01 / Calling
Work the list.
Keep the context.
Power Dialer moves through your lead list. Predictive Dialer connects reps when someone answers. Calls live with the lead.
HubSpot
Less CRM admin.
More selling.
Move sales off HubSpot and into a CRM built for conversations. Built-in calling, email, and SMS keep reps selling. AI agents call new leads, qualify interest, and book meetings.
14 days free
No credit card required“We switched to Close and couldn’t be happier. It’s clean, intuitive, and fast!”
Same Page HR
4.7Rated on G211,500+Sales teams trust Close
2B+Calls, emails, and texts
Since 2013Built around sales conversations
The whole sales motion. In one place.
Your next sales CRM should make the next step obvious.
Considering a move from HubSpot? See how calls, replies, and follow-ups come together on one lead in Close.
Work the list.
02 / SMS
The reply has
a place to land.
Call and text from an SMS-enabled Close number. Your team can pick up the conversation without searching another app.
03 / Voicemail drop
Leave the message.
Keep moving.
Use a recorded voicemail instead of repeating the same message on every unanswered call.
04 / AI agents
A new lead.
A conversation started.
Configure a voice agent to call leads, qualify interest, and book meetings. Chloe brings AI into the CRM where your team already works.
05 / Workflows
Follow-up becomes
part of the process.
Build email, SMS, and task sequences around your sales motion. Keep the next step moving without rebuilding it for every lead.
06 / Call coaching
Help your reps
in the moment.
Listen, whisper advice, or join a live call. The lead’s history is right there when the team needs it.
A CRM your team
can get behind.
“It’s given them so much time that they’re focusing on showing up for the meetings and being fully present, versus trying to chase down the meeting.”
Jem Millett
Senior Director of Growth, Flatiron School
30 daysEvery rep fully using Close
75%Increase in conversion within 60 days
Jem’s story
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Sales teams at these companies use Close.
Try the fit. Then plan the move.
See how it fits.
Then make your move.
Bring a few leads and a real sales process. See how your team works in Close before planning the full move.
- 01
Choose one real sales process
Invite a couple of reps. Make calls, follow up, and move a deal through the stages your team actually uses.
- 02
Run a sample import
Connect HubSpot through Import2 inside Close. Review the sample and field mapping before the full import.
- 03
Bring the team across
Confirm the data, workflows, and integrations you need. Close Support can help and connect you with Import2.
What data can I bring?
Import2 supports HubSpot migrations. Check companies, contacts, deals, and custom fields in your sample, then confirm activity history and any exceptions with Import2 before the full import. Marketing automations and website content need a separate plan.
Import instructions ↗Can I keep HubSpot Marketing?
Yes. Use Close for sales and connect it to HubSpot with the syncing integration. Choose your sync direction and field mapping, and verify the supported objects for your setup.
See the integration ↗How long does switching take?
It depends on your data, integrations, and rollout. Use the trial to validate a sample and a real workflow first. Ask Support about your setup before agreeing on a cutover date.
What will it cost?
Your plan and seats, plus calling, SMS, phone numbers, and AI usage. Compare the total against the tools you need today. Check migration scope and any Import2 costs before starting the full move.
See current plans and usage ↗You got into sales
to sell.
Start with a few leads and the people who’ll use it.
See what your next working day could look like.