Close

Close is a sales CRM that keeps calling, email, SMS, pipeline management, reporting, and workflow automation in one platform. It is built for teams that sell — sales reps, founders and owners who handle deals themselves, and small sales teams that don't want to stitch together a separate phone system, email tool, and CRM. The platform also includes an AI sales agent named Chloe, powered by AI credits included with each plan.

Day to day, leads move through pipeline stages while reps call, email, or text from inside the CRM. Calling is built in, with global calling advertised, and lead capture from website forms feeds new contacts straight into your pipeline. Workflow automation covers repetitive steps like follow-ups, and Close advertises native integrations plus no-code options for connecting other tools. Calling and SMS are billed separately at usage cost, on top of the subscription.

Pricing has four tiers: Solo at $9 per user/month billed annually ($19 monthly), Essentials at $35 ($49 monthly), Growth at $99 ($109 monthly), and Scale at $139 ($149 monthly). Higher tiers include more AI credits, which refresh monthly. There is a 14-day free trial with no credit card required, and Close advertises free migration and support. Access is web-based; the site doesn't clearly confirm native iOS, Android, or browser-extension apps, so verify directly if mobile access matters to you.

Best for

• Founders and owners who sell directly and want calls, email, and SMS in one place
• Small sales teams replacing a spreadsheet or an aging CRM, with free migration help
• Outbound teams that depend on calling and texting without maintaining a separate phone stack
• Teams that want workflow automation for follow-ups and lead capture from website forms
• Businesses experimenting with AI-assisted selling through included AI credits and the Chloe agent

Frequently asked questions

How much does Close cost?

Solo is $9/user/month billed annually ($19 monthly), Essentials is $35 ($49), Growth is $99 ($109), and Scale is $139 ($149). Calling and SMS are billed separately at usage cost.

Is there a free trial?

Yes. Close offers a 14-day free trial with no credit card required.

Does Close include calling and SMS?

Yes, both are built in, and Close advertises global calling. Usage is billed separately from your subscription.

What is Chloe?

Chloe is Close's built-in AI sales agent. AI features draw on included credits that refresh monthly and increase with each plan tier.

Is there a mobile app?

The site describes web-based CRM access with built-in communication features, but doesn't clearly confirm native iOS, Android, or browser-extension apps. Check with Close directly if mobile access is a requirement.

Can I migrate data from another CRM?

Close advertises free migration and support for moving your data over.

Alternatives

• Klipy — if you want AI to record, analyze, and coach your sales activity rather than manage a pipeline with built-in calling.
• Reach.ly — for building high-converting outreach experiences if lead conversion, not pipeline management, is the bottleneck.
• Twain — if you mainly need help writing outreach messages instead of a full CRM.
• Novacy — for behavioral analytics and forecasting precision layered onto an existing sales process.
• INSIGHT AI — for revenue analytics and data-driven insights if you already have a CRM in place.