Close.com Review: AI CRM & Sales Platform

Close.com brings AI directly into your CRM workflow—automatic call notes and summaries, AI‑written follow‑ups, and instant lead context—while unifying calling, SMS and email in one clean interface. For UK SMEs and sales‑led startups, it’s a powerful, affordable way to replace a cobbled tech stack with a focused “sell more, admin less” platform.

Key Features & AI Capabilities

Close weaves practical AI into day‑to‑day selling so reps stay focused on revenue, not admin. Highlights include:

1. Notetaker & Call Assistant

Automatically joins Zoom/Teams/Meet, transcribes calls and generates action‑ready summaries directly inside Close. Managers get coaching visibility without extra tools.

• Auto transcripts and smart summaries attached to leads
• Call coaching options (listen/whisper/barge)
• Unlimited call recording on Scale plan
• Improves handovers and follow‑ups with zero extra effort

2. AI Lead Summaries & Pipeline Guidance

Get the TL;DR of any lead’s history in seconds and surface stalled or at‑risk deals with suggested next steps to keep pipelines healthy.

• Instant context to ramp new reps and reduce prep time
• Highlights risk and recommends actions to progress deals
• Supports more accurate forecasting and prioritisation

3. AI Drafts (Email Writer & Rewrite)

Generate or refine personalised follow‑ups after calls. Rewrite, shorten, expand or shift tone for clearer, faster outreach.

• One‑click email drafts and subject line ideas
• Reusable templates with dynamic template tags
• Fits multi‑step email/SMS workflows

4. AI Enrich (Lead Research)

Pull fresh public data (e.g., LinkedIn profiles, industry info) straight into custom fields—without relying on outdated databases.

• Cleaner data → better routing, automation and reporting
• Usage‑based; ideal for targeted research at scale

5. Built‑in Communications & Automation

Two‑way email sync, unified inbox, calling and SMS—plus Workflows for multi‑channel follow‑ups. Dialers help teams make more quality calls with less effort.

• Power Dialer (Growth) and Predictive Dialer (Scale)
• Bulk email with tracking and send‑time control
• SMS built‑in and usable inside workflows
• 100+ native/no‑code/Zapier integrations and API

Ease of Use

Close is fast, opinionated and easy to adopt. The UI keeps reps in one window, setup is straightforward, and mobile apps support selling on the go. UK teams can be fully operational in days, not months.

Pricing (2025)

Transparent per‑user USD pricing with annual discounts. Monthly billing available at higher rates. VAT and usage (calling/SMS, AI Enrich) may apply.

• Solo: $9/mo billed annually ($19 monthly). 1 user, up to 10k leads.
• Essentials: $35/mo billed annually ($49 monthly). Core CRM & communications.
• Growth: $99/mo billed annually ($109 monthly). Adds automated workflows, Power Dialer, AI Email Assistant, Custom Activities.
• Scale: $139/mo billed annually ($149 monthly). Adds role‑based access, Predictive Dialer, unlimited call recording.

Telephony/SMS and AI Enrich are usage‑based. Consider exchange rates and VAT for UK budgeting.

Support & Security

Extensive help docs, live office hours, and responsive support. Free migration and self‑serve demos help you evaluate quickly. GDPR‑aware processing and robust API/docs for extensibility.

• Help & onboarding: Help Center, office hours, on‑demand demos
• Integrations: 100+ native/no‑code/Zapier; calendar/Zoom
• Compliance: GDPR‑aware workflows and privacy posture
• Developers: API + event log; modern webhooks

Pros

• All‑in‑one for sales: CRM + calling + SMS + email in one place
• Practical AI: Notetaker, summaries, drafts that save hours weekly
• SME‑friendly pricing: Solo/Essentials are excellent value
• Dialers that drive output: Power/Predictive dialers boost throughput
• Clean UX: Faster ramp and less context switching
• Strong integrations: 100+ plus flexible API

Cons

• Predictive Dialer is Scale‑only
• AI Enrich incurs usage fees for heavy research
• Marketing automation lighter than full suites like HubSpot
• Enterprise depth lighter than Salesforce in some edge cases

Best Alternatives

If you need deeper marketing, ultra‑custom enterprise, or different pricing, consider:

• HubSpot Sales Hub — richer marketing, higher TCO
• Pipedrive — simple pipeline CRM; fewer native comms
• Apollo.io — outbound engine with data + engagement
• Freshsales — strong telephony and value

Verdict & Recommendation for UK Businesses

Close.com is a top pick for UK SMEs, sales‑led startups and inside sales teams that want an AI‑powered CRM with serious built‑in communications. It replaces several tools, reduces admin, and lets reps spend more time selling. We recommend the Growth plan for most UK teams; move to Scale if you need Predictive Dialer and advanced controls.