What is Close?
Close is a sales CRM that puts calling, email, SMS and pipeline management in one place so reps can reach leads without switching tools. It is built for small and midsize teams that sell actively by phone and email, such as startups, agencies and inside sales teams. Calls are logged automatically, conversations sit together on each lead, and reports show pipeline, activity and forecasts.
Close also includes Chloe, an AI assistant that answers questions about your pipeline, meetings and calls and can draft follow-ups or create tasks. Higher plans add automated workflows, a power dialer, a predictive dialer and live call coaching. Pricing is per user, each plan includes monthly AI credits, and calling and SMS are billed by usage on top of the subscription.
Close at a glance
How does Close work?
- Import leads
Bring in contacts from a spreadsheet or another CRM, or capture new ones with Close's native forms.
- Connect your inbox and phone
Sync email accounts and set up phone numbers so calls, emails and texts are logged on each lead.
- Work your pipeline
Call through lists with the dialer, send emails and SMS, and move opportunities through pipeline stages.
- Automate follow-up
On Growth and above, build workflows that send follow-ups and assign tasks based on lead activity.
- Review and coach
Use activity and pipeline reports, call recordings and AI call notes to coach reps and forecast revenue.
Close key features
Built-in calling
Make and receive calls in the browser, with automatic logging, recording and power or predictive dialers on higher plans.
Email and SMS inbox
Emails, calls, texts and WhatsApp messages appear in one inbox tied to each lead.
Workflows
Automated multi-step follow-ups and task assignment, available from the Growth plan.
Chloe AI assistant
Answers pipeline questions, writes call and meeting notes and drafts follow-up emails or tasks.
Pipeline and forecasting
View deals by stage and value, with reports on activity, conversion and expected revenue.
Native lead forms
Capture inquiries straight into Close without a separate form tool.
Live call coaching
Managers can listen to and coach live calls on the Scale plan.
Why use Close?
- Calling, email and SMS live in the CRM, which cuts down on extra tools and copy-pasting.
- Automatic activity logging keeps records accurate without manual entry.
- Dialers and workflows help reps handle more conversations per day.
- The AI assistant speeds up note-taking and follow-up after calls.
- A 14-day trial without a credit card makes it easy to evaluate.
Who is Close best for?
A good fit for
- Inside sales teams that make a high volume of calls
- Startups and SMBs selling B2B services or software
- Agencies doing outbound prospecting
- Solo founders who want a lightweight sales CRM
Less suited to
- Teams that need marketing automation or a full service desk in the same tool
- Companies that rarely use phone or SMS in their sales process
- Buyers who want a free plan
Close pricing
| Pricing model | Subscription |
|---|---|
| Free plan | No |
| Free trial | 14 days |
| Starting price | $9/user/month billed annually (Solo); $19 billed monthly |
Essentials starts at $35, Growth at $99 and Scale at $139 per user per month on annual billing, with workflows and dialers unlocking on Growth. Calling and SMS are charged by usage, and AI credits increase with each tier.
Prices checked October 2026. Vendors change plans often, so confirm on the official Close pricing page before you buy.
Close pros and cons
Pros
- Calling, email and SMS fully built in
- Strong dialer options for outbound teams
- Useful AI notes and assistant
- Over 100 integrations plus an API
Cons
- No free plan
- Workflows are not available on Solo or Essentials
- Calling and SMS usage adds to the monthly bill
Close integrations and platforms
Works with
Available on
Close alternatives
See the full shortlist in Best CRM Software.
Close FAQ
Is Close CRM free?
No. Close does not have a free plan, but it offers a 14-day free trial with no credit card required, including a small amount of calling and enrichment credit. Paid plans start with Solo at $9 per user per month billed annually, or $19 billed monthly, for a single user.
What is Close CRM used for?
Close is used by sales teams to manage leads and deals while calling, emailing and texting prospects from the same app. It logs every activity automatically, runs follow-up workflows, offers power and predictive dialers, and reports on pipeline and rep activity. It is popular with inside sales and outbound teams.
Close vs Pipedrive: what's the difference?
Close focuses on communication, with built-in calling, SMS, dialers and call coaching. Pipedrive focuses on visual pipeline management and has a large integration marketplace, with calling handled through add-ons or apps. Phone-heavy teams often prefer Close, while teams that manage deals visually often prefer Pipedrive.
Does Close have built-in calling?
Yes. Close includes calling inside the CRM, with automatic call logging, recording and AI call notes. Higher plans add a power dialer, a predictive dialer and live call coaching. Calls and SMS are billed by usage at roughly two cents per outbound minute, and phone numbers cost about $1 a month.
Is Close good for small teams?
Yes. Close is designed for small and midsize sales teams, and the Solo plan suits one person. It is quick to set up and keeps communication in one place. Small teams that need automated workflows should budget for the Growth plan, since lower tiers do not include them. Close also includes $5 of calling and enrichment credits during the trial.
Sources
This overview is based on Close's official website and documentation, checked October 2026.