Get a crystal-clear view of your pipeline with drag-and-drop pipeline stages that fit your sales process—not someone else’s. Always know where deals stand and what needs attention.
Segment your lead list instantly with powerful filters to zero in on hot opportunities or stale deals.
Every email, call, note, and task is automatically logged and visible—no guesswork, no follow-up slips.
Get the full picture—contact info, communication history, tasks, and deal stage—all in one place.
Communicate with leads however you need—email, call, or SMS—all from one place inside your CRM.
Automate follow-ups, tasks, and reminders—so deals keep moving even when you’re not watching.
Save and reuse your best-performing emails and texts to respond faster and create repeatable wins.
Call through long lead lists fast with the Power Dialer, or use the Predictive Dialer to auto-dial multiple leads—so you connect with more buyers without the wait.
See where leads are falling off and which stages are converting—so you can spot bottlenecks, plug the leaks, and accelerate deals.
Track call volume, email engagement, tasks completed, and more. Learn how your sales activities impact results.
Your most important sales metrics, all in one view. Spot performance trends on KPIs and revenue targets—and course-correct before it costs you deals.
Build reporting around your unique sales process, with data that actually reflects how your business operates.
Intuitive, clean, and built for productivity. Close keeps you focused on selling—not switching tabs or digging through an endless maze of menus.
Easily customize your pipelines, data fields, and workflows without IT help or expensive consultants.
Get started in hours, not weeks, with helpful docs, live support, and a team that’s got your back.
Flexible pricing for small teams that want to grow—no hidden fees, no contracts.
Is Close a good fit for solo founders or small teams?
Yes—Close was built specifically for small and scaling businesses. Whether you're running sales yourself or building out your first team, Close gives you everything you need to manage leads, automate follow-ups, and grow your pipeline—without the complexity or bloat of enterprise CRMs.
How hard is it to get started with Close?
Close is designed to be simple, fast, and intuitive. Most founders are up and running in a single day, and you don’t need developers, consultants, or training sessions to make it work. With built-in templates, no-code customization, and responsive support, onboarding is easy and efficient.
Can I automate follow-ups and still keep things personal?
Absolutely. Close’s workflow automation lets you create personalized sales sequences using email, SMS, and tasks. You can build smart, human follow-ups that feel 1:1—even when you're automating at scale.
Does Close include email and calling, or do I need other tools?
Close includes built-in calling, email, and SMS—so you don’t need to duct-tape together different tools. You can communicate directly from your CRM, track every touchpoint, and manage conversations without leaving the platform.
How does Close help me scale sales without hiring right away?
With automation, built-in communication, and actionable reporting, Close helps you do more with less. You can create repeatable workflows, automate busywork, and gain insight into what’s working—so when you’re ready to hire, you already have a proven system in place.
