Why Choose Close CRM?
Close is built for teams that sell. Period. Whether you're calling cold leads, managing follow-ups, or running a fast-paced sales cycle, Close helps you keep it simple, move fast, and stay focused on closing.
What You Can Do with Zoho
Call, Email & Text from One Place
Close is built for outreach. Make calls, send emails or texts, and log everything automatically—right inside your pipeline.
Automate Follow-Ups
Use built-in email sequences and task reminders so no lead gets forgotten. Close keeps follow-ups on track without manual effort.
Connect to Your Tools
Integrate with tools like Zoom, Slack, Calendly, Zapier, Google Workspace, and more to sync data and speed up your workflow.
Customize Pipelines and Fields
Easily tailor your pipelines, contact fields, and statuses to match your sales process—no coding required.
Track Sales Performance
Use real-time dashboards and reports to monitor deal velocity, team activity, win rates, and revenue forecasts.
Power Through Your To-Do List
Get a daily agenda of who to follow up with, sorted by priority. It’s built to keep your team focused and productive.
Built-in Power Dialer
Call dozens of leads back-to-back with the built-in dialer. Log notes instantly and send follow-up emails right after the call.
Email Sync and Templates
Sync your inbox, track opens/clicks, and use customizable templates to send faster and smarter.
Mobile-Friendly Access
Use Close on the go with a responsive interface that works smoothly across desktop, tablet, and mobile.
Start Fast with Smart Views
Create Smart Views (custom filters) to segment leads, spot new opportunities, and take action quickly.
Keep Control of Your Data
Set roles and permissions, track activity history, and manage your pipeline securely in the cloud.
All-in-One Workspace
No need to jump between tools—calls, emails, tasks, and deal updates all happen in one place.
Use Smart Search & Filters
Instantly pull up the right leads with powerful filters, dynamic segments, and saved views.
Real-Time Notifications
Know when leads open your emails, reply, or click links—so you can jump in at the right time.
Built for High-Volume Outreach
Close is ideal for teams that need to hit the phones, send outreach, and follow up consistently at scale.
What’s Inside Close CRM
Calling & SMS
Built-in dialer, call recording, call coaching, texting
Sync, templates, tracking, sequences
Pipeline Management
Custom pipelines, deal stages, task tracking
Automation
Email sequences, lead assignment, follow-up reminders
Analytics & Reporting
Revenue tracking, team activity, conversion rates
Integrations
Zapier, Zoom, Slack, Google Workspace, HubSpot, Calendly
Lead Management
Custom fields, Smart Views, lead scoring
Mobile & Cloud
Web-based app, responsive design, real-time sync
Security & Access
Role-based access, activity logs, cloud backups
Pros and Cons of Close CRM
Pros
Cons
Built-in calling, texting, and emailing
Limited marketing features compared to all-in-one platforms
Designed for fast-paced inside sales teams
Lacks advanced workflow automation options
Easy setup and intuitive UI
Some features (like Power Dialer) are on higher-tier plans
Excellent follow-up automation
Not ideal for B2C or support-heavy use cases
All-in-one communication dashboard
Fewer third-party app integrations than bigger CRMs
Email and call tracking included
No free plan (only a trial available)
No add-ons required to start closing
Real-time lead insights
Focused on productivity, not complexity
Frequently Asked Questions
What is Close CRM?
Close is a sales-focused CRM that includes built-in calling, emailing, and automation tools to help sales teams close more deals.
Is Close good for small teams?
Yes—especially for lean, remote, or fast-moving sales teams who do a lot of outreach and follow-up.
Can I use it to send emails and calls directly
Yes. Everything’s built in—so you don’t need external tools to send emails, SMS, or make calls.
Does Close integrate with other tools?
Absolutely. It connects with Zapier, Google Workspace, Slack, Zoom, and more.
Is there a free version?
No free plan, but you can try it free for 14 days—no credit card required.
How fast can I get started?
You can import your leads, set up your pipeline, and start making calls within hours.
Try Close CRM Today
Less busywork. More closing. Everything your sales team needs in one powerful platform.
Start your free trial and see how fast your team can move with Close.