Built-In Calling, Email, SMS, and Notetaking
All communication happens in your CRM. Close logs every touchpoint, transcribes and summarizes every call, and gives you one place to review it all.
Close helps small teams sell bigger
Get a CRM that doesn't just track deals—it moves them forward. Sales leaders get visibility into what's working, coaching tools to fix what's not, and automated workflows that keep deals alive. Build the sales momentum small teams need to grow fast.
Why Sales Leaders Love Close
Power Dialer & Voicemail Drop
No more manual dialing or repeating voicemails all day. Close queues up calls and drops messages automatically—so your reps stay in flow and move faster.
Bulk Emailing & Templates
Send the right message to the right leads, fast. Use templates and Smart Views to run targeted, high-volume outreach without sacrificing personalization.
Automated Workflows
Take busywork off your reps’ plates. With automated workflows, Close handles the follow-ups, reminders, and task handoffs, so your team can stay focused on selling.
Pipeline & Deal Tracking
See where every deal stands at a glance. Prioritize the right accounts, forecast confidently, and jump in before deals go cold.
Unified Lead Page
Everything tied to a lead—calls, emails, texts, notes, and tasks—all on one page, fully organized and easy to review.
Activity Reporting
Track rep activity in real time—so you can hold your team accountable, identify coaching opportunities, and recognize top performers early.
Opportunity Reporting
Get the clarity you need to lead with data. Understand deal value by source, stage, or rep so you can set priorities, hit goals, and avoid surprises.
Custom Pipelines & Lead Statuses
Set up pipelines and lead statuses that match your sales stages—so you can track progress in your own sales language.
Smart Views
Build dynamic lists of leads, deals, and accounts with Smart Views—so reps, managers, and teams stay synced without micromanagement.
Custom Fields & Activities
Don’t settle for default data fields. Track the data that matters most to your team, from industry and size to call outcomes or renewals.
Role-Based Dashboards & Reports
Tailor dashboards by role so every stakeholder—from reps to managers to the CEO—sees exactly the numbers they need. No more digging for relevant data.
Call Coaching (Listen, Whisper, Barge)
With Listen, Whisper, and Barge, you can guide reps on live calls in real time and fix issues before they cost you the deal.
AI Transcription & Call Summaries
Get right to the moments that matter. AI call transcripts and summaries help you spot objections, missed cues, and follow-up gaps in minutes.
Call Recordings
Replay call recordings so you coach with facts, not memory. Use the transcript to jump straight to the moments that need feedback—with full context.
Performance Benchmarks
Take busywork off your reps’ plates. With automated workflows, Close handles the follow-ups, reminders, and task handoffs, so your team can stay focused on selling.
Level up the way you sell
Old Way
“I’m stuck chasing reps for updates.”
“We’re wasting hours on admin work.”
“Our CRM is too bloated and slow.”
“I can't spot underperformance until it's too late.”
“We’re using 5 different tools to run sales.”
New Way with Close
See every call, email, and deal update in real time.
Automates follow-up, data entry, and note-taking so your team sells more and types less.
Close is up to 50% faster than legacy CRMs—not stuffed with features you’ll never use.
Use activity and funnel reports to identify issues before they affect quota.
Calling, emailing, texting, reporting, coaching—all in one place.
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.)
The ease of use from a sales seat is crucial. There is zero clutter, or unnecessary steps. It's click, call, text, email, notes—all in one convenient spot.
Close has been a game changer for our team. I love how you can send texts, emails, set reminders, create tasks, and schedule reach outs all in one place. It's absolutely up-leveled our team, our service, and our sales.
Automate the hassle out of your hustle
Try Close free for 14 days and see what selling feels like without the busywork.
Close resources to help you get started
Guide to Sales Coaching
Master the art of sales coaching with practical advice, real metrics, and AI-powered tools that deliver results.
12 Sales Pipeline Templates
Boost sales with 12 free pipeline templates for Excel, Google Sheets & top apps. Start tracking deals today.
Leading Teams Through Crisis
Communicate effectively, evolve your strategy, harness change, and keep your sanity to better guide your team.
Frequently Asked Questions
Close gives you real-time access to rep activity, deal stages, and pipeline movement—all in one place. With activity reports, call recordings, and opportunity dashboards, you'll always know what's happening and where your team needs support.
Yes! Close includes built-in coaching tools like Listen, Whisper, and Barge modes for live calls. You can also review AI-generated call transcripts, summaries, and recordings to identify coaching opportunities and scale what's working.
You can customize pipelines, lead statuses, fields, and Smart Views to reflect your exact sales stages and workflows. Close adapts to how your team sells—not the other way around.
Yes. Close combines calling, emailing, SMS, automation, coaching tools, notetakers, and reporting in one platform. That means fewer integrations, less context switching, and a more focused sales workflow for your entire team.
Not at all. Close is built to grow with you. From flexible pipelines and role-based dashboards to group calling, advanced reporting, and workflow automation—Close supports small teams just getting started and fast-scaling orgs that need structure, visibility, and control. You can start simple and scale your setup as your team and process evolve.