Close
Product information
Reviews
4.0 out of 5 stars
Close is best for SMB sales teams who need to streamline outbound calling, email outreach, and pipeline management in one place. It stands out for its built-in calling and SMS features, which reduce reliance on third-party integrations, but may not be ideal if you require highly customizable reporting or advanced marketing automation. Compared to Salesforce and HubSpot, it’s better suited for fast-moving teams that prioritize speed and simplicity over deep customization. If you’re dealing with scattered sales workflows and want everything in one tool, this is probably the right tool. If not, you might want to explore alternatives like Pipedrive or HubSpot CRM.
Product options
Tool Details
- Salesforce
- HubSpot CRM
- Pipedrive
- Zoho CRM
- Freshsales
- Intuitive, fast user interface
- Built-in calling and SMS without extra integrations
- Strong email automation and tracking
- Easy setup and onboarding
- Good for remote or distributed teams
- Limited customization for reports and dashboards
- No advanced marketing automation
- Pricing can be high for small teams
- Fewer integrations than some competitors
- Not ideal for complex enterprise workflows
Related Resources
How to Build and Execute Multi Touch Sales Campaigns in Close
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Step by Step Process for Setting Up Custom Fields in Close CRM
Learn how to add, organize, and actually use custom fields in Close CRM to make your sales process fit your workflow—not the other way around.
Using Close Call Routing Features to Optimize Sales Calls
Learn how to use Close’s call routing features to get sales calls to the right reps, faster—without the usual headaches or overhyped promises.
How to Track and Analyze Sales Activities Using Close Reporting Tools
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Best Practices for Importing and Managing Leads in Close CRM
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How to Integrate Close with Slack for Seamless Sales Notifications
Step-by-step guide for connecting Close with Slack to get real-time sales notifications—no fluff, just what works (and what to skip).
Key Features to Look for When Choosing Close as Your B2B Sales Engagement Platform
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Close CRM B2B GTM Software Review Features Pricing and Real User Experiences
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Setting Up Workflow Automations in Close to Improve Team Productivity
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How to Create and Use Smart Views in Close for Targeted Prospecting
Learn how to build and use Smart Views in Close to target your best prospects, cut through noise, and actually improve your sales workflow.
Step by Step Guide to Creating Custom Sales Pipelines in Close
Learn how to build custom sales pipelines in Close, step by step. Get honest tips, practical advice, and avoid common mistakes for real sales results.
How to Set Up Automated Email Sequences in Close for B2B Outreach
Learn how to create, send, and optimize automated email sequences in Close for effective B2B outreach—without the hype or fluff.