Close 2026: Benefits, Features & Pricing

Amazing CRM products, especially for startups

Very useful and easy to use. Close offers a streamlined experience tailored for sales teams, with intuitive features that enhance productivity. From the dashboard to communication tools, everything is designed to be accessible and efficient. It has definitely helped us stay organized and focused on closing deals faster.

Features are clearly targeting the saas sales segment, which wasn't helpful for my agency which essentially is a retail business model. Lead management and the sales pipeline management were incredibly easy to get into however. Being able to create tasks, notes while in a call, messages, and emails all being automatically logged in a particular lead's profile was fantastic. The 'workflows' or automations on sending out follow ups on schedule and utilizing templates is also something awesome only found on CRMs that cost 4x as much; that's a great deal. However, as noted above, they didn't have retail business models in mind or maybe they don't have enough context. 1) There's no call history - Yes, their guide or protocol is to 'add as a lead' when a call comes in, but that's only DURING the call. So if a new lead calls in to your agency/store, and if the call ends and the lead isn't added, then the call's number/history is lost in the ether. If you've ever onboarded new employees, you know procedures like this won't be followed all the time. 2) There's no way to set business hours/voicemail-forward - I work past business hours to get extra admin work done; of course customers don't always look up business hours before calling and suddenly I have to listen to the ring tone for 30 seconds or pick up. 3) Big emphasis on 'Companies' as leads/customers vs Individuals - So on lead profiles, you can set an address, yes. But after setting the address, city, state, zip code, you can only see the city and state on the lead's profile (probably because of its intended use for B2B sales), but in a B2C context, it's vastly more helpful to see the full address for us. You can argue you can create custom fields, but it seems like a easy fix to just let users choose which address details are visible in that proper spot. This is just one example, there's also not really much functionality for MAINTAINING/RETENTION of clients after the sales aspect. Again, emphasis towards saas sales where the use-case is getting the sale and then passing off the client to another department; whereas in retail or agency use, we have to maintain that relationship or make product/service changes. All in all, incredibly useful focus on the outbound sales aspect, if your business model fits or if you want a dedicated sales CRM for a sales team. However, retail businesses, B2C, or in my case, insurance agencies, will need something more well-rounded.

It is everything we need except dashboards. If your are an outbound or phone heavy sales ord

I like Close and will continue to use it because it works for me. I can enter a new lead and immediately start a communication track via email and text and Close keeps it all in an easy to follow format.

Overall I would highly recommend the software to other businesses users I think it is far better than its competitors.

We had another CRM system that was a lot more expensive and not very easy to use. Close.com is just a pure pleasure to work with and the entire team here is thrilled with it.

Overall it's been a good but not great experience. The basics are covered for a CRM but some what seems like basic features are still missing.

Good experience so far. Everything seems to be working as it should