Close

Close is built for agencies and sales teams that close deals through direct communication rather than inbound marketing. The key differentiator is having calling, email, and SMS built directly into the CRM, eliminating the need to switch between separate tools. For agencies whose business development involves cold calling, follow-up sequences, and multi-channel outreach, Close consolidates the entire workflow into one interface where every interaction is automatically logged to the contact record.

The power dialer is where Close delivers unique value for agencies with high-volume outreach. Reps can load a list of leads and call through them rapidly, with the CRM automatically logging each call, recording conversations when enabled, and prompting for notes and next steps. Combined with automated email sequences that run in parallel, agencies can maintain a high-touch outreach cadence without the manual overhead of tracking who to contact next. The activity leaderboards also help agency sales managers monitor team performance and identify coaching opportunities.

Compared to Pipedrive or HubSpot, Close is more opinionated about its use case: it is purpose-built for inside sales teams that prioritize direct communication. Agencies with consultative, relationship-driven sales processes that rely on phone and email will find Close fits naturally. Agencies that depend more on inbound marketing and content-driven lead generation may be better served by HubSpot's broader platform. The calling costs are an additional consideration, as they add to the base subscription price, but for agencies that would otherwise pay for a separate VoIP or dialer service, Close often represents a net savings.