Close Plans and Technical Limits

Leads are defined as companies or organizations.

Contacts are defined as individuals within an organization. Contacts are attached to a Lead in Close.

Communicate with Leads by email, phone, and SMS from one central inbox.

Track your Opportunities and view the Total Value and Expected Value of the deals in your pipelines.

Create multiple Opportunity Pipelines to help track different teams, products, or sales processes.

Customize Close to store data unique to your business on Leads, Contacts, and Opportunities.

Create templates that record activities specific to your sales process.

Create your own unique CRM objects to store and associate with Leads in Close.

Assign tasks to yourself and others.

Search, filter, and save customized views of Leads and Contacts and share them with other team members.

View, filter, and search all of the activities with a Lead or Contact in a chronological timeline.

Set reminders to follow-up with your Contacts.

Create private and shared email templates with your team.

Create and share snippets with your team

See emails in Close and your external email client, no matter where the email was sent from.

See if your Contact has opened your email.

Personalize emails by including tags into your email templates (e.g. 'first name') and have them populated automatically.

Import past email communication with your Leads to keep and share historical context.

Total number of accounts you can connect to Close

Automate outreach by enrolling Contacts into a series of emails and calls over time.

Send a templated email to multiple people at once.

Exclude specific email addresses and domains from being synced for privacy reasons.

If you want to send a message on behalf of other Close users and their email addresses, you can use the Send As feature.

Calling is charged based on usage. Your free trial includes $5 of calling credits.

Close supports SMS sending to over a dozen countries, including the US, CA, GB, and AU. Note: A2P 10DLC registration is required for sending SMS to US phone numbers.

Create and share SMS templates with your team.

After a call is completed in Close, it will be automatically added to the Lead page (including time and duration).

Phone numbers are charged monthly for as little as $1 per number. Pricing varies by country.

Mask your outgoing caller ID with an external phone number.

When enabled, calls completed through Close will be recorded and can be replayed directly on the Lead page.

Automate outreach by enrolling Contacts into a series of emails, calls, and texts over time.

Use a shared inbound phone number that, when dialed, rings a group of phones simultaneously, stopping when any one of them is picked up.

Call through any list of Leads without touching your keyboard or mouse.

Automatically transcribe and summarize any recorded calls in Close.

Built-in call automation software that allows your team to dial multiple numbers at once and get automatically connected once someone picks up.

Call Coaching allows users to Listen, Whisper, and Barge on in-progress calls. It can be used for training or assisting on difficult sales calls.

Click to leave a pre-recorded voicemail once you hit dial tone. A call note will automatically be created to indicate that you left a voicemail.

Join and track meetings from within Close. Supports Google Calendar and Microsoft Outlook.

Close will automatically remind you about upcoming meetings.

Add and sync your incomplete Tasks stored in Close to any calendar.

Sync your scheduling links from apps like Calendly or Savvycal and insert them into emails with 1-click

Build custom connections to the rest of your sales stack with our open API.

Manage the CRM, make & receive calls and texts, and review reports on the go. Available for iOS. Android coming soon.

Create or update Leads and Contacts with Close as a Segment Destination.

Join Zoom meetings and watch past recordings within Close.

Connect with 2000+ third-party apps through Zapier.

Sync you and your team's Calendly links with Close and insert them into emails with 1-click

See all of your team's activity (calls, emails, won deals, etc.), updated in real-time.

Analyze your Pipeline health with KPIs like conversion rates, time to close, and sales velocity.

Report on how your Leads have changed status (e.g. from 'Demo - booked' to 'Demo - complete') within a given timeframe.

Analyze the effectiveness of your email, call, and SMS Workflows.

Rank and compare Users for metrics that matter within a specified timeframe.

Benchmark individual rep performance.

Create Custom Graphs for more advanced reporting.

Close securely manages your data to protect the interests and privacy of your organization.

Sign up and log in to Close using your authenticated Google account.

Control a User's accessibility within Close by assigning them to one of four predefined roles. On Enterprise only, create a custom role with unique permissions.

Organize your team into up to 100 groups of up to 100 users each for faster reporting.

Customize Roles so Users can only see Leads assigned to or created by them.

All Close customers receive one free additional org. Professional and Enterprise customers may add more at $50/month each.

Get support via Zoom call, including screen sharing. Available by appointment.

Get help switching CRMs or setting up the optimal sales process for your team.

Have an assigned Customer Success Manager dedicated to your team's adoption of Close.