OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Close CRM review: 54 specs compared

Starting price:9 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:noWorkflow automation:yes

Close CRM Review: Compare 54 technical specifications and 21 expert and video reviews to see how this product ranks in the CRM Software category and whether it is worth buying.

Close CRM
8.2/10

Overall score

Score
8.2/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 82% of models
Score components

40%

8.5

Technical score

30%

8.4

Reviews score

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 82% of CRM software
8.5

Technical score

Technical score
8.5/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 77% of models
Score components

25%

9.1

Product & Pricing

25%

8.2

Core CRM

20%

8.6

Sales & Automation

15%

8.2

Integrations & Access

15%

8.5

Security & Deployment

â–²Better than 77%
8.4

Reviews score

Reviews score
8.4/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 84% of models

80%

8.1

Average grade

20%

9.7

Popularity

Grades by review (21)
14 reviews + 7 videos, average 8.1/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
â–²Better than 84%
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
Pricing & Access

*Lowest paid plan per month, as listed on the vendor's website.

Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Close CRM

Based on 10 · 7

Reviewers praise the smart automation and built-in dialer for sales teams, but say marketing tools are missing.
Praised
Mixed views
Criticised
Pick a topic to see who said what
Loading category ranking...

Technical Specifications of CRM platform Close CRM

Technical score
Technical score
8.5/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 77% of models
Score components:

25%

9.1

Product & Pricing

25%

8.2

Core CRM

20%

8.6

Sales & Automation

15%

8.2

Integrations & Access

15%

8.5

Security & Deployment

8.5
Reviews score
8.4
List score
?
Starting price
9 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 9 USD/user/mo, which is lower than that of 96.9% of CRM platforms and equal to that of 0.9% of CRM platforms.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
What reviewers say
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Features automated lead enrichment, multi-channel intake, and continuous pipeline tracking.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Unlimited custom fields per record.
Show more
What reviewers say
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Close AI provides call transcriptions, summaries, and automated email rewrites.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Lead scoring
no
This CRM platform does not support lead scoring. 19.8% of CRM platforms offer this feature.
? (does not feature automated lead scoring out of the box).
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Show more
What reviewers say
Marketplace integrations
no
This CRM platform does not offer marketplace integrations. 98.3% of CRM platforms offer marketplace integrations.
Offers standard integrations directory, but lacks a native extension/app marketplace for third-party developer installs.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Included on all plans.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Official mobile app (Close CRM) available on iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
What reviewers say
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Google SSO natively; SAML on Enterprise plan.
Security certifications
SOC 2 Type II
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Tracks comprehensive user activity history and admin audit events.
Supported operating systems
Windows, macOS, iOS, Android
Show more
What reviewers say

Close CRM vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • 30 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Close CRM
    the average CRM platform
    Close CRM has a lower starting price than the average CRM platform (9 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    9 USD/user/mo vs 39 USD/user/mo
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Google SSO natively; SAML on Enterprise plan.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Close AI provides call transcriptions, summaries, and automated email rewrites.
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Supported via custom object types.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Native two-way SMS messaging and calling built directly into the app.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Supported natively via Close Email & SMS Sequences.
  • 6.3% higher review score
    Reviews score
    8.4/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10
    â–² Better than 84% of models

    80%

    8.1

    Average grade

    20%

    9.7

    Popularity

    Grades by review (21)
    14 reviews + 7 videos, average 8.1/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.4 vs 7.9
  • 3.2% better value for money
    Close CRM offers better value for money than the average CRM platform (8.61 vs 8.3).
    8.61 vs 8.34
  • 30 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Close CRM
    the average CRM platform
    Close CRM has a lower starting price than the average CRM platform (9 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    9 USD/user/mo vs 39 USD/user/mo
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • Offers startup programme or discount
    This CRM platform offers a startup programme or discount, while the average CRM platform does not. 4.8% of CRM platforms offer a startup programme or discount.
    Official startup discount or credits program: yes
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Supported via custom object types.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Close AI provides call transcriptions, summaries, and automated email rewrites.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Supported natively via Close Email & SMS Sequences.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Available via Email Sequences and Workflows.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Built-in Power Dialer and Predictive Dialer.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Native two-way SMS messaging and calling built directly into the app.
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Google SSO natively; SAML on Enterprise plan.
  • No built-in quotes or invoicing
    This CRM platform does not include built-in quotes and invoicing, while the average CRM platform does. 91.9% of CRM platforms include built-in quotes and invoicing.
    Focused purely on sales communication; relies on PandaDoc/Stripe integrations for quotes.
  • No marketplace integrations
    This CRM platform does not offer marketplace integrations, while the average CRM platform does. 98.1% of CRM platforms offer marketplace integrations.
    Offers standard integrations directory, but lacks a native extension/app marketplace for third-party developer installs.
  • No built-in quotes or invoicing
    This CRM platform does not include built-in quotes and invoicing, while the average CRM platform does. 91.9% of CRM platforms include built-in quotes and invoicing.
    Focused purely on sales communication; relies on PandaDoc/Stripe integrations for quotes.
  • No marketplace integrations
    This CRM platform does not offer marketplace integrations, while the average CRM platform does. 98.1% of CRM platforms offer marketplace integrations.
    Offers standard integrations directory, but lacks a native extension/app marketplace for third-party developer installs.

Video reviews

Hands-on testing and real-world video evaluations

8.0
CRM Central
≈ estimated
18/08/2026
Hands-on review · setup, pipelines and email tests
Verdict
Close CRM suits outbound-heavy sales teams that need consistent follow-ups, though advanced customization comes later.
8.0
Tutorials by Manizha & Ryan
≈ estimated
22/12/2025
Walkthrough · free trial setup, features and pricing
Verdict
Close CRM suits small to midsize teams and agencies, but not teams needing advanced marketing automation or a free plan.
8.0
SoftwareFinds
≈ estimated
31/10/2025
Hands-on review · pipelines, automations, mobile app and pricing
Verdict
Close CRM is strong for prospect communication, but it is not all-in-one and costs more as teams grow.
6.0
EngageBay
≈ estimated
16/02/2024
Hands-on review · workflows, activity reports and pricing
Verdict
Close CRM is good for sales teams, but too narrow and pricey for all-in-one needs; a cheaper all-in-one tool fits better.
6.0
LeadLoft
≈ estimated
23/09/2024
Comparison review · demo and feature walkthrough
Verdict
Close CRM is simpler and more customizable, but lacks built-in LinkedIn automation that rival tools offer at a similar price.
Overview video
Overview video
Brand video
Shop video
Shop video
Shop video

Expert reviews

In-depth analysis and verdict from leading tech publications

9.6
crm.org
✓ explicit
09/01/2024
In-depth review · Sales-focused CRM
Verdict
Close CRM is a good, sales-focused CRM with built-in calling, but it suits small, phone-heavy sales teams best and has no free plan.
9.0
geekflare.com
✓ explicit
09/05/2025
Hands-on review · Sales CRM
Verdict
Close CRM is a strong pick for small, sales-driven teams, keeping calls, tasks and follow-ups organized, but it lacks marketing tools and social messaging.
8.0
agentmarketingessentials.com
≈ estimated
15/11/2023
Hands-on review · Real estate use
Verdict
Close CRM is a powerful sales tool for real estate agents closing at least 15 deals a year, but it is costly for solo agents and lacks MLS integration.
9.0
croclub.com
≈ estimated
11/02/2026
Feature review · Inside sales CRM
Verdict
Close CRM suits remote or startup sales teams that live on the phone and email, but its reporting is less advanced and it lacks marketing automation.
7.6
hackceleration.com
✓ explicit
08/06/2026
Labs review · AI-ready sales CRM
Verdict
Close CRM is a sales CRM for inside sales teams, with native ChatGPT and Claude integrations, but it has no native Apollo connector and limited SMS coverage abroad.
8.5
ecommerceparadise.com
✓ explicit
17/04/2026
Sales-tool review · Outbound calling
Verdict
Close CRM is a sales-only tool whose built-in Power Dialer and AI notes suit outbound teams, but it lacks marketing tools and phone support.
7.0
mauttec.de
≈ estimated
18/05/2026
Practical test · Phone sales CRM
Verdict
Close CRM is a phone-first sales tool for outbound teams, but it lacks marketing, custom objects and service features.
7.6
hackceleration.com
✓ explicit
08/06/2026
Full test · Inside sales CRM
Verdict
Close CRM is built for inside sales teams, with calling, email sequences and SMS in one tool, but onboarding is self-guided and live chat is missing.
8.6
yolah.fr
✓ explicit
04/02/2026
Expert review · Outbound sales CRM
Verdict
Close CRM is a fast, phone-first sales CRM for outbound teams, with built-in calling and sequences, but it has no marketing tools and is English-only.
8.2
salesdorado.com
✓ explicit
18/06/2026
Full review · Outbound sales CRM
Verdict
Close CRM is an excellent outbound sales tool for small, phone-heavy teams, but it suits French teams poorly due to English-only, US-first features.
7.7
batemark.com
✓ explicit
24/07/2026
Expert review · Phone-based sales CRM
Verdict
Close CRM suits small sales teams that call and follow up daily, pairing phone calls with email sequences, but it is English-only and a poor fit for inbound-only firms.
8.0
comparateurcrm.fr
≈ estimated
25/04/2026
Full review · Outbound sales
Verdict
Close CRM is best for phone-heavy outbound sales teams that work in English, since its built-in dialer and SMS handle the core workflow.
8.2
salesdorado.com
✓ explicit
18/06/2026
Hands-on test · Phone-based sales
Verdict
Close CRM suits small teams that spend much of the day calling, but English-only screens and no SMS to French numbers make it a weaker choice for French businesses.
8.8
findbestcrm.com
✓ explicit
16/04/2026
Feature overview · Inside sales CRM
Verdict
Close CRM is built for inside sales teams that make many calls, with calling, SMS and email included, but it is weak on marketing.

Third-party reviews

What customers like about Close CRM

  • Optimized for high-velocity inside sales with built-in calling, SMS, and email sequences.
  • Integrated predictive dialer and call coaching features designed for outbound phone teams.
  • Zero data lag with instant real-time synchronization across all communication channels.
  • Clean pipeline reporting focused on call volume, talk time, and outreach conversion rates.

What customers don't like about Close CRM

  • Premium cost point with no free tier and higher starting costs than general CRMs.
  • Lacks built-in marketing automation and customer service ticketing infrastructure.
  • Less suitable for businesses with field sales representatives or complex delivery workflows.

Verdict

Close CRM is a cloud-based, Software-as-a-Service (SaaS) sales engagement platform designed primarily for small-to-medium businesses (SMBs) and inside sales teams requiring high-volume outreach. Compatible with modern web browsers across macOS, Windows, and Linux, alongside dedicated mobile apps (iOS 15+ and Android 7+), its core technical architecture uniquely unifies a built-in VoIP telephony system, native SMS, and bidirectional two-way email syncing (such as Gmail or Outlook) directly into one synchronized data model. A major operational advantage is its multichannel workflow automation engine featuring a Power Dialer and a Predictive Dialer, as well as the 'Chloe' AI agent that handles autonomous lead qualification, instant call transcripts, and automated multi-channel follow-up sequences without requiring third-party plugins. However, significant constraints include a fixed data structure that lacks true custom objects, reporting modules that lack the deep analytical granularity required by complex enterprises, and a total cost of ownership (TCO) that spikes quickly due to additional per-seat usage fees for telephony minutes, SMS units, and extra credit-based AI actions.

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