Close is a streamlined CRM platform favored by small businesses and startups, combining communication tools, automation features, and reporting capabilities in one intuitive package. The software integrates email, calendar, VoIP calling, and SMS functionality while offering automated workflows and smart lead prioritization. With built-in call transcription, team collaboration features, and customizable sales funnels, Close helps sales teams manage relationships, track performance, and maintain efficient workflows through its 100+ integration options.

Close is a solid CRM for small businesses and startups, excelling in organization and workflow automation. Its clear lead structure simplifies tracking and collaboration, while features like SMS follow-ups and task assignments streamline sales efforts. The platform’s customization options also make it adaptable to unique workflows. Conversely, its lack of built-in prospecting tools and rigid email templates can feel limiting, especially for teams needing flexibility or advanced lead generation. The manual qualification process adds unnecessary complexity, which may frustrate fast-moving sales teams.

Close works best for companies prioritizing affordability and simplicity over feature depth. While it’s not ideal for prospect-heavy workflows, it’s a reliable choice for businesses seeking a straightforward, communication-focused CRM.

Use Close's automated workflow feature to create a sequence of emails and SMS messages triggered by a specific lead status change, such as moving a lead from "Contacted" to "Qualified"; this ensures consistent and timely follow-up, nurturing leads through the sales funnel even when your sales team is busy, ultimately increasing conversion rates by keeping your business top-of-mind.