CRM

Everything your sales team needs, all in one CRM

From lead management to sales insights, Close is built to help you sell smarter, faster, and more efficiently—without needing a dozen tools to do it.

Clean, organized data

Manage your lead info, deal activity, and sales pipeline.

Inbox clarity

See every task, deal, and conversation in a centralized view.

Flexible fit

Adapt Close for your business with custom fields and workflows.

Sales insights

Track performance to surface what's working and what's not.

A Closer Look at Close CRM’s Core Capabilities

Lead Page

See the full story on every lead

Consolidate calls, texts, emails, tasks, notes, and deals—all in one place for total lead clarity. No more guesswork.

Inbox View

One inbox. Total focus.

Stop letting leads get lost in the shuffle. Move faster with an inbox that prioritizes what needs action now.

Arbeitsabläufe

Keep deals moving with automated workflows

Manual follow-ups are a huge bottleneck to closing. Create custom workflows to automate follow-ups across email, phone, and SMS—so deals are always moving forward.

Berichterstattung

Win more deals with reporting that drives action

Use built-in reports to track sales rep activity and highlight what’s driving results. Learn from your top reps, coach the rest, and make smarter decisions, faster.

Beyond CRM: Communication, Customization, and Control

Find leads more likely to close

Create a dynamic list of leads who’ve opened emails, clicked links, or replied recently. Keep your reps focused on prospects who are more likely to convert.

Stop deals from dying

Identify active deals with no recent emails, calls, or updates in 30+ days. Re-engage them before they go completely cold—or close them out and move on.

Lock in renewals before they’re at risk

Create a smart list of opportunities scheduled to renew. Reach out early and start the conversation before contracts run out.

Follow-up fast with new leads

Build a list of new leads created in the past week without logged activity. Make sure every lead gets fast follow-up before they go cold.

Eingebauter Anruf

Make and receive calls with a single click—no tabs, no tools, no time wasted. Every call is logged automatically in your CRM.

Email at any scale

Send bulk outreach or individual emails without ever leaving Close. Everything syncs instantly so you never lose track of a thread.

SMS for fast follow-up

Send and receive texts directly in Close. Add automated SMS steps to any workflow to reach leads faster.

Meetings without the mess

Schedule meetings. Host meetings. Record, transcribe, and get AI notes on meetings—all in Close.

Custom Fields to capture data your way

Capture the exact data your team needs—like industry, timezone, company size, or rep assignments. Personalize outreach based on key details and keep your workflows moving.

Custom Activities to track your big moves

Define the actions you care about most—form fills, support tickets, payments, call outcomes, and more. Log and track the actions that matter most across your sales process.

Custom Objects for your most unique data

Track specific or niche data like real estate properties, subscription packages, physical products—flexible enough for whatever custom data you need.

Custom Pipeline Views for the way you sell

Close gives you full control over your Pipeline and Lead Statuses—ensuring your CRM adapts to your unique sales process, not the other way around.

Why small businesses love Close.
Yes, love. (Really.)

Hands down the best CRM I’ve ever used! This is a CRM for a sales team that wants to integrate email, phone, SMS and work QUICK. Entering a new lead takes seconds, updating a lead takes seconds. I've never seen a CRM do this!

D.J.P

Small Business, CMO

When it comes to a CRM that helps you manage the sales cycle as a small or medium-sized business, I've not encountered a better system out there. We've tried scores of them over the years including Salesforce.

Travis R

CEO / Sales Coach

Frequently Asked Questions

What makes Close CRM different from other sales CRMs?

Close combines your core sales tools—calling, emailing, SMS, task management, and reporting—directly into the CRM. Everything is centralized on one platform, reducing tool switching and helping your team stay focused on selling.

How does Close help sales teams stay on top of leads and deals?

Close’s Inbox View prioritizes follow-ups, missed communications, and overdue tasks, so nothing slips through the cracks. Smart Views let you create dynamic lists of leads—like hot prospects, stalled deals, or upcoming renewals—based on real-time activity.

Can I customize Close to fit my specific sales process?

Your team can build automated sales sequences that include email, SMS, and task reminders—so no lead ever slips through the cracks. You also get productivity tools like Smart Views, templates, and Power Dialer to streamline outreach at scale.

How does Close centralize communication within the CRM?

All communication—calls, emails, SMS, meetings, and notes—is stored on each lead’s profile. That means every rep has full visibility into conversations and context, all in one place.

What kind of reporting and insights does Close CRM provide?

Close includes built-in reporting to monitor individual and team performance, identify pipeline gaps, and track progress against goals. You can create customizable reports to replace manual spreadsheets and improve forecasting accuracy.

Close more deals. Move faster.

Everything your sales team needs, all in one CRM