Close CRM
An inside-sales CRM with built-in calling, SMS and email, tiered per-user plans from $9 and the Chloe AI sales agent.
- Free trial
- Per-seat pricing
- Cloud
- AI features
- Vendor-sourced
What is Close CRM?
Close is a sales CRM for founders and small to mid-sized inside sales teams that builds calling, SMS, email and workflow automation into the lead record, and includes Chloe, an AI sales agent, on every plan.
- Best forFounders and small outbound sales teams that live on the phone and email
- Team size fitSmall teams, Mid-size teams
- PricingNo free plan; Solo from $9 per user per month billed annually ($19 billed monthly).
- Main limitationThere is no free plan, only a trial and a $9 annual Solo plan limited to one user.
- AlternativesPipedrive, HubSpot, Freshsales, Zoho CRM
Close CRM overview: who it is for and what it does.
Close is a sales CRM built around conversations. Instead of connecting separate phone, SMS and email tools, it puts calling, texting and two-way email into the CRM itself, so every touchpoint is logged against the lead. Close's own plans page describes Solo as a full CRM with calling, email and SMS built in, Essentials as adding pipelines and team-level visibility, Growth as adding workflows, and Scale as adding predictive dialing, lead visibility and advanced controls.
Pricing is published and per user. Close lists Solo at $9, Essentials at $35, Growth at $99 and Scale at $139 per user per month billed annually, with higher monthly-billing prices of $19, $49, $109 and $149. Every plan includes AI credits that power Chloe and other AI features, from 500 credits per user per month on Solo to 2,000 on Scale, with shared pools on the team plans.
Close positions Chloe as an AI sales teammate that calls leads, qualifies them, books meetings and updates the CRM. Independent reviewers describe Chloe as English-only and note that calling and some AI features can carry usage-based charges. Close also offers a REST API, webhooks and an MCP server, and a free trial is available, which Close says includes calling and AI credits.
Main problem it solves
Removes the need to stitch together a CRM, phone dialer, SMS tool and email sequencer by running calling, texting, email and follow-up workflows inside one lead record, with AI help for summaries, drafts and qualification.
Typical customer segment
Founders, small teams and mid-sized inside sales teams in sectors such as SaaS, financial services, real estate, insurance, recruiting and professional services.
Target users
- Founders and solo sellers who want a real CRM instead of a spreadsheet
- Inside sales and outbound teams that make many calls and send many emails
- Small and mid-sized sales teams, typically up to about 100 reps
- Sales managers who need call activity and pipeline visibility in one place
Primary use cases
- Outbound calling with power and predictive dialers
- Two-way email and SMS follow-up in the CRM
- Multi-step sales workflows mixing email, SMS and call tasks
- AI lead summaries, email drafts and meeting notes
- AI voice qualification and meeting booking with Chloe
- Pipeline management with multiple pipelines and Smart Views
- Lead capture with web forms
- Connecting sales data to ChatGPT, Claude and other tools via MCP
What makes it distinct
- Calling, SMS and email are native to the CRM rather than added through integrations
- Every plan includes access to the Chloe AI agent with a monthly AI credit allowance
- Clear four-tier per-user pricing with a $9 per user entry point
- Official REST API, webhooks and MCP server for teams that build their own sales stack
Close CRM features explained.
Built-in communication
- Calling, SMS and email in the CRM
- Close's plans page lists built-in calling, email and SMS from the Solo plan upward, with two-way email sync and a shared inbox.
- Power dialer
- The power dialer arrives on Growth, per Close's plans and independent pricing guides.
- Predictive dialer
- Scale adds predictive dialing, a feature aimed at high-volume outbound teams.
- Call recording and notes
- Reviewers report call recording, a meeting notetaker and automatic call summaries.
Pipeline and lead management
- Pipelines and team visibility
- Essentials adds pipelines and team-level visibility, with unlimited contacts and leads listed by independent reviewers.
- Smart Views and forms
- Smart Views filter leads dynamically, and built-in web forms capture inbound leads into the CRM.
- Reporting
- Reviewers describe sales funnel and activity reporting within the platform.
Automation and workflows
- Workflows
- Automated workflows start on Growth and combine email, SMS and call tasks in multi-step sequences.
- Bulk email and custom activities
- Growth adds bulk email and custom activities, according to independent plan summaries.
- Chloe inside workflows
- On Growth and Scale, Chloe can be used within workflows to trigger outreach and CRM updates.
AI features
- Chloe AI sales agent
- Close describes Chloe as an AI teammate that calls leads, qualifies them, books meetings and logs everything to the CRM. Reviewers note it is English-only.
- AI summaries, drafts and enrichment
- Close lists AI lead summaries, AI email drafts after calls and AI enrichment of company and contact data.
- AI credits
- Credits per user per month rise by plan: 500 on Solo, 1,000 on Essentials, 1,500 on Growth and 2,000 on Scale, with pooled limits on team plans.
Close CRM pricing and plans.
Prices from a vendor-published source. Checked 17 Oct 2026 against Close.
Pricing model
Per user per month by plan (Solo, Essentials, Growth, Scale, plus custom), billed annually or monthly. Calling and some AI usage may carry usage-based charges.
Free plan
No
Free trial
Yes Close says its trial includes calling and AI credits so teams can test real conversations and workflows.
Close CRM plans and prices (USD)
Solo
$9 per user per month billed annually; $19 billed monthly
Annual or monthly
One user only, with calling, email and SMS, and 500 AI credits per month. Independent reviewers list a 10,000 lead limit and no workflows.
Essentials
$35 per user per month billed annually; $49 billed monthly
Annual or monthly
Adds pipelines and team-level visibility. 1,000 AI credits per user, pooled up to 10,000 a month.
Growth
$99 per user per month billed annually; $109 billed monthly
Annual or monthly
Adds workflows, power dialer, bulk email and Chloe in workflows. 1,500 AI credits per user, pooled up to 15,000 a month. Marked most popular.
Scale
$139 per user per month billed annually; $149 billed monthly
Annual or monthly
Adds predictive dialing, lead visibility and advanced controls. 2,000 AI credits per user, pooled up to 20,000 a month.
Custom
Custom pricing
Contact sales
For fast-growing teams or complex needs.
Prices come from Close's own plans page. Older guides still list previous tier names (Startup, Professional, Enterprise) and prices such as $129 for Growth billed monthly, which no longer match. Independent reviewers note that calling, SMS and some AI tools can add usage-based charges, and that each additional organisation costs $50 per month beyond what a plan includes, so confirm the full cost before budgeting.
Prices change. Confirm current plans and terms on the vendor's site before you decide.
Visit official website (external) ↗See alternativesClose CRM integrations, API and platforms.
Important integrations
- Gmail and Microsoft 365 email sync
- Google Calendar
- Zoom
- HubSpot
- Zapier
- SavvyCal
- ChatGPT, Claude and Cursor via MCP
Supported platforms
- Web
- iOS
- Android
API
Close lists a REST API, webhooks and an MCP server for building on its platform. Check its documentation for plan-specific limits.
Data import and export
Not reviewed for this profile.
Integration lists come from Close's site and independent listings. Review Close's integration directory against the tools you use.
Balanced and sourced.
Each point cites a source. Editorial summaries are not customer reviews.
Strengths
- Calling, SMS and email are built into the CRM, so teams avoid paying for and connecting separate dialer and texting tools. [1]
- Pricing is published per user at every tier, from $9 on annual Solo to $139 on annual Scale. [1]
- Every plan includes Chloe and a monthly AI credit allowance, so AI features can be tested without a separate subscription. [1]
- A REST API, webhooks and an MCP server are documented, which suits teams that want to extend or automate their stack. [2]
- Independent reviews describe a focused feature set for inside sales, including power and predictive dialers. [7]
Limitations
- There is no free plan, only a trial and a $9 annual Solo plan limited to one user. [1]
- Workflows are only available on Growth and Scale, which are $99 and $139 per user per month billed annually. [5]
- Calling, SMS and some AI tools can carry separate usage-based charges that affect budgeting. [3]
- Chloe is currently English-only, and one review flags calling reliability reports from some users. [7]
- Per-user pricing means every added rep adds a full subscription, and extra organisations cost more. [4]
Best for
- Founders and small outbound sales teams that live on the phone and email
- Inside sales teams that want dialers, SMS and CRM in one tool
- Teams that want AI lead summaries, drafts and qualification included in the subscription
May be less suited to
- Field sales teams or very large enterprises needing deep customisation
- Teams that need a free CRM or heavy marketing automation in the same tool
Alternatives to Close CRM.
Pipedrive
A pipeline-focused sales CRM sold per seat in four plans (Lite, Growth, Premium and Ultimate), with…
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Explore →Related productFreshsales
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Explore →Related productZoho CRM
A per-user CRM from Zoho with a free edition for three users and four paid editions that add automation, AI…
Explore →Close CRM compared with similar crm software.
Summaries come from each profile. This is a side-by-side aid, not a ranking.
| Product | Pricing model | Free plan | Customisation | Automation | AI features |
|---|---|---|---|---|---|
| Close CRM | Per user by plan; usage-based calling and AI extras | No free plan; trial available | Custom activities and API on higher plans | Workflows from Growth | Chloe AI agent and AI credits on every plan |
| Freshsales | Per user per month; AI add-ons extra | Yes, up to three users | Custom fields; custom modules on Enterprise | Basic workflows; sequences on Pro | Freddy AI scoring, insights, Copilot and Agent add-ons |
| HubSpot | Per seat, by Hub and tier | Yes, up to two users | Custom objects on Enterprise only | Workflows rise from basic to 1,000 by tier | AI tools plus Breeze assistant and agents listed |
| Microsoft Dynamics 365 Sales | Per user by edition; device licences exist | No free plan; 30-day trial | Custom apps and flows in the same environment | Sequences (up to 1,500 records a month on Enterprise) | Qualification, Research and Close agents; Copilot Studio |
| Pipedrive | Per seat by plan; add-ons extra | No permanent free plan; trial available | Customisable pipelines | Automations from Growth | AI reports and LeadBooster add-on (reported) |
| Salesforce Sales Cloud | Per user per month by edition, add-ons extra | Not documented in sources reviewed | Edition-dependent custom apps, record types, sandboxes | Flows with edition-dependent limits | Generative AI in top edition; agent add-ons |
Close CRM head-to-head.
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Close CRM questions and answers
What is Close CRM?
Close is a sales CRM for founders and small to mid-sized inside sales teams. It builds calling, SMS and email into the lead record, adds workflows and pipelines, and includes the Chloe AI sales agent. It is sold per user in four tiers: Solo, Essentials, Growth and Scale.
How much does Close CRM cost per user per month?
Close lists Solo at $9, Essentials at $35, Growth at $99 and Scale at $139 per user per month billed annually. Monthly billing costs $19, $49, $109 and $149. Solo is limited to one user, and calling or some AI usage may carry separate charges.
Does Close CRM have a free plan?
No. Close does not offer a permanent free plan. It offers a free trial that includes calling and AI credits, and a Solo plan at $9 per user per month billed annually for individual users.
What is Chloe in Close CRM?
Chloe is Close's built-in AI sales agent. Close says she calls leads, qualifies them through conversations, books meetings and updates the CRM. Chloe is included on every plan with AI credits, and reviewers note she currently works in English only.
Does Close CRM include calling and SMS?
Yes. Close builds VoIP calling, SMS and email into the CRM from the Solo plan upward. The power dialer arrives on Growth and the predictive dialer on Scale. Independent reviewers warn that calling, SMS and some AI usage can add usage-based charges.
Which Close plan has workflows and automation?
Automated workflows start on the Growth plan at $99 per user per month billed annually, and Scale includes them too. Growth also adds the power dialer, bulk email and the ability to use Chloe inside workflows. Solo and Essentials do not include workflows.
How much would Close CRM cost for 10 users?
At published annual prices, 10 users cost $350 per month on Essentials ($4,200 a year), $990 per month on Growth ($11,880 a year) and $1,390 per month on Scale ($16,680 a year). Solo is limited to one user. Usage-based calling and AI charges are extra.
Does Close CRM have an API or work with ChatGPT and Claude?
Close lists a REST API, webhooks and an MCP server on its site, and a G2 listing says the MCP server works with ChatGPT, Claude, Cursor and other tools. It also connects with Zapier, Zoom, HubSpot and other tools. Check Close's documentation for plan-specific limits.
Is Close CRM better than Pipedrive or HubSpot?
It depends on your sales motion. Close is built for high-volume calling, texting and email with native dialers, while Pipedrive focuses on visual pipeline management and HubSpot offers a free tier and a broader platform. See the linked profiles to compare plans and limits.
What integrations does Close CRM support?
Documented integrations and ecosystem items include Gmail and Microsoft 365 email sync, Google Calendar, Zoom, HubSpot, Zapier, SavvyCal, WhatsApp, ChatGPT, Claude and Cursor via MCP. API details: Close lists a REST API, webhooks and an MCP server for building on its platform. Check its documentation for plan-specific limits.
What are the limitations of Close CRM?
There is no free plan, only a trial and a $9 annual Solo plan limited to one user. Workflows are only available on Growth and Scale, which are $99 and $139 per user per month billed annually. Calling, SMS and some AI tools can carry separate usage-based charges that affect budgeting.
Which platforms does Close CRM run on?
Close CRM is documented as available on: Web, iOS, Android.
When was the Close CRM profile last verified?
Sources for this profile were last reviewed on 17 Oct 2026. 7 sources are listed under Sources, and prices and plans can change, so confirm with the vendor.
Where this information comes from.
- Close plans and pricing Close Official Accessed 17 Oct 2026 Plan prices, AI credit allowances and plan inclusions are taken from Close's own plans page.
- The sales CRM built for calling, emailing, texting, automation and action Close Official Accessed 17 Oct 2026 Used for the Chloe AI agent, REST API, webhooks and MCP server claims.
- Close: CRM software directory profile iTechGuides Third-party Accessed 17 Oct 2026
- How much does Close cost? Hackceleration Third-party Accessed 17 Oct 2026
- Close CRM Review: Full 2026 Breakdown ZoomInfo Pipeline Third-party Accessed 17 Oct 2026
- Close on G2 (vendor-supplied description) G2 Third-party Accessed 17 Oct 2026
- Close CRM Features: A Complete Breakdown in 2026 ZoomInfo Pipeline Third-party Accessed 17 Oct 2026
Further official pages: Close pricing and plans (external) · Close CRM (external)
Plan names, prices and AI credit allowances were checked against Close's own plans page. Feature details beyond the plans page, including dialers, Chloe's language support and usage-based charges, come from independent reviews. Capabilities were not tested.
Stack18 has not tested this product or received anything from the vendor for this profile. Editorial summaries of vendor information are not endorsements. Confirm details with the vendor before buying.
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