Close

Close CRM (formerly Close.io) is a modern, sales-focused customer relationship management tool built specifically for inside sales teams. Unlike traditional CRMs that try to do everything (marketing, support, automation), Close is laser-focused on one thing: helping sales teams close more deals faster.

It combines calling, emailing, SMS, and pipeline management into one simple platform—so sales reps don’t waste time switching between tools.

🎯 Who Should Use Close CRM?

Close is best for:

• Inside sales teams
• SDR/BDR teams doing cold outreach
• Startups focused on outbound sales
• Agencies and SaaS companies doing high-volume calling

It is NOT ideal for:

• Large enterprise CRM needs
• Heavy marketing automation workflows
• Businesses needing deep customization or complex reporting

📞 Built-in Calling (Power Dialer)

Close includes a powerful built-in calling system with a power dialer and predictive dialer features. Sales reps can call leads directly from the CRM without third-party tools.

📧 Email Integration

Syncs emails directly inside the platform, allowing users to send, receive, and track emails without leaving the CRM.

💬 SMS Messaging

Send and manage SMS conversations directly from the dashboard—great for fast follow-ups and lead nurturing.

🔄 Sales Automation

Automate repetitive tasks like follow-ups, sequences, reminders, and pipeline updates to save time.

📊 Pipeline Management

Visual sales pipeline to track deals at every stage, from lead to closing.

🤖 AI Call Assistant

Automatically transcribes and summarizes sales calls, including key insights and action points.

🔍 Smart Views & Search

Advanced filtering system that helps sales reps quickly find hot leads, inactive deals, or priority contacts.

📅 Meeting Scheduling

Integrated scheduling tools (including Zoom support) to simplify booking and tracking meetings.