Close CRM Review 2026 - Features, Pricing & Deals

Close CRM is a sales engagement platform that combines email, calling, and SMS capabilities into a unified system. Built for high-velocity outbound sales teams, startups, and small to medium-sized businesses, it brings communication tools into one central location without requiring third-party add-ons.

The platform includes built-in calling features with VoIP integration, power dialer, and predictive dialer options. Sales teams can manage their entire workflow without switching between different apps, as the system handles everything from initial contact to deal closure within a single interface. Call recording and live coaching capabilities (including listen, whisper, and barge features) help managers train their teams in real-time.

Users can automate repetitive tasks through customizable workflows, sequence their email communications, and track team performance with analytics. The platform integrates with popular business tools including Zapier, Zoom, Calendly, and Slack, allowing teams to maintain their existing tech stack. Smart Views let you filter and segment leads for targeted outreach, while AI-powered features provide call and email summaries, data enrichment, and email rewriting assistance.

Starting at $19 per month for individuals on the monthly Solo plan, Close CRM offers several pricing tiers to accommodate different business needs and team sizes. Each plan includes core features like pipeline management and lead tracking, with advanced capabilities such as predictive dialing and role-based permissions available in higher-tier plans. Annual billing provides approximately 35% savings compared to monthly pricing.

The platform has limited customization options and less robust reporting than some competitors. The interface is simple and focused on sales operations, which works for teams mainly concerned with outbound lead management.

• All-in-One Sales Platform: Integrates email, calling, and SMS into a single inbox, enabling communication and lead management without third-party tools for high-velocity sales teams.
• Power and Predictive Dialers: Built-in VoIP calling with power dialer for efficient list calling and predictive dialer for scaling organizations, plus call recording and live coaching with listen, whisper, and barge capabilities.
• Smart Views for Lead Segmentation: Filter and segment leads for targeted outreach, making it easy to prioritize and organize your pipeline based on specific criteria.
• AI-Powered Sales Tools: AI summaries for calls, emails, and meetings, AI enrich for automatic data population, and AI email rewrite to improve messaging quality and save time.
• Workflow Automation: Create automated email sequences, task triggers, and communication flows that help sales teams save time and improve response rates without feeling overwhelming.
• Sales Reporting: Track sales funnel performance, monitor team activities, and generate reports to drive decision-making, though some users find the options more limited than competitors.
• Key Integrations: Connect with Zapier, Zoom, Calendly, Slack, and other tools to maintain your sales tech stack and keep workflows running smoothly.

• Free trial available for 14 days with no credit card required.
• Solo plan starts at $9 per user per month (annual) or $19 per month (monthly), limited to 1 user and up to 10,000 leads with core CRM features but no workflows.
• Essentials plan priced at $35 per user per month (annual) or $49 per month (monthly), for small teams with unlimited leads, multiple pipelines, built-in email, calling, SMS, and Smart Views.
• Growth plan costs $99 per user per month (annual) or $109 per month (monthly), adding automated workflows, Power Dialer, AI Email Assistant, and Custom Activities.
• Scale plan at $139 per user per month (annual) or $149 per month (monthly), includes role-based permissions, lead visibility rules, Predictive Dialer, and unlimited call recording.
• Annual billing provides approximately 35% savings compared to monthly plans.

Close stands out with its all-in-one sales communication hub that combines email, calling, and SMS in a single inbox. Unlike many CRMs that require add-ons for calling features, Close includes built-in VoIP calling with Power Dialer, Predictive Dialer, and call transcription. It's designed specifically for high-velocity outbound sales teams rather than trying to serve every department, which means the interface is streamlined for lead management and closing deals. The platform also includes live call coaching features like listen, whisper, and barge that help managers train reps in real-time.

Yes, Close works well for small businesses, startups, and scaling teams. The platform is easy to learn, which means your team can get up and running quickly without extensive training. The pricing structure is straightforward, starting at $19 per user per month for the Solo plan (or $9 per month with annual billing). Small sales teams particularly benefit from the built-in communication tools that eliminate the need for separate phone systems or SMS platforms. If you have fewer than 5 team members focused on sales, Close offers what you need without overwhelming you with complex features.

Absolutely. Phone calling is one of Close's standout features. You can make calls directly from the platform using the built-in VoIP system without needing any extra hardware beyond your computer and headset. The system includes Power Dialer for calling through lists efficiently and Predictive Dialer (on the Scale plan) for even higher call volumes. Call recording is available, and the AI-powered Call Assistant automatically transcribes your calls and suggests follow-up actions. Managers can use live coaching features to listen in on calls, whisper guidance to reps, or barge in when needed. All your call history is logged automatically with your contacts, saving you from manual data entry after each conversation.

Close offers two-way email sync with Gmail, Outlook, and other email providers. This means you can send and receive emails directly within Close, and everything stays synced with your regular inbox. When you email a lead from Close, their responses will appear in the CRM automatically. You can create email templates and sequences that send automatically based on triggers you set up. The AI Email Assistant can help rewrite messages to improve quality. The system tracks opens, clicks, and replies so you know exactly how your contacts are engaging with your messages without switching between different tools.

Close provides several support options to help you succeed. Their customer service team is available via chat and email, and they're known for being quick to respond. The knowledge base includes articles and video tutorials that cover most features. For new users, Close offers free onboarding sessions to help you set up your account properly. They also provide regular webinars and training resources to help you get the most from the system. If you're on higher-tier plans, you'll get access to priority support with faster response times.