Overall Value:
Close is the best AI-powered sales CRM for small to mid-size sales teams (5–50 reps) that live on the phone and email. Its built-in dialer is widely considered the best native calling tool in any CRM the Power Dialer auto-dials through lead lists, while the Predictive Dialer calls multiple numbers simultaneously and connects reps only to live answers. Add email sequences with open/click tracking, native SMS, Smart Views for dynamic lead filtering, Call Coaching for managers, and an AI-generated email draft, all without third-party integrations. Close eliminates the CRM admin work that kills sales velocity. Setup takes minutes, not months.
Close CRM Review:
Key Features:
- Built-In Calling (Power Dialer + Predictive Dialer): Make calls directly from the CRM. Power Dialer auto-dials through lead lists. Predictive Dialer calls multiple numbers and connects reps only to live pickups, maximizing talk time.
- Native Email Sequences: Send automated multi-step email sequences with open tracking, click tracking, and auto follow-ups. No Mailchimp or Outreach integration needed.
- Built-In SMS: Send and receive text messages natively within Close, auto-logged to contact records for full conversation history.
- AI Email Writer & Call Assistant: AI generates email drafts based on context and conversation history. Call Assistant transcribes calls and generates AI summaries automatically.
- Smart Views: Dynamically filtered lead lists based on activity, status, pipeline stage, or custom criteria, so reps always know who to call next.
- Workflow Automation: Automate repetitive tasks, lead assignments, status changes, follow-up triggers, and notifications to keep the pipeline moving without manual effort.
- Call Coaching & Leaderboards: Managers can listen to live calls, review recordings, and track rep performance with built-in leaderboards and activity metrics.
Features:
- Built-in VoIP calling with Power Dialer and Predictive Dialer
- Two-way email with sequences, open/click tracking, and bulk email
- Native SMS messaging auto-logged to contacts
- AI email drafts and AI call summaries
- Smart Views for dynamic lead prioritization
- Workflow automation for pipeline management
- Call recording, coaching, and live listening
- Activity leaderboards and rep performance tracking
- Multiple pipelines and custom fields
- Unlimited contacts and leads on Essentials+
- Zapier, HubSpot, Slack, and 100+ integrations
- REST API for custom integrations
- Mobile app for on-the-go access
- 14-day free trial + 30-day money-back guarantee
Use Cases:
- Inside sales teams running high-volume outbound calling campaigns with Power Dialer
- SaaS startups managing their full sales cycle, prospecting to close in one tool
- SDR teams needing a CRM that auto-logs every call, email, and SMS without manual entry
- Founders handling sales personally who need a fast setup CRM without IT overhead
- Sales managers coach reps with call recordings, live listening, and performance leaderboards
- B2B sales teams running multi-step email sequences alongside phone outreach
- Small agencies and service businesses tracking deals and client communication in one place
Technical Overview:
- Core Channels: Built-in VoIP calling, email, SMS, all native, auto-logged
- AI Features: AI email writer, Call Assistant (transcription + summaries), predictive lead scoring
- Dialers: Power Dialer (Growth+), Predictive Dialer (Scale)
- Platform: Web-based + mobile app (iOS/Android)
- Integrations: Zapier, HubSpot, Slack, ZoomInfo, Clearbit, Calendly, and 100+ via API
- Pricing: Per-user/month (Solo $9, Essentials $29, Growth $99, Scale $139)
Call. Email. Close. All-in-one CRM.
FAQs
Close is a conversation-first sales CRM with built-in calling, email, SMS, workflow automation, and AI designed for inside sales teams that sell over phone and email.
Close embeds calling (Power Dialer, Predictive Dialer), email, and SMS natively, no third-party integrations needed. It auto-logs every conversation. HubSpot and Salesforce require add-ons and plugins for similar calling features.
The Power Dialer is available on the Growth plan ($99/user/mo) and above. Predictive Dialer is on the Scale plan ($139/user/mo).
Yes, Close offers a 14-day free trial on any plan with no credit card required, plus a 30-day money-back guarantee on all paid plans.
The Solo plan supports 1 user. Essentials, Growth, and Scale support unlimited users with per-user pricing.
Conclusion:
Close is the best AI-powered sales CRM for inside sales teams that want to spend more time selling and less time on CRM admin. The built-in Power Dialer, native email sequences, SMS, auto-logging, and AI features eliminate tool sprawl and manual data entry that plague teams on HubSpot or Salesforce. With a 4.7/5 G2 rating, 14-day free trial, and plans starting at just $9/mo, it’s the fastest path from CRM setup to closed deals. If your team sells over the phone and email, Close was built for you.
