Outbound Calling Campaigns:
- 1. Segment your target audience within Close to focus your outbound calling efforts.
- 2. Use the power dialer to automate and accelerate the calling process to multiple leads.
- 3. Log call results and follow up with personalized email sequences or SMS messages to nurture prospects.
- Closing Deals Faster:
- 1. Monitor deal progress using the pipeline view to prioritize high-potential opportunities.
- 2. Combine calls, emails, and SMS communications within Close to maintain consistent contact with prospects.
- 3. Update deal status promptly and use analytics to refine follow-ups for faster closures.
Copy-paste prompts for Close
Use these templates to get better outputs in minutes.
- For lead follow-up emails:
- Write a concise follow-up email to a lead who attended our product demo but has not responded in a week.
- For outbound calling scripts:
- Generate a 2-minute outbound calling script introducing our software solution to startup inside sales teams.
- For SMS outreach:
- Create a friendly SMS message to remind a prospect about their scheduled call tomorrow.
- For deal closing emails:
- Draft a persuasive closing email offering a limited-time discount to encourage deal completion.
Close features that drive ROI
- Built-in calling and power dialer to increase outbound call efficiency without switching apps.
- Email sequences and SMS integrations to automate follow-ups and engage leads across multiple channels.
- Pipeline view to visually track and manage deal stages for better sales forecasting.
- Integration with Gmail, Outlook, Zapier, Zoom, and Calendly to streamline communication and scheduling.
- Subscription pricing with plans starting at $49/month, including a free trial to test key features.
Pros & cons of Close
- Unified platform combining calling, emailing, and SMS for inside sales teams improves workflow efficiency.
- Pipeline view provides clear visibility into deal stages, helping prioritize efforts effectively.
- Multiple pricing tiers make the CRM accessible to startups and SMBs with scalable features.
- Includes a free trial so users can evaluate the tool's capabilities before committing.
- No lifetime deal option available, requiring ongoing subscription payments.
- May be less suitable for teams outside of inside sales or industries needing outside sales features.
- Relies on proprietary models which might limit customization compared to open-source CRM alternatives.
Close pricing (free/freemium/paid)
| Plan | Price | What you get |
|---|---|---|
| Startup ($49/month): Core CRM with calling, email sequences, SMS, pipeline view | ||
| Professional ($99/month): All Startup features plus advanced reporting and integrations | ||
| Enterprise ($139/month): All Professional features plus enterprise support and customization |
Close use cases for entrepreneurs
Close integrations (and what’s possible)
If something isn’t native, it can often be connected via Zapier/Make/API.
Which Close model to use for what
Who gets the most value from Close
Best for inside sales teams and startups requiring integrated calling and lead management.
Close by business type
Click a business type to discover more tools that may fit.
Best alternatives to Close
- Salesforce
- HubSpot CRM
- Pipedrive
- Zoho CRM
- Freshsales
- Outreach
How to get better results with Close
To get the best results with Close, focus on leveraging the built-in calling and power dialer features combined with automated email sequences and SMS follow-ups. Setting up clear pipelines and regularly updating deal stages will help maintain accurate sales tracking and ensure timely communication with prospects. Take advantage of Close's integrations with Gmail, Outlook, and scheduling tools like Calendly to streamline all client communications in one place. A well-structured sales pipeline paired with multi-channel outreach is the key to closing deals faster with Close.
A common mistake users make is underutilizing the integrated communication tools by still relying on external calling or emailing apps, which disrupts workflow and reduces efficiency. Avoid this by fully adopting Close's built-in calling and messaging features for all outreach activities. Additionally, neglecting to update deal stages in the pipeline view can lead to poor sales forecasting and missed follow-ups. Consistent data entry and automation usage will ensure you maximize the ROI of this CRM for inside sales teams.
Close reviews & feedback summary
Users typically praise Close for its comprehensive approach to inside sales with integrated calling, emailing, and SMS features that simplify lead management and speed up deal closures. Many appreciate the intuitive pipeline visualization and multi-channel communication capabilities which reduce the need to switch between multiple tools. However, some users note that the pricing can be a barrier for smaller teams and that the platform may not be as flexible for industries beyond inside sales. Others mention a learning curve in adopting all the communication integrations effectively.
Close FAQ (business questions)
Is Close suitable for startups and small businesses?
Yes, Close is designed for inside sales teams including startups and SMBs to manage leads and close deals faster.
Does Close have a built-in calling feature?
Yes, Close offers built-in calling integrated directly into the CRM platform.
Can I automate email follow-ups with Close?
Yes, Close includes email sequencing to automate follow-up emails.
What integrations does Close support?
Close integrates with Gmail, Outlook, Zapier, Zoom, and Calendly.
Does Close support SMS outreach?
Yes, SMS messaging is a built-in feature in Close for sales communication.
Can I visualize my sales pipeline in Close?
Yes, Close offers a pipeline view for managing sales stages easily.
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