Close

Close is a CRM and sales engagement platform designed to help small and scaling businesses manage, automate, and optimize their sales processes. It centralizes leads, contacts, opportunities, and communication history in a single interface, enabling sales teams to track every interaction across email, calls, SMS, and meetings. The platform includes built-in calling with power and predictive dialers, call recording, and voicemail drops, helping teams increase call volume and maintain consistent outreach. Email capabilities include templates, sequences, tracking, and automated follow-ups, allowing users to send personalized, scalable campaigns and monitor open and reply rates.

Close provides pipeline and activity management with customizable stages, tasks, and reminders, giving managers clear visibility into deal progress and rep performance. Reporting and analytics tools surface metrics such as conversion rates, activity levels, and revenue forecasts, supporting data-driven decision-making. The platform also offers workflow automation to trigger actions based on lead behavior or status changes, reducing manual work and ensuring timely touchpoints.