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Close CRM

Close CRM

The CRM built for selling, not just data entry.

#11 dans Customer Relationship Management
1 min read · Updated 11/21/2025
Close CRM homepage screenshot

At a glance

Quick overview for Close CRM: rating, pricing summary, key features, and highlights.
Free trial
Yes
Range: $9–$149/monthFree trial, Monthly subscription, Yearly subscription, Per seat pricing
This section is a summary. Detailed sections about features, use cases, pricing, and reviews follow below.
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Close CRM review, pricing, features, pros & cons

Are you tired of CRM tools that feel like pure data entry? Close CRM is built for selling, not just logging information. It helps you automate the tedious stuff and puts all your work in one powerful tool.

Get back to closing deals and winning more! ✨

What is Close CRM?

Close is a refreshingly direct CRM, specifically built for selling. Unlike systems that overload you with complex steps, this tool focuses on delivering results. It is designed to be your single hub, functioning as one comprehensive tool for all communication needs. Close works hard to help you better manage customers and effectively work your deals.

💡

Close CRM Key Features

✨ Unified Communication Hub 💡

Stop juggling multiple applications and bring your entire workflow into one place. Close is designed to be a single, comprehensive tool for all your communication needs. This structure helps streamline your entire sales process instantly. You can easily manage conversations using built-in email, calling, and SMS features.

Everything is accessible through a centralized, multi-channel inbox view. This unified approach means you spend less time switching windows. Instead, you can focus all your energy on closing deals efficiently.

✨ AI: Your Instant Administrative Assistant

You can cut down dramatically on tedious administrative work using embedded AI tools. Close leverages AI directly inside the system to maximize efficiency. The AI Notetaker instantly transcribes and captures necessary discussion points during your calls.

Save hours of manual effort by utilizing AI Summaries for quick catch-ups on customers. The AI Enrich feature works alongside this to handle instant data lookup and ensure your records are always sharp. This provides powerful data management without requiring extra data entry time.

✨ Accelerate Outreach with Dialing Tools

For teams focused on high-volume activity, specialized dialing features quickly elevate your calling game. The Power Dialer significantly increases efficiency by keeping your reps moving between calls and minimizing dead time. Scaling organizations benefit even more from the optimized outreach offered by the Predictive Dialer.

All built-in calls are supported within the platform. Higher-tier plans also ensure unlimited call recording and retention. This gives managers the oversight needed for effective training and sales coaching.

✨ Automation That Handles Tedious Tasks

Free up valuable time by using automated workflows to handle repetitive activities. Close allows you to quickly automate the tedious stuff, ensuring your focus stays on high-value strategy. You can set up automated outreach workflows for email, SMS, and even calling sequences.

This system ensures critical follow-up steps are never missed, helping your team accelerate much faster. Furthermore, you can define and track Custom Activities tailored specifically to your unique sales process. We also include smart assistance to make sure your outreach is effective. You can use the AI Email Rewrite Assistant to ensure messages are sharp and ready to connect.

✨ Manage Deals and Scale with Confidence

Close is truly built for selling success, prioritizing actionable steps over complex processes. You get comprehensive core CRM features for managing customers and tracking opportunities effectively. The system provides powerful tools to help you work deals and reach a higher rate of success.

As your organization grows, you gain the advanced controls required for proper governance. This includes implementing Role-based access and permissions. You can also establish Lead visibility rules to safely manage sensitive data, ensuring only the right employees see the relevant information.

Use Cases

🚀 Automating Lead Follow-Up Sequences

Your sales team needs volume and speed to hit its goals. Manually tracking every email, call, and SMS follow-up is tedious and error-prone. The Growth plan lets you instantly set up Automated Workflows.

This powerful feature manages outreach sequences across multiple channels for you. Your reps save time on administrative tracking, allowing them to focus entirely on closing the deal.

Expected outcome: Increased efficiency and rapid movement of prospects through the sales funnel.

🗣️ Centralizing All Customer Communication

It's difficult to maintain focus when customer interactions are scattered across multiple platforms. Constant switching slows your team down and crucial details get lost easily. Close solves this by offering unified communication in one place.

All email, calling, and SMS history lives in a single, centralized inbox and contact record. This ensures everyone sees the complete context immediately, making every interaction highly informed and professional.

✍️ Eliminating Call Note-Taking Duties

Problem: You want to fully engage with a prospect, but you also have to scribble call notes. This divides your attention and leads to missed sales opportunities.

Approach: Use the embedded AI Notetaker during your conversations. The system captures the discussion details instantly.

Outcome: The AI Summaries handle the administrative burden instantly, freeing you up to focus on strategy and high-value selling tasks.

💡 Refining Outreach Messaging

Sending a perfectly tailored email is critical to connecting with a busy prospect. If your draft is weak or unclear, you risk losing the connection immediately. Close offers the AI Email Rewrite Assistant for smart messaging.

This assistant helps you instantly refine your drafted emails to ensure they are sharp and ready to connect. You get better response rates because every piece of outreach is optimized.

Tip: Use this valuable tool to polish high-stakes emails when initiating contact with major clients.

🔑 Managing Data and Accessibility for Scale

Scaling organizations require stringent security and control over sensitive lead data. As your team grows, you need governance to minimize risks. The Scale plan is built for this complexity and oversight.

It allows you to implement Role-based access and permissions for your team. You can also use Lead visibility rules to define precisely who can see specific data, ensuring you manage complexity successfully.

📞 Rapidly Cycling Through Call Lists

When working through large lead lists, efficiency in dialing is essential for hitting quotas. Closing deals requires making a high volume of quality connections consistently. The Growth plan includes the powerful Power Dialer.

This feature instantly helps your team accelerate through call lists. It saves significant time typically spent manually dialing and waiting for connections. Plus, the Scale plan offers the Predictive Dialer for even greater speed in outbound campaigns.

Pricing Overview for Close CRM

Pricing range
$9–$149/month
Pricing types
Free trial, Monthly subscription, Yearly subscription, Per seat pricing

Close CRM offers four distinct plans starting at $9 per month for solo users. Pricing scales based on features and is billed per seat, with substantial savings available when choosing annual payments.

Plans & Pricing

Solo

Monthly$9 (starting)
YearlyNot explicitly stated
Limited to 1 user and 10,000 leads. Workflows not included.
  • Limited to 1 user
  • Limited to 10k leads
  • Includes core CRM features, contacts, and opportunity management
  • Mobile app access
Not explicitly stated

Essentials

Monthly$49
Yearly$35
Per seat billing.
  • Unlimited contacts & leads
  • Multiple pipelines
  • Built-in email, calling & SMS
  • Centralized inbox & task lists
Try for free

Growth

Monthly$109
Yearly$99
Per seat billing.
  • Everything in Essentials
  • Automated workflows
  • Power Dialer
  • AI Email Assistant
  • Custom Activities
Try for free

Scale

Monthly$149
Yearly$139
Per seat billing.
  • Everything in Growth
  • Role-based access & permissions
  • Lead visibility rules
  • Predictive Dialer
  • Unlimited call recording
Try for free

Close CRM costs between $9 and $139 per seat annually with four plans: Solo starting at $9/month, Essentials at $35, Growth at $99, and Scale at $139.

Let's explore the valuable features included in each available plan.

Solo

Price: Starting at $9 per month Websites Supported: Not explicitly stated Best For: 1 user, up to 10,000 leads Refund Policy: Not explicitly stated Other Features: Full core CRM features, leads, opportunity management, mobile app, and AI lead summaries.

The Solo plan is perfect if you are working alone and need robust CRM capabilities without the high cost. However, be aware that this plan is limited to one user and ten thousand leads, and it does not include automated workflows.

Essentials

Price: $35 per seat annually ($49 monthly) Websites Supported: Not explicitly stated Best For: Small teams (CRM focus) Refund Policy: Not explicitly stated Other Features: Unlimited contacts & leads, built-in email, calling, and SMS features, centralized inbox, and task lists.

Essentials provides the full foundation needed for developing small teams. It includes key communication tools like built-in calling and SMS, plus advanced filtering for activities and leads. Choose Essentials when you need a reliable, feature-rich CRM core.

Growth (POPULAR)

Price: $99 per seat annually ($109 monthly) Websites Supported: Not explicitly stated Best For: Automation to help your team move faster Refund Policy: Not explicitly stated Other Features: Everything in Essentials, plus Automated workflows, Power Dialer, Custom Activities, and an AI Email Assistant.

The Growth plan is the most popular choice for teams focused on acceleration and efficiency. This tier adds powerful tools like the Power Dialer and automated outreach workflows (SMS, emails, calls). Pick Growth if you want to streamline processes and save time instantly.

Scale

Price: $139 per seat annually ($149 monthly) Websites Supported: Not explicitly stated Best For: Advanced control for scaling organizations Refund Policy: Not explicitly stated Other Features: Everything in Growth, plus Role-based access & permissions, Lead visibility rules, Predictive Dialer, and Unlimited call recording.

Scale is designed for larger, growing organizations that require advanced oversight and security controls. New features in this plan include predictive dialing and unlimited call recording retention. This tier offers the governance needed to manage complexity as your organization expands.

Every plan includes the ability to Try for free right away, allowing you to test the features before committing. While the specifics of a money-back guarantee are not listed, the trial ensures you can check Close CRM suitability for your needs risk-free. 👍

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Why use Close CRM?

If you want to increase efficiency and spend more time closing sales, Close offers crucial advantages. It is designed to move you quickly from data logging to taking actionable steps.

We know you want to win more, and Close helps you do it by offering several key benefits:

  • Focus on Sales: This CRM truly prioritizes selling success over unnecessary processes.
  • Unified Communication: It’s one comprehensive tool for all communication, streamlining your entire sales workflow.
  • Automation Power: You can quickly automate the tedious stuff, freeing up time for high-value tasks and strategy.
  • AI for Efficiency: Benefit from embedded AI tools like AI Notetaker, AI Summaries, and AI Enrich to handle administrative tasks instantly.
  • Smart Messaging: Use the AI Email Rewrite Assistant to ensure your outreach is always sharp and ready to connect. ✅
  • Real Outcomes: The entire system is structured to help you manage customers, work deals efficiently, and achieve a higher rate of success.

Ready to transform your workflow with Close CRM?

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Frequently Asked Questions

Which popular third-party tools integrate directly with Close CRM?

Close CRM offers direct integrations with several key tools to enhance your workflow. These include Zoom for meetings, Calendly for scheduling, and Segment for data management. You can also connect to thousands of other necessary applications using Zapier.

How long is the free trial period for Close CRM?

You have the option to check out the platform by choosing 'Try for free' on any paid plan. The specific length of the free trial period in days is not explicitly stated on the official site.

Is Close pricing based on user seats or feature usage?

All Essentials, Growth, and Scale plans are billed monthly or annually per user seat. However, some advanced functionalities, such as the AI Enrich feature or dedicated phone lines, involve additional monthly usage fees.

What security features and compliance standards does Close offer?

Close maintains high standards and is certified as SOC2 Type 2 Compliant. All users benefit from robust features like two-factor authentication and Google Single Sign-On (SSO) for secure account access.

Does Close offer a money-back guarantee or defined refund policy?

Not explicitly stated on the official site. There is no published money-back guarantee period outlined in the provided pricing and feature documentation.

What level of customer support is included with my subscription?

Every plan includes access to a 24/7 Knowledge Base for detailed self-service support. If you need direct help, the documentation confirms that email support is available across all tiers.

How do teams move their existing customer data into Close CRM?

The platform includes built-in data import and data export capabilities. This allows your team to efficiently migrate existing leads and contacts when you begin using the system.

Can I use the built-in calling features for sales teams working internationally?

Yes, you can make and receive calls worldwide directly within the Close CRM interface. An additional benefit is that automatic call transcriptions are created in any language.

Are call recordings retained indefinitely across all subscription tiers?

No, call recording retention limits vary based on your chosen plan. Essentials and Growth retain recordings for 30 days, but you need the Scale plan for unlimited call recording retention.

What are the primary user and lead limits on the specialized Solo plan?

The minimum-cost Solo plan is strictly limited to one user. This tier also has a cap, allowing you to manage a maximum of ten thousand leads within the system.

What are the add-on costs for advanced features like AI Enrich or separate phone lines?

The powerful AI Enrich feature is an optional add-on that costs $50 per month. If you need a premium, dedicated phone number, it will add $19 per line to your monthly bill.

Which plans offer advanced governance features like role-based permissions?

Advanced control features, including role-based access, customized permissions, and lead visibility rules, are exclusive to the Scale plan. This plan is designed for organizations that require stringent oversight.

Is there a discounted rate available if we pay for our subscription upfront?

Yes, Close offers significant savings if you choose annual billing instead of monthly. Committing to an annual term can save your business up to 35% on costs.

Ready to try Close CRM? Check out the official site or pricing.
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