Reports analyze activity, email performance, funnel conversion, pipeline movement and team results.
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
Notetaker records, transcribes and summarizes supported meetings and stores them on the lead timeline.
Native Forms turn inbound enquiries into Close lead and contact records.
StrongCoach sellers ↗
Managers observe live calls, review recordings/transcripts, provide feedback and share strong call examples to develop seller skills.
Teams author reusable call playbooks with goals, outcomes, note prompts and structured fields to define a repeatable conversation process.
StrongEnrich records ↗
Native Enrichment searches web sources to fill chosen Lead/Contact custom fields, showing confidence, reasoning and sources.
StrongForecast revenue ↗
Expected Revenue Views aggregate opportunity value, confidence and expected close date to forecast time-bounded revenue.
Maintains lead/company and contact identities, owners, custom fields and relationship records.
Retains calls, email, SMS, meetings, tasks and notes in a chronological lead/contact activity history.
StrongManage opportunities ↗
Tracks opportunity stages, confidence, amounts, owners and next steps in configurable pipelines.
PartialManage sales content ↗
Reusable playbooks and shared email/SMS templates distribute approved call guidance and examples; broader content-library management is limited.
Workflows coordinate delayed email, SMS, call and task steps, with exit goals such as replies or booked meetings.
StrongPlace outbound calls ↗
Built-in calling reaches leads; power and predictive dialing increase throughput on eligible plans.
Provides business phone numbers, calling connectivity, SMS/MMS, call routing and group numbers for sales communication.
PartialRun discovery ↗
Discovery playbooks structure goals, outcomes, note prompts and fields such as team size, budget and use case while the rep conducts discovery.
StrongSchedule meetings ↗
Book a Meeting checks selected connected calendars and booking rules, creates a Google/Microsoft calendar event and sends the contact an invitation.
StrongSend prospecting email ↗
Sends prospecting email from connected mailboxes with templates, tracking, bulk email and automated follow-up.
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
Annual pricing is $9/$35/$99/$139 per user/month for Solo/Essentials/Growth/Scale; monthly pricing is $19/$49/$109/$149. Each plan includes AI credits and Chloe access; calling, SMS, numbers and additional AI usage can add cost. Workflows and power dialer start on Growth; predictive dialer is on Scale. A card-free 14-day trial is available.
- 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
- Gmail / Google Workspace
- HubSpot Data Sync
- Microsoft Outlook / 365 email
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.
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.
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
- Playbooks ↗help.close.com/feature-guide/playbooksCompany source
- Reporting ↗close.com/reportingCompany source
- Enrichment ↗help.close.com/feature-guide/enrichmentCompany 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
- 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 ↗close.com/integrationsCompany source
- Zapier integration ↗close.com/integrations/zapierCompany source
- Zoom integration ↗help.close.com/integrations/communication/zoomCompany source
- Documentation ↗help.close.comCompany source
- Demo or contact sales ↗close.com/demoCompany source