Close CRM Review
Tested & Last Updated: August 2026
"A high-velocity sales CRM with built-in power dialing, automated 2-way SMS sequences, and call recording designed for active phone prospectors."
Review Criteria Scorecard
What we love
- The fastest calling and SMS workflow of any CRM tested: make 50+ phone calls per hour without touching your cell phone dialer.
- Unified communication timeline puts emails, phone calls, SMS texts, and notes in one chronological feed.
- Smart Views allow you to create dynamic lists (e.g. "Expired leads not called in 7 days") that update automatically.
- Ultra-responsive desktop and mobile applications with zero lag.
The limitations
- Not specifically built for real estate, so custom fields for listing data and property specs must be created manually during setup.
- Calling minutes and outbound SMS messages consume usage credits on heavy phone volume.
- No native transaction document checklist or closing date calculator.
In-Depth Review Walkthrough
The Ultimate Outbound Prospecting Machine
If your daily routine consists of time-blocked phone prospecting, cold calling neighborhood lists, and texting absentee owners, traditional real estate CRMs feel painfully sluggish.
Close CRM was engineered from day one to minimize clicks and maximize conversation time. Everything — voice calls, SMS text messages, and emails — happens inside one single screen.
Pricing Options & Tiers
What you actually pay. No sales calls or hidden commissions required to get started.
Startup
- Built-in calling & 2-way SMS texting
- Pipeline management with custom stages
- Email sync with open and click tracking
- Smart Views for prioritizing daily callbacks
Professional
- Power Dialer for automated list calling
- Call recording and transcription storage
- Automated multi-channel email/SMS workflows
- Custom commission and deal forecasting
Frequently Asked Questions About Close CRM
Common queries answered for solo real estate agents considering Close CRM.
"For aggressive solo real estate agents who prospect For Sale By Owner (FSBO) and expired listings, and geographic farming lists via phone and text, Close CRM provides unmatched sales velocity."