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CRM

Close

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About Close

Key Features

Core capabilities at a glance

Power Dialer

Unified Inbox

Automated Task Management

Lead Search and Filtering

Call Recording and Analytics

SMS and Email Automation

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Real-World Use Cases

See how organizations drive results

High-volume outbound prospecting
Sales development representatives (SDRs) and business development teams use Close's Power Dialer, SMS automation, and task management to contact hundreds of prospects efficiently while maintaining personalization. The platform's call recording and analytics provide valuable coaching insights to improve pitch quality and objection handling.
150%
Inside sales and remote closing
Inside sales teams use Close to manage leads through the entire sales cycle via email, phone, and SMS from any location. The unified dashboard provides complete visibility into each prospect's journey, enabling better handoffs between team members and informed deal progression.
35%
Lead nurturing and follow-up automation
Sales teams implement automated follow-up sequences triggered by lead behavior, ensuring no prospect is neglected due to manual oversight. Task reminders keep reps accountable to their pipeline, while email and SMS templates enable consistent, scalable communication.
45%
Team collaboration and accountability
Managers gain visibility into team performance through detailed call analytics, activity metrics, and deal progression. Close's transparent pipeline view enables coaching conversations, performance improvement, and data-driven decision-making about sales strategy.
60%
Multi-channel customer engagement
Startups and scaling companies use Close to engage customers across email, phone, and SMS without switching platforms or losing communication history. This is particularly valuable for diverse customer bases that have different communication preferences.
80%

Integrations

Seamlessly connect with your tech ecosystem

Z

Zapier

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Connect Close with 5,000+ apps through Zapier to automate workflows and trigger actions across your sales stack.

S

Slack

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Receive Close notifications in Slack and integrate call alerts, deal updates, and activity notifications directly into team channels.

G

Google Workspace

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Seamlessly integrate with Gmail and Google Calendar to sync emails, schedule calls, and manage calendar events from Close.

S

Salesforce

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Sync Close data with Salesforce to maintain unified customer records and leverage both platforms in your sales process.

H

HubSpot

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Integrate with HubSpot to synchronize contacts, deals, and activity data between Close and your HubSpot workspace.

M

Microsoft 365

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Connect Outlook and Microsoft Calendar to sync emails, meetings, and contacts with Close for a unified communication experience.

T

Twilio

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Leverage Twilio's telephony infrastructure through Close for enhanced calling and SMS capabilities with detailed logging.

L

LeadIQ

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Automatically pull verified contact information from LeadIQ directly into Close to streamline lead enrichment workflows.

Virtual Delivery Center · A new delivery category

A Virtual Delivery Center for Close

Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.

  • Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
  • Refundable on unused Delivery Units, anytime — no questions asked
  • Re-delivery guarantee on acceptance miss
  • Pre-flight delivery sizing — you see the plan before you commit
Get a delivery plan for Close What’s a Virtual Delivery Center?

How a Virtual Delivery Center delivers Close

Outcome-based delivery via AiDOOS’s VDC model. Why VDC vs traditional consulting? →

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning

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Alternatives & Comparisons

Find the right fit for your needs

Capability Close Floatbot Macky Eduphoria
Customization Excellent Good Good
Ease of Use Good Excellent Good
Enterprise Features Excellent Good Excellent
Pricing Fair Good Fair
Integration Ecosystem Good Good Good
Mobile Experience Good Fair Good
AI & Analytics Excellent Excellent Excellent
Quick Setup Good Excellent Good

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Frequently Asked Questions

Does Close include calling, email, and SMS, or are these add-ons?
Close includes calling, email, and SMS as part of the core platform with no add-ons required. All communication channels are integrated into a single dashboard with unified tracking and reporting.
What is Power Dialer and how does it work?
Power Dialer is Close's click-to-call feature that enables rapid dialing of multiple leads with automatic sequencing. It records calls, logs outcomes, and automatically moves to the next contact, allowing reps to complete 3x more calls per day compared to manual dialing.
How long does it take to set up Close?
Most teams are fully operational within 2-3 days. Close's intuitive interface and minimal configuration requirements mean sales reps can start using the platform immediately with pre-built templates and workflows. Professional onboarding support is available for larger deployments.
Is Close suitable for enterprise sales teams?
Close is optimized for SMBs and high-growth companies. While it can support enterprise use cases, it's specifically designed to deliver value without the complexity and cost of traditional enterprise CRMs. Enterprise customers should evaluate whether Close's feature set meets their advanced customization and integration needs.
What kind of integrations does Close support?
Close natively integrates with Slack, Google Workspace, Outlook, Salesforce, HubSpot, and other popular business tools. Additionally, Zapier support enables connections with 5,000+ applications, allowing custom workflows and automations.
How does Close protect customer data and comply with regulations?
Close is SOC 2 Type II certified, GDPR compliant, and ISO 27001 certified. All data is encrypted in transit and at rest, with regular security audits and penetration testing conducted to maintain security standards.

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