Their Pitch
Customer Relationship Mastery
Our Take
It's a CRM that swallowed a phone system and email client. Everything stays in one app so your sales reps stop playing the 'which tab was that lead in?' game.
Deep Dive & Reality Check
Used For
- +**Your reps waste 15 hours/week copying call notes between your dialer and CRM** → Everything auto-logs in one place, cut admin time to 2 hours
- +**Follow-ups get forgotten and 30% of warm leads go cold** → Automated workflows text prospects on day 3, email on day 7 without you remembering
- +**You're paying $300/month for RingCentral plus $200 for Pipedrive** → Built-in power dialer makes 80 calls/hour, SMS campaigns, all in your CRM
- +Workflow automations trigger based on prospect behavior - automatically nurture leads who opened emails but didn't reply
Best For
- >Your sales team is losing deals because nobody knows who promised what
- >You're duct-taping separate tools for calls, emails, and pipeline tracking
- >Hit 20+ leads per day and manual data entry is killing your soul
Not For
- -Solo founders or tiny teams under 5 reps — you're paying $295/month minimum for seats you don't need
- -Inbound-only sales teams — this is built for outbound calling and you'll pay for features you won't use
- -Enterprise teams over 100 reps — the customization and API depth isn't there compared to Salesforce
Pairs With
- *Gmail/Outlook (syncs your existing email so you're not starting from scratch)
- *Zoom (for demos that need screen sharing since Close calling is voice-focused)
- *Slack (where your team gets notifications about hot leads and complains about SMS overage charges)
- *LinkedIn Sales Navigator (to research prospects before the Close power dialer calls them)
- *Zapier (to connect the data to tools Close doesn't integrate with natively)
- *Google Calendar (so prospects can actually book time with you after you've warmed them up)
The Catch
- !SMS costs add up fast — teams burn through the 1,000/month limit in week one, then pay $0.01 per extra message
- !Mobile app gets laggy on calls over 30 minutes, which sucks if you do field sales or long demos
- !Workflow automations glitch when you're processing 500+ leads per month and need manual resets
Bottom Line
Finally, a CRM where making calls doesn't require opening three different apps and logging everything twice.