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Sales CRM for SMBs

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About Close

Close: Sales-Focused CRM for High-Velocity Inside Sales Teams

Close is a specialized sales CRM designed specifically for small to medium-sized businesses running inside sales operations. Unlike general-purpose CRMs that try to do everything, Close focuses exclusively on helping sales teams make more calls, send more emails, and close more deals through integrated communication tools and sales automation.

Who Close Is For

Close works best for SMBs with dedicated inside sales teams that rely heavily on phone outreach, email sequences, and text messaging. It's particularly popular among SaaS companies, agencies, and B2B service providers with 5-50 salespeople who need to manage high-volume outbound prospecting without juggling multiple tools.

Key Features and Capabilities

Built-in Communication Tools are Close's standout feature. The platform includes native calling (with power dialer capabilities), email, and SMS—all logged automatically to contact records. Sales reps can make dozens of calls daily without switching between applications or manually updating records.

Sales Automation features include customizable email sequences, automatic follow-up reminders, and workflow triggers that keep deals moving. The Smart Views feature helps reps prioritize leads based on custom criteria like engagement level or deal stage.

Reporting and Analytics provide real-time visibility into call volume, email open rates, response times, and pipeline metrics. Managers can quickly identify bottlenecks and coach reps based on actual activity data.

Contact Management is straightforward but comprehensive, with custom fields, lead scoring, and relationship mapping between contacts within organizations.

Pricing Structure

Close starts at $49 per user per month for the Startup plan (billed annually), which includes basic features. The Professional plan ($99/user/month) adds advanced reporting and automation. The Business plan ($149/user/month) includes full customization and advanced integrations. Note that there's no free tier, though a 14-day trial is available.

Honest Assessment

Strengths: The all-in-one communication suite eliminates tool sprawl, the interface is intuitive for sales-focused workflows, and the sales automation capabilities are robust without overwhelming complexity.

Limitations: No free plan creates a barrier for testing, marketing automation features are minimal compared to platforms like HubSpot, and customization options are less extensive than enterprise CRMs.

Who Should Choose Close

Close is ideal if you're running an inside sales operation where phone and email outreach drive revenue, you want to eliminate the complexity of integrating separate calling and email tools, and you're willing to invest in purpose-built software. Avoid Close if you need extensive marketing automation, require deep customization, or want to start with a free tier before committing.

Watch Close in Action

Close CRM Review 2026 | Full Demo + Features, Workflows & Dialer

Best For

Inside sales SMBs

✅ Pros

  • +Built-in calling
  • +Email sequences
  • +Sales-focused

❌ Cons

  • -No free tier
  • -Limited marketing

Quick Info

Pricing
paid
Starting at
$49/mo
HQ
US
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