Close Crm
Startup at $49/month. Professional at $299/month. Enterprise at $699/month. Free trial.
Photo by Pavel Danilyuk on Pexels
What is Close CRM?
Close CRM, available at close.com, is a sales-focused CRM built for inside sales teams and startups that prioritize call-heavy outreach. Close includes a built-in power dialer, predictive dialer, SMS, and email sequences so reps can run their entire outbound workflow from one tool without integrating multiple apps. With call recording, automated transcripts, pipeline reporting, and a native import from spreadsheets, Close is the preferred CRM for founders and sales leaders who want maximum call volume and pipeline velocity.
Visit https://www.close.com to learn more or start your free trial.
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Key Features
- Built-in power and predictive dialer
- SMS and email sequences from one platform
- Automatic call recording and transcription
- Pipeline reporting with deal forecasting
- Native CSV and spreadsheet data import
- Smart Views for dynamic lead filtering
Getting Started with Close CRM
Here is how to start using Close CRM today, step by step.
- Visit the website - Go to https://www.close.com and click the sign-up button.
- Create your account - Sign up for the 14-day free trial to get full access. You may need to enter a credit card, but you will not be charged until the trial ends.
- Explore the dashboard - Once you are in, take 5 minutes to look around. Most business tools have a tutorial or onboarding flow that shows you the basics.
- Try the core feature - Start with: Built-in power and predictive dialer. This is what most people use Close CRM for. Spend 10 minutes trying it out to get a feel for how it works.
- Check the limits - If you are on a free tier, check what limits apply so you know when it makes sense to upgrade.
Pro Tips for Close CRM
- Start with the free tier - Use the full 14-day trial before deciding. Make a list of must-have features on day one and test each one during the trial.
- Use keyboard shortcuts - Most business tools have keyboard shortcuts that speed up your workflow. Look for them in the settings or help menu.
- Check for integrations - Close CRM probably connects with tools you already use. Check the integrations page to set up time-saving automations.
- Watch tutorials - Search "Close CRM tutorial" on YouTube for walkthroughs from other users. Seeing how real people use the tool is the fastest way to learn.
- Compare before committing - Before you pay for a subscription, try 2-3 similar tools. Our business tools page makes it easy to compare ratings and features.
Frequently Asked Questions About Close CRM
Is Close CRM good for small teams?
Close CRM works for teams of all sizes. Many business tools offer free plans for small teams (usually up to 5-10 users), then charge per user as you grow. Check the pricing section above for Close CRM's team plans.
Does Close CRM integrate with other tools?
Most business productivity tools connect with popular apps like Slack, Google Workspace, and Microsoft 365. Many also work with Zapier or Make for custom automations. Check Close CRM's integrations page for the full list.
Can I switch from my current tool to Close CRM?
Most business tools offer data import features or migration guides. Before switching, export your data from your current tool and check that Close CRM can import it. Try the free tier first to make sure it fits your workflow before moving your whole team.
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