Close Reviews & Product Details

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.

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Discussions

Close Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Anthony Nemitz

Used by Marquee Equity and 2 others

Beta

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.

Close Integrations

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Eric J.

VP of Development

Small-Business (50 or fewer emp.)

10/8/2026

"Close Just Works: Rock-Solid CRM Reliability and an API That Never Breaks"

4.5/5

What do you like best about Close?

My general feedback in the prior survey was "Close Just Works". We have been using Close for our primary CRM for a few years now and so far I ...

* have yet to have the API break

* have yet to have any kind of outage

* have yet to lose any data

* have yet to have an API / Integration problem I could not quickly and easily solve Review collected by and hosted on G2.com.

What do you dislike about Close?

I don't have any major problems with the system. Minor issues that I've faced have been batch processes sometimes not fully running over entire data sets (but this was transient), and sometimes finding the actual ID of an element (lead id is easy, it's in the URL) like a contact is a bit tricky. Review collected by and hosted on G2.com.

Sierra L.

Social Media Specialist

Marketing and Advertising

Mid-Market (51-1000 emp.)

9/29/2026

"Fewer leads getting lost between forms, DMs, and spreadsheets!"

5/5

What do you like best about Close?

Close Forms helped us bring lead capture and attribution into one place, instead of tracking campaign data in a spreadsheet and keeping conversations somewhere else. We use URL Parameter Tracking to save values like utm_source, utm_medium, and utm_campaign directly into Custom Fields, so we can trace each lead back to the campaign that generated it without having to rebuild that context later. We also rely on Custom Fields, Custom Activities, and Smart Views to track details like platform, content type, region, and intent. Custom Activities are especially helpful for interactions that don’t fit neatly into the standard activity types, such as a meaningful LinkedIn conversation or a lead coming in through another integration. The bigger win for us has been the feedback loop with social. A campaign can look great on CPL and still produce very little pipeline, and having both the source data and sales activity in the same CRM makes that visible much earlier. Workflows remove even more manual work. On Growth and Scale, we can trigger follow-up from a form submission, lead, contact, opportunity, or custom activity, and then send emails or SMS, create tasks, update records, or open opportunities. Workflow Goals also help us stop a sequence when someone replies, calls, or books a meeting, so a lead doesn’t keep receiving automated follow-up after they’ve already engaged. Review collected by and hosted on G2.com.

What do you dislike about Close?

The price increase becomes much more noticeable once automation is part of the requirement. Solo and Essentials can be a good fit for smaller teams that mainly need lead and contact management, but Workflows only start on Growth. If automation is central to your process, that’s a meaningful distinction, so I’d evaluate Close based on the workflow your team actually needs rather than focusing on the entry price alone. Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

We really saw the value during a Meta lead-generation campaign. We were getting plenty of form submissions, but even after two weeks we still couldn’t explain which ads were actually turning into real sales conversations. Marketing was tracking UTMs in a spreadsheet while sales worked entirely inside the CRM, so the connection basically disappeared the moment a lead was handed off. We replaced that setup with a Close Form on the landing page and saved utm_source, utm_campaign, and utm_content directly into Custom Fields. That way, every lead entered the CRM with its campaign context already attached. From there, a Workflow created the follow-up task, sent the first email, and automatically stopped the sequence if the person replied or booked a meeting. We also added a Custom Activity for leads that came in through social conversations outside the form. Within the first week, the difference was obvious. One campaign had a great CPL but was driving mostly low-intent responses, while another cost more per lead and generated far more qualified opportunities. Close gave marketing and sales a shared view of the lead from source through to conversation, which made the handoff cleaner and helped us optimize campaigns around pipeline quality instead of celebrating cheap leads that went nowhere. Review collected by and hosted on G2.com.

Maylo B.

vertriebler

Small-Business (50 or fewer emp.)

9/11/2026

"Efficient Sales Support with Close"

4/5

What do you like best about Close?

I really love the AI optimization and the Power Dialer at Close. The AI optimization thoroughly summarizes the entire conversation, which is super helpful. And the Power Dialer allows me to call very quickly, making the process really efficient. Close is simply more efficient than other products I've used, like SalesSuite. The initial setup was also relatively easy, which I also liked.

I also find the user interface clear and intuitive – even as a new user, you can quickly find your way around without having to spend a long time getting used to it. The integration with other tools also worked well for me and can be easily integrated into existing workflows without much additional effort. And I'm also very satisfied with the price-performance ratio: Especially compared to other tools I've used, you get a lot of functionality for the price with Close. Review collected by and hosted on G2.com.

What do you dislike about Close?

What I like less about the inbox is that it sometimes seems a bit confusing to me. Also, the loading times could be better in my opinion – here and there it takes a moment for everything to load completely. Review collected by and hosted on G2.com.

Fabian M.

Asst manager SALES

Information Technology and Services

Enterprise (> 1000 emp.)

8/17/2026

"“Powerful All-in-One CRM for High-Volume Sales Teams”"

3/5

What do you like best about Close?

We use Close CRM as the central platform for managing our sales process from lead generation through qualification, demos, follow-ups and conversion. It gives our sales team one place to manage leads, communicate with prospects, track activities and monitor the entire sales pipeline.

The biggest advantage for our team is that Close combines CRM, calling, SMS, email and sales pipeline management in one platform. This significantly reduces the need to switch between multiple tools and helps our sales representatives stay focused on selling.

1. Built-in Dialler & Calling

2. Lead & Pipeline Management

3. Email, SMS & Calling in One Place4. Activity Tracking & Reporting

5. Automation & Workflows6. Integrations

The main benefit of Close for Foodhub is productivity and visibility. Our sales team can manage a high volume of outbound activity while managers have a clear view of what is happening across the pipeline. It also improves accountability. Because calls, activities and follow-ups are captured within the CRM, managers can accurately understand agent activity and identify where opportunities are being lost. For a high-volume telesales environment, having the CRM and dialler together is particularly valuable. It creates a more streamlined workflow and allows our team to move quickly from one prospect to the next.

What we like most about Close is that it is designed around the sales team's workflow rather than simply being a database of contacts. The combination of CRM + dialler + email + SMS + pipeline + reporting makes it a concrete platform for an outbound sales organisation.For Foodhub, Close has become an important part of our daily sales operation because it helps our team make more calls, manage leads more effectively, follow up consistently and maintain better visibility of the sales funnel.

Overall

Close CRM is particularly well suited to sales teams that rely heavily on outbound calling and structured follow-up. Its combination of communication tools, pipeline management and activity tracking makes it a strong all-in-one solution for managing a modern sales team. Review collected by and hosted on G2.com.

What do you dislike about Close?

While Close CRM works very well for our outbound sales operation, there are a few areas where we feel it could be improved.

1. Advanced Reporting & Analytics

The standard reporting is useful, but for a high-volume sales team, we would like more advanced and customizable reporting options. Having deeper analytics around agent performance, conversion rates, call outcomes, funnel leakage and sales productivity would make it even more valuable for management.

2. Dialler Customisation

The built-in dialler is one of Close's strongest features, but additional flexibility around dialling strategies, campaign management, call dispositions and predictive-dialling functionality would be beneficial for larger telesales teams.

3. CRM Customisation

Close is relatively straightforward to use, but larger organisations may require more flexibility when creating custom fields, lead statuses, dispositions and complex sales workflows.

4. Integration Requirements

Although Close provides integrations and API capabilities, connecting it to a wider sales ecosystem can sometimes require additional configuration or third-party tools. More out-of-the-box integrations would make implementation easier.

5. Pricing at Scale

As a sales team grows, the per-user cost can become more significant. For larger teams with multiple sales functions, more flexible enterprise pricing options would be helpful.

Overall

These are relatively minor issues compared with the overall value Close provides. We would particularly like to see more advanced reporting, greater dialler flexibility and deeper customisation. If these areas continue to improve, Close could become an even stronger platform for high-volume sales organisations.nt Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

Close CRM solves several key challenges we face in managing a high-volume sales team at Foodhub.

1. Managing a large volume of leads

2. Improving outbound sales productivity

3. Tracking follow-ups

4. Improving sales team accountability

5. Creating a more structured sales process

6. Reducing the number of tools our sales team needs

Overall Business Benefit

The biggest benefit for Foodhub is greater sales visibility and productivity. Close helps us manage a high volume of leads while maintaining control over the sales funnel, improving follow-up discipline and giving management the data needed to make better decisions.

It has helped us create a more structured, accountable and scalable outbound sales process, particularly for a team that relies heavily on telesales and regular prospect follow-ups. Review collected by and hosted on G2.com.

Response from Sydney Nielsen of Close

edit

Hey Fabian, Thanks so much for the feedback. I've shared this with our product team, and if there's anything we can do in the meantime, please reach out to support@close.com for any additional help with your workflows.

—Sydney

Adhiraj P.

Accepted My Idea (iN dReAmS)

Mid-Market (51-1000 emp.)

8/1/2025

"Best Cold Calling Software i have ever used"

5/5

What do you like best about Close?

What I’ve liked most about Close lately is how much more intelligent the platform has become without losing the simplicity that made me like it in the first place. The newer AI features, especially Chloe, are genuinely useful for keeping up with follow-ups, summarizing conversations, updating CRM data, and taking action on leads. I also really like the improvements around meeting management, workflows, and scheduling.

It feels less like a traditional CRM where you simply store information and more like a sales workspace that actually helps you move deals forward. For someone who spends a lot of time selling, that difference is huge. Close continues to make the day-to-day sales process faster and much more organized. Review collected by and hosted on G2.com.

What do you dislike about Close?

One area I’d love to see improved is the flexibility of the Predictive Dialer, especially for solo closers. It would be great to have more control over how aggressively it dials for example, allowing users to set a preferred dialing ratio such as 2–4 numbers at a time when appropriate.

I’d also love a clearer option to automatically skip or quickly bypass voicemail instead of waiting through the entire voicemail process. A simple setting like “Skip voicemail” vs. “Wait for voicemail” would make high-volume outbound calling much faster and more efficient.

These small improvements would make Close even more powerful for individual sales reps and high-volume outbound teams. Review collected by and hosted on G2.com.

Markus K.

Performance Marketing Manager

Small-Business (50 or fewer emp.)

9/16/2026

Business partner of the seller or seller's competitor, not included in G2 scores.

"Very good all-rounder CRM for beginners and professionals with all the features you could wish for."

4.5/5

What do you like best about Close?

I find the simplicity particularly successful. I had not used any other program before and had no great experience with CRMs, but for me as a beginner, everything was really easy to understand from the start. I also like the connectivity for the API with tools like Claude. It really makes things easier. Review collected by and hosted on G2.com.

What do you dislike about Close?

Perhaps the design could be made a bit more modern, but otherwise, I am very satisfied. Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

Close helps us organize the entire sales process clearly, especially when many leads are being processed simultaneously. All communication, notes, and follow-ups are bundled in one place instead of being spread across multiple tools. The biggest advantage for me is that significantly fewer follow-ups are lost, and you can quickly see where a lead currently stands at any time. Review collected by and hosted on G2.com.

Jose N.

Director of operations

Small-Business (50 or fewer emp.)

10/2/2025

"Close CRM keeps us sharp, fast, and focused"

5/5

What do you like best about Close?

Since our last review, Close has rolled out Chloe, a built-in AI assistant across the platform. Chloe Chat in particular caught our eye, it lets you ask questions right from any lead page (like who's the main contact, or a quick summary of recent activity) instead of digging through the record manually. Review collected by and hosted on G2.com.

What do you dislike about Close?

Nothing major to add, Close continues to be fast, clean, and easy to use. Support has stayed responsive whenever we've needed help. Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

Close helps us stay fast, organized, and responsive across internal operations and outreach workflows. It solves the problem of juggling multiple tools by giving us one streamlined platform for CRM, email tracking, and sales engagement. We can follow up quickly, track conversations, and manage tasks without losing momentum. It’s a huge boost to our productivity and clarity — especially in a fast-moving environment where timing and context matter. Review collected by and hosted on G2.com.

Anne P.

COO

Small-Business (50 or fewer emp.)

6/12/2024

"We love Close!"

4/5

What do you like best about Close?

We still love Close; however, we have had to add an additional CRM based on our business needs. We have maintained our subscription. Review collected by and hosted on G2.com.

What do you dislike about Close?

Transferring our phone numbers from Close to another provider has been a bit difficult, especially as we don't have an internal IT department. Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

We have multiple associates working on each Client's case and being able to pull up the Client's profile and see all communication is stellar. We don't have to remind our clients to continually "cc" additional associates on their emails. They can SMS us and call and we all have access to those records so our work isn't slowed down trying to reach out to colleagues to understand what conversations were had directly with one person or another. We can go to work and be very efficient with that Client's time that they are paying for. Review collected by and hosted on G2.com.

Brayden M.

Small-Business (50 or fewer emp.)

10/8/2026

"Streamlines Sales Process with Intuitive Features"

4.5/5

What do you like best about Close?

I like the leaderboard in Close because it adds a level of competition and helps me know where I stand for the day. I also appreciate how easy it is to disposition different leads and set up tasks to follow up, which is very simple and helps me stay on top of things. The system does the remembering for me, which is crucial since I tend to forget tasks without a reminder. Plus, setting up Close was a breeze—all I had to do was sign in, click a couple of buttons, and make sure my microphone was set correctly. Review collected by and hosted on G2.com.

What do you dislike about Close?

Sometimes, when I'm trying to send a lead a message, the power dialer just keeps going, and that is probably the most annoying thing with Close. It genuinely gets on my nerve because I'm trying to write down notes for a lead, and it moves on to the next lead. Then, I have to worry about the next lead picking up, and if they do, I'm all messed up because I need to go back to the last lead to write notes for that. It's definitely the thing that could be improved the most. Review collected by and hosted on G2.com.

Stefano M.

Chief Executive Officer, General Manager

Small-Business (50 or fewer emp.)

7/23/2026

"Easy Setup, Seamless Email Integration, and Responsive Support"

4.5/5

What do you like best about Close?

The initial setup was super easy, and the email integration was fast and seamless. Kudos to the support team as well: extremely quick to respond to my initial questions and very clear in guiding me toward a solution. User interface is clean and easy. I'm on the Solo plan and it's competitive compared to other apps. So far I had no issues in performances, works smoothly and quickly. Review collected by and hosted on G2.com.

What do you dislike about Close?

The only real flaw that remains is the inability to schedule an in-person meeting on the calendar (only phone calls or video conferences are available). I find this missing feature a bit out of touch: 100% online businesses aren't the only ones out there—there are tons of companies working in the field, and being able to log sales visits in the CRM is essential. I've already submitted this feedback to the development team and hope they implement it soon. Review collected by and hosted on G2.com.

Response from Sydney Nielsen of Close

edit

Thank you for the thoughtful review, and I'm so glad the setup, email sync, and support all landed well for you. Thanks for the feedback about the in-person meeting type. I've also relayed that to our product team.

— Sydney