Close CRM Interactive Demo
Explore an interactive product demo of Close, a powerful CRM platform built for startups and small businesses to accelerate sales with built-in communication tools.
What is Close?
Close is a CRM built specifically for sales teams that do high-volume outbound communication — calling, emailing, and SMS-ing prospects directly from the platform. Founded in 2013 by Steli Efti and Thomas Steinberg as a pivot from a company called ElasticSales, Close has grown to serve thousands of sales teams in B2B and SaaS companies.
Close's defining feature is its built-in power dialer and email sequencing — sales reps can call through a list of leads and have the call recorded, transcribed, and logged automatically without touching the CRM manually. Intelligent email sequences follow up automatically based on whether prospects open emails or replies.
Unlike general CRMs that add calling as a bolt-on, Close was designed from day one for the workflow of a high-activity SDR or AE: open a lead, see all context, call immediately, log outcome, move to the next lead.
How to get started with Close
- 1
Import your leads
Sign up at close.com — 14-day free trial. Import leads from a CSV, connect to your lead generation tools, or add leads manually. Organize leads into lists for different campaigns or territories.
- 2
Set up your sequences
Create email sequences with automatic follow-up steps. Define delays between emails, personalization tokens, and stop conditions (stop if lead replies). Enroll leads in sequences individually or in bulk.
- 3
Use the power dialer
Enable the Close power dialer and call through your lead list. Close calls each lead automatically after you finish the previous call. Log call outcome and notes, then the next lead starts.
- 4
Track your pipeline
Move deals through your pipeline stages. Close's lead status system and opportunity tracking show where each deal is in the funnel. Dashboard shows today's tasks, overdue activities, and pipeline value.
- 5
Review activity reports
Use Close's activity reports to see calls made, emails sent, reply rates, and opportunities created by rep. Use these to coach reps and identify what's working in your outreach.
Who is Close most useful for?
Inside sales teams that do high-volume outbound calling and emailing to SMB prospects. Use Supademo to create interactive onboarding guides of your Close workflow for new sales reps — showing them exactly how to work their lead lists, use the dialer, and manage follow-up sequences.
Sales-led startups building their first repeatable sales process where reps need to move quickly through leads.
Agencies doing business development who need to manage outreach across hundreds of prospects simultaneously.
Founders who are personally doing sales and need a CRM that supports high-velocity outreach without a dedicated ops team.
Looking for alternatives to Close?
Here are four tools worth evaluating depending on your needs.
More comprehensive with marketing and service tools. Better for inbound-heavy teams. Close is better for outbound-heavy teams that prioritize calling and sequencing speed.
View demo →
Better pipeline visualization. No built-in dialer. Close is better for teams doing high-volume calling; Pipedrive is better for deal-stage focused management.
View demo →
Combines B2B contact database with sequencing. Better for teams that need both prospecting data and outreach in one tool. Close is better as a pure CRM for managing active relationships.
View demo →
More powerful for large enterprise teams with advanced sequencing analytics and AI coaching. More complex and expensive. Close is better for SMB and mid-market outbound teams.
FAQs on Close
Commonly asked questions about Close. Have more? Reach out and our team will be happy to help.
What makes Close different from other CRMs?
Close was built around communication — calling, emailing, and SMS — as first-class features. The power dialer, automatic call logging, and intelligent sequences are core to the product, not bolt-ons. Reps can work leads without leaving the CRM.
Does Close have a built-in dialer?
Yes. Close's power dialer lets you call leads sequentially through a list. Calls are automatically recorded and transcribed. Reps log outcome and notes during or after the call. No separate phone system or integration required.
How does Close's email sequencing work?
Create multi-step email sequences with delays between messages. Sequences stop automatically when leads reply or book a meeting. Track open, click, and reply rates per sequence and per step.
Is Close free?
No free plan. 14-day free trial. Startup plan starts at $49/user/month (1 user) with basic CRM and sequences. Professional ($99/user/month) adds power dialer and predictive dialer.
Does Close have pipeline management?
Yes. Close supports opportunity tracking with customizable pipeline stages, deal values, expected close dates, and pipeline reports. The activity-based CRM model encourages tracking communications, not just pipeline stages.
Does Close integrate with other tools?
Yes. Close integrates with Zapier (1,000+ apps), Google and Microsoft calendar, Slack, Stripe for payment data, and has a REST API for custom integrations. Native integrations exist for major lead generation tools.