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Close.com
Sales-focused CRM with built-in calling and automation to close deals 50% faster
Overview
Close.com is a sales-focused CRM platform that combines contact management, built-in communication tools, and workflow automation into one unified system. This streamlines sales operations for marketing leaders by eliminating the need for multiple tools while enabling teams to close deals faster through native VoIP calling, SMS, and automated follow-up sequences that convert leads more effectively.
Pros and Cons
Top 3 Differentiators:
Built-in VoIP calling, SMS, and email tools eliminate need for separate communication platforms
Users report getting operational within 1 hour to 1 day vs weeks for enterprise CRMs
Power Dialer enables 300+ calls daily with automated workflows that boost productivity 50%
Top 3 Limitations:
Starting price of $49/user/month can be expensive for very small teams or solo users
Mobile app functionality lags behind desktop version with limited features
Limited marketing automation capabilities compared to platforms like HubSpot or Salesforce
Who It's For
Close.com targets small to medium-sized B2B companies with 100 employees or fewer, particularly those with inside sales teams of 1-50 reps. It's ideal for fast-growing SaaS startups prioritizing sales efficiency over marketing automation complexity. Teams benefit most when they need built-in communication tools, high-velocity sales processes, and quick implementation without extensive training requirements or consultant dependencies.
Use Cases and Applications
High-Velocity Inside Sales: Perfect for B2B SaaS teams making 200+ calls daily with Power Dialer functionality and automated follow-up sequences. Proven success with companies like ChartMogul who added 1,000+ customers using Close.com's outbound capabilities.
Trial-to-Paid Conversion: Excels at trial-based business model optimization through automated workflows that call trial signups within 5 minutes and implement 14-day sequences with multi-channel follow-ups.
Outbound Prospecting: Teams achieve 3-5X increases in activity volume through Smart Views that create dynamic prospect lists and automated sequences combining calls, emails, and SMS for maximum engagement.
Pipeline Management: Supports GTM strategy execution with real-time forecasting, team performance tracking, and customizable sales processes that scale with business growth.
Key Features and Benefits
Built-in Communication:
Native VoIP calling system with Power Dialer and Predictive Dialer capabilities
Two-way SMS functionality with A2P 10DLC compliance
Email integration with Gmail/Outlook sync and bulk sending with personalization
Sales Automation:
Automated email sequences and drip campaigns with multi-touch coordination
Workflow automation for task creation, follow-ups, and lead assignment
AI-powered features including call summarization and email subject line generation
Analytics & Intelligence:
Real-time dashboards with pipeline visibility and revenue forecasting
Smart Views for dynamic lead filtering using custom query syntax
Call analytics with connect rates, conversion tracking, and coaching insights
Lead Management:
Unlimited contacts and leads on most plans with customizable pipelines
Lead enrichment with automatic data population
Multiple pipeline support for different products or sales processes
Integrations and APIs
Native Integrations:
Zoom, Calendly for scheduling and meetings
HubSpot, Salesforce for CRM migration and sync
ChartMogul for SaaS revenue analytics
DocuSign for e-signatures
Gmail, Outlook for email sync
Developer Platform:
REST API with OAuth 2.0 authentication
Python SDK and interactive documentation
Webhook system with 40 subscriptions per organization
8,000+ app connections through Zapier integration
Popular Workflows:
Marketing automation sync with Customer.io, Drip
Analytics integration via Segment, Fivetran
Billing system connections through ChartMogul's Stripe integration
Plans and Pricing
Personal Plans:
Solo: $9 annual) - Limited to 10,000 leads, basic features only
Essentials: $35 annual) - Unlimited contacts, multiple pipelines, no automation
Growth: $99 annual) - Power Dialer, automation, AI features, lead enrichment
Scale: $139 annual) - Predictive dialing, unlimited recordings, custom roles
Additional Costs:
3-seat minimum required on all plans
SMS: $0.01 per outgoing message (US, CA, GB, AU)
AI Call Assistant: $50/month plus $0.02/minute
Usage-based calling credits for international numbers
Startup Discounts: 30-60% off first year for qualifying companies under $2M funding and $1M revenue.
View current pricing at close.com/pricing.
Is There a Free Version?
Close.com offers a 14-day free trial with no credit card required, including $5 of calling and enrichment credits. There is no permanently free plan - paid subscriptions start after the trial period.
How it Works
Close.com operates as an all-in-one sales platform where teams manage leads, communicate, and track progress from one interface. Start by importing contacts through CSV upload or direct CRM migration from 25+ platforms. The Smart Views feature uses custom query language to create dynamic lead lists that automatically update based on criteria like last contact date or email engagement. Sales reps use the Power Dialer to make high-volume calls while the system automatically logs activities, records conversations, and triggers follow-up tasks. Email sequences run in the background, sending personalized messages based on lead behavior and responses. The unified inbox centralizes all communication channels, preserving context across phone, email, and SMS interactions. Workflow automation handles routine tasks like lead assignment, follow-up scheduling, and pipeline stage updates based on customizable triggers. Managers access real-time dashboards showing individual and team performance, pipeline health, and revenue forecasting. The platform's API-first architecture ensures all features work together seamlessly while supporting integrations with external tools.
Available Support Options
Support includes email assistance at support@close.com with industry-leading response times under 2 hours, 24/7 coverage across three continents. Premium Support ($750+/month) provides dedicated queues. Resources include comprehensive documentation, API guides, free migration assistance, and onboarding support for all plans.
What Customers Are Saying
Recent reviews across G2, Capterra, and TrustPilot consistently praise Close.com's ease of use (4.6/5 on Capterra), built-in communication tools, and exceptional customer support with response times under 2 hours. Users highlight the platform's speed, with one reviewer noting implementation takes less time than "finishing your morning cup of coffee."
However, pricing concerns arise with small businesses finding $49/user/month expensive compared to basic CRMs. The mobile experience needs improvement as app functionality lags behind desktop. Some enterprise users note customization limitations versus Salesforce for complex organizational needs.
Despite limitations, Close.com maintains 4+ star ratings across platforms, with particularly strong scores for ease of use (9.3 on G2) and support quality (9.3 on G2).
Frequently Asked Questions
How quickly can teams get operational? Most users report being fully operational within 1 hour to 1 day, with automatic email/calendar sync and intuitive setup eliminating the need for implementation consultants.
What's the minimum commitment? After the 14-day free trial, all paid plans require a 3-seat minimum, which can be costly for solo users or very small teams.
Are there hidden costs beyond the base price? Yes, calling and SMS usage incur additional charges. The trial includes $5 of credits to test these features before committing.
Can Close.com replace multiple sales tools? Yes, it eliminates the need for separate dialers, email tracking tools, and SMS platforms, potentially reducing overall sales stack costs significantly.
How does it compare to HubSpot for marketing? While Close.com includes sales automation features, it's designed for sales teams rather than replacing dedicated marketing platforms like HubSpot for complex workflows.
