Fast, modern, simple CRM.

Close was built for speed and productivity.

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Close is different.

CRM built for salespeople, by salespeople.

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Fast setup

Close takes just minutes to fire up. And rep onboarding? Give us a few hours––not weeks.

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Simple, but flexible

With Custom Activities, Custom Fields, and Custom Objects, you can customize Close to work for you.

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All-in-one selling

Calling, SMS, Zoom, and email + calendar integrations. It’s all included—no additional apps required. Use Close on mobile and desktop apps.

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Secure

Use our roles and permissions with lead visibility to ensure your team members view only the info they need. Close is also SOC 2 Type 2 compliant and GDPR + CCPA compliant.

Communication

Close boasts advanced email, call, and SMS features designed to accelerate leads through your sales cycle.
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Email + calendar sync

Sync your work email and calendar with Close so you can operate all day in one place: the Close Inbox. Plus, centralize context for your team, syncing communications on each Lead’s timeline. All your info in one spot—no need to switch apps.

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Calling + SMS

Close offers best-in-class customizable call software for outbound sales reps. Get built-in VoIP and SMS, plus automation features like Call Assistant, Power Dialer, Predictive Dialer, and Call Coaching to speed through your outreach with ease.

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Tasks + your team

Set Tasks for yourself and other team members within leads. Note unique actions that aren’t in your normal workflow, or seek help from a team member to share an update, provide support, and more.

More communication features

Automation

Leave selling to your salespeople—and the rest, to your CRM. With Close, select specific lead criteria + an optimized schedule to guide your automated outreach and follow up activity.
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Workflows

Employ email, call, task, and SMS automation via automatically or manually triggered Workflows. Once you find a Workflow cadence that works, save it as a template and share with your team in one click.

Search + Smart Views

Search and Smart Views help to prioritize the leads that matter to you right now. Engage Power Dialer and Predictive Dialer to automate and expedite calling outreach.

More about automation
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Call Assistant

Never take notes again with Close’s built-in Call Assistant. Automatically transcribe and summarize every phone call––so your reps can be more focused and productive than ever. Each transcription produces an accurate, searchable summary with action items.

More about Call Assistant

Reporting

Robust reporting features help your sales team make smarter decisions and boost revenue. With Close, use built-in dashboards, or customize reports to your needs.
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Sales funnel reporting

Gauge Pipeline health and fix leaks with the Sales Funnel Report, available on all plans.

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Customizable fields + activities

Shape Close to fit your unique sales workflow with flexible fields. Organize and report the most important prospect details, right in your CRM.

Leaderboards + User comparisons

Draw on Leaderboards and User comparisons to train and track the skill development of your reps.

More reporting features

Integrations

Sync Close with your tech stack via 100+ native, no code, and Zapier integrations.

Plus, get more context on your leads with an Integration Link. Jump to other websites and tools, securely passing data from your Leads, Contacts, and Opportunities. All in one click.

Trusted by the worlds fastest growing teams

Changing our CRM platform to Close is one of the best decisions we have made. The platform does everything we need, and the support is simply outstanding.
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Mike Corradini
CEO & Co-Founder at IdeaPros
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We were actually looking to hire a second C-level assistant. But now, with Close, we don’t need to do that. The ROI clearly outstrips the cost of Close.
Matt Young
CRO at Underground Ecom
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With Close, we're able to keep track of hundreds of deals and clients over the span of multiple months while simultaneously unifying our team's communication.
Nick Parker
Founder at FTOCloud
Since we've started using Close, we've quadrupled our average revenue per user.
Sara Archer
VP of Sales at ChartMogul