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Close

Vendor: Close

Close is a sales CRM with calling, email, SMS, pipelines, workflows, and AI-assisted sales work.

calling email sms Sales teams Customer relationship management Pipeline tracking #CRM #Sales Engagement #Pipeline Management

Overview

Close is the CRM with a built-in AI teammate (Chloe) that works with your team to call leads, qualify prospects, book meetings, and keep your CRM up to date automatically, so you can focus on selling. It includes built-in calling, email, SMS, pipeline management, sales automation, and reporting.

Key Features

Built-in calling, email, and SMS

Run core sales communications from Close.

Pipelines and workflows

Track opportunities and automate sales processes.

AI sales agent (Chloe)

Chloe can qualify leads, book meetings, and update CRM records. Included on all plans with monthly AI credits.

AI lead calling and qualification

Chloe calls leads within minutes using Close's built-in dialer, transcribes calls, and logs notes and next steps automatically.

Automated meeting booking

AI teammate books meetings and syncs them to your calendar.

Automatic CRM updates

Call summaries, transcripts, action items, and key moments are logged to the CRM automatically.

Pros & Strengths

  • ✓
    Built-In Calling: Integrated phone system with call tracking and recording.
  • ✓
    User-Friendly Interface: Intuitive design that simplifies navigation.
  • ✓
    Effective Automation: Robust workflow and task automation capabilities.
  • ✓
    Pipeline Management: Visual tools for managing and tracking sales pipelines.
  • ✓
    Advanced Reporting: Comprehensive analytics and performance insights.

Cons & Tradeoffs

  • ⚠
    Usage-based communications costs: Calling and SMS are billed based on usage.
  • ⚠
    Solo plan limits: Solo is limited to one user and 10,000 leads.

Known Limitations

  • • Calling and SMS charges are usage-based in addition to subscription costs.
  • • Solo is limited to one user and 10,000 leads.

Pricing & Plans

Model: subscription
USD9 /month

Close plans start at $9 per user/month billed annually ($19 monthly) for Solo. Essentials starts at $35 annually ($49 monthly), Growth $99 annually ($109 monthly), and Scale $139 annually ($149 monthly). All plans include monthly AI credits for Chloe. Calling and SMS are usage-based at cost.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-08-28

Editorial Info

Last Reviewed: 2026-09-10

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