Close CRM Software

Close CRM Software

Key Features of Close CRM Software

Close CRM software stands out for several reasons, catering especially to sales teams with its range of features:

  1. Ease of Use and Setup: Close is designed for quick setup and ease of use. It takes just a few minutes to start and requires only a few hours for representative onboarding, as opposed to weeks​​.
  2. Customization and Flexibility: The software offers customization options through Custom Activities, Custom Fields, and Custom Objects, allowing users to tailor it to their specific needs​​.
  3. Comprehensive Sales Tools: Close provides all-in-one selling tools, including calling, SMS, Zoom, and email with calendar integrations, accessible via both mobile and desktop apps. This suite of tools is designed to accelerate leads through the sales cycle​​​​.
  4. Security: It emphasizes security with roles and permissions for lead visibility, ensuring team members access only the information they need. Close is also compliant with SOC 2 Type 2, GDPR, and CCPA standards​​.
  5. Integration Capabilities: The software can sync with over 100 third-party applications, including HubSpot CRM, ActiveCampaign, and others, providing a seamless integration of customer data​​​​.
  6. Sales and Communication Features: Features like email and calendar sync, customizable call software with built-in VoIP and SMS, and various automation features like Call Assistant, Power Dialer, and Predictive Dialer enhance the efficiency of outbound sales reps​​​​.
  7. Task and Team Management: It allows setting tasks for team members within leads and includes features for managing unique actions and team collaboration​​.
  8. Automated Workflows: Close offers the ability to automate email, call, task, and SMS activities. These workflows can be automatically or manually triggered, saved as templates, and shared with the team​​.
  9. Advanced Reporting Features: The software includes robust reporting features with built-in dashboards and customizable reports. This helps in making smarter decisions and boosting revenue​​.
  10. Sales Funnel Reporting and Customization: Close provides sales funnel reporting to gauge pipeline health and customizable fields and activities to fit unique sales workflows​​​​.
  11. Performance Tracking: Features like leaderboards and user comparisons help in tracking and training sales representatives’ skill development​​.
  12. Built-in Call Assistant: This feature automatically transcribes and summarizes phone calls, allowing sales reps to focus more on the conversation and less on taking notes​​.

However, it is important to note some limitations of Close CRM, such as no free plan, limits on the number of users per pricing tier, limited pipelines for lower plans, and lack of live chat and phone support options​​. Additionally, Close lacks lead scoring features and territory management capabilities, which are considered crucial for a sales-oriented CRM​​.


The performance of Close CRM in day-to-day usage is characterized by several key aspects:

  1. User Experience and Interface: Close CRM is known for its user-friendly and intuitive interface, which is not overloaded with unnecessary features. This ease of use facilitates quick onboarding and daily operation, making it an efficient tool for sales teams, especially those in specific industries like financial planning, insurance, and real estate​​.
  2. Telephony and VoIP Options: The platform offers premium telephony and VoIP options, which are highly appreciated by sales reps who rely heavily on phone and cold calling activities. These features allow for efficient and effective communication with leads and customers​​.
  3. Customization and Collaboration: Users appreciate the customizability of Close, often comparing it favorably with Salesforce for its flexibility. The calling features, including call recording and the power dialer, receive high marks, and team collaboration is particularly praised by startups and small businesses​​.
  4. Support and Assistance: Basic email support is available with all Close plans, but there have been some inconsistencies in response times. Full customer support, including screen-share support, is available with the most expensive Business plan​​.
  5. Sales Performance and Efficiency: Close CRM is highly effective for sales purposes, especially for small businesses and startups. It enhances sales productivity and pipeline visibility, reduces lead response time, and improves customer retention rates. Businesses using Close CRM have reported significant increases in revenue growth and faster deal closures compared to their competition​​​​.
  6. Sales Engagement and Automation: Close is designed as a multichannel platform that allows users to email, call, and text leads directly from the desktop. It features automation tools like task reminders, Call Assistant transcriptions, and the Power Dialer to help reach more leads and close more deals. Each interaction with a lead is automatically tracked, enhancing CRM efficiency and focusing on deal closure​​.
  7. Feature-Rich Platform: The CRM offers a variety of features across different domains, including sales force automation (customer data and contact management, workflow management, opportunity management), marketing automation (lead management, email marketing), project management (task management, reporting), and customization (custom fields, objects, API integration)​​​​​​​​.
  8. Integration with Third-Party Software: Close supports integration with third-party software for marketing automation and offers mobile access, further expanding its utility and flexibility​​.
  9. Advanced Communication Features: The platform supports advanced communication features like Predictive Dialer, two-way email sync, voicemail drop, call recording, call coaching, contact-based search, and Call Assistant automatic transcriptions​​.

Overall, Close CRM is well-regarded for its sales engagement capabilities, ease of use, and flexibility, making it a suitable choice for small to medium-sized businesses focused on sales efficiency and customer engagement. However, its focus on sales functionality means it may not be as well-rounded for other departments like marketing or customer support, and the full extent of customer support is only available with higher-tier plans.


  1. User-Friendly Interface: Close CRM is known for its ease of use with a user-friendly and intuitive interface, simplifying onboarding and daily operation​​.
  2. Premium Telephony and VoIP Options: The platform offers high-quality telephony and VoIP options, ideal for sales reps involved in extensive phone and cold calling activities​​.
  3. Customization: The platform allows for customization, including custom fields, which lets users tailor it to their specific needs​​.
  4. Automated CRM Processes: Close enables automation of calls, emails, and SMS messages, enhancing CRM efficiency​​.
  5. Accessible Reporting: Provides reports based on CRM performance, offering insights into lead generation rates and sales forecasts​​.
  6. Call Coaching Resources: Offers resources for training in cold calling methods, with calling prompts and scripts available through the platform​​.
  7. Extensive Integrations: Supports a wide range of integrations with communications and marketing tools​​.
  8. Holistic Reports of Sales and Agent Follow-Up: The software offers comprehensive reports for better insight into sales activities​​.
  9. Cost-Effective Pricing: Offers a good price per user with different levels of services​​.


  1. No Free Version: Close CRM lacks a free version, which may limit its accessibility for some users or small businesses​​.
  2. Limited Features for Other Departments: While it has some email marketing tools, it is not a comprehensive solution for marketing CRM or customer support​​.
  3. Limited SMS Functionality: The ability to send SMS messages is restricted to certain locations like the US, Canada, the UK, and Australia​​.
  4. Need for Improvement in Hours Tracking and Report Detailing: There’s a need for more detailed and specific reports and better handling of data hours​​.
  5. Predictive Dialer in More Expensive Plans Only: This feature is available only in higher-priced plans, potentially limiting its availability to smaller businesses​​.
  6. User Experience Concerns: Some users find the UX/design of the website slightly annoying and the setup challenging for managing certain organizational structures​​.

These pros and cons provide an overview of the strengths and limitations of Close CRM, which is particularly beneficial for sales-focused teams and industries, but may have limitations in areas like marketing and customer support.


Close CRM has been consistently evolving to meet the needs of tech-enabled teams, particularly those that require robust sales engagement tools without the high costs associated with enterprise-level software. This focus has led to the development of an all-in-one CRM solution that is particularly effective for small to medium-sized businesses (SMBs) and remote teams. Let’s delve into some of its recent updates and features that showcase its commitment to enhancing user experience and efficiency:

  1. Call and Meeting Linking (December 11, 2023): This feature automatically attaches calls to meetings under certain conditions, helping to declutter the activity feed and streamline reporting. It’s particularly useful for teams that rely on phone interactions as part of their sales or customer engagement strategies​​.
  2. Mobile App Enhancements (December 4, 2023): The launch of the Close app for Android, along with push notifications and inbound calling support for both iOS and Android, reflects Close’s commitment to mobile CRM solutions. This is a significant step for sales teams that require on-the-go access to CRM tools​​.
  3. Call Assistant Improvements (November 30, 2023): Enhancements to the Call Assistant feature, like automatic transcription scrolling and speaker charts, offer a more intuitive experience for reviewing and analyzing call interactions. This feature is especially beneficial for sales teams looking to improve call quality and client interactions​​.
  4. Workflow Schedule and Pausing Customization (September 28, 2023): These new customization options for Workflows allow more flexibility in communication schedules and control over what pauses Workflows. This level of customization is crucial for businesses looking to tailor their CRM to specific sales and marketing processes​​.
  5. Close ChatGPT Plugin (September 26, 2023): The integration of Generative AI through the Close ChatGPT plugin represents a cutting-edge approach to CRM technology. It enables users to leverage AI for tasks like writing emails, providing prospect insights, and analyzing data, thus augmenting human capabilities and efficiency​​.
  6. Automated Triggers and Workflows (September 7, 2023): The renaming of Sequences to Workflows and the addition of automated triggering criteria demonstrate Close’s focus on streamlining sales processes. This automation ensures that workflows are more responsive to dynamic sales environments​​.
  7. Task Steps in Sequences (August 8, 2023): The ability to add task steps to sequences introduces greater versatility in managing pre- and post-communication flows, as well as general operations actions. This feature is particularly useful for teams that require a high degree of coordination and task management within their CRM system​​.
  8. Lead Visibility Permissions (June 29, 2023): This feature enables customization of lead visibility based on user roles, providing more control over data access and security within the CRM. It’s an essential update for organizations that prioritize data confidentiality and role-based access​​.
  9. OAuth Integration Support (June 20, 2023): The support for OAuth 2.0 integrations enhances Close’s security and flexibility in terms of third-party integrations, making it a more secure and interoperable solution for businesses that rely on a variety of software tools​​.

These updates reflect Close’s commitment to providing a versatile, user-friendly, and efficient CRM platform that is particularly suited for SMBs and remote teams. The focus on enhancing communication, workflow automation, and integration capabilities, along with the incorporation of advanced technologies like AI, positions Close as a forward-thinking solution in the CRM market.


  1. What is Close CRM?

    Close CRM is an all-in-one sales engagement platform designed to help small to medium-sized businesses and remote teams increase their sales efficiency. It integrates calling, email, SMS, and has features like Power Dialer and AI-driven Call Assistant to streamline sales processes.

  2. How does Close CRM’s Call Assistant feature work?

    The Call Assistant in Close CRM uses AI to automatically transcribe and summarize phone calls. This feature supports over 20 languages and allows sales teams to focus on their conversations without worrying about taking notes, enhancing productivity and call quality.

  3. Can Close CRM integrate with other software?

    Yes, Close CRM offers robust integration capabilities with over 100 third-party applications, including popular tools for email marketing, project management, and collaboration. This allows for seamless data synchronization and an integrated sales process.

  4. Is there a free trial available for Close CRM?

    Close CRM offers a 14-day free trial, allowing potential users to explore its features and capabilities before committing to a subscription. This trial includes access to all the core features, providing a comprehensive experience of the software.

  5. What makes Close CRM suitable for remote sales teams?

    Close CRM is designed with remote teams in mind, offering features like mobile app support, cloud-based accessibility, and tools for effective communication and collaboration. Its user-friendly interface and customization options make it adaptable for diverse remote working environments.

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