Close
A fast, built-for-sales CRM with calling, email, SMS and Chloe, its built-in AI sales agent.
Best for: Close is best for startups and small to medium sales teams doing real outbound or high-volume inbound, especially those who want an AI agent handling first-touch calls and admin.
- Pricing
- From $9 per user per month (billed annually)
- Free trial
- 14-day free trial, no credit card required, includes calling and AI credits
- Platforms
- Web, Windows, macOS, iOS, Android
- Mobile apps
- iOS and Android
- AI features
- Chloe AI agent (chloe): voice AI calling and live lead qualification; automated meeting booking; Chloe Chat for plain-English pipeline questions; AI notetaker with call transcription and summaries; contact research and enrichment; email and SMS drafting; automated follow-up sequences; automatic CRM record updates; AI-generated pipeline suggestions. Included on every plan and metered by AI credits.
- Integrations
- 10+ integrations
- Support
- Email, live chat, help centre, office hours and a Slack community
- Best for
- Close is best for startups and small to medium sales teams doing real outbound or high-volume inbound, especially those who want an AI agent handling first-touch calls and admin.
- Founded
- 2013
- Company size
- 50-200 employees
- Headquarters
- San Francisco, USA
- Brand
- Close
What is Close?
Close is a customer relationship management platform designed specifically around the way sales teams actually work. Instead of bolting communication onto a database, it builds the dialler, email, SMS and WhatsApp directly into the CRM, so a rep can work a list end to end without switching windows.
The headline change in 2026 is Chloe, Close's AI sales teammate. Chloe is included on every plan and works natively inside the CRM, which means she already has context from your contacts, conversation history and pipeline. She can call and qualify leads through live voice conversations, book meetings, transcribe and summarise calls, research and enrich contacts, draft emails and texts, chase follow-ups and update records after every interaction. You only pay for the work she does, through AI credits that each plan includes a monthly allowance of.
Thousands of startups and small businesses use Close for its clean interface and depth of automation. The platform holds a 4.7 rating from more than 2,000 G2 reviews, and Close includes importers for HubSpot, Pipedrive and HighLevel, so switching is usually a same-day job.
The Slick Media verdict
Close is one of the few CRMs where the AI is genuinely doing the work rather than summarising it. Chloe calls, qualifies, books and updates records on every plan, which makes Close unusually strong value for small outbound teams who would otherwise pay separately for a dialler, a sequencer and an AI SDR. Larger organisations with heavy marketing or service requirements will still find it narrow, and the usage-based credits mean you should model your calling volume before committing. For a sales-led startup, it remains our pick in this category.
AI summary
Chloe is Close's AI sales agent, built into the CRM rather than sold as an add-on. She makes and answers calls with a natural voice, qualifies leads, books meetings straight into calendars, writes call summaries, enriches contact records, drafts email and SMS replies, runs automated follow-up and answers plain-English questions about your pipeline. Access is free on every plan; usage is metered through AI credits and telephony, with a monthly credit allowance included on each tier. Growth and Scale unlock the more advanced Chloe automations and workflows for higher-volume teams.
Why choose Close
Close differentiates itself by putting communication and AI inside the CRM instead of around it. Reps work a single window: dial, email, text, log and move on, while Chloe handles first-touch calls, qualification, note-taking and record updates in the background. That removes the context switching that quietly costs most teams their afternoon, and it removes two or three subscriptions from the stack at the same time.
Key features
Pricing
Four seat-based tiers, billed monthly or annually (annual is cheaper): Solo at $9 per user per month, Essentials at $35, Growth at $99 and Scale at $139. Every plan includes Chloe and a monthly AI credit allowance, from 500 credits per user on Solo up to 2,000 on Scale. Calling and SMS are passed through at cost, roughly $0.02 a minute for outbound calls and about $1 a month per phone number. There is no free tier, but there is a 14-day free trial with calling and AI credits included, and a 30-day money-back guarantee.
- Solo$9per user / month (billed annually)
- Essentials$35per user / month (billed annually)
- Growth$99per user / month (billed annually)
- Scale$139per user / month (billed annually)
Who Close is for
Close is best for startups and small to medium sales teams doing real outbound or high-volume inbound, especially those who want an AI agent handling first-touch calls and admin.
- Automating outbound calling with an AI agent
- Qualifying and booking inbound leads
- Managing sales pipelines
- Running multichannel follow-up sequences
- Capturing and summarising sales calls
- Monitoring rep and team performance
- Migrating from HubSpot or Pipedrive
Pros and cons
Pros
- Chloe, a genuine AI calling agent, is included on every plan rather than sold as a premium add-on.
- Calling, email, SMS and WhatsApp are native, so there is no separate dialler or sequencing tool to pay for.
- Excellent pipeline visibility for sales managers.
- Setup is fast; built-in importers make switching from HubSpot, Pipedrive or HighLevel straightforward.
- Self-serve throughout, with no mandatory sales call and a 30-day money-back guarantee.
Cons
- The sales-first design means it is thinner than general CRMs for marketing and service teams.
- AI credits and telephony are usage-based, so heavy Chloe use adds a variable cost on top of seats.
- The more advanced Chloe automations are reserved for the Growth and Scale tiers.
Close integrations
- Zapier
- Aircall
- Mailchimp
- Slack
- PandaDoc
- HubSpot
- Pipedrive
- HighLevel
- Segment
- Zoom
Close alternatives
Pipedrive
A visual, pipeline-first CRM that keeps sales teams focused on deals.
Alternative CRM in the same bracket — compare on pipeline management, automation and per-seat cost.
Keap
CRM, sales automation and payments for small business
Alternative CRM in the same bracket — compare on pipeline management, automation and per-seat cost.
Ratings and reviews
Ratings are set by the Slick Media editorial team. Member reviews are coming soon; save Close to be notified when they open.
Close FAQs
What are the pricing options for Close CRM?
Close has four seat-based tiers: Solo at $9 per user per month, Essentials at $35, Growth at $99 and Scale at $139, all billed annually; monthly billing costs more. Calling and SMS are billed at cost on top, at roughly $0.02 per outbound minute and about $1 per phone number each month, and Chloe's usage draws on the AI credits included with your plan.
Does Close CRM offer a free trial or a free version?
Close CRM does not provide a free plan, but it does offer a 14-day free trial. This allows potential users to explore the platform's features and determine if it meets their specific sales needs before committing to a paid subscription.
Is Close CRM worth the investment for a small business?
For sales-driven small businesses looking to significantly improve their lead management, sales pipeline visibility, and overall sales efficiency, Close CRM can be a worthwhile investment. Its integrated communication tools and automation features often lead to increased productivity and more closed deals, justifying the cost.
Are there any regional considerations for using Close CRM?
Close CRM is a global platform, and its features are fully applicable to businesses worldwide. While its headquarters are in the US, it supports international operations. Users can benefit from its robust sales features, and data privacy regulations would need to be considered by the user, as with any cloud software.
What is Chloe, the Close AI agent?
Chloe is Close's AI sales teammate, built directly into the CRM. She calls and qualifies leads with a natural voice, books meetings, transcribes and summarises conversations, researches and enriches contacts, drafts emails and texts, runs follow-up and keeps records up to date. Because she sits inside Close, she already has your contact history and pipeline context.
Which Close plans include Chloe, and what does she cost?
Chloe is included on every Close plan, including the trial. You pay only for the work she does, through AI credits: 500 per user each month on Solo, 1,000 on Essentials, 1,500 on Growth and 2,000 on Scale, plus telephony at cost. Growth and Scale unlock the more advanced Chloe automations and workflows.
About Close
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