Close CRM Review: Pros, Cons, Features and Pricing
Close CRM is a CRM software built for sales teams who want to spend less time wrestling with data and more time closing deals. If you’re a revenue operations expert trying to create better pipeline visibility and unify sales activity, Close delivers an interface and automation suite designed to keep reps focused on selling—not busywork.
In this review, I’ll break down Close CRM’s key features, pricing, practical use cases, and where it outperforms or falls short compared to other tools. Whether you need better lead management, native phone integration, or just want tools your sales team will actually use, you’ll get a clear view of where Close fits in the CRM landscape.
Close CRM Evaluation Summary
- From $35/user/month (billed annually)
- 14-day free trial
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Close CRM Overview
If you’re judging CRM software for high-velocity sales teams, Close CRM stands out for its built-in calling, automated workflows, clear interface, and email automation. I think onboarding is quicker here than with many platforms, and pricing is straightforward. You may find the integration marketplace less extensive, and deeper customization options limited compared to some competitors. Still, if your team prioritizes activity tracking, follow-ups, and fast access to pipeline data, Close CRM is an excellent pick. I’d suggest it’s ideal for small to mid-sized inside sales teams focused on outbound or remote workflows.
pros
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Built-in calling and SMS keep sales activity centralized.
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Automated follow-up sequences boost rep efficiency.
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Pipeline dashboard offers real-time visibility for teams.
cons
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Reporting features are less advanced than some competitors.
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No built-in marketing automation for campaigns.
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Limited native mobile app compared to peers.
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Prisync
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Expedite Commerce
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QuickBooks Online
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4
How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Built-In Calling and SMS
Make and log calls or texts directly from the CRM. Every interaction is tracked, so sales activity and notes stay in one place.
Email Automation
Create sequences for automated prospect follow-up and outreach. This keeps your pipeline moving without manual reminders.
Search and Filter
Quickly find leads, contacts, or deals using advanced search and filter tools. You can segment and target prospects based on nearly any criteria.
Sales Pipeline Management
Customizable pipelines let you track deals by stage with drag-and-drop ease. Get an instant view of what needs your team’s attention next.
Lead and Activity Tracking
Automatically record every sales activity, including calls, emails, and tasks. You always know who engaged last and what’s due next.
Reporting and Dashboard
Visual dashboards show sales metrics and team performance in real time. Share insights across your team to improve forecasting and results.
Ease of Use
Close CRM feels refreshingly straightforward, thanks to its clean layout and focus on sales activities. You don’t waste time clicking through menus—core actions like calling, emailing, and updating deals are easily accessible. Most users say setup and daily workflows are intuitive, so their teams adopt it quickly with little formal training.
Integrations
Close CRM integrates with Zoom, Slack, Mailchimp, Zapier, Google Workspace, Microsoft 365, Help Scout, Calendly, HubSpot, and ChatGPT, among others.
It also offers a public API and connects with popular third-party integration platforms.
Close CRM Specs
- 2-Factor Authentication
- Accounts Payable
- Accounts Receivable
- API
- Approval Workflows
- Balance Sheet
- Billing/Invoicing
- Budgeting
- Calendar Management
- Comparative Reporting
- CRM Integration
- Custom Reports
- Customer Management
- Dashboard
- Data Export
- Data Import
- Data Visualization
- Expense Tracking
- External Integrations
- Forecasting
- General Account Ledger
- Historical Data Analysis
- Inventory Tracking
- Multi-Currency
- Multi-User
- Notifications
- P&L
- Payroll
- Scenario Planning
- Scheduling
- Supplier Management
- Tax Management
- Time Management
