Close
Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity.
Average Rating: 4.7/5.0
Total Reviews: 2,080
G2 Deal: 20% off for new Close customers
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. G2 users receive a 20%, one-time discount off first billing cycle for new Close customers. Offer expires December 31, 2026.
Offer expires: 31 December 2026
Who Is the Company Behind Close?
- Seller: Close
- Company Website:
- Year Founded: 2013
- HQ Location: 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
-
Twitter: @Close
6,592 Twitter followers -
LinkedIn® Page: www.linkedin.com
214 employees on LinkedIn®
Who Uses This Product?
- Who Uses This: CEO, Founder
- Top Industries: Marketing and Advertising, Computer Software
- Company Size: 77% Small, 20% Medium
What Do G2 Reviewers Say About Close?
AI-generated summary from verified user reviews
Pros
- Users find Close to be extremely user-friendly, enabling quick access to essential features for efficient business management.
- Users find Close to be incredibly helpful, especially with its intuitive design and fast customer support.
- Users appreciate the enhanced communication management features of Close, streamlining client interactions effectively and efficiently.
- Users love the simplicity and user-friendliness of Close, making customer management and prospect tracking effortless.
- Users love the intuitive design of Close, finding it user-friendly and efficient for their needs.
Cons
- Users note the missing features in Close, like mobile app limitations and no WhatsApp integration, affecting usability.
- Users experience call issues, including unexpected charges and recording failures, which can hinder effective usage.
- Users find the limited features of Close restrictive, particularly for B2C needs and advanced functionalities.
- Users find the limited customization of Close frustrating, particularly for tailored reports and advanced dashboards.
- Users find the learning curve steep, with challenges in merging leads and managing custom reports effectively.
What Are Recent G2 Reviews of Close?
"Efficient Sales Support with Close"
Rating: 4.0/5.0 stars
— Maylo B.
"Best Cold Calling Software i have ever used"
Rating: 5.0/5.0 stars
— Adhiraj P.
What Are G2 Users Discussing About Close?
- What is Close used for? - 2 comments
- What is Close used for? - 1 comment

