Choosing the right CRM system can make or break your sales operation. Nowadays, Close CRM is one of the many CRM tools in the market, particularly for small to medium-sized businesses looking to optimize their sales processes. This Close review will examine whether it's the right fit for your organization in 2025.
Whether you're considering Close CRM as your first customer relationship management tool or looking to switch from another platform, this analysis will help you understand what Close offers, how much it costs, and whether its features align with what you're looking for.
Also, we'll talk about Zeeg as a way to optimize your Close CRM meeting scheduling. The tool doesn't have a native scheduling feature, so you can connect the two in order to have your prospects booking meetings with your teams, with that info directly updated on your CRM database.
What is Close CRM?
Close CRM is a sales-focused customer relationship management platform designed to help sales teams convert more leads into revenue. Founded in 2013 (originally as Close.io), the platform has positioned itself as a solution for businesses that need to hit the ground running with their sales operations.
What sets Close apart is its emphasis on speed and usability. The platform prides itself on being up to 50% faster to implement than competing CRMs, making it particularly attractive for fast-moving startups and SMBs that don't have weeks to spend configuring complex systems.
Close combines core CRM functionality with built-in communication tools, allowing sales teams to manage leads, make calls, send emails, and track deals all from a single platform. This integrated approach aims to reduce the time salespeople spend switching between different tools, increasing productivity and helping teams close more deals.
Who is Close CRM for?
Close CRM has carved out a niche serving several key business categories:
- Startups and small businesses looking for a CRM that's quick to implement and doesn't require extensive training
- Sales-focused teams that need powerful communication tools built directly into their CRM
- Remote or distributed sales teams that need a cloud-based solution accessible from anywhere
- B2B companies with defined sales processes looking to increase efficiency
- Growing businesses that need a scalable CRM solution that can evolve with their needs
The platform especially appeals to companies where sales reps handle multiple leads simultaneously and need to stay organized while maintaining personal connections with prospects.
Close CRM pricing: Breaking down the cost
Close CRM offers a tiered pricing structure that scales with business needs. Let's examine the different plans to help you determine which option might be right for your team.
All Close CRM plans come with a 14-day free trial, no credit card required. This allows teams to test the platform before committing to a purchase.
What to make of Close CRM's pricing tiers
After analyzing Close CRM's pricing structure, several observations stand out:
Significant annual discount: Close offers substantial savings (up to 35%) for annual commitments compared to monthly billing, creating a strong incentive to commit long-term.
Feature distribution strategy: The Base plan is quite limited, while the Startup plan unlocks essential sales automation tools like workflow automation and bulk email capabilities. This suggests Close expects most business customers to start at the Startup tier.
Workflow allocation: The jump from 5 workflows (Startup) to 25 (Professional) to 100 (Enterprise) highlights how Close anticipates growing automation needs as companies scale.
AI feature progression: Close stages its AI capabilities strategically across tiers—basic AI email assistance at Startup level, with more advanced features like AI Lead Summaries and call coaching reserved for higher tiers.
Cost-to-value consideration: At $49-$139 per user per month (annual billing), Close positions itself at a higher price point than some entry-level CRMs, but below enterprise solutions like Salesforce. This mid-market positioning reflects its target audience of growth-stage companies rather than early-stage startups or enterprise corporations.
Pipeline view limitations: With only one pipeline view at Base and Startup levels, Close encourages teams with multiple products or sales processes to upgrade to Professional tier, where they get three pipeline views.
For small sales teams just getting organized, the Startup plan at $49/user/month (billed annually) offers the best balance of essential features and cost. However, as teams grow beyond basic sales tracking and start implementing more sophisticated processes, the Professional plan can be the necessary one for the additional automation capabilities and pipeline views.
👉 Want to know more about the cost structure and what you get on each plan? Read our Close CRM pricing article.
Add-On features and premium services
Beyond the core plans, Close offers three main add-on services:
Premium phone numbers
Close's Premium Phone Numbers add-on provides enhanced telephony features for teams looking to optimize their calling operations. Priced at $19 per phone line per month, this service transforms how incoming calls are handled within your organization. The lead-based call routing system intelligently directs inbound calls to the appropriate representative based on criteria like territory, product specialization, or customer history, ensuring callers reach the right person the first time.
Teams can create personalized phone menus with interactive voice response capabilities, presenting a professional front to callers while efficiently directing them through your organization. For teams concerned about equitable distribution of opportunities, the round-robin routing feature automatically distributes incoming calls evenly across team members, preventing any single representative from being overwhelmed while ensuring fair access to potential leads. This comprehensive telephone solution integrates seamlessly with Close's core CRM functionality, maintaining complete records of all interactions within the customer timeline.
AI call assistant
The AI Call Assistant represents Close's commitment to leveraging artificial intelligence to enhance sales productivity. Available for $50 per month plus $0.02 per minute of analyzed calls, this powerful tool transforms how teams capture and leverage conversation data. The system provides automatic transcriptions of calls in multiple languages, converting spoken interactions into searchable text that can be referenced later or shared with team members who weren't present.
Perhaps most valuable is the AI's ability to extract and summarize key action items from calls, automatically identifying next steps, commitments, and important details that might otherwise be missed. The assistant's talk time analysis helps representatives improve their communication skills by providing insights into speaking patterns, interruptions, and question frequency. All this information becomes searchable within the CRM, creating an invaluable knowledge base that grows with every customer interaction. For sales leaders focused on continuous improvement, this tool provides the data needed to refine scripts, identify successful approaches, and coach representatives more effectively.
Additional organizations
Close's Additional Organizations feature addresses the needs of businesses with complex structures or multiple business lines. Priced at $50 per month per organization, this capability allows companies to maintain distinct operational environments within a single Close account. Teams can create separate organizational structures for different divisions, product lines, or client categories, maintaining appropriate boundaries while still benefiting from centralized administration.
This approach is particularly valuable for businesses that need to maintain distinct databases for testing new approaches or for client confidentiality reasons. Companies that manage multiple entities or brands can keep these operations separate while still accessing them through a unified interface, simplifying administration while maintaining appropriate separation. The feature also supports businesses with international operations that need to segment data by region for compliance or operational reasons. This flexible organizational model grows with your business, adapting to increasingly complex structures without requiring migration to different systems.
Core features of Close CRM
Now that we've examined the pricing structure, let's dive into the key features that make Close CRM stand out.
1. Lead and contact management
Close provides a comprehensive system designed specifically for how sales teams actually work. The platform organizes all customer information in an intuitive, accessible format that mirrors the natural sales process. Sales reps can instantly access complete conversation histories and pick up exactly where they left off with any prospect.
Key capabilities include:
- Store unlimited leads and contacts across all plans
- Track all interactions in one centralized timeline
- Create custom fields to capture industry-specific information
- Build Smart Views to segment and prioritize contacts effectively
What makes Close particularly effective is how it eliminates the frustration of fragmented customer data. Rather than hunting across multiple systems, sales representatives have everything they need in one place, allowing them to focus on building relationships rather than administrative tasks.
2. Built-in communication tools
One of Close's standout features is its integrated communication suite. This unified approach addresses a common productivity challenge for sales teams: constantly switching between different applications throughout the day.
The email functionality includes two-way synchronization across all plans, ensuring that messages sent from any device are automatically captured in the CRM. Sales teams can leverage templates and snippets to maintain consistent messaging while personalizing outreach at scale.
For phone communication, Close offers:
- Make and receive calls directly within the platform
- Automatic call logging and recording
- Power Dialer for sequential calling (Startup+)
- Predictive Dialer for high-volume outreach (Enterprise)
Text messaging rounds out the communication toolkit, allowing representatives to send and receive SMS without leaving the CRM. This integrated approach ensures all customer interactions are documented in one place while significantly boosting productivity by eliminating app-switching throughout the day.
3. Pipeline management
Close's visual pipeline management gives sales teams clarity and control over their deals. The intuitive drag-and-drop interface makes it simple to update statuses, while providing managers with valuable insights into the overall sales operation.
Teams can customize their pipeline stages to match their specific sales process, rather than adapting to a rigid, predefined structure. As opportunities progress, Close tracks:
- Deal values and forecasted close dates
- Activity history within each opportunity
- Conversion rates between stages
This bird's-eye view helps managers identify bottlenecks, forecast revenue accurately, and provide targeted coaching where it's needed most. For businesses with multiple products or divisions, the Professional and Enterprise plans offer multiple pipeline views to maintain separate sales processes for different business lines.
4. Workflow automation
Close helps teams eliminate repetitive tasks through thoughtful automation. By handling routine processes automatically, the platform allows sales representatives to focus on what they do best: building relationships and closing deals.
The workflow engine can trigger actions based on specific events or time delays, ensuring consistent follow-up without manual intervention. For example, when a prospect engages with an email, Close can automatically create a task for the rep to follow up within a specific timeframe.
Other powerful automation capabilities include:
- Lead assignment rules to distribute opportunities fairly
- Status updates as deals progress through stages
- Meeting scheduling and confirmation workflows
The number of workflows available scales with your plan (5 for Startup, 25 for Professional, 100 for Enterprise), allowing teams to start with basic automation and expand as their processes mature.
5. AI-Powered features
Close has thoughtfully integrated AI capabilities that enhance productivity without overcomplicating the user experience. These tools provide valuable insights while saving time on routine tasks.
The AI Email Rewrite feature available in the Startup plan and above helps craft more effective messages by suggesting improvements to drafts while maintaining the representative's authentic voice. For Professional and Enterprise users, AI Lead Summaries automatically compile key information about prospects, creating quick overviews that help reps prepare for calls more efficiently.
Advanced AI offerings include:
- AI Call Assistant for real-time transcription and action items (available as an add-on)
- Call Coaching for performance improvement through conversation analysis (Enterprise)
These AI tools work together to help sales teams work smarter and more efficiently, providing an edge in competitive markets where small improvements can lead to significant results.
6. Reporting and analytics
Close provides clear visibility into sales performance through intuitive reporting tools. Sales leaders can quickly identify trends, recognize top performers, and pinpoint areas for coaching.
All plans include activity dashboards that track calls, emails, and meetings, helping managers understand how representatives are allocating their time. Opportunity funnel reports visualize how deals are progressing through the pipeline, highlighting conversion rates at each stage and identifying potential bottlenecks.
For deeper insights, Close offers:
- Email template performance analysis (Startup+)
- Workflow effectiveness metrics (Startup+)
- Custom reporting tools (Enterprise)
- Team leaderboards (Professional+)
These reporting capabilities enable data-driven decision making at every level of the organization, helping teams continuously refine their approach based on actual results.
7. Integration capabilities
Close connects seamlessly with your existing tech stack, creating a unified workflow across all your business tools. The platform offers over 100 integrations with popular applications, maintaining Close as the central hub for customer relationships.
Calendar synchronization with Google Calendar, Outlook, and other platforms ensures that all appointments are accurately reflected in both systems. For virtual meetings, Close connects with video conferencing tools like Zoom, making it easy to schedule and join calls directly from the CRM.
Other valuable integrations include:
- Document workflows through DocuSign
- Marketing automation via HubSpot and Mailchimp
- Team communication through Slack
- Custom connections using the developer API
This connected ecosystem eliminates information silos and reduces the manual transfer of data between systems, creating a more streamlined and efficient sales operation.
8. Mobile access
In today's mobile-first business environment, sales representatives need access to their CRM while on the go. Close's mobile apps for iOS and Android ensure that teams can stay productive no matter where they're working from.
The mobile experience includes complete access to contact information, communication tools, and pipeline management. Representatives can log calls immediately after they happen, send follow-up emails between meetings, and update deal statuses in real-time after successful discussions.
Mobile-specific features include:
- One-touch calling and text messaging
- Activity logging with location context
- Task management with reminders
- Document access for presentations and proposals
This comprehensive mobile functionality ensures that sales teams maintain momentum and responsiveness even when they're away from their desks, resulting in faster follow-up and fewer missed opportunities.
9. Customization options
Close adapts to your specific business processes through thoughtful customization options. Rather than forcing teams to change established workflows, the platform offers flexibility to match your existing processes.
Custom fields allow businesses to track industry-specific information, with different allocation based on your plan (25 for Base/Startup, 250 for Professional/Enterprise). For Startup users and above, custom activity types help track specific interactions relevant to your business, like product demos or site visits.
Enterprise-level customizations include:
- Custom objects for complex relationship modeling
- Granular visibility settings for territorial sales
- Advanced permission systems for specialized roles
These options allow businesses to tailor Close to their unique requirements without requiring developer resources, striking the right balance between flexibility and ease of use.
10. Security and compliance
Close protects your sensitive customer information with enterprise-grade security measures across all plans. The platform's SOC2 Type 2 compliance demonstrates its commitment to security through rigorous third-party auditing of controls and processes.
Account protection features include two-factor authentication and Google SSO integration, significantly reducing the risk of unauthorized access. Within the platform, role-based access controls allow administrators to define precisely what information each user can view and modify.
Additional security measures include:
- Comprehensive data encryption (in transit and at rest)
- Regular security audits and updates
- GDPR compliance capabilities
- IP restriction options (Enterprise)
These robust security features help businesses protect customer information and meet regulatory requirements without requiring separate security investments.
Pros and cons of Close CRM
✓ All-in-one communication platform: The integration of email, calling, and SMS into a single system eliminates app-switching and saves time.
✓ Intuitive interface: Close is designed for ease of use, with a clean interface that sales representatives can learn quickly.
✓ Built-in calling capabilities: The ability to make calls directly from the CRM without additional software is a significant advantage.
✓ Workflow automation: Automated sequences help ensure consistent follow-up and reduce manual tasks.
✓ Fast implementation: Close claims to be up to 50% faster to implement than other CRMs, allowing teams to get up and running quickly.
✓ AI-powered features: Tools like AI Lead Summaries and AI Email Rewrite help sales teams work more efficiently.
✓ Strong mobile support: Comprehensive mobile apps keep teams productive in the field.
✓ Excellent customer support: Users consistently praise Close's responsive support team.
✓ Regular updates: Close continues to improve the platform with frequent feature updates.
✓ SOC2 compliance: Enterprise-grade security features protect sensitive data.
✗ Higher starting price point: Close's pricing begins higher than some competing CRMs, making it less accessible for very small businesses or startups with limited budgets.
✗ Limited customization in lower tiers: Basic customization options are restricted at the Base and Startup levels.
✗ SMS messaging limitations: SMS messages can only be sent to recipients in the US, Canada, UK, and Australia, and cost $0.01 per outgoing message.
✗ No free plan: Unlike some competitors, Close doesn't offer a free forever plan, only a 14-day trial.
✗ Learning curve for advanced features: While the basic interface is intuitive, mastering all the automation and reporting tools takes time.
✗ Limited pipeline views in lower tiers: Base and Startup plans offer only one pipeline view, which may be restrictive for businesses with multiple products or services.
✗ No built-in marketing automation: Close focuses primarily on sales rather than marketing functions.
✗ Limited reporting capabilities in lower tiers: Advanced analytics are reserved for higher-priced plans.
✗ Some users report occasional bugs: As with any software, some users experience intermittent issues.
✗ Limited customer success resources at lower tiers: Premium support options like screen sharing and dedicated customer success managers are only available at Enterprise level or with 6+ users.
👉 Want to check alternatives to Close CRM? Read more:
Close CRM setup and migration
One of Close's selling points is its streamlined setup process, designed to get teams up and running quickly. On this, a few features might be handy for you:
CSV import tool
Close offers a straightforward CSV import tool that allows new users to bring in existing leads and contacts. The process involves:
- Preparing your data in CSV format
- Mapping your existing fields to Close's system
- Running the import
- Verifying the imported data
One-click migration
For teams switching from other CRM platforms, Close provides a free one-click migration tool. This utility helps transfer:
- Contacts and leads
- Deal information
- Communication history
- Custom fields
- Notes and tasks
Onboarding process
Close's onboarding varies by plan:
- Base and Startup users can access self-service resources including documentation, video tutorials, and email support
- Professional plan users receive more personalized guidance
- Enterprise plan users (or accounts with 6+ users) get custom onboarding with a dedicated Customer Success Manager
Close CRM marketplace and integrations
Close offers integration with over 100 third-party applications through its API and pre-built connectors. This ecosystem allows businesses to create a connected tech stack that meets their specific needs.
Key integration categories
Email and calendar
- Google Workspace
- Microsoft 365
- Outlook
- Apple Calendar
Communication and meetings
- Zoom
- Slack
- Microsoft Teams
- Google Meet
Document management
- DocuSign
- PandaDoc
- Google Drive
- Dropbox
Marketing automation
- HubSpot Marketing Hub
- Mailchimp
- ActiveCampaign
- Drip
Data enrichment
- Clearbit
- LeadFuze
- Clay
E-commerce
- Shopify
- WooCommerce
Customer support
- Intercom
- Drift
- Zendesk
Meeting scheduling
- Zeeg
- Calendly
- SavvyCal
Connectivity
- Zapier (connecting to 3,000+ additional apps)
- Native API for custom integrations
Real-World performance: How Close CRM measures up
Looking at reviews across platforms like G2 (4.7) and Capterra (4.7), Close CRM performs well, with average ratings around 4.7 out of 5 stars. Users particularly praise:
- Ease of use: Many reviewers highlight how quickly their teams adapted to the platform.
- Built-in calling: The integrated phone system is frequently mentioned as a significant advantage.
- Email integration: The two-way email sync receives positive feedback for keeping all communication in one place.
- Customer support: Close's support team earns high marks for responsiveness and helpfulness.
Common criticisms include:
- Price point: Some users find the cost higher than expected, especially for small teams.
- Limited customization in lower tiers.
- Occasional performance issues or bugs.
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Best practices to get started with Close CRM
If you're considering implementing Close CRM, these best practices can help ensure a successful rollout:
1. Start with a clean database
Beginning with organized data sets the foundation for CRM success. Take time to thoroughly clean your existing contact database before migration. This process should include removing any duplicate entries that could create confusion and updating outdated information to ensure accuracy from day one. Standardizing formatting across all records helps maintain consistency, while identifying which custom fields you'll need allows you to capture industry-specific information that matters to your business. This preparatory work might seem tedious, but it pays dividends through increased adoption and more reliable reporting down the line.
2. Define your sales process
Close's pipeline features shine brightest when configured to match your actual sales methodology. Start by documenting your current sales stages from initial contact through closing. For each stage, identify the key activities that typically occur and specific criteria that should trigger movement to the next phase. Consider what data points provide the most valuable insights for your team and ensure they're prominently tracked. This thoughtful mapping creates a CRM that reinforces your proven process rather than forcing your team to adapt to generic workflows that might not fit your business reality.
3. Set up smart views
Smart Views in Close transform how sales representatives organize their daily work. Create focused views that help reps quickly identify which leads need immediate attention. Views for new leads awaiting initial contact ensure quick response times, while hot prospect views highlight opportunities nearing decision points. Time-sensitive views for deals expected to close this month keep revenue targets front and center, and renewal views prevent valuable customers from slipping away unnoticed. These customized perspectives help sales teams work more strategically by surfacing the right opportunities at the right time.
4. Implement gradually
A phased implementation approach prevents overwhelming your team with too much change at once. Begin with core contact management features to establish the CRM as the central repository for customer information. Once this foundation is solid, introduce the communication tools that make daily outreach more efficient. With these basics mastered, layer in automation capabilities to eliminate repetitive tasks and ensure consistent follow-up. Finally, incorporate advanced reporting to drive continuous improvement. This measured approach builds confidence and skills progressively, leading to stronger adoption compared to an all-at-once implementation.
5. Train your team effectively
Thoughtful training dramatically improves adoption rates and return on investment. Rather than generic overviews, provide hands-on sessions where representatives can practice with realistic scenarios relevant to their daily work. Develop process documentation specific to your unique workflow, avoiding generic materials that don't address your team's actual activities. Throughout training, emphasize the concrete benefits each feature provides to individual users—how it makes their job easier, saves time, or helps them succeed. Consider creating an internal champions program that recognizes and rewards early adopters who can then help bring others along.
6. Establish data entry standards
Consistent data practices form the backbone of effective CRM usage. Develop clear naming conventions for accounts, opportunities, and activities to ensure everyone speaks the same language within the system. Identify which fields must be completed for different record types, striking a balance between capturing essential information and overwhelming users with too many required entries. Document expectations around activity logging—what interactions should be recorded, how quickly, and with what level of detail. Create standardized email and call templates that maintain brand consistency while saving time. These shared standards create a reliable data foundation that supports both individual productivity and organizational insights.
7. Review and refine
Post-implementation refinement turns an adequate CRM deployment into an exceptional one. Regularly review adoption metrics to understand which features are gaining traction and which might need additional focus. Create open channels for user feedback and take this input seriously—your front-line users often have the most practical insights into what's working well or causing friction. Look for patterns in the feedback to identify systemic issues that might require configuration adjustments. Where necessary, provide targeted follow-up training to address specific skill gaps that emerge. Remember that CRM implementation is an iterative process; the most successful deployments evolve continuously based on real-world experience and changing business needs.
Integrate Close with Zeeg and optimize your scheduling
While Close CRM offers calendar sync capabilities, pairing it with Zeeg, a dedicated scheduling platform, will definitely improve your appointment booking process. Zeeg integrates seamlessly with Close CRM, creating a powerful combination for managing customer (or potential customers) interactions.
What is Zeeg?
Zeeg is an advanced scheduling solution that allows prospects, customers and employees to book appointments directly on your calendar. It offers features like:
- Customizable booking pages
- Round-robin scheduling for teams
- Automated reminders and follow-ups
- Smart routing based on customer attributes
- Time zone intelligence
- Buffer times between meetings
- Integration with most popular tools, like calendar apps, video conferencing tools, or payment processors
Benefits of Using Zeeg with Close CRM
When integrated with Close, Zeeg provides several advantages:
- Streamlined Scheduling: Prospects can book meetings without the back-and-forth email exchanges typically required.
- Centralized Information: When a meeting is booked through Zeeg, the appointment details automatically sync to Close CRM, ensuring all customer interactions are captured.
- Automated Workflows: Zeeg can trigger Close workflows based on scheduled appointments, helping automate pre-meeting preparation and post-meeting follow-ups.
- Reduced No-Shows: Zeeg's automated reminder system helps ensure clients remember their appointments, reducing the rate of missed meetings.
Professional Appearance: Customized booking pages with your branding create a polished, professional impression.
You can integrate Zeeg with Close CRM through Zapier
Connecting Zeeg's scheduling capabilities with Close CRM creates a powerful workflow automation that eliminates manual data entry and ensures seamless information flow between both platforms. Through Zapier, this integration requires no coding knowledge and can be set up in minutes with an intuitive trigger-action framework.
When a prospect books a meeting through Zeeg, the integration can automatically create or update a lead in Close CRM, complete with contact details and appointment information. This automation works both ways - when deals progress in Close, Zeeg can trigger follow-up scheduling sequences.
Common automation scenarios include creating new leads when appointments are booked, updating deal statuses after meetings, and triggering follow-up reminders based on interaction patterns. With dozens of supported triggers and actions, teams can customize workflows to match their exact sales process without technical expertise.
Is Close CRM right for your business?
After this comprehensive review of Close CRM, the question remains: Is it the right choice for your organization? Let's summarize the key considerations.
Close CRM is likely a good fit if:
- Your team needs an all-in-one sales platform that combines contact management, communication, and deal tracking.
- Phone and email are primary communication channels with your prospects and customers.
- You want a system that's quick to implement without lengthy configuration or training.
- Your sales process is well-defined but needs more efficient execution.
- Your team size is between 5-50 representatives (the sweet spot for Close's features and pricing).
- You're willing to pay a premium for a more integrated experience compared to entry-level CRMs.
You might want to look elsewhere if:
- You're on a very tight budget and need a free or extremely low-cost solution.
- Your business requires extensive marketing automation in addition to sales CRM.
- You need highly customized workflows beyond what Close's automation can provide.
- Your team requires advanced reporting and analytics at a lower price point.
- You need a solution that supports complex, enterprise-level processes across multiple departments.
Final verdict on Close CRM
Close CRM offers a polished, focused solution for sales teams that prioritize efficiency and communication. Its integrated calling, email, and SMS capabilities set it apart from many competitors, while its intuitive interface ensures that teams can get up and running quickly.
The platform's pricing positions it in the mid-market range – more expensive than entry-level options but more affordable and user-friendly than enterprise solutions like Salesforce. This makes it particularly well-suited for growing businesses that have moved beyond their initial startup phase but haven't yet reached enterprise scale.
Close's continuous development of AI features shows a commitment to innovation, while its robust integration capabilities ensure it can connect with your existing tech stack. For sales-focused teams looking to streamline their processes and communication, Close CRM deserves serious consideration.
Frequently Asked Questions about Close CRM
What is Close CRM best used for?
Close CRM is best used for managing the entire sales cycle, from lead capture through deal closure. It particularly excels at streamlining communication with prospects and customers through its integrated calling, email, and SMS features.
Does Close CRM have a free version?
No, Close CRM doesn't offer a free version. However, it does provide a 14-day free trial that gives access to all features, allowing teams to thoroughly test the platform before committing.
How does Close CRM's pricing compare to competitors?
Close CRM's pricing starts higher than some entry-level CRMs but lower than enterprise solutions. Its Base plan begins at $19/user/month, with the more functional Startup plan at $49/user/month (billed annually). This positions it as a mid-market solution.
Is Close CRM suitable for small businesses?
Yes, Close CRM can work well for small businesses, particularly those that have a defined sales process and make regular contact with prospects by phone and email. However, very small businesses or solopreneurs might find the cost prohibitive compared to free or lower-cost alternatives.
How long does it take to implement Close CRM?
According to Close, their platform can be implemented up to 50% faster than competing CRMs. Many teams can be up and running in days rather than weeks, especially if they're importing from a clean database and have clear processes defined.
Does Close CRM integrate with my existing tools?
Close CRM integrates with over 100 applications directly, plus thousands more through Zapier. Key integrations include Google Workspace, Microsoft 365, Zoom, Slack, DocuSign, and popular marketing platforms.
How is Close CRM's mobile experience?
Close offers comprehensive mobile apps for both iOS and Android that allow users to access contact information, log activities, send communications, and update deals from anywhere. The mobile experience provides most of the functionality of the desktop version in a mobile-friendly interface.
Can Close CRM handle multiple sales pipelines?
Yes, but the number of pipeline views varies by plan. The Base and Startup plans include one pipeline view, while Professional offers three, and Enterprise provides unlimited pipeline views. This makes higher tiers more suitable for businesses with multiple products, services, or sales processes.
What kind of support does Close CRM offer?
All Close CRM plans include access to email support and a comprehensive knowledge base. Higher tiers receive priority support, with Enterprise users getting Service Level Agreements for response times. Enterprise accounts with six or more users also receive dedicated Customer Success Managers and custom onboarding.
Is Close CRM GDPR compliant?
Yes, Close CRM is SOC2 Type 2 compliant and provides the tools needed to maintain GDPR compliance. The platform includes features for managing consent, data access requests, and data deletion, helping businesses meet their regulatory obligations.
