Close CRM

Close CRM (close.com) is a sales-first CRM built specifically for inside sales teams — combining lead and pipeline management, a built-in VoIP dialer, email sequencing, SMS, and AI-powered sales assistance in a single, unified platform. Unlike general-purpose CRMs like Salesforce or HubSpot that prioritise marketing and enterprise workflows, Close is engineered around the daily workflow of an inside sales rep: make calls, send emails, follow up on leads, and close deals — all from one screen without switching tools. It is rated 4.7/5 on G2 and is consistently recognised as a top CRM for inside sales in 2026, with particular strength in outbound and phone-heavy sales motions at SMB and mid-market companies.

Close has invested heavily in AI features that extend well beyond basic CRM functionality. The AI Call Assistant automatically transcribes and summarises every call, surfaces key action items and sentiment signals, and drafts follow-up emails based on the conversation — available as an add-on. The AI Enrich feature auto-fills LinkedIn URLs, industry, company size, and custom fields by pulling live web data. AI Lead Summaries give reps instant context on a lead's full history before picking up the phone. These capabilities make Close one of the most complete AI-augmented sales CRMs available for teams under 100 reps.

How Close CRM Works

Sales reps manage their entire workflow inside Close's unified inbox — making VoIP calls with one click, sending and sequencing emails, logging SMS conversations, and tracking all activity against the lead timeline automatically. The Power Dialer and Predictive Dialer (on higher plans) automate call list progression for high-volume outbound teams. Smart Views create dynamically filtered lead segments based on any combination of CRM fields, enabling targeted outreach without manual list-building. Managers monitor team performance through leaderboards, activity reports, pipeline analytics, and funnel visualisations, and coach reps using call recordings with live coaching features (listen, whisper, barge) built directly into the calling stack.

Key Features

• Built-in VoIP dialer — native calling with Power Dialer and Predictive Dialer for automated call list progression; no third-party telephony integration required
• AI Call Assistant — automatic call transcription, AI meeting summaries, action item extraction, and sentiment analysis; drafts follow-up emails based on call content (add-on)
• AI Enrich — auto-fills LinkedIn URLs, industry, company size, and custom fields from live web data with custom prompt support for tailored enrichment
• AI Lead Summaries — AI-generated digests of lead activity history for instant context before calls and outreach
• Email sequences — multi-step, personalised automated email sequences with reply detection that pauses sequences when prospects respond
• Built-in SMS — two-way SMS integrated into the lead timeline alongside calls and emails for unified communication history
• Smart Views — dynamically filtered lead segments built from any CRM field combination for targeted, prioritised outreach
• Live call coaching — listen (silent monitor), whisper (talk to rep only), and barge (join the call) features for real-time manager coaching during live calls
• Pipeline management — visual pipeline with opportunity tracking, deal stage management, and customisable sales process stages
• Workflow automation — automated task triggers, communication flows, and event-based sequences that reduce repetitive manual work

Close CRM Pricing

• Solo — $19/month (or $9/month billed annually) — Core CRM, built-in calling, email, and SMS for individual sales reps. Suitable for freelancers and solo founders managing their own sales pipeline.
• Startup — $49/month (or $35/month billed annually) — All Solo features plus Power Dialer, email sequences, smart views, and team features for small sales teams. Best for early-stage companies with 2–5 reps.
• Professional — $109/month (or $99/month billed annually) — Adds Predictive Dialer, live call coaching (listen, whisper, barge), advanced reporting, and role-based permissions for growing inside sales teams.
• Enterprise — $149/month (or $139/month billed annually) — Full platform including custom roles, unlimited call recording, advanced API access, dedicated support, and enterprise-grade administration for larger organisations.

No free plan. A free trial is available. AI Call Assistant available as a paid add-on at $50/month plus $0.02/minute for analyzed calls. Annual billing saves approximately 50% on the Solo plan. Always verify current rates at close.com/pricing.

Who Should Use Close CRM?

Close CRM is purpose-built for inside sales teams — SDRs, AEs, and founders who make a high volume of calls and emails daily and need a CRM that keeps pace with an outbound sales motion without requiring extensive configuration. It is the best-in-class option for phone-heavy sales teams at SMB and mid-market companies that want a unified calling, email, and pipeline management platform without integrating separate telephony, sequencing, and CRM tools. Teams that also need marketing automation, service desk, or project management should evaluate HubSpot or Salesforce. Teams primarily focused on enterprise sales with long, complex deals may find Salesforce's deeper customisation a better fit at scale.

Frequently Asked Questions