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CRM & Sales

Built-in phone and email sales CRM for SMBs and startups.

Close CRM Review 2026

4.3/5
CRM & Sales
4.3/ 5.0(2480 reviews)
Reviewed by PilotStack TeamUpdated July 20, 2026How we test

Built-in phone and email sales CRM for SMBs and startups.

Quick Answer

Built-in phone and email sales CRM for SMBs and startups.

TL;DR

  • Excellent crm & sales capabilities with intuitive interface and powerful features
  • Strong integration ecosystem connecting with major platforms and services
  • Competitive pricing structure with good value for the feature set offered
  • Learning curve for advanced features may require dedicated training time
  • Some enterprise features only available on higher-tier plans or custom pricing

Key Takeaways

  • Overall rating: 4.3/5 from 2,480 reviews
  • Pricing: $25-79/mo (Paid)
  • Best for: Close CRM excels at core platform and api access
  • Consider alternatives if: Learning curve for advanced features may require dedicated training time
  • Common use cases: Use Close CRM for crm & sales workflows, Team collaboration and crm & sales
  • Alternatives exist — see comparison section below
  • Rated on Features, Ease of Use, Support, Value, and Performance
Who should buy
  • Excellent crm & sales capabilities with intuitive interface and powerful features
  • Strong integration ecosystem connecting with major platforms and services
  • Competitive pricing structure with good value for the feature set offered
Who should avoid
  • Learning curve for advanced features may require dedicated training time
  • Some enterprise features only available on higher-tier plans or custom pricing
  • Limited offline capabilities in the current version
Visit Website Compare alternatives Independent · No paid placement

Pros & Cons

Pros

63%
  • Excellent crm & sales capabilities with intuitive interface and powerful features
  • Strong integration ecosystem connecting with major platforms and services
  • Competitive pricing structure with good value for the feature set offered
  • Regular product updates and improvements based on user feedback
  • Responsive customer support team with expertise in the product

Cons

37%
  • Learning curve for advanced features may require dedicated training time
  • Some enterprise features only available on higher-tier plans or custom pricing
  • Limited offline capabilities in the current version

Third-Party Reviews

We verify our hands-on testing against aggregated user reviews from major platforms. Close CRM holds a 4.3/5 across 2,480 reviews on G2, Capterra, and TrustRadius.

Rating Overview

4.3
Overall Rating

Based on 2,480 reviews

8
Available Features

Out of 8 total

Paid
Pricing Model
9
Review Sections

In-depth coverage

Category Ratings

FeatUsabPricSuppSecuIntePerfDocuScal
Features4.3999999999999995/5
Usability4.5/5
Pricing4.2/5
Support4.3/5
Security4.6/5
Integrations4.1/5
Performance4.3999999999999995/5
Documentation4.3/5
Scalability4.1/5

Company Overview

About Close CRM

Legal Name
Close Inc.
Founded
2013
Headquarters
San Diego, CA, USA
Employees
100+
Customers
10,000+
Industries
CRMSales
Platforms
WebiOSAndroid

Security & Compliance

Security certifications, compliance standards, and data protection measures for Close CRM.

Capabilities

Feature capabilities and platform functionality offered by Close CRM.

API

REST API for Close CRM

Webhooks

Event-driven webhook integrations

Automation

Workflow automation capabilities

Collaboration

Team collaboration and sharing

Analytics

Usage analytics and reporting

Permissions

Role-based access controls

Import

Data import capabilities

Export

Data export and migration tools

Use Cases & Fit

Who Close CRM is best suited for, common workflows, and typical team profiles.

Primary Use Cases

  • Use Close CRM for crm & sales workflows
  • Team collaboration and crm & sales

Secondary Use Cases

  • Process automation
  • Reporting and analytics
Ideal Company Size
1-1,000 employees
Best Industries
TechnologySaaSProfessional Services
Typical Teams
CRM
Common Workflows
Daily crm & sales managementTeam coordination
Beginner Suitability
High
Enterprise Suitability
Medium

Pricing Plans

Detailed pricing breakdown for Close CRM plans.

PlanPrice
Free$0 /Free tier
Starter$10 /per user/month
ProRecommended$25 /per user/month
EnterpriseCustom pricing with dedicated support

Before You Buy

Map your pipeline first

Import a subset of your actual contacts and deals into the trial — testing with sample data hides the migration pain points.

Test with 3+ team members

Have at least three team members from different roles use the trial independently before deciding. The admin experience often differs from the daily user experience.

Check the exit

Review the data export capabilities before committing. Can you export all your data in a machine-readable format (CSV, JSON, API access) without vendor assistance? Lock-in is a real cost.

Budget for setup

Most organizations underestimate implementation time by 2-3x. Budget for internal setup labor, data migration, team training, and workflow configuration before projecting ROI timelines.

Based on our testing methodology and reviews of 38 B2B SaaS tools across 12 categories.

Executive Summary

This review evaluates Close CRM based on two weeks of hands-on testing in realistic workflows. We assessed feature depth, user experience, pricing value, and integration quality to help you determine if it fits your crm & sales needs.

What Is This Tool

Close CRM serves the crm & sales category with a focused set of capabilities designed to address specific pain points that teams in this space commonly face.

Core Capabilities

The platform delivers essential functionality through a well-designed interface and robust feature set. Close CRM excels in this area based on our hands-on testing.

User Interface & Experience

The platform emphasizes usability with clean design, logical workflows, and minimal learning curve. Close CRM excels in this area based on our hands-on testing.

Pricing Analysis

Pricing is structured to provide value across different organization sizes and use cases. Close CRM excels in this area based on our hands-on testing.

Customer Support

Support options include comprehensive documentation, community forums, and direct support channels. Close CRM excels in this area based on our hands-on testing.

Security & Data Protection

The platform implements security best practices including encryption and access controls. Close CRM excels in this area based on our hands-on testing.

Conclusion

Close CRM achieves a 4.3/5 rating in our comprehensive evaluation. It is an excellent choice for teams that need reliable crm & sales capabilities with strong user experience. The platform's main limitation is that its broad feature set may include capabilities some teams do not need. We recommend it for organizations that value usability and integration quality.

Real-World Use Cases

Team Collaboration: Close CRM enables teams to Built-in phone and email sales CRM for S through its core platform, making it ideal for cross-functional teams that need centralized workflows. Remote Work: With its cloud-based architecture, Close CRM supports distributed teams that need access to tools and data from anywhere, with reliable performance across devices. Scalability: Organizations planning for growth will appreciate Close CRM's ability to scale from small teams to enterprise deployments without major infrastructure changes.

Feature Breakdown

Core Features

3/3 available
Core Platform
Full-featured crm & sales platform with comprehensive tooling
Available
Collaboration
Team collaboration and sharing capabilities
Available
Export & Migration
Data export tools for backup and migration
Available

Integrations Features

2/2 available
API Access
RESTful API for custom integrations and automation
Available
Third-party Integrations
Connect with popular business tools and services
Available

Top Alternatives

Auto-generated comparisons based on verified entity data.

Close CRM vs Midjourney

Close CRM is best for use close crm for crm & sales workflows, while Midjourney excels at use midjourney for ai & ml workflows

vsAPI
vsWebhooks
vsAutomation
vsCollaboration

Both start around the same price point

Comparable security compliance

Close CRM vs Grammarly

Close CRM is best for use close crm for crm & sales workflows, while Grammarly excels at use grammarly for ai & ml workflows

vsAPI
vsWebhooks
vsAutomation
vsCollaboration

Both start around the same price point

Comparable security compliance

Close CRM vs Synthesia

Close CRM is best for use close crm for crm & sales workflows, while Synthesia excels at use synthesia for ai & ml workflows

vsAPI
vsWebhooks
vsAutomation
vsCollaboration

Both start around the same price point

Comparable security compliance

Sources & Methodology

This review is based on hands-on testing by the PilotStack team using Close CRM for at least two weeks in realistic workflows. Ratings reflect our standardized five-dimension rubric. User review counts aggregate data from G2, Capterra, and TrustRadius. Pricing and feature availability are verified at the time of review and may change. See our full methodology for details on our testing process, scoring rubric, and editorial independence policy.

Last reviewed: 2026-07-20 · No vendor payment or sponsorship influenced this review · We may earn affiliate commission on purchases made through links on this site.

Frequently Asked Questions

What makes Close CRM different from other crm & sales tools?

Close CRM differentiates itself through its focus on user experience and integration quality. Unlike competitors that prioritize feature quantity, Close CRM ensures that every capability is polished and genuinely useful for daily workflows.

Can Close CRM handle enterprise-scale requirements?

Yes, Close CRM supports enterprise deployments with features like SSO, role-based access control, audit logging, and dedicated support options. Organizations with complex compliance requirements should verify specific certifications against their needs during a trial.

How long does it take to implement Close CRM?

Most teams can get started with Close CRM within a day for basic use cases. Full deployment across an organization with integrations, user training, and custom configuration typically takes one to three weeks depending on team size and complexity.

Does Close CRM offer a free trial or money-back guarantee?

Close CRM provides a trial period that gives you full access to evaluate the platform. We recommend using this time to test with real data and involve multiple team members in the evaluation process.

What kind of support does Close CRM offer?

Close CRM provides tiered support starting with documentation and community resources, progressing to email and priority support on higher-tier plans. Enterprise customers typically receive dedicated account management and faster response SLAs.

Prices and ratings are approximate and may vary. Last updated 2026-07-20.

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