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 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.