What is Close?

Close is a sales CRM built for small and mid-sized teams, combining pipeline management with native calling, email, and SMS in one interface. It includes Chloe, an AI sales agent that can call and qualify leads, book meetings, and automatically update CRM records from conversation transcripts. Close also offers Power and Predictive Dialers, workflow automation for multi-step outreach sequences, call recording and coaching tools, and Smart Views for organizing leads by activity or status.

The platform is designed to reduce the need for separate sales engagement tools by consolidating communication and pipeline tracking into a single system. It integrates with Gmail, Outlook, Zoom, Calendly, HubSpot, Zapier, and other business tools. Close is aimed primarily at inside sales teams running high-volume outbound calling and email campaigns, offering tiered plans that scale from solo users to larger sales organizations.

Key Features of Close

Here are the powerful features that make Close stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • Built-in Power Dialer and Predictive Dialer for high-volume calling
  • Chloe AI sales agent that calls, qualifies leads, and books meetings
  • Two-way email inbox with open and click tracking
  • Built-in SMS messaging
  • Workflow automation for multi-step call, email, and SMS sequences
  • Call recording, transcription, and AI-generated call summaries
  • Pipeline and opportunity tracking with custom stages
  • Smart Views for dynamic, filtered lead lists
  • Call coaching tools including listen, whisper, and barge
  • Sales reporting and forecasting dashboards

Close Pricing

Here are the pricing plans for Close. Choose the plan that best fits your requirements and budget.

Solo

$9/user/month

1 user, 10,000 leads, 500 AI credits/month, billed annually

Core CRM, built-in calling, email, and SMS; no workflow automation

Essentials

$35/user/month

Unlimited contacts and leads, 1,000 AI credits/month, billed annually

Team collaboration and centralized inbox; workflows not included

Growth

$99/user/month

Unlimited leads and contacts, 1,500 AI credits/month, billed annually

Automated workflows with Chloe AI integration, power dialer, bulk email, custom activities

Scale

$139/user/month

Unlimited everything, 2,000 AI credits/month, billed annually

Predictive dialer, call coaching, role-based access, lead visibility rules, unlimited call recording retention

Close Specifications

Get a closer look at the technical specifications and system requirements for Close. Find out if it's compatible with your operating system and other software.

Software Tagline :
The all-in-one sales CRM with built-in calling, email, SMS, and an AI sales agent
Deployment :
  • cloud based
Subscription Plan :
monthly
Desktop Platforms :
  • web app
Mobile Platforms :
  • ios
  • android
Language Support :
english
Target Audience :
  • startups
  • smes
  • agencies
Available Support :
  • email
  • live support
Integrations :
Integrates with Gmail, Outlook, Zoom, Calendly, HubSpot, Zapier, ChatGPT, and other business and sales tools via native integrations and API.
Product Url :
API Available :
Yes
Free Trial Available :
Yes
Run On Mobile Browser :
Yes
Free Plan Available :
No
Customization Available :
Yes

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Alternatives

Explore alternative software options that can fulfill similar requirements as Close. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

Close Comparisons

Compare Close with other similar options available. Explore the key differences to see why it's the top choice for businesses and individuals.

Overall Close Reviews

Here's our unbiased review of Close. Discover how our team of experts rates its features, ease of use, customer support, and other aspects that contribute to its overall appeal.

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Close Pros and Cons

Close FAQs

Yes, Close offers a 14 day free trial with no credit card required, and a 30 day money back guarantee after purchase.

No, Close does not offer a permanently free plan. All plans require payment after the 14 day trial ends.

Chloe is Close's built-in AI sales agent that can call and qualify leads, hold voice conversations, book meetings, and automatically update CRM records based on call transcripts.

Yes, calling is usage-based in addition to the per-seat plan price, costing roughly $0.02 per minute, with phone numbers starting around $1 per month.

Close offers four annual-billing plans: Solo at $9/user/month, Essentials at $35/user/month, Growth at $99/user/month, and Scale at $139/user/month.