Stop babysitting your CRM. Close automates manual, repetitive tasks so you can focus on closing deals.
Close is built for sales teams that want speed, clarity, and results. The built-in calling and email features are extremely efficient—it cuts down the need to switch between tools. Its automation features save a ton of time and boost productivity. It’s truly a CRM that feels like it was built by people who understand sales.
The most helpful thing about Close is the fact that it links your work email to the CRM, which makes it easier to use. The calling is super smooth, as well as the email and SMS templates. Overall, Close is one of the best CRMs that I've used, and I look forward to keeping using it in the future.
Close is amazing! It is expertly built for sales teams to keep the pertinent information in front of you to make those items actionable and make follow-up very easy and central to your day. The clean UX and ease of use is like no other platform we've used. It was very easy to set up, and the implementation of our sales process with the other systems we use is top-notch!
Close offers a very simple user interface that is pretty intuitive and requires little or no training to get started using the basic features. As a former user of maybe the biggest player in the CRM space while at a former company, I can confidently say that I have gotten more value out of Close, even at a much more reasonable price point.
I love that Close has everything all in one place when going to review my day. I can see the tasks I need to complete, my schedule, and new leads that have come in. If there is ever any issue, customer support is always quick to respond!
How does Close automate sales follow-ups?
Close uses automated email sequences, task reminders, and customizable workflows to keep follow-ups on track. You can trigger actions based on lead behavior—like email opens or missed calls—so your team stays on top of every opportunity without manual tracking.
Can I customize automation rules to fit my sales process?
Nope. Close has native calling, emailing, SMS, and calendar tools built right in. That means your team can reach out, follow up, and schedule meetings directly from the CRM—without third-party dialers, plugins, or email tools.
How does Close’s automation compare to traditional CRMs?
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.
Does Close’s automation work with my existing tools?
Yes. Close includes real-time dashboards, pipeline tracking, and activity-based reporting so you can monitor individual and team performance. With AI-powered coaching and deal insights (coming soon), you’ll also gain actionable guidance on how to improve win rates and deal velocity.
How difficult is it to set up automation in Close?
Very. Close is designed to be fast, intuitive, and low-maintenance—so your team can get started without needing developers or consultants. You can customize pipelines, fields, and workflows in just a few clicks, and our support team is always here to help if you need it.
Do any of Close’s automation features cost extra?
Very. Close is designed to be fast, intuitive, and low-maintenance—so your team can get started without needing developers or consultants. You can customize pipelines, fields, and workflows in just a few clicks, and our support team is always here to help if you need it.
