About Close
Close is a sales CRM with calling, email, SMS and automation built in. Its AI teammate can call leads, qualify prospects and keep the CRM up to date.
What it does
Every call, text and email becomes part of the record for each contact, so the team always knows where a deal left off. The pipeline view shows each deal by stage and value, with a suggested next step on each one. Reps can call and message leads from the same screen, and automation handles follow-ups. The AI teammate works alongside the team and keeps records current without manual entry.
Key features
- Calls, email and SMS in one place
- Pipeline view with a suggested next step per deal
- Automation for follow-ups
- AI teammate that calls leads and updates records
- Shared history for every contact
Who it's for
Close suits sales teams, startups and agencies that do a lot of outbound calling and email. It is built for teams that want the CRM and the calling tools in one product.
Pricing and good to know
The site offers a free trial, and you can sign up with a Google account. Paid plans follow, and the pricing page lists the options. The product runs in the web browser in this listing. Calling and texting need a phone number set up for your team, so check the regional options before you start.
Highlights
- Calls, email and SMS in one place
- Pipeline view with a suggested next step per deal
- Automation for follow-ups
- AI teammate that calls leads and updates records
- Shared history for every contact
