Close CRM

What is Close CRM?

Close CRM is a sales-first Customer Relationship Management (CRM) platform built for small and scaling teams that want to manage their pipeline and execute outreach from one focused workspace. Instead of stitching together separate tools, Close combines core CRM data with built-in calling, two-way email workflows, and texting so reps can start conversations, follow up faster, and keep every interaction logged automatically.

Why companies choose Close

Close is designed to reduce the busywork that slows down revenue teams. Reps can call prospects with a single click, send personal emails or bulk outreach, and run consistent follow-up processes with automation. Sales leaders gain visibility through pipeline reporting and activity history, while admins can connect Close to the wider tech stack through native integrations, no-code connectors, and a developer-friendly API.

Highlights

• All communication in one place: calling, email, SMS, and calendar connections tied directly to each lead.
• Automation that matches real sales motion: build multi-step workflows using email, SMS, and task reminders with templates, timing, triggers, and conversion goals.
• AI assistance for call and meeting notes: automatic transcriptions and summaries help you capture key points, next steps, and context without manual note-taking.
• Fast onboarding and everyday usability: streamlined setup, clean interface, and quick access to inbox, leads, and pipeline views.
• Integrations and extensibility: connect popular tools like calendars, Gmail, Zoom, and analytics, or customize with the Close REST API.
• Security and controls: roles, permissions, and compliance-focused practices support teams working with customer data.

Key features

• Lead, contact, and opportunity management with activity timeline
• Built-in VoIP calling and call logging
• Email sync and templated outreach for individual and bulk sending
• SMS messaging with conversation history
• Workflows and task automation for follow-ups and lead routing
• AI Notetaker and Call Assistant for transcripts and summaries
• Reporting for pipeline and team performance
• Mobile apps plus desktop apps for teams on the move

Benefits for sales teams

With Close, inside sales teams can improve speed-to-lead, increase the number of quality touches per rep, and maintain a consistent process as the organization grows. If you want a CRM that keeps communication, context, and execution together, Close is built to help your team close more deals with less friction.