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Pipedrive
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AI Tool
Close Review
A modern CRM with built-in sales communication tools for startups and SMBs to close more deals faster.
1Close holds a 4.7/5 rating on G2 based on user reviews.
2The platform provides an API with a default rate limit of 60 requests per minute per organization.
3It integrates built-in calling, email, and SMS for multi-channel sales communication directly within the CRM.
4Features AI (Artificial Intelligence) for lead summaries, email rewriting, call notetaking, and lead enrichment.
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Close at a Glance
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overview
What is Close?
Close is a sales CRM (Customer Relationship Management) tool developed by Close (company) that enables startups and SMBs to streamline sales processes and close more deals. It integrates built-in calling, email, and SMS (Short Message Service) with AI (Artificial Intelligence)-powered automation for follow-ups and context capture. The platform serves as a centralized solution for managing leads, tracking opportunities, and facilitating multi-channel communication, particularly for high-velocity, outbound-focused sales teams. Its core functionality includes comprehensive lead and contact management, integrated communication tools like Power Dialer and Predictive Dialer, visual pipeline management, and workflow automation to reduce administrative tasks.
quick facts
Quick Facts
| Attribute | Value |
|---|---|
| Developer | Close (company) |
| Business Model | Freemium |
| Pricing | Freemium |
| Platforms | Web, API |
| API Available | Yes |
| Integrations | WhatsApp Sync via TimelinesAI |
features
Key Features of Close
Close offers a robust suite of features designed to enhance sales productivity and efficiency for small to medium-sized businesses (SMBs) and sales teams. Its integrated approach centralizes communication and sales management, leveraging AI (Artificial Intelligence) to automate and optimize various sales activities. The platform's capabilities span from core CRM (Customer Relationship Management) functions to advanced communication and reporting tools.
- 1Lead and Contact Management: Comprehensive system for organizing leads and contacts, utilizing a "Lead" container structure to unify associated information.
- 2Built-in Communication Tools: Integrated calling (Power Dialer, Predictive Dialer), two-way email synchronization, and SMS (Short Message Service) capabilities directly within the CRM, with automatic call logging and recording.
- 3Pipeline Management: Visual drag-and-drop interface for tracking deals, customizing stages, and gaining insights into deal values and conversion rates.
- 4Workflow Automation: Tools for eliminating repetitive tasks, including automated multi-step follow-up sequences (email, SMS, tasks), lead assignment rules, and status updates.
- 5AI-Powered Assistance: Features such as AI Lead Summaries, AI Email Rewrite, AI Notetaker (for call transcription and summarization), AI Enrich (for real-time company and contact data), and Pipeline Guidance for deal focus.
- 6Reporting and Analytics: Built-in reports for monitoring individual and team performance, identifying bottlenecks, forecasting revenue, and tracking progress against sales goals.
- 7Call Tasks (March 18, 2026): Allows users to assign call reminders to contacts at specific dates and times, automatically marking them complete upon call.
- 8Smart Views Enhancements (March 6, 2026): Introduced instant column calculations (sums, averages, min/max, % empty, counts) within search results and Smart Views.
- 9Update Opportunity Workflow Step (February 28, 2026): Enables automatic updates to opportunity fields (e.g., confidence percentage, status, owner) based on defined triggers.
use cases
Who Should Use Close?
Close is specifically designed for organizations and roles that require a streamlined, conversation-first approach to sales, with a strong emphasis on outbound efforts and efficient communication management. Its feature set caters to teams looking to consolidate their sales tools and leverage AI (Artificial Intelligence) for productivity gains.
- 1Startups and SMBs: Businesses requiring a modern CRM (Customer Relationship Management) with integrated sales communication tools to accelerate outreach and improve follow-up consistency.
- 2Founders and Small, Scaling Sales Teams: Teams needing to manage every conversation in one centralized platform, from initial contact to deal closure, preventing prospects from falling through the cracks.
- 3Sales Representatives and Sales Leaders: Individuals and managers focused on optimizing sales workflows, automating repetitive tasks, and gaining better visibility into team performance and pipeline health.
- 4High-Velocity, Outbound-Focused Sales Teams: Dedicated Sales Development Representative (SDR) and Business Development Representative (BDR) teams that benefit from features like the Power Dialer and automated sequences to increase conversation rates.
pricing
Close Pricing & Plans
Close operates on a freemium business model, offering a free tier with limited functionality. Specific pricing for its paid subscription tiers is not detailed in the provided source data, but it generally follows a per-user pricing structure, as indicated by competitive comparisons. The platform's pricing strategy is designed to be accessible for startups and small to mid-sized businesses, allowing them to scale their sales operations as needed.
- 1Freemium model available
- 2Specific paid tier pricing not provided in source data
competitors
Close vs Competitors
Close positions itself within the CRM (Customer Relationship Management) market as a sales-centric solution with integrated communication and AI (Artificial Intelligence) capabilities. It competes with a range of platforms, each offering distinct advantages and targeting slightly different market segments.
1
HubSpot Sales Hub↗
It's a comprehensive sales software powered by HubSpot's Smart CRM, combining AI, automation, and insights across marketing, sales, and service on one platform.
HubSpot Sales Hub offers a broader ecosystem beyond just sales, including marketing and customer service, which Close focuses primarily on sales. It also has a freemium model like Close, but its AI features are integrated across a wider customer platform.
2
Zoho CRM↗
Built with AI (Zia AI) at its core, it offers intelligent automation and intuitive design to supercharge businesses without overhead, providing a strong feature set for its price.
Zoho CRM is often highlighted for its extensive features per dollar, including an AI assistant (Zia), workflow automation, and multi-channel communication, potentially offering more at lower price points compared to Close's per-user pricing.
3
Pipedrive↗
A sales-focused CRM designed by salespeople, for salespeople, that visualizes the sales process with a Kanban-style pipeline view and AI-powered features for deal management and workflow automation.
Pipedrive emphasizes visual pipeline management and activity-based selling, which aligns with Close's focus on moving deals forward. While Close has built-in calling and SMS, Pipedrive's AI offers personalized tips to focus on winning deals and automates lead nurturing.
4
Freshsales (by Freshworks)↗
Offers a built-in phone and AI lead scoring (Freddy AI) at a competitive price, along with sales sequences and multiple pipelines, making it a strong budget-friendly option.
Freshsales is presented as a more budget-friendly alternative to Close, especially for those who need built-in calling and AI lead scoring but find Close's per-user pricing too high or don't require its advanced dialing features.
5
Breakcold↗
An 'AI Native CRM' designed for modern sales teams, offering automatic lead movement, auto-tasks, a unified inbox, and deep multichannel support (including LinkedIn, WhatsApp, Telegram) with a lightweight UI.
Breakcold is explicitly positioned as an AI-native alternative to Close, with a focus on real-time savings through automatic lead management and broader multichannel support beyond Close's primary email, calling, and SMS. It also offers a lower starting price.
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Frequently Asked Questions
+What is Close?
Close is a sales CRM (Customer Relationship Management) tool developed by Close (company) that enables startups and SMBs to streamline sales processes and close more deals. It integrates built-in calling, email, and SMS (Short Message Service) with AI (Artificial Intelligence)-powered automation for follow-ups and context capture.
+Is Close free?
Yes, Close operates on a freemium business model, offering a free tier with limited functionality. Specific pricing for its paid subscription tiers is not detailed in the provided source data, but it generally follows a per-user pricing structure.
+What are the main features of Close?
Close's main features include comprehensive lead and contact management, built-in communication tools (calling, email, SMS), visual pipeline management, workflow automation for sales processes, and AI (Artificial Intelligence)-powered assistance for tasks like lead summaries, email rewriting, call notetaking, and lead enrichment. It also provides robust reporting and analytics capabilities.
+Who should use Close?
Close is primarily designed for startups, SMBs, founders, sales representatives, and sales leaders. It is particularly well-suited for small to mid-sized sales teams, especially those with a focus on high-velocity, outbound sales efforts, including Sales Development Representative (SDR) and Business Development Representative (BDR) teams.
+How does Close compare to alternatives?
Close differentiates itself from competitors like HubSpot Sales Hub by focusing primarily on sales, while HubSpot offers a broader ecosystem. Compared to Zoho CRM, Close emphasizes its integrated communication, whereas Zoho often provides a wider feature set for its price. Against Pipedrive, Close offers built-in calling and SMS, while Pipedrive focuses on visual pipeline management. Freshsales is often a more budget-friendly alternative, and Breakcold positions itself as an AI-native CRM with broader multichannel support beyond Close's core offerings.