Close

Close is a general-purpose sales CRM where calling, email and SMS are native channels rather than integrations: every outbound call, text and email is logged to the contact record it belongs to, so there is no manual entry after a conversation. For a staffing or recruiting agency using it for BD, every outreach call to a hiring manager or decision-maker is captured and searchable alongside the pipeline stage and follow-up tasks. Chloe is a named AI sales agent built into Close that can call contacts, qualify them through live conversation and book meetings while updating the record. Power Dialer queues the next call automatically and Predictive Dialer calls several contacts at once, while Close Notetaker produces call summaries and transcripts. Close is a general sales product used across industries and is not built for recruitment workflows, so an agency adapts it for BD with custom fields and pipeline stages.

• Your BD team bounces between a dialer, an email tool and a CRM, logging each activity separately.
• Follow-ups slip because nothing automatically resurfaces a stalled opportunity after a few days.
• A new BD consultant joins with no structured sequence, so their outreach differs from everyone else.
• Your manager has no live view of calling activity and hears about pipeline gaps a week late.

• Agency BD teams whose main outreach channel is phone, with calling and SMS inside the CRM
• Small BD teams wanting an AI voice agent to call, qualify client contacts and book meetings
• Agencies running separate BD pipelines for new clients and for account expansion

Recruiters and small sales teams mainly value having calling, SMS and email built into the CRM, so outbound happens in one place rather than across a dialer, an inbox and a separate record system. The recurring criticism is reporting, which several reviewers find fiddly to set up and less customizable than they need for tracking activity the way they want.

Consolidated from 2068 reviews across G2 · Updated August 14, 2026