Close reports on activity, email performance, pipeline movement, opportunity funnels, and team performance.
RevManicRevenue Stack
VerifiedChecked 2026-09-21
Close
Calling-led sales CRM combining lead and opportunity management with native calling, email, SMS, workflows, reporting, coaching, and AI sales features.
5.0 / 5(1 review)Revenue footprint
Where Close fits
Revenue areas
Primary and supporting use cases
Job coverage
Selected jobs
Close Notetaker records, transcribes, summarizes, and stores meeting content and transcripts on the lead timeline.
Close Forms capture inbound enquiries and create or update CRM records.
StrongCoach sellers ↗
The combined workflow gives managers multiple ways to observe, review, and improve seller performance.
StrongForecast revenue ↗
Close documents a stated expected-revenue method and time-based view rather than only a static pipeline total.
Close maintains lead, contact, ownership, custom-field, and activity records.
Close keeps chronological lead and contact activity histories for calls, emails, SMS, meetings, tasks, and notes.
StrongManage opportunities ↗
Close manages opportunities, pipelines, stages, values, ownership, and next-step activity.
Close Workflows automate coordinated email, SMS, call, and task sequences.
StrongPlace outbound calls ↗
Close provides built-in calling, including dialer capabilities on higher plans.
PartialRun discovery ↗
The playbook guides a discovery conversation and captures a reusable structure, while the seller still performs the discovery judgment and execution.
StrongSchedule meetings ↗
The workflow completes seller-side scheduling in the CRM, while buyer self-booking remains an external Calendly or scheduler path.
StrongSend prospecting email ↗
Close supports individual and bulk prospecting email and email sequences.
Overview
What Close does
Close is a sales CRM for teams that sell through calls, email, and SMS, with centralized lead records, pipelines, communication history, workflows, seller-created meetings, reporting, coaching, and Chloe AI features. Buyer-facing self-booking uses a connected scheduler such as Calendly.
Buying context
Fit and constraints
- Best for
- Small and growing outbound-oriented sales teams that want CRM, sales communication, follow-up automation, and pipeline activity in one system.
- Relevant constraints
- Workflows are available only on Growth and Scale plans.
- Power Dialer is available on Growth; predictive dialer, live call coaching, and advanced access controls are available on Scale.
- Calling, SMS, phone numbers, and some AI usage are billed separately; US SMS sending requires A2P 10DLC registration.
- Close can create seller-side meetings in connected Google or Microsoft calendars. The documented buyer-facing booking route uses Calendly or another external scheduler.
- Close Notetaker requires a connected calendar or Zoom account and the meeting bot must be admitted when applicable.
- Close supports Google sign-in but does not support organization-managed Okta, Auth0, or equivalent SSO.
- Custom objects, custom roles, lead visibility, and required fields are Scale features. Solo is limited to one user and 10,000 leads.
- Expected Revenue Views support forecasting. This review does not establish structured opportunity-qualification assessment, native proposals, quoting, contract management, payments, or customer-success health workflows.
- Review status
- Reviewed 2026-09-21
Pricing
Close pricing and plans
Public per-user pricing is shown for Solo, Essentials, Growth, and Scale plans. Annual pricing is listed at $9, $35, $99, and $139 per user/month respectively; monthly pricing is $19, $49, $109, and $149. Calling, SMS, phone numbers, and some AI usage are billed separately. A 14-day free trial is available without a credit card.
- Pricing model
- Per user
- Minimums
- Annual commitment
- Free access
- 14-day trial
- Last checked
- 2026-09-11
Solo
$9/user/mo12-month commitment · Self-serveCheck current price ↗
$19/user/moSelf-serveCheck current price ↗
Essentials
$35/user/mo12-month commitment · Self-serveCheck current price ↗
$49/user/moSelf-serveCheck current price ↗
Growth
$99/user/mo12-month commitment · Self-serveCheck current price ↗
$109/user/moSelf-serveCheck current price ↗
Scale
$139/user/mo12-month commitment · Self-serveCheck current price ↗
$149/user/moSelf-serveCheck current price ↗
List prices can exclude tax, usage charges, onboarding, add-ons, and negotiated discounts. Check the vendor page before buying.
Reviews
Close reviews
Great CRM for email and call-heavy motion
Best use case
We've been using Close for about 10 years now, and they have been a core to our entire sales motion. It has been become a central system or record that our people and agents use. We are getting intelligence from emails, deals, recorded meetings and conversations, as well as pipeline dynamics - pulling data via API into our internal reporting and BI pipelines. SDR team runs personalized sequences, AEs use Close to track deals from discovery to closing and hand-off to Account Management.
What works well
Pipeline, sequences, phone calls and meeting recordings. Central system of record.
What could be better
Nothing comes to mind as it's hard to pinpoint anything that we miss.
Environment fit
Platform & integrations
How Close works with your other tools. Open a finding for its source and any plan or setup limits.
API accessREST API for supported CRM records, activities, exports, webhooks, and custom objects.Available+
A documented application programming interface is available for at least one product workflow.
Scope. API key or OAuth access; endpoint-group and organization rate limits apply.
MCP server accessHosted MCP access to supported Close CRM actions.Available+
The vendor provides a documented Model Context Protocol server for product access or actions.
Scope. OAuth dynamic registration or API-key access; read and write scopes apply.
Single sign-onClose does not support organization-managed SSO providers under this attribute's definition.Unavailable+
The product supports a documented organization-managed single sign-on method.
Scope. Google sign-in is available, but Close explicitly excludes providers such as Okta and Auth0 and does not document organization enforcement.
Data exportExports leads, contacts, opportunities, and supported activities to CSV or JSON.Available+
Users can export material product data in a documented reusable format.
Scope. Download windows, page location, object coverage, and attachment limits apply.
Integrations
Tools Close connects to. Open a researched connection for its source and setup details.
Native integrations
CalendlyBrings buyer-booked Calendly meetings into the documented Close scheduling workflow.Direct connectionOne-way+
Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.
Gmail / Google WorkspaceConnects a supported Google mailbox to Close email workflows.Direct connectionVaries by workflow+
Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.
Google CalendarWrites seller-created Close meetings to a connected Google calendar.Direct connectionVaries by workflow+
Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.
HubSpot Data SyncSynchronizes supported Close and HubSpot CRM records.Direct connectionVaries by workflow+
Scope. Notes, meetings, SMS, custom objects, and custom activities are excluded from the documented path.
Microsoft Outlook / 365 emailConnects a supported Microsoft mailbox to Close email workflows.Direct connectionVaries by workflow+
Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.
Outlook CalendarWrites seller-created Close meetings to a connected Microsoft calendar.Direct connectionVaries by workflow+
Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.
ZoomConnects Zoom to supported Close meeting workflows.Direct connectionVaries by workflow+
Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.
Automation platforms
ZapierRuns configured triggers and actions between Close and connected systems.Automation platformVaries by workflow+
Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.
Not yet recorded means we haven’t added a finding here. It doesn’t mean the feature is missing. We check these connections and settings separately from the work shown on the fit map.
Product references
RevManic's fit assessments are our editorial opinion. Check Close's website for the latest features, plans and pricing.
Represent Close? Contact us to suggest an update, or claim this profile.
- Forms ↗help.close.com/feature-guide/formsCompany source
- Workflows ↗help.close.com/feature-guide/workflowsCompany source
- Crm ↗close.com/crmCompany source
- Pricing ↗close.com/pricingCompany source
- Outlook Calendar integration ↗help.close.com/feature-guide/meetings/book-meeting-setup-guideCompany source
- Notetaker ↗help.close.com/feature-guide/notetakerCompany source
- Reports ↗help.close.com/feature-guide/reportsCompany source
- Coaching ↗close.com/coachingCompany source
- Playbooks ↗help.close.com/feature-guide/playbooksCompany source
- Reporting ↗close.com/reportingCompany source
- API access ↗developer.close.com/api/overview/rate-limitsCompany source
- MCP server access ↗developer.close.com/mcpCompany source
- Single sign-on ↗help.close.com/account-management/single-sign-on-sso-with-googleCompany source
- Data export ↗help.close.com/account-management/exporting-dataCompany source
- Calendly integration ↗help.close.com/integrations/organizational-tools/calendlyCompany source
- Microsoft Outlook / 365 email integration ↗help.close.com/feature-guide/emailing/email-configurationCompany source
- HubSpot Data Sync integration ↗help.close.com/integrations/prospecting/hubspot-to-close-syncing-integrationCompany source
- Zapier integration ↗close.com/integrations/zapierCompany source
- Zoom integration ↗help.close.com/integrations/communication/zoomCompany source