Close
CRM & AGENCY MANAGEMENT
CRM built for high-volume calling and texting.
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Overview
Close is a sales CRM with built-in calling, SMS, and email designed for teams that live on the phone. A strong fit for outbound-heavy insurance sales.
Key features
- Built-in calling and SMS
- Email sequences
- Predictive dialer
- Reporting
Close pricing
// Pricing is set by Close and can change. We track entry pricing; verify the latest on their site.
Pros & cons
＋ PROS
- Communication built in
- Predictive dialer for high volume
－ CONS
- Pricier per seat
- Overkill for light users
Close alternatives
Other crm & agency management tools for insurance worth comparing:
Close head-to-head
Frequently asked
How much does Close cost?
From ~$9/user/mo (Solo).
What is Close best for?
Close is a crm & agency management tool for insurance professionals. CRM built for high-volume calling and texting.
What are the best Close alternatives?
Popular crm & agency management alternatives to Close include GoHighLevel, Agent CRM, Zoho CRM. Compare them in our Insurance index.
Is Close free?
No. Close has no free plan; paid access starts at $9 per month. From ~$9/user/mo (Solo).
Is Close worth it?
Close's main strengths are communication built in and predictive dialer for high volume. The trade-offs to weigh are pricier per seat and overkill for light users. For most insurance professionals it is worth trying if those strengths match your priorities.