10-minute Close demo: close more deals, faster

My data is in another system. How can I migrate my information?

Whether you’re migrating from a spreadsheet or another CRM, we have processes to help get your data into Close. You can upload from a spreadsheet, import from your existing CRM, or add your data manually. Our team is here to help every step of the way if you have any questions.

If I become a customer, what type of support will I receive?

Customer support (from real, live humans) is free for all Close customers. Most questions receive a response in under 90 minutes, and it takes less than two responses to resolve fully. We aim to answer your questions quickly (not just send a help article) so you can get back to your business.

What is included in Close?

Within Close, you can manage your pipeline, contacts, accounts, and communication via email, calls, and texts. Additionally, we offer several tools to help you automate tedious tasks such as logging emails, taking call notes, or setting up reminders to follow up.

Are calling and texting rates unlimited, or are they charged separately?

Calling and texting are charged separately from Close. Pricing information can be found here.

Who does Close integrate with?

We integrate with hundreds of apps, and for those we don’t integrate with (yet), we have a best-in-class Zapier integration and the Close REST API. You can see all of our integrations here.

Are there any limits to the number of leads or contacts I can store within Close?

Yes, but limits vary by plan. You can review plan limits here.