Close Reviews & Product Details

Close is the AI CRM built for businesses that grow through conversations. It brings powerful sales dialing, email, SMS, pipeline management, automation, and AI agents together in one platform. Connect with more prospects, win more deals, and scale without the complexity of traditional CRMs. Reach more prospects. Have more conversations. A powerful sales dialer is built right into your CRM. Power and Predictive Dialers help reps make more calls in less time, while Local Presence and Branded Calling help improve connection rates. With email, SMS, and outreach sequences in the same platform, your team can engage leads, follow up consistently, and manage opportunities without juggling tools. Make every conversation count. Call recording, transcription, AI Notetaker, and automatic summaries capture important details so reps can focus on selling. AI-assisted email drafting, SMS follow-ups, and automatic CRM updates help turn conversations into action. Sales Playbooks, workflow automation, lead routing, Smart Views, and reporting help teams standardize what works, automate follow-through, and manage more opportunities as they grow. Chloe helps you. AI agents work for you. Chloe is your built-in AI assistant. Ask her about a lead, your pipeline, or a recent conversation. She can find answers, update records, build reports, and help you create AI agents. Give those agents a job on your sales team. They can call and qualify prospects, book meetings, follow up with leads, coach reps, and prepare daily briefings. Because they work inside Close, they can use your customer history, conversations, and workflows to take action. Built to grow with your business. From founder-led startups to established sales organizations, Close supports businesses where conversations drive revenue. That includes software, financial and professional services, insurance, home services, coaching, education, and more. Get started quickly, then scale with sophisticated dialing, automation, AI agents, reporting, and customizable workflows. An open API, MCP, and integrations let you connect existing tools, build custom sales processes, and work with AI platforms like ChatGPT and Claude. For 13 years, we've focused on helping businesses turn more conversations into customers. Today, more than 11,500 businesses use Close to sell and grow. Close. Built for selling. Made for scaling.

Seller

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

(28)

Verified by Close

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Close Reviews FAQs

Generated using AI

Last updated: Nov 04, 2026

What is Close, and what problem is it built to solve?

Close is a conversation-first CRM for founders and small, scaling sales teams to manage sales conversations in one place. It addresses scattered tools and manual logging so teams can spend less time on administration and more time selling.

What languages does Close support?

Close supports 1 language: English.

What company sizes and industries is Close the best fit for?

Close is most commonly used by small businesses, with mid-market teams also represented. Positive users span a range of industries, with sales and client-facing work particularly visible.

Company size: Small businesses with 50 or fewer employees are the clearest cluster; mid-market companies are also represented.
Industries: Marketing and advertising, computer software and IT services, real estate, financial services and insurance, and consulting appear prominently.

How long does it take to implement Close across a team?

Teams often describe getting started in less than a month, and some are live within a day. The reported implementation timelines cluster as follows.

Time to go live	Relative frequency
Less than 1 month	Most common
Less than 1 day	Also frequently reported
1–3 months	Less common

What customer support options does Close provide, and how do users find the overall support experience?

Close provides support through email/help desk, a knowledge base, and FAQs or a forum. The experience is often described as responsive and helpful, particularly for setup and troubleshooting, though access to timely live assistance can be a frustration for some users.

What is the experience like for teams switching to Close from another tool?

Teams moving from broader or more complex CRMs—including Salesforce, HubSpot, Zoho, and Pipedrive—as well as outreach and dialing tools, often value Close’s simpler, sales-focused workflow. Built-in calling and centralized email, text, and lead activity can reduce tool switching; the transition is often straightforward, though some users encounter extra work with setup, imports, or account connections.

What tools and platforms does Close integrate with, and how do these integrations help users get more value from the product?

Close offers 30 integrations. Users value connections that bring prospecting, communication, scheduling, and team workflows together, reducing manual updates and switching between tools.

Sales and prospecting: Apollo.io and Salesforce CRM Connector
Communication and collaboration: Google Workspace, Microsoft Outlook, Slack, WhatsApp Business Platform, and Zoom Workplace
Scheduling: Calendly
Automation and AI: Zapier, ChatGPT, Claude, and Claude Code

What features or capabilities could make Close even more useful?

Close could be more useful with deeper reporting and greater flexibility in workflows and calling. The improvements users most often want include:

Reporting: More customizable dashboards, visualizations, and sales activity and conversion breakdowns.
Automation: More workflow depth, including conditional paths and additional control over automated follow-ups.
Dialer controls: More control over pacing, pausing, call previews, and handling voicemail.
Task and calendar views: Calendar-based ways to see deadlines and organize daily tasks.

How useful do Close users find its AI features in everyday use?

Close’s AI is useful in everyday sales work, especially for summarizing calls and lead histories, finding information, and drafting follow-up messages. These tools can save time, though users note that suggestions may need review and that performance can be inconsistent.

AI assistance: AI Copilot and AI Text Summarization
Writing support: AI Text Generation and AI Writing Assistant

G2 reviews are authentic and verified.

Here's how.

Bill O.

Sales Account Manager

Marketing and Advertising

Small-Business (50 or fewer emp.)

Originally submitted 2/21/2022

"One of the best CRM for sales"

5/5

What do you like best about Close?

It’s easy to create email sequences and add prospects. Overall, it’s a great CRM, and I wish we could continue using it. Unfortunately, my company decided to build its own internal CRM. Review collected by and hosted on G2.com.

What do you dislike about Close?

The calling feature can feel a little sluggish at times, but it works excellently with the autodialer. The user interface is also a bit different compared to other CRMs, so it takes some time to get used to. Once you do, though, you should be good to go. Review collected by and hosted on G2.com.

Recommendations to others considering Close:

Great CRM for sales can use email marketing and calling features Review collected by and hosted on G2.com.

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

I can reach a large number of people through email sequences. Creating multiple sequences is really helpful, and having one mailbox per account works perfectly. Review collected by and hosted on G2.com.

Response from Sam Wild of Close

Thank you for your great Close review!

Vatsal N.

Founder

Internet

Small-Business (50 or fewer emp.)

4/28/2026

"Highly Efficient Tool with Top-Notch Dialer"

4.5/5

What do you like best about Close?

I love Close's predictive dialer. We used to have multiple cold callers in our team but with that dialer, only 2-3 guys can do the job of 10. It saves the pain of handling multiple channels to look up each lead since I can get concentrated analytics of all channels here, act upon them, and follow up with them as well. Once a lead comes inside Close from our cold email campaigns, it gets assigned to our SDR team, and they quickly follow up with the lead directly from Close and even call them to share our offer. Review collected by and hosted on G2.com.

What do you dislike about Close?

Just the pricing seems to be a bit high for us at scale, no other complaints Review collected by and hosted on G2.com.

Rajneesh M.

Product Manager

Information Technology and Services

Small-Business (50 or fewer emp.)

6/6/2026

"Intuitive and Efficient, But Pricey for Small Teams"

5/5

What do you like best about Close?

I like Close's intuitive interface and efficient lead management features. The intuitive interface makes navigation easy, while lead management tools help me organize prospects and follow up more effectively. The setup was straightforward and easy to complete with minimal training. Close offered us a simpler interface and more streamlined sales workflows compared to our previous CRM. Review collected by and hosted on G2.com.

What do you dislike about Close?

The reporting features could be more customizable, and the pricing may be high for smaller teams. More flexible report filters, custom dashboards, and deeper analytics would make reporting more useful and actionable. Review collected by and hosted on G2.com.

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

I use Close to streamline sales processes and track customer interactions efficiently. It simplifies navigation with its intuitive interface and improves prospect organization with great lead management tools. We switched from Salesforce due to Close's simpler interface and more streamlined workflows. Review collected by and hosted on G2.com.

Response from Sydney Nielsen of Close

Thanks for the thoughtful review, and it's great to hear the switch has made things simpler! I hear you on deeper reporting and custom dashboards, and I've relayed that to our product team. In the meantime, check out our Chloe Chat, which can help you analyze basically anything across your entire CRM. Send us an email if you'd like some additional info on it (support@close.com).

— Sydney

Joelle L.

Insurance Representative

Small-Business (50 or fewer emp.)

7/23/2026

"Budget-Friendly CRM with Streamlined Features"

5/5

What do you like best about Close?

I appreciate Close because it streamlines everything for me as an insurance broker, keeping it very simplified. It's budget-friendly, especially compared to other CRMs I've used in the past, which often cost $80 to $100 a month but don't offer everything that Close does. I'm paying only $20 to $30 a month for a lot more than what other CRM companies offer. I also find the initial setup very simple and easy. Review collected by and hosted on G2.com.

What do you dislike about Close?

Nothing, no complaints at all. Review collected by and hosted on G2.com.

Response from Sydney Nielsen of Close

Hi Joelle, thanks for the kind words! Streamlining and budget-friendly is a great combo! Happy to hear you're enjoying Close so far.

— Sydney

Verified User in Commercial Real Estate

Small-Business (50 or fewer emp.)

10/21/2026

"Conversation Transcripts and Team Phone Numbers Made Easy"

5/5

What do you like best about Close?

I like that it records transcripts of every conversation we have and that it provides with phone numbers for our team. Review collected by and hosted on G2.com.

What do you dislike about Close?

It's phone number enriching is not as good as apollo Review collected by and hosted on G2.com.

Verified User

Small-Business (50 or fewer emp.)

8/28/2026

"Simple Yet Powerful CRM with a Potential Dialer Issue"

5/5

What do you like best about Close?

I love how simple using Close is. The UI is great and easy to use. I also love the Smart Views. It helps me have everything in the same place and keeps me organized. The initial setup was very simple, and Close does a great job of walking you through it. Review collected by and hosted on G2.com.

What do you dislike about Close?

I tried using Close as my dialer but had to go back to Quo because of the hundreds of spam calls I started getting on every single number I tried using. I think the numbers should be run through spam filters before deploying them to customers. It should also be easier to change the number without having to delete it and repurchasing. Review collected by and hosted on G2.com.

Tom D.

Engineer

Small-Business (50 or fewer emp.)

Originally submitted 6/15/2023

"Intuitive, Easy to use, de-clutters my brain, strong API"

4.5/5

What do you like best about Close?

Custom Fields and integration links. Event log is great for AI tracing. Review collected by and hosted on G2.com.

What do you dislike about Close?

It would be great if the Advanced Filters API worked for more than just Leads or Contacts Review collected by and hosted on G2.com.

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

Mainly it helps to de-clutter my brain. We worked on emails & spreadsheets before switching to close, which is an unfair comparison, but I still value the efficieny improvements. It's far easier to keep track of leads, manage follow-up reminders. We also love how easy it is to use - great for scaling a team quickly.

Also the spreadsheet importer is super useful. Review collected by and hosted on G2.com.

Response from Sam Wild of Close

Thank you for reviewing Close, Tom!

Anthony A.

Small-Business (50 or fewer emp.)

Originally submitted 11/22/2025

"Streamlined Calls and Pipeline Management"

5/5

What do you like best about Close?

It really is the simplest CRM out there, specially now with all the AI features and integrations, makes list segmentation even simpler Review collected by and hosted on G2.com.

What do you dislike about Close?

same as before, it'd be nice if i could create events directly in the calendar from close, instead of just reading it. Review collected by and hosted on G2.com.

Arne W.

Business Partner

Small-Business (50 or fewer emp.)

9/16/2026

"Effortless CRM with Excellent API and Documentation"

5/5

What do you like best about Close?

I like Close for its great API and clean, easy-to-use interface. The API documentation is clear and easy to use, which really helps in automating repeatable tasks. The initial setup was very easy as well. Review collected by and hosted on G2.com.

What do you dislike about Close?

The reporting aspect could be improved, especially regarding conversion rates from stage to stage and identifying where the biggest leaks are. Review collected by and hosted on G2.com.

Andrew B.

Remote Business Development

Small-Business (50 or fewer emp.)

9/14/2026

"Easy VoIP Calling That Keeps Us Connected"

4/5

What do you like best about Close?

I like the fact that you can make your voip calls Review collected by and hosted on G2.com.

What do you dislike about Close?

When you go back to the lead screen, instead of stopping where you left off you have to go through the whole list again Review collected by and hosted on G2.com.