Close Overview

Most CRMs slow you down. Close speeds you up.

Meet the CRM built for fast-moving teams. Packed with calling, SMS, email, automation and everything you need to close more deals.

How Close Works

Bring every part of your sales process into one place, from inbound leads to closed-won deals—with AI featues to automate time-wasting tasks that slow you down

Never let a lead slip away.

Close gives you one clear view of your entire pipeline, so you’ll finally have a single source of sales truth.

Every activity, call, email, and note is automatically logged in the CRM., You’ll always have full context for every lead and know exactly where every deal stands. Total pipeline visibility. Zero guesswork.

Work deals without the drag.

Close isn’t just where you store leads—it’s where deals actually get done. Your team can reach out faster, follow up smarter, and always keep deals moving with features like:

  • Built-in communication tools (calling, emailing, texting)
  • Automated sales workflows
  • AI-powered call and meeting notes

Less sales admin. More sales action.

No one gets into sales to spend all day updating a CRM. Cut the manual busywork and keep your team laser-focused on the work that matters: connecting with customers and closing.

Automate the repetitive stuff, making it easy to coach reps, and report on what’s working—so you can scale winning behaviors without adding complexity.

What Makes Close Different?

Close is the sales-first CRM built to start conversations, not just store data. Built-in calling, email, SMS, and automation mean your team can sell, follow up, and close without ever leaving the CRM.

One workspace for every conversation

Call, email, and text are all built-in and logged automatically.

Busywork, automated

Put follow-ups, reminders, and tasks on autopilot so your reps can focus on big-brain activities.

Fast, simple, powerful

In sales, speed matters. That’s why Close performs 50% faster than other CRMs.

Built for sales

Purpose-built for high-velocity teams who talk to leads, not just track them.

Your first 30 days in Close

See how Close helps new teams go from onboarding to optimized selling in just 30 days.

DAY 1
Up and Running on Day One
Import data, connect your email & calendar, invite your team and start exploring with guided tours — all on day one. Setup is fast, intuitive, and built to get you selling right away
DAY 7
Customize. Communicate. Track.
Start calling, emailing, and texting directly from Close. Create Smart Views, customize your pipeline, and track every touchpoint — all within your first week.
DAY 30
Selling Smarter
By day 30, you’re scheduling meetings, automating follow-ups, connecting tools, closing deals, reviewing reports, and using AI to stay focused on selling.

Why small businesses love Close.
Yes, love. (Really.)

It has everything, including a good dialer, emailer, SMS, as well as Salesforce-like CRM functionalities. Also is automation friendly, and extremely customizable. The best CRM & Sales Engagement platform on the market. Getting it setup and implemented is super easy. Integrations are also seamlessly doable. I use it daily for outreach and data management.

Keeps my contacts organized and my messages in one app/platform. Even though we're a small construction company, our contact list still grows each year. I've finally gotten everyone off my phone and into something more functional and robust where I can take genuine time off the tools and talk with customers and my building partners.

Close is one of the best CRM tools that helps manage tasks with its awesome features like the built-in communication and reporting tools. It is very easy to use and helps to close deals sooner. The interface is very simple; we can have it all at one place – all emails, conversations with customers are well organized and easy to set up.

Try Close free for 14 Days

Sign up, import leads, and start selling within an hour.

Frequently Asked Questions

What is Close, and who is it for?

Close is an all-in-one CRM platform built specifically for small and scaling sales teams. It combines contact management, built-in communication (calling, emailing, SMS), automation, and reporting—so you can manage leads, work deals, and close faster without relying on a messy tech stack.

Do I need to integrate other tools to communicate with leads?

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 help my team follow up with leads more effectively

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.

Can Close help me track performance and improve my sales process?

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.

Is Close easy to set up and use?

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.

Close resources to help you get started

Close Overview Video

Quick 3-min video overview of Close in action
Watch

Close Overview Product Tour

Guided product tour that shows how Close works
Explore

Office Hours

Weekly walkthroughs and Q&A with Close experts
Join