Close CRM remains a top reliable and sales focused CRM for many teams that want to manage leads easily, communicate faster, and close more deals efficiently. Unlike many traditional CRM that commonly feel overloaded and have too many unnecessary features. Close CRM is built with a clear focus and with one goal: help sales teams work more efficiently
Like eLeads CRM, Close CRM combines email, calls, SMS, and different Pipelines tracking into a single platform. This is helpful because by combining them, CRM removes the need to switch between multiple tools, and it is especially useful for SaaS companies, startups, and growing sales companies that need to work fast and consistently
The detailed review covers the CRM pricing, features, benefits, limitations, and at last real world use cases. By the end, you know whether the close CRM is the right choice for your sales and customer success needs in 2026.
What Is Close CRM?
Close CRM is a customer relationship management platform designed for sales-focused teams. This CRM helps businesses in tracking leads, manage contacts, monitor deals, and communicate with prospects from one single centralized system.
Instead of just being a passive database, Close CRM supports active selling. Sales representatives can call leads, send emails, SMS, arrange follow-ups tasks, and automate routine tasks. This reduces admin work and lets teams focus on building relationships and closing deals.
Close CRM is for those teams that want to push deals forward and store customer data.
How Close CRM Is Different From Traditional CRMs?
Traditional CRM mainly focuses on reporting, data storage, and complex setups. While these can be useful but they slow down the sales team. Close CRM takes a different approach by emphasizing an actionable workflow.
The main difference lies in its built-in communication tool. Calls, emails, and SMS are all directly integrated into the platform, so the teams do not need extra apps. Every interaction is automatically tracked, giving teams full visibility without manual logging.
Additionally, close CRM focuses on emphasizing automation and efficiency. Follow-up reminders and task assignment happen automatically, making Close CRM an active sales engine rather than just a static system.
What Are The Core Features of Close CRM?
Smart Lead & Contact Management
Close CRM centralized all leads and contacts into one single place, which includes communication history, deal stages, and custom fields. Teams can segment leads based on their value, engagement, or sales availability, which enhances and makes work more efficient and improves their focus.
For Example:
A sales rep can filter good value needs that have not been contacted in the past week, and schedule follow-ups instantly, preventing missed opportunities and manual tracking.
Visual Pipeline & Deal Management
Close CRM provides and offers a visual sales pipeline that shows the status of every single deal. Teams can prioritize tasks, forecast revenue, and manage deal momentum efficiently.
For Example:
A sales manager manages and sees several deals in the negotiation stage and advises reps on the next stage, improving conversion rates.
Built In Calling, Email & SMS
Close CRM allows sales teams to communicate directly with target customers. They can make calls, send emails, and send text messages while the system automatically saves every interaction for transparent records.
For Example:
A rep can call a prospect, sends a follow-up email, and schedule a quick reminder, all without switching apps. This saves many hours every day.
Sales Automation That Saves Time
Automation manages and takes care of repetitive tasks such as follow-ups, reminders, and contact sequences, making sure steady and regular engagement with leads.
For Example:
If a prospect does not respond within a certain time frame, Close CRM by itself sends a follow-up email.
What Are The Key Benefits of Using Close CRM?
- Quicker deal closures: Generating real-time visibility into pipelines and progress updates facilitates, which help the team’s ability to push deals through the pipeline faster.
- More Time for Selling: Automations handle routine work so your reps can spend time on conversations that result in revenue.
- Full Sales Visibility: Managers can also gain clear visibility into the team’s performance, deal status, and activity tracking.
- Smooth Sales to Customer Success Transitions: Every deal detail and history of communication between teams on that account remain handy, ensuring end-to-end customer continuity
- Grows With Teams: Close CRM easily adapts as the team expands, which makes it suitable for small startups and large scales department.
How Close CRM Supports Customer and Success Teams?
Close CRM is not only for sales teams, but it also supports customer success by giving shared access to customer data, deal details, and communication history, and stronger, long-lasting relationships.
Shared Customer Information
A customer success manager can view and easily see past calls, emails, and notes in one place. This context helps them personalize getting started process and understand customer expectations early.
Smooth Sales-to-Success Handoffs
All deal information stays accessible post-scale, reducing misalignment, and clear handoffs help in improving and building trust and maintaining continuity between the team.
Better Onboarding Experience
With clear visibility into the sales journey, CMS can plan similar onboarding sessions and proactive follow-ups, which help in improving customer retention.
What Are The Limitations of Close CRM?
- Sales first focus: Mainly designed for better sales workflow with limited market automation.
- Learning curve: Some advanced automation, reporting, and workflow features may require additional training.
- Pricing for large teams: Pricing rises as you add more users and advanced features
- Integrations: Some certain advance integrations may require additional tools.
Reddit User Review About The limitations of Close CRM:
Global-Power-2569 says “Close’s limits around workflows means the product is more expensive and less useful than most tools out there.”
Close CRM Pricing Overview
Here is the monthly pricing of Close CRM when billed annually:
Screenshot taken from Close CRM
This is the monthly pricing of the close CRM when billed monthly:
Screenshot taken from Close CRM
- Starter plane: Suitable and ideal for growing modern teams and startups.
- Professional Plan: Best suited for a growing team that require power automation.
- Business Plan: Design for bigger teams with a custom workflow need.
- Enterprise/Custom Plan: Flexible solution with stronger support and enhanced security.
Another user, Jonthegreat4785 says:
“I just cancelled Close CRM. I have a life insurance sales team and had about 15 agents to close. The costs became too much where I was shelling about $2,500-3k a month on subscription fees and usage credits. Currently looking for another CRM and hope Close CRM goes out of business.”
Getting Started With Close CRM
Follow these simple steps to get started with close CRM:
- Sign up and select a plan.
- Invite your team members and assign a position.
- Easily transfer leads and contracts from spreadsheets or other CRM systems.
- Establish follow-ups Pipelines and automation to make the process more efficient.
- Begin capturing leads and closing deals.
What Are Some Great Alternatives Of Close CRM?
These are some top alternatives or competitors to close CRM:
1st: Sales Force Sales Cloud 2nd: HubSpot Sales Hub 3rd: Freshsales 4th: Pipedrive
What Are The Pros and Cons of Close CRM?
Pros
- Designed and built specifically for sales teams.
- Talk, email, and SMS without leaving the app.
- Strong and advanced automation features.
- Clear pipeline visibility.
- Scales well with business growth.
Dadiamma says: “Close CRM is a solid choice for small to midsize sales teams. It’s easy to use and has great built-in communication tools like an auto dialer. The interface is intuitive and importing leads is simple. But it may lack customization options for larger teams and can be pricey.”
Cons
- Limited marketing automation.
- Advanced features require learning.
- Higher cost for larger teams.
- You cannot cancel a trial and The UX is very shady dark.
On Trustpilot, Michel Mosse says: It’s impossible to cancel a trial… It’s impossible to cancel a trial within the first 14 days without connecting with support. Very shady dark UX.
Final Thought
Close CRM is one of the top sales focused tool for 2026 but it comes with some limitations. Some businesses found it very useful for their daily sales task and the others says it is not a good CRM. But from my point of view, it is actually a good CRM available today. If you found anything wrong while using this CRM you should reach out to their customer support team. They will definitely understand and resolve your concern.
This CRM helps the team in communication, automation, and pipeline visibility, which helps teams save time and close deals faster. And while it may not replace a full marketing platform or an ERP system, it is very good for helping sales sell better and faster. New Startups businesses, SaaS businesses, and sales teams of every size will get many benefits from Close CRM. It’s an intelligent and very beneficial investment that grows and can be fully trusted.
