Close

What is Close?

Close is a sales CRM platform built specifically for inside sales teams, with AI-powered features including lead scoring, activity recommendations, and communication insights. It integrates email, phone, and SMS into a single platform, automatically logging all communications. Close is designed for sales teams that make high volumes of outbound calls and need a CRM that keeps up with their communication-heavy workflow. The platform was originally built by the team behind the podcast "Startups for the Rest of Us."

Key Features

• AI Lead Scoring: AI-powered lead scoring based on communication patterns, engagement, and conversion likelihood.
• Built-in Phone: Integrated VoIP calling with automatic call logging, recording, and transcription.
• Email Integration: Two-way email sync with automatic tracking, templates, and sequence automation.
• AI Activity Recommendations: AI suggests next-best actions based on deal stage, communication history, and timing.
• Pipeline Management: Visual pipeline with drag-and-drop deal management and customizable stages.
• Automated Sequences: Multi-channel sequences combining email, calls, and SMS with AI-optimized timing.
• Analytics: Built-in reporting with activity metrics, conversion rates, and team performance dashboards.

Who Should Use It

Close is designed for inside sales teams that make high volumes of calls. Sales development representatives (SDRs) can use the built-in phone and email integration for efficient outreach. Small sales teams will appreciate the all-in-one communication platform. Sales managers can use the analytics to track team performance. It is less suitable for field sales teams that need territory management and offline capabilities.

Pricing

Close offers a free trial with no credit card required. The Startup plan costs approximately $29 per user per month for core features. The Professional plan at $59 per user per month adds advanced automation, workflows, and custom reporting. The Enterprise plan at $129 per user per month includes dedicated support and custom integrations. PureAINav considers this mid-range pricing for a sales CRM with built-in phone capabilities.

Pros & Cons

Pros: Built-in phone and email integration eliminates the need for separate tools. AI lead scoring helps prioritize the most promising prospects. Communication logging is automatic and comprehensive. The platform is specifically designed for inside sales workflows.

Cons: Limited field sales and territory management features. The user interface has a learning curve. Pricing is higher than basic CRM alternatives. Some advanced features require the Professional plan.

Alternatives

Salesforce Einstein: AI-powered CRM with extensive features and customization. HubSpot AI: CRM platform with AI-powered sales tools and content generation. Pipedrive AI Insights: Sales CRM with AI-powered deal prediction and activity recommendations. View Pipedrive on PureAINav →

Conclusion

Close is a specialized sales CRM that excels at inside sales workflows, particularly for teams that rely heavily on phone communication. The built-in phone, email, and SMS integration with automatic logging saves significant time for sales reps. The AI features add intelligence to lead scoring and activity recommendations. While it is not the right fit for field sales teams, it is one of the best CRMs for inside sales. PureAINav recommends it for inside sales teams that want an all-in-one communication and CRM platform.

Curated by PureAINav — your trusted AI tools directory. PureAINav.com