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Close CRM Sales Communication and Workflow Features

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Close is a customer relationship management platform built around sales communication and pipeline workflows. Its official site lists email, phone and SMS tools, automated sales workflows, lead captur

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Compare Calling, Messaging and Pipeline Tools

Browse current offers below and review each deal's terms, eligibility, and end date before checkout.

Free 14 Days
Trial

Close CRM 14-Day Free Trial

Try Close CRM free for 14 days with no credit card required and test its calling, email, SMS, workflows and AI features.

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Code facts

Eligibility
New Close CRM trial users
Restrictions
Trial terms and feature access are subject to Close's current plan rules.
Free CRM
Migration

Close CRM Free Migration for Simple CRM Data

Move simple CRM data to Close with free migration help when you qualify for the standard migration service.

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Code facts

Eligibility
Close customers with eligible simple CRM migration needs
Restrictions
Complex, multi-system or messy migrations may incur hourly charges.
Up To 50%
Off

Close CRM Save Up to 50% with Annual Billing

Choose annual billing on eligible Close CRM plans and save up to 50% compared with monthly pricing.

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Code facts

Discount
50% off
Eligibility
Customers choosing eligible annual Close CRM plans
Restrictions
Savings vary by plan and billing term; annual commitment applies.

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