Close CRM: When Sales Velocity Matters Most
🎯 Perfect For
High-activity sales teams that live on the phone and need every second to count.
- Team size: 2-100+ sales reps
- Budget: $29-$149/month per user
- Focus: High-volume calling and fast sales cycles
- Industry: Inside sales, B2B outbound, lead generation
Close CRM was built by sales professionals who understood a fundamental truth: most CRMs slow down salespeople instead of speeding them up. Close eliminates the friction between communication tools and sales processes.
The platform's strength lies in its integrated communication suite. Instead of switching between CRM, phone system, email client, and SMS tool, Close puts everything in one interface optimized for sales velocity.
🔄 Choose Close over Salesforce if...
You prioritize speed and communication efficiency over customization. Close offers superior calling features and workflow optimization for fast-moving sales teams.
🔄 Choose Close over HubSpot if...
Your team focuses on outbound sales rather than inbound marketing. Close's power dialing and call automation significantly outperform HubSpot's basic calling features.
Built-in Features That Accelerate Sales
Built-in Power Dialer
Make 300+ calls per day with predictive dialing, local presence, and automatic voicemail drop. No separate phone system needed.
Integrated SMS & Email
Send texts and emails directly from contact records. Built-in templates and automation keep prospects engaged across all channels.
Call Recording & Analytics
Automatic call recording with transcription, sentiment analysis, and conversation insights help optimize sales performance.
Sales Automation Workflows
Smart Follow-up sequences adapt based on prospect behavior. Automatically schedule calls, send emails, and create tasks.
Advanced Lead Management
Lead scoring, pipeline management, and opportunity tracking designed for fast-moving sales environments.
Team Performance Analytics
Real-time dashboards track calls, emails, meetings, and conversions. Identify top performers and replicate their success.
Investment-Based Pricing
Pay for Performance, Not Features
Starter - $29/month per user
Best for: Small teams testing sales acceleration
- Unlimited contacts & leads
- Built-in calling & SMS
- Email integration
- Basic reporting
- Mobile app
Basic - $69/month per user
Best for: Growing sales teams needing automation
- Everything in Starter
- Power dialer & local presence
- Email automation
- Call recording
- Advanced reporting
Professional - $99/month per user
Best for: Established teams optimizing performance
- Everything in Basic
- Predictive dialer
- Advanced workflows
- Call transcription
- Team management tools
Business - $149/month per user
Best for: Large teams with complex needs
- Everything in Professional
- Advanced analytics
- Custom integrations
- Dedicated support
- Advanced security
Honest Performance Assessment
Why Close Accelerates Sales
- Built-in calling eliminates tool switching
- Power dialer increases call volume 3-5x
- Excellent call quality and reliability
- Smart automation adapts to prospect behavior
- Real-time performance tracking
- Intuitive interface designed for speed
- Strong mobile app for field sales
Considerations & Limitations
- Higher cost than basic CRM solutions
- Overkill for low-volume sales teams
- Limited customization compared to enterprise CRMs
- Focused on US/Canadian calling
- Less suitable for complex enterprise deals
- Limited marketing automation features
Rapid Deployment Guide
1. Import Your Contact Database
Upload existing contacts and leads. Close's smart matching prevents duplicates and enriches contact data automatically.
2. Configure Calling Settings
Set up local presence numbers, voicemail drops, and call routing. Test call quality and adjust settings for optimal performance.
3. Create Email Templates
Build personalized email templates for different scenarios. Use Close's variable system for dynamic personalization.
4. Set Up Sales Workflows
Create Smart Follow-up sequences for different lead types. Automate routine tasks while maintaining personal touch.
5. Configure Team Performance Tracking
Set up dashboards and reports to monitor key metrics. Establish benchmarks and performance goals.
6. Train Your Team
Close's interface is intuitive, but invest time in training on advanced features like power dialing and automation.
Decision Framework: Should You Choose Close CRM?
Step 1: Assess Call Volume
If your team makes 50+ calls per day and calling is central to your sales process, then Close's features justify the cost. If you make fewer calls, consider cheaper alternatives.
Step 2: Evaluate Sales Cycle Speed
If you have fast-moving sales cycles requiring quick follow-up and multiple touchpoints, then Close's automation excels. If you have long enterprise cycles, Salesforce may be better.
Step 3: Calculate ROI Potential
If increasing call volume by 200%+ and improving conversion rates would justify $69-$149/month per user, then Close delivers clear ROI. If budget is tight, start with basic CRMs.
Step 4: Consider Team Structure
If you have dedicated inside sales reps focused on outbound prospecting, then Close maximizes their productivity. If you need marketing automation, look at HubSpot.
Step 5: Start with Free Trial
If Close fits your criteria, then test the power dialer and automation with real prospects. Measure productivity gains during the trial period.
14-day free trial • Built-in calling included • No setup fees