Built-in phone and email sales CRM for SMBs and startups.
Close CRM Review 2026
Close CRM is a sales CRM for small and growing teams that places calls, email, and pipeline work inside one customer record.
Quick Answer
Built-in phone and email sales CRM for SMBs and startups.
TL;DR
- Calls and emails are placed from the record and write back to it, so activity history does not depend on manual entry
- Sequences mix email and call steps, letting a rep work a list without re-planning each individual touch
- Pipeline rules attach tasks and ownership to stage changes, which removes the follow-up spreadsheet a small team would otherwise run
- Nurture programs, landing pages, and campaign attribution sit outside the product, so campaign-heavy buyers will run a second platform
- Telephony is part of the design, which means an organization already standardized on another dialer is overlapping rather than integrating
Key Takeaways
- Overall rating: 4.3/5 from 2,480 reviews
- Pricing: $25-79/mo (Paid)
- Best for: Close CRM excels at built-in phone dialer and email sending and logging
- Consider alternatives if: Nurture programs, landing pages, and campaign attribution sit outside the product, so campaign-heavy buyers will run a second platform
- Common use cases: Use Close CRM for crm & sales workflows, Team collaboration and crm & sales
- Comparison section below: how Close CRM sits against other tools
- Scored across 9 recorded categories on a 1-5 scale — the overall rating is their mean
- •Calls and emails are placed from the record and write back to it, so activity history does not depend on manual entry
- •Sequences mix email and call steps, letting a rep work a list without re-planning each individual touch
- •Pipeline rules attach tasks and ownership to stage changes, which removes the follow-up spreadsheet a small team would otherwise run
- •Nurture programs, landing pages, and campaign attribution sit outside the product, so campaign-heavy buyers will run a second platform
- •Telephony is part of the design, which means an organization already standardized on another dialer is overlapping rather than integrating
- •This repository records no certifications, retention terms, or data-residency detail for Close CRM, leaving the security review to vendor documentation
Pros & Cons
Pros
63%- Calls and emails are placed from the record and write back to it, so activity history does not depend on manual entry
- Sequences mix email and call steps, letting a rep work a list without re-planning each individual touch
- Pipeline rules attach tasks and ownership to stage changes, which removes the follow-up spreadsheet a small team would otherwise run
- The paid band this dataset records, $25-79/mo, is narrow enough to budget before a conversation with sales
- Phone and inbox are part of the CRM rather than two more vendors, which suits a team that does not want to run three tools for one conversation
Cons
37%- Nurture programs, landing pages, and campaign attribution sit outside the product, so campaign-heavy buyers will run a second platform
- Telephony is part of the design, which means an organization already standardized on another dialer is overlapping rather than integrating
- This repository records no certifications, retention terms, or data-residency detail for Close CRM, leaving the security review to vendor documentation
Third-Party Reviews
Close CRM carries a 4.3/5 rating across 2,480 reviews in the PilotStack dataset. Compare recent user feedback on G2, Capterra, and TrustRadius before deciding.
Rating Overview
Mean of 9 category ratings
Out of 8 total
In-depth coverage
Category Ratings
Company Overview
About Close CRM
Security & Compliance
Security certifications, compliance standards, and data protection measures for Close CRM.
Capabilities
Feature capabilities and platform functionality offered by Close CRM.
API
Webhooks
Automation
Collaboration
Analytics
Permissions
Import
Export
Use Cases & Fit
Who Close CRM is best suited for, common workflows, and typical team profiles.
Primary Use Cases
- •Use Close CRM for crm & sales workflows
- •Team collaboration and crm & sales
Secondary Use Cases
- •Process automation
- •Reporting and analytics
Pricing Plans
Detailed pricing breakdown for Close CRM plans.
| Plan | Price |
|---|---|
| Free | $0 /Free tier |
| Starter | $10 /per user/month |
| ProRecommended | $25 /per user/month |
| Enterprise | Custom pricing with dedicated support |
Before You Buy
Import a subset of your actual contacts and deals into the trial — testing with sample data hides the migration pain points.
Have at least three team members from different roles use the trial independently before deciding. The admin experience often differs from the daily user experience.
Review the data export capabilities before committing. Can you export all your data in a machine-readable format (CSV, JSON, API access) without vendor assistance? Lock-in is a real cost.
Most organizations underestimate implementation time by 2-3x. Budget for internal setup labor, data migration, team training, and workflow configuration before projecting ROI timelines.
Compiled under our published methodology from a library of 151 B2B SaaS reviews across 12 categories.
A CRM that answers its own phone
Close CRM is a customer relationship management system built for small and growing sales teams, and its distinguishing decision is that the conversation tools live inside the CRM rather than beside it. Dialing, email, and message history attach to the same contact record the pipeline is drawn on, so a rep does not keep a separate dialer, a separate inbox, and a separate deal tracker in sync by hand. This repository files Close under CRM & Sales with a paid pricing model and a recorded band of $25-79/mo, and its one-line descriptor here is a built-in phone and email sales CRM aimed at SMBs and startups. The design consequence runs through everything below: communication and storage share one system.
Calling and email inside the record
The record is where work happens. A call placed through Close writes to the timeline, an email sent from the CRM logs against the same contact, and the next task sits one screen away from the conversation that produced it. High-volume teams get a power dialer for working through a list of numbers, and sequences can mix email and call steps so outreach continues when a rep is heads-down on something else. Because the conversation tools and the storage are the same product, handoff questions reduce to reading a single timeline rather than reconciling a telephony log, a shared mailbox, and a deal board that each tell half the story.
Pipeline stages and the rules behind them
Close's pipeline automation is the part most buyers audit first: stages move, and rules attached to those stages do the follow-up work that usually ends up in a spreadsheet. The surfaces below are the ones a small team would configure in the opening weeks, and because they all act on the same records, none of them needs a second system to hold state.
- Deal stages that advance a record and set the next task when something moves
- Email sequences that keep sending steps on a set cadence between manual touches
- A power dialer for working a call list from the same screen as the record
- Assignment rules that route a new lead to a rep or a rotation
- Saved views that filter leads by stage, last activity, or a custom field
- Activity reporting that shows calls, emails, and meetings per rep
What Close CRM deliberately leaves out
Three absences follow from the product shape. It is not a marketing automation suite: nurture programs, landing pages, and campaign attribution are not the center here, so a buyer who needs them will pair Close with another system. It is not a support desk either — there is no ticket queue, which keeps service conversations in a dedicated tool. And it is not a data warehouse; reporting covers pipeline and activity inside Close, while cross-system analysis needs an export path or a connector.
The price band our dataset holds for Close
Our dataset records a paid pricing model for Close CRM with a list band of $25-79/mo, and no free tier appears in these fields. What the band does not say is whether the figure is per seat or flat, what telephony costs beyond a base plan, or how numbers and messaging are billed — variable communication charges are the usual surprise in a CRM of this shape, and none of that is captured here. Treat the range as an entry reference rather than a quote, and confirm the live list price with the vendor before budgeting.
How Close sits in this repository's comparison set
Close is a system of record first, which shapes what it connects to: mail and calendar on one side, telephony on another, and reporting or data tooling downstream. This repository's comparison files place Close against thirteen counterparts — ActiveCampaign, Copper CRM, Dialpad, Freshdesk, Freshsales, HubSpot, Outreach, Pipedrive, Salesforce, Salesloft, Zendesk, Zoho CRM, and Zoho. Named connectors are not itemized in the dataset, so any specific pairing has to be checked against the vendor's current app list.
Hosting, data handling, and what is unrecorded
Close is delivered as a hosted service: records, call audio, and email copy sit in the vendor's infrastructure rather than on customer hardware, which is what lets a browser or a phone client reach the record from any network. What this repository does not carry for Close is a certification, a data-residency term, a retention schedule, or an identity-policy detail, and none of them should be inferred from the cloud delivery model or the category field. A buyer running a formal security review needs those answers from the documentation the vendor currently publishes and contract terms; this page cannot supply them.
Close against Pipedrive, Zoho, and the engagement tools
The comparison records give Close a clear position in the field. Pipedrive and Zoho CRM are pipeline-first CRMs carried in this dataset at 4.4/5 and 4.2/5 with bands recorded in their own files; HubSpot and Salesforce are suite platforms at 4.5/5 and 4.4/5 with far more surface area and far more administration; Outreach and Salesloft are engagement systems that assume a CRM already exists. Close sits narrower and lower-touch than all of them: one record, built-in communication, a band of $25-79/mo. This repository holds an overall score of 4.3/5 for Close across 2,480 recorded reviews.
Who should sell out of Close CRM
Close fits small and mid-sized selling teams that want calls, email, and pipeline in one system and do not want to administer a separate dialer. It fits founders and first sellers who will live in one screen, and teams whose motion is outbound conversation rather than campaign marketing. It fits poorly where the CRM must absorb marketing automation, ticketing, or cross-system analytics, and poorly where a security review demands certification material that this repository does not carry. This assessment rests on documented product information and the records kept in this repository for Close CRM.
Feature Breakdown
Core Features
3/3 availableIntegrations Features
1/1 availableHow Close CRM Compares
Comparison cards generated from this site's recorded tool profiles. Ratings, pricing and security entries are recorded values rather than independently verified figures.
Close CRM vs Pipedrive
Close CRM is best for use close crm for crm & sales workflows, while Pipedrive excels at use pipedrive for crm & sales workflows
Both start around the same price point
Comparable security compliance
Close CRM vs Zoho CRM
Close CRM is best for use close crm for crm & sales workflows, while Zoho CRM excels at use zoho crm for crm & sales workflows
Both start around the same price point
Comparable security compliance
Close CRM vs Salesloft
Close CRM is best for use close crm for crm & sales workflows, while Salesloft excels at use salesloft for crm & sales workflows
Both start around the same price point
Comparable security compliance
Sources & Methodology
Each page shows an overall rating plus 9 recorded category ratings on a 1-5 scale, all drawn from the PilotStack dataset. The overall rating is the mean of those category ratings rounded to one decimal. Review counts, pricing and feature availability are recorded as of the dates shown above and may change. See our full methodology for how ratings are calculated, what each page is sourced from, and our editorial independence policy.
Content updated: October 2, 2026 · No vendor payment or sponsorship influenced this review · We may earn affiliate commission on purchases made through links on this site.
Frequently Asked Questions
Does Close CRM include a phone system?
Yes. Dialing is part of the product rather than a third-party add-on: calls are placed from the record and written to the contact timeline. Number and recording details are not captured in this repository.
Is there a free plan recorded for Close CRM?
No. Our dataset records Close under a paid pricing model with a band of $25-79/mo and no free tier. Plan structure is not captured either, so confirm current packaging with the vendor.
How does Close CRM differ from Copper CRM?
Both are small-team CRMs here, but Close centers communication inside its own record — phone, email, sequences — while Copper centers the Google Workspace relationship and surfaces context in Gmail and Calendar.
Can Close CRM replace a sales engagement platform?
Partly. Close handles sequenced email and calling for a smaller team; Outreach is a dedicated engagement system with heavier analytics, recorded here at a band above Close's own.
What does this repository record about Close security?
Nothing beyond a hosted delivery model: no certification, retention term, or residency option shows up in these fields. Buyers with formal reviews verify the answer against the vendor’s current documentation.
Prices and ratings are approximate and may vary.