Close

Overview

Close is a CRM built specifically for inside sales teams, combining contact management, built-in calling, and email sequencing in a single platform.

Designed for SDR teams and small to mid-sized sales organizations that want an all-in-one sales engagement tool without needing separate integrations.

Quick Facts:

• Category: CRM
• Pricing: From $49/user/month
• Free trial: Yes (14 days)

Close combines CRM functionality with built-in calling, email sequencing, and sales automation. It's designed to help SDR teams manage their pipeline without switching between multiple tools.

Core Features

• Built-in calling: Make calls directly from the CRM with local presence dialing and call recording
• Email sequences: Automated email campaigns with personalization and tracking
• Pipeline management: Visual pipeline with customizable stages and deal tracking

Our Take: Close is ideal for teams that want simplicity over customization. It's not the most powerful CRM, but it handles the core SDR workflow (call, email, track deals) without the complexity of Salesforce or the need for separate engagement tools like Outreach.

Integrated Calling System

Close includes built-in VoIP calling with local presence dialing, so prospects see a local number when you call. All calls are automatically logged and recorded in the CRM.

Email Sequences & Templates

Create automated email sequences with personalization tokens and A/B testing. Track opens, clicks, and replies directly in the CRM without needing a separate email tool.

Multi-Channel Workflow Automation

Combine calling, email, and SMS in unified workflows. Set up automatic task creation based on prospect behavior (e.g., create a call task when someone opens an email 3 times).

Best value: Professional plan for growing SDR teams because it includes unlimited email accounts and the power dialer, which are essential for outbound teams.

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