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MarTech Audit

Free marketing tech stack audit tool. Compare marketing tools, score your stack, and find the best martech solutions for your business.

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MarTech Audit — Free marketing technology stack comparison tool. Built in Phoenix, AZ. Data verified March 2026.

Sponsored by Helios AI Services — Custom AI tools for small businesses.

Tools/CRM/Close

Close

Inside sales teams doing high-volume outbound calls and emails who want calling, SMS, and email built directly into their CRM

Paidusers CRM
Visit Website

Reviews

4.7 / 52,165 reviews

G2 Satisfaction Scores

Ease of Use
9.0
Ease of Setup
9.0
Quality of Support
9.2
Meets Requirements
8.8
Ease of Admin
9.0
Likely to Recommend
9.0

Rating Distribution

5 star
70%
4 star
25%
3 star
3%
2 star
1%
1 star
1%

+ Built-in calling, SMS, and email — no need for separate sales engagement tools

+ Fastest CRM for inside sales teams — minimal clicks to log activities

- No free tier — starts at $19/user/mo annual

“Close eliminated 3 tools from our stack. We used to have Salesforce for CRM, Aircall for calling, and Outreach for sequences. Close does all three. Our reps make 50% more calls per day because they never leave the CRM.”

Pros

  • + Built-in calling, SMS, and email — no need for separate sales engagement tools
  • + Fastest CRM for inside sales teams — minimal clicks to log activities
  • + Power Dialer and Predictive Dialer for high-volume outbound calling

Cons

  • - No free tier — starts at $19/user/mo annual
  • - Focused on sales — no marketing automation or service desk features
  • - Smaller ecosystem and fewer integrations than HubSpot or Salesforce

Pricing

PlanMonthlyAnnualLimits
Startup/seat$29$193 users; calling; email; pipeline management; task management
Professional/seat$99$59Unlimited users; Power Dialer; email sequences; custom fields; workflows
Enterprise/seat$149$89Predictive Dialer; custom objects; call coaching; advanced permissions
14-day free trialStartup discount

Startup discount program available for qualifying early-stage companies

Startup $29/user/mo ($19/user/mo annual); Professional $99/user/mo ($59/user/mo annual); Enterprise $149/user/mo ($89/user/mo annual); 14-day free trial

Features & Capabilities

Built-in calling, SMS, and email — replaces 2-3 separate toolsFastest CRM interface for inside sales — minimal clicks per activityPower Dialer and Predictive Dialer for high-volume outbound teams
FeatureAvailable OnLimits
Built-in CallingstartupVoIP calling with local numbers; call recording
Email IntegrationstartupTwo-way email sync with templates and tracking
SMSstartupSend and receive SMS from the CRM
Pipeline ManagementstartupVisual pipeline with drag-and-drop deal management
Power DialerprofessionalAutomatically dial through lead lists
Email SequencesprofessionalMulti-step automated email cadences
WorkflowsprofessionalAutomated task creation and deal updates
Predictive DialerenterpriseAI-powered parallel dialing for maximum connect rates
Call CoachingenterpriseAI call analysis with coaching insights

Limitations

  • ! No free tier — starts at $19/user/mo
  • ! No marketing automation or service desk features
  • ! Smaller integration ecosystem than HubSpot or Salesforce
  • ! Startup plan limited to 3 users

Market Intelligence

Who Uses This

Small Business
60%
Mid-Market
30%
Enterprise
10%

Source: G2 reviewer demographics

Top Industries

Computer SoftwareInformation TechnologyMarketing and AdvertisingFinancial ServicesReal Estate

Is This Right for You?

Team Size
1–100 people
Sweet spot: 3-25
Complexity
moderate
Best Industries
saasagenciesprofessional services
inside salesoutbound callingsales email sequencespipeline managementlead management

Pairs Well With

mailchimp— Sync contacts for marketing email campaigns alongside sales outreach
google-analytics— Track lead source attribution from marketing to close

Not ideal for: Teams needing marketing automation, customer support, or field sales features — use HubSpot instead

Setup & Onboarding

Setup time: hours
Learning curve: minimal
Resources: excellentFree migrationMobile app

Company Health

Founded: 2013
HQ: San Francisco, California
Size: ~100 employees
Funding: private
growingHiring: growingSentiment: positive
  • Highest-rated CRM for SMBs on G2 (4.7)
  • AI-powered call summary and coaching features added
  • Workflow automation builder enhanced with AI triggers
  • Remote-first company with ~100 employees
  • Focus on speed-to-contact as core product differentiator

Product Direction

AI: moderateRisk: lowAPI availableEcosystem: moderateSMB friendly

AI Features

  • AI call summaries and action item extraction
  • AI-powered email writing assistant
  • AI lead scoring based on engagement patterns
  • Call coaching with AI-detected sentiment analysis

Recent Launches

  • AI call summaries
  • Enhanced workflow automation
  • Custom activities and objects
  • Improved reporting and dashboards

Trust & Security

Compliance

ccpagdprsoc2hipaaiso27001

Security Features

ssoenterprise
audit logenterprise
two factorAll plans
ip allowlistenterprise
role based accessprofessional
encryption at restAll plans

Data Portability

Export formatsCSV, JSON
Bulk API exportYes
Lock-in risklow
Status page: https://status.close.com(SLA: 99.9% on professional)

Support

Channels

emailstartup
phoneenterprise
live chatstartup
knowledge baseYes
community forumYes
HoursBusiness hours
Response time< 12 hours
Dedicated CSMenterprise
Docs qualityexcellent
CommunityAcademy

Market Position

challengerHighest-rated SMB CRM on G2, differentiated by built-in communication channels and speed

Top Alternatives

hubspot-crm— Free tier and full marketing/sales/service platform, but slower for pure sales
salesforce-starter— Much larger ecosystem and enterprise features, but far more complex

Switching Awayeasy

All contact and deal data exportable via CSV and API; call recordings downloadable

Transfers
contactsdealscall recordingsemail historynotes
Doesn't Transfer
email sequencesworkflow automationspipeline configurations

Time to Value

1 dayImport leads and start calling from the CRM on day one — no complex setup needed

Integrations

mailchimpgoogle-analyticshubspot-crmzapier

+ Zapier compatible (connects to 5,000+ apps)

Alternatives in CRM

Copper

Paid
4.51,750 reviews

Google Workspace-centric agencies and consultancies that want automatic contact and email logging

Freshsales

Freemium
4.51,841 reviews

Startups wanting AI-powered lead scoring and built-in communication tools at a low price

HubSpot CRM

Freemium
4.517,700 reviews

Small businesses wanting an all-in-one CRM they can start for free and scale into

Insightly

Freemium
4.11,589 reviews

Professional services firms and agencies that need CRM with built-in project management to track work after the deal closes

Monday CRM

Paid
4.71,474 reviews

Teams already using Monday.com for project management who want CRM in the same workspace

Pipedrive

Paid
4.45,710 reviews

Sales-focused small teams that want a clean, pipeline-centric CRM without clutter

Salesforce Starter

Paid
4.540,500 reviews

Ambitious startups that plan to scale significantly and want to start on the platform they will grow into

Streak

Freemium
4.6980 reviews

Solo founders, freelancers, and tiny teams who live in Gmail and want CRM without leaving their inbox

Zoho CRM

Freemium
4.29,684 reviews

Budget-conscious small businesses that need enterprise-grade customization without enterprise pricing