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.

Verified User

Small-Business (50 or fewer emp.)

10/7/2026

"Centralized, AI-Powered CRM with Seamless Integrations"

5/5

What do you like best about Close?

I like that Close is centralized and AI-powered, which makes it easy to handle a centralized database of all my contact information and tasks efficiently. I appreciate the real-time updates, as they keep me informed about the number of calls, emails sent, and received, without clutter. The synchronized integration with Intercom is also valuable, making Close an all-in-one tool for my processes. It's really easy to navigate, thanks to its seamless integration with Intercom, which kept all the customer details intact during the initial setup. Review collected by and hosted on G2.com.

What do you dislike about Close?

None Review collected by and hosted on G2.com.

Logan O.

Owner

Small-Business (50 or fewer emp.)

9/17/2026

"Super Easy to Use and Connects Seamlessly with My AI Tools"

5/5

What do you like best about Close?

It is super easy to use and connects with all my AI tools Review collected by and hosted on G2.com.

What do you dislike about Close?

The only thing I dislike is that I don't know how to use it to its full ability Review collected by and hosted on G2.com.

James G.

CEO

Small-Business (50 or fewer emp.)

8/10/2026

"Seamless Pipeline Management and Email Integration"

4.5/5

What do you like best about Close?

I like how Close seamlessly integrates with our email systems, making it easy to see our email communication history going back to the first time we spoke to a prospect, which is really helpful. I also appreciate how they've been updating the product lately, with new features coming out almost weekly. Review collected by and hosted on G2.com.

What do you dislike about Close?

I'd like to see the AI capabilities expanded so that we can do more prospect research automatically. Review collected by and hosted on G2.com.

Daniel J.

Agency Owner

Small-Business (50 or fewer emp.)

10/26/2026

"Smart Views, Automation, and AI: Perfect for my Agency"

5/5

What do you like best about Close?

Smart Views and Automation / AI Usage I can use for my Agency with all the integrations Review collected by and hosted on G2.com.

What do you dislike about Close?

Features that are not usable in the lower plans Review collected by and hosted on G2.com.

Faith O.

Sales Development Representative

Small-Business (50 or fewer emp.)

10/19/2026

"Friendly, Easy-to-Navigate Interface"

5/5

What do you like best about Close?

The friendly user interface is easy to navigate Review collected by and hosted on G2.com.

What do you dislike about Close?

nothing I have noticed yet to dislike about close Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

10/23/2026

"Intuitive, Feature-Rich, and Highly Customizable"

5/5

What do you like best about Close?

Very intuitive to use. All the core features are there right away and then you can do a lot of customization from there. Review collected by and hosted on G2.com.

What do you dislike about Close?

Some of the settings are not in an obvious place, but the documentation is Great so an AI search easily helps me find what I need. Review collected by and hosted on G2.com.

Ishan S.

Manager and Dietician at Chaitanya Homoeo Clinic, Medical Store Owner, Content Creator

Hospital & Health Care

Small-Business (50 or fewer emp.)

2/18/2026

"Helps me keep patient enquiries and follow ups in one place"

4.5/5

What do you like best about Close?

Close helps me keep track of patient enquiries and pending replies in one place. I manage diet consultations at a clinic and also get health-related messages online, so it is useful to see who contacted me and what needs to be done next. Earlier, I used to note things in different places and sometimes forgot to reply on time.

I was able to start using Close without much effort. I added new enquiries, wrote short notes about the patient’s concern, and sent messages from the same screen. This saved time because I did not have to switch between different apps. I usually check it once or twice a day to see what is pending.

For my work, I only need simple things like keeping notes, setting reminders, and replying to messages. Close covers these needs well and helps me manage clinic communication in a more organised way without making the process complicated. Review collected by and hosted on G2.com.

What do you dislike about Close?

Sometimes updates or changes made in Close dont reflect immediately, so I have to refresh the page to see the latest activity. This can be a little annoying when I’m in a hurry to check if a reply was sent or a note was saved. Also, I feel the notification alerts could be more reliable, because I still end up checking manually to make sure nothing is missed. Review collected by and hosted on G2.com.

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

Earlier in my daily work, I used to keep enquiry details in my phone notes or try to remember follow-ups in my head. On busy clinic days, a few things would slip through, and I had to double-check messages again and again. With Close, I can quickly see who contacted me, what we discussed earlier, and what I still need to do next, all on one screen. This reduces back-and-forth and saves time during the day. It also helps me keep a simple history of patient communication, so when someone messages again after a few days, I don’t start from zero. At last, it makes handling enquiries feel less messy and more controlled. It gives me a clearer view of pending work without adding extra steps. Review collected by and hosted on G2.com.

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Peter S.

Business Broker

Small-Business (50 or fewer emp.)

8/24/2026

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

"Great Tools and a Helpful, User-Friendly Interface"

5/5

What do you like best about Close?

Great tools and user interface is very helpful very valuable. We have compared pricing and tools with other options, but CLose is still by far the winner for our needs. Review collected by and hosted on G2.com.

What do you dislike about Close?

I wish it would allow me to send SMS without adding the number as a lead. Review collected by and hosted on G2.com.

Denilson M.

Sales Development Representative (SDR)

Mid-Market (51-1000 emp.)

8/24/2026

"User-Friendly CRM with Outstanding Usability"

5/5

What do you like best about Close?

I like that Close is easy to use and user-friendly across both PC and mobile. The user interface is great because it allows me to see all the relevant fields on the same page, making it easy to edit or delete anything that's not right. The initial setup of Close was very easy, which is another big plus for me. Review collected by and hosted on G2.com.

What do you dislike about Close?

I don't Review collected by and hosted on G2.com.

Verified User in Events Services

Mid-Market (51-1000 emp.)

Originally submitted 11/27/2023

"This tool has maximized my impact the more time I've used it"

5/5

What do you like best about Close?

The ai summary for all my calls makes my attention be fully on developing the call, also avoid spelling mistakes when going over email addresses Review collected by and hosted on G2.com.

What do you dislike about Close?

Probably develop a filter to avoid counting double email actions when different teams have created duplicates of leads for dealing with partners, which causes my contact attempts to not be counted once per email actually sent, but once per each time the email is listed anywhere in close Review collected by and hosted on G2.com.

Response from Sam Wild of Close

We appreciate your thoughtful Close review!