Customizable Pipeline Views
Get a crystal-clear view of your pipeline with drag-and-drop pipeline stages that fit your sales process—not someone else’s. Always know where deals stand and what needs attention.
Founders and owners scale faster with the right CRM
Ditch the spreadsheets. Skip the clunky enterprise tools. Close simplifies your sales process with everything you need to manage leads, automate outreach, and grow faster.
Why Founders and Owners Love Close
Smart Views
Segment your lead list instantly with powerful filters to zero in on hot opportunities or stale deals.
Lead & Activity Tracking
Every email, call, note, and task is automatically logged and visible—no guesswork, no follow-up slips.
All-in-One Lead Profiles
Get the full picture—contact info, communication history, tasks, and deal stage—all in one place.
Built-In Email, Calling, & SMS
Communicate with leads however you need—email, call, or SMS—all from one place inside your CRM.
Workflow Automations
Automate follow-ups, tasks, and reminders—so deals keep moving even when you’re not watching.
Email & SMS Templates
Save and reuse your best-performing emails and texts to respond faster and create repeatable wins.
Power & Predictive Dialers
Call through long lead lists fast with the Power Dialer, or use the Predictive Dialer to auto-dial multiple leads—so you connect with more buyers without the wait.
Sales Funnel Reporting
See where leads are falling off and which stages are converting—so you can spot bottlenecks, plug the leaks, and accelerate deals.
Activity Reporting
Track call volume, email engagement, tasks completed, and more. Learn how your sales activities impact results.
Real-Time Dashboards
Your most important sales metrics, all in one view. Spot performance trends on KPIs and revenue targets—and course-correct before it costs you deals.
Lead Statuses & Custom Fields
Build reporting around your unique sales process, with data that actually reflects how your business operates.
Easy-to-Use Interface
Intuitive, clean, and built for productivity. Close keeps you focused on selling—not switching tabs or digging through an endless maze of menus.
No-Code Customization
Easily customize your pipelines, data fields, and workflows without IT help or expensive consultants.
Quick Onboarding
Get started in hours, not weeks, with helpful docs, live support, and a team that’s got your back.
Transparent, Scalable Pricing
Flexible pricing for small teams that want to grow—no hidden fees, no contracts.
Level up the way you sell
Old Way
Juggling spreadsheets, inboxes, and sticky notes to track deals
Spending hours writing follow-ups and chasing leads manually
Buying a CRM that’s bloated, complex, and built for enterprises
Managing sales with disconnected tools for email, calls, and SMS
No insight into what’s working or why deals are stalling
New Way with Close
One platform, total visibility—manage your entire pipeline in Close
Automated follow-ups that run in the background while you focus on growth
A simple, intuitive CRM built for small, scaling teams like yours
All-in-one communication—email, call, and text leads directly from Close
Real-time reports and dashboards that show what’s moving the needle
3 hours saved per week
98% of users say using Close saves them at least 3 hours each week of admin or manual work.
Why small businesses love Close. Yes, love. (Really.)
Close was the preferred CRM at the company I worked for years ago. When I decided to start my own firm, I knew that the Close System was my first investment. This system is easy to use and has plenty of features. You can tailor the system to work for your team. The app has been a great addition in the last few years and makes working each day much easier. Never miss a deal with this software!
Close is genuinely the best CRM I've ever tried. It gives me the flexibility to customize things when I need to—without hiring a developer—and the interface is clean, fast, and easy to use. It really is the best of all worlds.
Get your sales right. Try Close today.
Sign up for a 14-day free trial and start selling within an hour.
Close resources to help you get started
Founder's Guide to Startup Sales
Learn how to prioritize sales, validate your idea, and build a repeatable process before scaling your startup.
Sales Playmaker
Take the Sales Playmaker quiz and get a ready-to-run sales process playbook tailored to the way you sell.
Lead Generation Strategies
Fuel your small business growth with 15 proven lead generation strategies, including tools and real examples.
Frequently Asked Questions
Yes—Close was built specifically for small and scaling businesses. Whether you're running sales yourself or building out your first team, Close gives you everything you need to manage leads, automate follow-ups, and grow your pipeline—without the complexity or bloat of enterprise CRMs.
Close is designed to be simple, fast, and intuitive. Most founders are up and running in a single day, and you don't need developers, consultants, or training sessions to make it work. With built-in templates, no-code customization, and responsive support, onboarding is easy and efficient.
Absolutely. Close's workflow automation lets you create personalized sales sequences using email, SMS, and tasks. You can build smart, human follow-ups that feel 1:1—even when you're automating at scale.
Close includes built-in calling, email, and SMS—so you don't need to duct-tape together different tools. You can communicate directly from your CRM, track every touchpoint, and manage conversations without leaving the platform.
With automation, built-in communication, and actionable reporting, Close helps you do more with less. You can create repeatable workflows, automate busywork, and gain insight into what's working—so when you're ready to hire, you already have a proven system in place. This is especially true now with Chloe, Close's built-in AI teammate. She handles calling, qualification, discovery, note-taking, and follow-up — giving your team more conversations, better pipeline, and more deals to close.