Close is easy to learn and lightning-fast to use—so you’re not wasting hours figuring out how to use your CRM.
Call, email, and text leads right from Close—no tab-switching, no juggling tools. Plus: Close Notetaker transcribes and summarizes your meetings automatically so you can move onto the next call ASAP.
Everything that needs your attention—follow-ups, hot leads, missed calls—is right in front of you. No more guessing what to do next.
Automate repetitive tasks like follow-ups and reminders so you can scale your output without scaling your effort.
Build dynamic lead lists based on deal stage, activity, or custom filters so you never miss a high-intent opportunity.
Create lead scores based on signals like last contacted date, deal stage, or deal value so you spend time where it matters most.
Your deals, laid out clearly. Easily drag and drop leads through your pipeline so you always know what’s active, what’s stalled, and what’s ready to close.
Close helps you hit more inboxes with less effort, using templates that personalize at scale and tell you which messages are working best.
See every call, email, text, note, and status update for a lead in one timeline. No switching tabs or guessing what happened last—it's all right there.
Close syncs your inbox and phone activity automatically, so there are no gaps between systems.
Use custom fields to tailor your messaging with lead-specific info—so your outreach speaks directly to their priorities, not a generic pitch.
Call recordings and notes help you level up fast—spot what worked, where you stumbled, and how to make the next conversation even stronger.
Know how close you are to quota, what deals are driving your number, and where to double down. Close helps you sell with clarity, not guesswork.
Know when leads engage with your emails, so you can follow up at the perfect time.
Send your scheduling link straight from Close—no extra tools, no copy-paste, just fast booking synced to your calendar.
Not sure how to say it? Close’s AI Rewrite helps you tighten up your message—so you sound confident, clear, and more likely to get a reply.
Is Close easy to learn and start using?
Yes. Close is built to be fast and intuitive. Most reps are up and running within a day, and 87% of new users start making calls, sending emails, or texting leads in their first week.
Can I manage all my communication inside Close?
Absolutely. Close includes built-in calling, emailing, and SMS—so you can reach leads directly from the CRM and keep all your conversations in one place.
How does Close help me hit my quota faster?
Close saves you time on admin with auto-logged activity, Smart Views to surface your hottest leads, and workflow automation for follow-ups. That means more time selling—and more deals closed.
Will I spend less time doing data entry?
Yes. Close automatically logs calls, emails, texts, and tasks, so you can focus on selling instead of updating your CRM. The Close Notetaker even transcribes and summarizes your calls and meetings.
Can I customize Close to match my workflow?
Definitely. You can create custom Smart Views, set up personalized pipelines, and use templates and automations that reflect how you sell best.
