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Sales CRM that centralizes calling, email, SMS, tasks, pipelines, automation, and reporting.

Close official product overview

Official product preview · locally stored · verified Aug 2026

Pricing

$19

per user per month · monthly

Access

Free trial verified

Last checked

August 1, 2026

What it does

A neutral product overview

Close is a sales-focused CRM for teams that want lead and pipeline management alongside built-in communication. It supports calling, email, SMS, meetings, workflow automation, customization, and sales reporting in one system.

Capabilities

Verified product functions

These capabilities were retained from official-source research. Availability can still vary by plan.

  • lead and pipeline management
  • centralized sales inbox
  • built-in calling
  • email outreach and sync
  • SMS messaging
  • automated workflows
  • custom fields and objects
  • forms and task management
  • sales reporting
  • AI-assisted meetings and sales workflows

Fit and tradeoffs

Where Close belongs on a shortlist

Strengths to examine

  • Calling, email, SMS, tasks, pipeline activity, and reporting sit close to the CRM record.
  • Sequences, workflows, templates, and integrations support repeatable sales execution.

Limitations and conditions

  • Prospect-data sourcing is not the product’s only job and communication capabilities remain plan-dependent.
  • Features, allowances, integrations, and support can vary by the current plan and region.

Likely to suit

  • Sales teams that want communication and pipeline work in a focused CRM.
  • Teams prepared to assign ownership for configuration, data quality, and ongoing administration.

May be a poor fit

  • Organizations primarily buying a marketing automation suite or broad ERP.
Verified audiencesfounders solo sales operators small sales teams scaling sales organizations

Pricing

What the published price means

$19

per user per month · monthly

Free trial verified
  • Solo is limited to one user and 10,000 leads
  • calling and SMS usage may carry separate charges
  • AI credits are plan-limited with paid top-ups available

Product views

See the working context

Official vendor imagery is stored locally and labeled by source. It illustrates the product; it is not an ArtisanSW simulation.

Close official product page preview 1
Close official product page preview 1

Integrations

Verified connections

  • Calendly
  • ChatGPT
  • Claude
  • Fivetran
  • Gmail
  • Google Calendar
  • HubSpot
  • Microsoft 365
  • Zapier
  • Zoom

Evaluation plan

Before you commit

Setup notes

  1. Define stages, lead ownership, communication rules, number requirements, and import mapping before migration.
  2. Pilot one representative workflow and verify roles, exports, integrations, and exception handling before a wider rollout.

Buying questions

  1. Compare calling, SMS, email, workflow, reporting, user, and telephony requirements.
  2. Confirm current plan limits, usage units, security controls, support, and renewal terms with the vendor.

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