Fast, Intuitive Interface
Close is easy to learn and lightning-fast to use—so you’re not wasting hours figuring out how to use your CRM.
The CRM built for action, not admin
Don't kill sales momentum with manual CRM busywork. Close removes the admin drag and automates time-wasting tasks so you can focus on the actions that keep your pipeline moving and your quota within reach.
Why Sales Reps Love Close
Built-In Calling, Email, SMS, and Notetaking
Call, email, and text leads right from Close—no tab-switching, no juggling tools. Plus: Close Notetaker transcribes and summarizes your meetings automatically so you can move onto the next call ASAP.
Inbox as a To-Do List
Everything that needs your attention—follow-ups, hot leads, missed calls—is right in front of you. No more guessing what to do next.
Workflow Automations
Automate repetitive tasks like follow-ups and reminders so you can scale your output without scaling your effort.
Smart Views
Build dynamic lead lists based on deal stage, activity, or custom filters so you never miss a high-intent opportunity.
Lead Scoring
Create lead scores based on signals like last contacted date, deal stage, or deal value so you spend time where it matters most.
Pipeline Tracking
Your deals, laid out clearly. Easily drag and drop leads through your pipeline so you always know what’s active, what’s stalled, and what’s ready to close.
Bulk Email & Templates
Close helps you hit more inboxes with less effort, using templates that personalize at scale and tell you which messages are working best.
Unified Lead Page
See every call, email, text, note, and status update for a lead in one timeline. No switching tabs or guessing what happened last—it's all right there.
Two-Way Email & SMS Sync
Close syncs your inbox and phone activity automatically, so there are no gaps between systems.
Custom Fields
Use custom fields to tailor your messaging with lead-specific info—so your outreach speaks directly to their priorities, not a generic pitch.
Call Notes & Recordings
Call recordings and notes help you level up fast—spot what worked, where you stumbled, and how to make the next conversation even stronger.
Reporting & Forecasting
Know how close you are to quota, what deals are driving your number, and where to double down. Close helps you sell with clarity, not guesswork.
Email Open & Click Tracking
Know when leads engage with your emails, so you can follow up at the perfect time.
Meeting Scheduling
Send your scheduling link straight from Close—no extra tools, no copy-paste, just fast booking synced to your calendar.
AI-Powered Email Rewrite
Not sure how to say it? Close’s AI Rewrite helps you tighten up your message—so you sound confident, clear, and more likely to get a reply.
Level up the way you sell
Old Way
“I spend more time keeping this CRM up-to-date than I do actually selling.”
“I have to bounce back and forth between multiple tools just to do simple sales tasks.”
“I have 5 days left to hit my quota. How can I prioritize my hottest, most likely-to-close leads?”
“My to-do list is a mile long. What are the most urgent things I need to get done today?”
“I’m clicking through endless screens just to log one task or send one email.”
“Every deal feels like a one-off. There’s no consistency in how we work leads.”
New Way with Close
Close updates itself—calls, emails, and meetings are auto-logged so you can focus on selling.
Everything in one place: call, email, and text. No more tool switching.
Smart Views surface your hottest leads instantly—so you focus on the best opportunities.
See your most important follow-ups, tasks, and missed contacts all in one streamlined view.
Close is built for speed—click, type, call, send, done. No loading, no lag, just rapid execution.
Work systematically, close predictably—with workflows and templates that turn chaos into a repeatable sales process.
With over 1,000 5-star reviews, Close is ranked in the top 1% of CRMs globally on G2
(out of 700+ CRMs)
Why small businesses love Close. Yes, love. (Really.)
I can automate responses, emails and trigger actions very easily, improving my chances of closing a lot more sales.
Close's user-friendly interface and powerful automation features have saved us numerous hours on repetitive tasks, allowing us to concentrate more on closing deals.
Stop overthinking. Start talking to your leads in Close.
Sign up, import your leads, and start more conversations. Try Close free for 14 days.
Close resources to help you get started
Startup Sales Resource Bundle
Boost your startup's sales with our free bundle of templates, checklists, scripts, and must-read books.
Customer-Centric Sales Process
Stop guessing what customers want. Learn to build trust and sell with a truly customer-centric process.
The Sales Success Kit
A free resource bundle packed with templates, scripts, checklists, and books to supercharge your team.
Frequently Asked Questions
Yes. Close is built to be fast and intuitive. Most reps are up and running within a day, and 87% of new users start making calls, sending emails, or texting leads in their first week.
Absolutely. Close includes built-in calling, emailing, and SMS—so you can reach leads directly from the CRM and keep all your conversations in one place.
Close saves you time on admin with auto-logged activity, Smart Views to surface your hottest leads, and workflow automation for follow-ups. That means more time selling—and more deals closed.
Yes. Close automatically logs calls, emails, texts, and tasks, so you can focus on selling instead of updating your CRM. The Close Notetaker even transcribes and summarizes your calls and meetings.
Definitely. You can create custom Smart Views, set up personalized pipelines, and use templates and automations that reflect how you sell best.