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.

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Robyn M.

Business Development Representative

Small-Business (50 or fewer emp.)

Originally submitted 5/26/2026

"Seamless Contact Lookups with Full Call Recordings and Accurate Transcripts"

4.5/5

What do you like best about Close?

Being able to quickly look up contact records and immediately see our full interaction history makes managing client outreach feel seamless. With easy access to complete call recordings and accurate conversation transcripts—for both my calls and my team’s—it’s much easier to stay on top of every conversation and make sure no small detail gets missed. Review collected by and hosted on G2.com.

What do you dislike about Close?

We’ve experienced occasional service disruptions, where the platform goes down or performance lags affect the entire team. Review collected by and hosted on G2.com.

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

It solves the problem of fragmented customer data when I’m trying to balance outreach to new prospects with managing existing clients. By centralizing communication history and keeping contact details easy to access, it helps ensure important conversation details don’t slip through the cracks. Review collected by and hosted on G2.com.

Beso K.

Head of Sales

Small-Business (50 or fewer emp.)

10/30/2026

"Smooth SDR Workflow, Though Team Seats Get Pricey"

4.5/5

What do you like best about Close?

I like that Close is smooth and does everything SDRs need to do. Calling, texting, and reporting are great, and I especially value the dialing system. Close is better for dialing and texting than Pipedrive, and setup was super easy. Review collected by and hosted on G2.com.

What do you dislike about Close?

I find Close too expensive when I add multiple seats. I’d like the price per seat to be lower as my team grows. Review collected by and hosted on G2.com.

Ethan M.

Founder

Small-Business (50 or fewer emp.)

9/25/2026

"Easy, Simple Lead and Workflow Tracking"

5/5

What do you like best about Close?

How easy and simple it is to keep track of lead lists and workflows. Review collected by and hosted on G2.com.

What do you dislike about Close?

The complication behind making lists to target, I wish there was a more concrete way to make lists instead of smart searches. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

Originally submitted 8/24/2026

"Easy Integrations, Great Value, and Frequent Updates"

4.5/5

What do you like best about Close?

very easy functionality and filter settings. It is easy to integrate and use webhooks and APIs. The developer notes are very nice. It is a good price and has frequent updates based on user feedback. Review collected by and hosted on G2.com.

What do you dislike about Close?

I want more reporting functionality. For example when you call someone and they answer vs leaving a voicemail. A VM will go to follow up on the reports, but it really shouldn't be. Would also love a card for status changes. Review collected by and hosted on G2.com.

Huslen M.

Salesperson

Small-Business (50 or fewer emp.)

10/26/2026

"Simple Sales CRM with Time-Saving Tools, but Stability Needs Work"

4/5

What do you like best about Close?

I like the simplicity of Close, and the setup was easy. Templates save me a lot of time, and custom activities and Chloe AI make the work more effective. Review collected by and hosted on G2.com.

What do you dislike about Close?

I sometimes have issues with the internet connection lagging, and the system goes down sometimes. I’d like the CRM to be more stable, though I’m not sure if that’s possible. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

7/23/2026

"Great CRM for heavy calling, can be complex"

4/5

What do you like best about Close?

Fast ways to sort leads and reach out to them making it easy to close more deals - the price is also reasonable for the 1 user plan, metrics especially the calling metrics are strong Review collected by and hosted on G2.com.

What do you dislike about Close?

It's hard to learn and can feel cluttered leaving many leads forgotten if the organization is not perfect - the pricing for using more advanced features is not great, such as POWER dialer or simple automations that should really be in the free plan which other CRMs have Review collected by and hosted on G2.com.

Response from Sydney Nielsen of Close

Thanks for the feedback! I'm glad you like how Close is able to sort leads. This is definitely a time saver when it comes to outreach! Notes on the organization perspective. Holler if you want to workshop some of your challenges (our Office Hours are also great for answering questions like this too!). Thanks!

— Sydney

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

Originally submitted 9/22/2022

"If you want to close more deals and hunt down all your leads asap, CLOSE is for me tho u must try."

5/5

What do you like best about Close?

It's hard to say, but CLOSE is my best option! I can manage and reach out to all my leads on another level. The support is out of the box and super fast, with good service. Happy costumer. Review collected by and hosted on G2.com.

What do you dislike about Close?

I know CLOSE will upgrade this soon, but for now, the text editor is the only thing I don't like much. Review collected by and hosted on G2.com.

Response from Sam Wild of Close

Thanks for leaving a great review of Close. Happy to hear our sales tools give you ROI and more money in your pocket :)

RageTimmy C.

RageTimmy

Small-Business (50 or fewer emp.)

8/6/2026

"Super Simple Yet Feature-Rich—Close Outshines HubSpot and Pipedrive"

5/5

What do you like best about Close?

It is super simple while all features are available. Compared to hubspot, pipedrive etc. close is way superior and does the job Review collected by and hosted on G2.com.

What do you dislike about Close?

Each incoming mail always has the entire thread attached, although this is handled with the other mails which are inside the lead. Review collected by and hosted on G2.com.

Response from Sydney Nielsen of Close

Glad to hear Close is a great fit!

— Sydney