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Close, a CRM built for teams that sell by phone

Close was built for inside sales teams that make and take a lot of calls. Calling, texting, email sequences and a power dialer are native, and the interface is designed around getting through a list. It is less of a marketing platform and more of a sales floor in software.

Send me the situationHow it works

Answered personally, usually the same day. If a CRM is not what you need, I will say so.

  • I have set up Close for a client sales team. My own companies run on other platforms.
  • Scoped in writing, priced before work starts
  • Your account, your data, documented as it is built
  • Not affiliated with Close. No resale, no commission.

Twelve

companies operated, six of them his own

Two

CRM platforms run inside his own companies today, GoHighLevel and Zoho

3,984

inbound calls transcribed and graded to see what the CRM was missing

136,737

legacy contacts cleaned and loaded into working audiences

What Close is good at

First

Native calling and texting with call recording and a power dialer.

Second

Multi-channel sequences that mix calls, texts and emails.

Third

Fast, keyboard-driven interface that salespeople like.

Where it is the wrong tool

A business that needs booking pages, funnels, review requests or a marketing suite. Close is for the sales conversation, not the marketing around it.

Who should pick it

Businesses with one or more people whose job is outbound and inbound sales calls all day. Brokerages, lead-generation businesses, B2B inside sales.

What a Close setup covers

Pipeline and statuses, custom fields, the phone numbers and dialer, sequences by lead type, email sync, and reporting. Plus the integration to whatever runs marketing and booking.

Asked about Close

Close or GoHighLevel for a phone-heavy business?
If the business is a sales team dialling all day, Close is the better sales floor. If the business is a service company that needs marketing, booking and reviews as well as the phone, GoHighLevel covers more in one tool.
Is it expensive?
Per-user pricing sits in the middle of the market. It is priced for a sales team, not for a solo owner, and I will say so if you are one.
Does it handle inbound leads from ads?
Yes, well. Leads land with their source, get assigned, and enter a sequence. Speed to lead is what it is built for.

Where to start

CRM setupYour CRM, on whichever platform fits, configured to how your business actually sells.Sales pipeline setupStages that match your real sales conversation, with a value and a date on every deal.Lead follow-up automationA reply in a minute and a sequence that runs until they answer or say stop.CRM migrationFrom HubSpot, Zoho, Salesforce or a spreadsheet, without losing the history.

Other CRMs

GoHighLevelCalling, texting, booking and follow-up in one flat-fee platform. Strong for local service businesses.HubSpotBest-in-class reporting and content marketing. Costs climb with contacts and tiers.Zoho CRMThe best value suite in small business software. Strongest when you already run Zoho Books or Inventory.SalesforceThe most capable CRM there is. Most owner-operated businesses are paying for scale they never use.PipedriveA clean, visual pipeline that salespeople actually use. Thin on marketing and phone automation.
monday CRMFlexible boards for teams already on monday.com. Less opinionated than a purpose-built CRM.KeapThe original small-business automation tool. Deep campaigns, an older interface, a loyal base.ActiveCampaignEmail automation first, CRM second. Excellent sequences, light on the phone.FreshsalesA clean mid-market CRM with built-in phone and a modern interface. Less known, worth a look.

Tell me what is in the way.

One form. Read by the person who would do the work. If a CRM is not the answer, you will hear that first.

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