Top 10 Reasons to Choose Close Over Other CRMs

Most CRMs are built to serve marketing, support and sales at once, which is why many feel heavy for a team that simply needs to talk to more prospects and follow up consistently. Close takes the opposite approach: it is a CRM built for sales, with calling, email and SMS inside the product. Below are the ten reasons Close gives for choosing it over other CRMs, with our notes on who each one matters to.

Close at a Glance

Close is aimed at small and scaling teams that win customers through conversations. Close reports 2,000+ five-star reviews on G2, about two hours average support response during the workday, and 11,500+ businesses selling with it. Those are the company’s own figures, so treat them as a starting point and run a trial before you commit.

Top 10 Reasons to Choose Close

1. Built for selling

Close is made for teams that sell by talking to people, not for running a marketing department or a stack of add-ons. If your revenue comes from conversations and steady follow-up, a CRM designed around that job removes a lot of clutter you would otherwise pay for and ignore.

2. Calling is built in

You can call any lead in one click. According to Close, the Power Dialer (Growth plan) and Predictive Dialer (Scale plan) work through call lists for you, so there is no separate dialer to buy and connect. For outbound teams, that is often the biggest line item a CRM absorbs.

3. Email syncs both ways

Connect Gmail or Outlook and every email lands on the right lead automatically. Templates and bulk email are ready to use, so reps can send one-to-one and one-to-many messages without leaving the lead record.

4. Texting lives there too

Send and receive SMS from the lead record. Calls, emails and texts sit in one timeline your whole team can see, which makes handoffs and coverage far easier than piecing together a conversation from three tools.

5. Follow up when you said you would

Workflows mix email, SMS and call steps into a single sequence and can enroll new leads automatically. Missed follow-up is the quiet reason most deals die, and sequences are the simplest fix for it.

6. Way less data entry

Calls, emails and texts log themselves on the lead. Turn on Call Assistant and recorded calls come with a transcript and summary. Less manual logging means cleaner records and more selling time.

7. Chloe, your personal assistant

Chloe is Close’s AI assistant. Ask her about your pipeline, get a briefing before your meetings, and have her draft emails for you to review and send. You stay in control of what goes out.

8. Agents that make calls for you

A Voice Agent can call warm leads, such as new sign-ups or webinar attendees, and log the outcome on the lead. Close notes this currently covers English and US and Canada numbers, so check it fits your market before counting on it.

9. Your team will actually use it

Close reports that 9 out of 10 new users start calling, emailing, texting or booking meetings in Close during their first week. Adoption is the make-or-break factor for any CRM, and a tool built around daily rep activity tends to clear that bar.

10. Switching is easy

Bring your data over from HubSpot, Pipedrive, Salesforce and 25+ other CRMs with the built-in importer, usually at no cost. Migration worries keep many teams on tools they have outgrown, so a free importer lowers the barrier.

Who Close Fits Best

A good fit if you:

• Run an outbound or inbound sales team that lives on calls, email and texts
• Want calling and SMS included instead of bolted on
• Are moving off HubSpot, Pipedrive, Salesforce or a spreadsheet

Look elsewhere if you:

• Need a CRM that also runs marketing automation and a full campaign suite
• Rarely use the phone or SMS in your sales process

Plan limits matter too. Workflows and the Power Dialer sit on the Growth plan and above, and AI credits are capped per plan and pooled across the team, so match the tier to how you will really use it.

Current Offer

Close is running a limited promotion: choose annual billing and use code STACK20 for an extra 20% off your first year. Per Close, it applies to annual plans only, to new customers only, one code per customer, and it ends December 31, 2026. Confirm the terms at checkout.

How to Try It

1. Start a trial. Sign up and connect Gmail or Outlook.
2. Import your data. Use the built-in importer to bring contacts over from your current CRM.
3. Build a first sequence. Combine email, SMS and call steps and enroll a small batch of leads.

Read our full Close profile · Visit Close

The Bottom Line

If your team sells through conversations, Close’s built-in calling, email, texting and automatic logging make a strong case, and the free importer makes trying it low risk. If you need a broad marketing suite, a different CRM may suit you better. Features, plans and prices change often, so confirm current details on Close’s site. ExpertPicked may earn a commission from links on this page; this never changes our ratings.