AI TOOL PROFILE
Close: Sales CRM with Built-in Communication
Pricing
Pricing starts at $9/month for the Solo plan. Higher tiers include Essentials ($35/month), Growth ($99/month), and Scale ($139/month).
At a glance
- Best for
- Small businesses, Startups, Mid-market sales teams, Solo entrepreneurs, High-velocity sales teams
- Key use cases
- Outbound Lead Outreach, Pipeline Tracking, Lead Capture and Organization, Automating Follow-ups
- Integrations
- Zapier, Gmail, Google Calendar, Microsoft 365, Zoom
- Official website
- Visit Close official website
How AI is used
Close is a sales-focused CRM designed for high-velocity teams. The platform integrates communication tools—including calling, emailing, and texting—directly into the interface, which may reduce the need to switch between different apps.
The tool is designed for small businesses, startups, and mid-market companies that prioritize active outreach. It provides a centralized view of the sales pipeline and supports automation for repetitive follow-up tasks to help keep deals moving forward.
Buyers should note that feature availability varies by plan. For example, automated workflows and advanced dialing options are reserved for higher tiers, while the entry-level plan is limited to a single user and a specific lead cap.
Overall, Close is intended for teams that want an integrated environment for managing customer conversations and tracking sales performance.
Key Features
Built-in Communication
Native calling, email, and SMS capabilities that log activities automatically to the lead timeline.
AI Notetaker
Transcribes and summarizes calls and meetings directly within the CRM.
Automated Sales Workflows
Supports the automation of follow-ups, task creation, and lead routing.
Pipeline Management
Tools to track opportunities, view deal values, and identify stalled leads.
AI Enrich
Designed to pull real-time customer information from the web to provide lead context.
Power Dialer
Allows users to call through contact lists sequentially without manual dialing.
Use Cases
Outbound Lead Outreach
Using the built-in dialer and email tools to conduct prospecting and follow-ups.
Pipeline Tracking
Managing multiple sales stages to monitor deal velocity and conversion rates.
Lead Capture and Organization
Using built-in forms to capture website leads and importing data from spreadsheets.
Automating Follow-ups
Setting up sequences for emails and SMS to help ensure leads are contacted consistently.
Integrations
- Zapier
- Gmail
- Google Calendar
- Microsoft 365
- Zoom
- Calendly
- HubSpot
- Segment
FAQ
Does Close have a free trial?
- Yes, Close offers a 14-day free trial that does not require a credit card to start.
What is the difference between the Solo and Growth plans?
- The Solo plan is for individual users and limits leads to 10,000 without workflows. The Growth plan includes automated workflows, a Power Dialer, and an AI Email Assistant.
Can I make phone calls and send texts directly from Close?
- Yes, Close has native calling and SMS capabilities built into the CRM, which are logged automatically to the lead's profile.
Source category: Sales
Source subcategory: CRM
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