Close
Sales
Close
Close is a sales CRM built for high-activity outbound and inbound calling teams, with calling, SMS, and email in the product. Pipelines stay simple while communication volume stays high. Ideal for SMBs that sell over the phone more than through long enterprise cycles.
Best for: SMB sales teams that live on calls, SMS, and fast pipeline movement.
Pros
- Built-in calling and SMS
- Fast UI for high-activity selling
- Solid automation for sequences
- Transparent pricing
- Good reporting for call-heavy teams
Cons
- Not a full marketing suite
- Less enterprise customization than Salesforce
- Feature set oriented to SMB motion
Pricing
Starting at: From ~$49/user/mo
Note: Calling/SMS usage and per-user fees apply; confirm dialer rates.
Technical Details
Learning Curve
Moderate
Setup Time
Days
Integration Difficulty
Moderate
Zapier/Make to HubSpot Marketing, Slack, and calendars; dialer and email native; webhooks for custom lead routing.
PMD Expert Assessment
Close shines when the sales process is conversation-heavy. We configure pipelines, call dispositions, and lead routing automations so managers see reality—not vanity CRM fields. Integrations keep marketing and Slack in the loop without forcing a heavyweight CRM.
How PMD Can Help
- Pipeline and calling workflow setup
- Lead routing automations
- Integration to marketing tools
- Coaching dashboards for managers