Close
Close · Business
Close is a sales CRM built for teams that live on the phone, in email, and in SMS. It puts calling, texting, pipeline management, reporting, and automation workflows in one place, then layers Chloe, a built-in AI sales agent, on top. Chloe can call new leads within minutes, re-engage cold prospects, write follow-ups, and update deal stages on its own. It's sales CRM software that assumes you're selling, not filing. The product targets small and growing sales teams rather than large enterprises with heavy admin needs.
About Close
What Is Close
Close is a customer relationship management (CRM) platform designed around conversations instead of forms. Most CRMs assume you'll log every call and email yourself. Close flips that. The dialer, inbox, and SMS tools sit inside the CRM, so activity records itself as you work.
The problem it solves is follow-up. Deals die when reps forget to call back, when a cold lead sits untouched for weeks, or when notes never make it into the pipeline. Close attacks all three by automating outreach and keeping records current. Its AI agent, Chloe, handles first contact and re-engagement while a human rep focuses on qualified buyers. That's the pitch, at least.
The main limitation is scale. Close suits teams that sell actively and want less busywork. It's not aimed at enterprises that need deep customization, extensive permission trees, or a large partner network. Small teams also hit lead caps on the cheapest tier, and workflows only arrive at the Growth plan.
Getting Started
- Sign up for a free 14-day trial at close.com, no credit card required.
- Connect your email account and phone number so calls and messages flow through the CRM.
- Import leads from a spreadsheet or push them in through the API or a form.
- Build a simple pipeline with stages that match how your team actually sells.
- Turn on Chloe or a workflow to start contacting and following up on new leads.
Product Information
A quick look at Close's pricing, supported platforms, and performance.
Best for
The users, tasks, and scenarios where this tool fits best.
Users
- Small sales teams
- Solo founders running outbound
- Sales managers who live on reporting
Tasks
- Calling and texting leads from inside the CRM
- Automated follow-up sequences
- Qualifying inbound leads fast
Scenarios
- A lead form fires at 9pm and no rep is online
- A database of old prospects nobody has touched in months
- A rep returns from a demo with a full calendar
Key features
Built-in Calling and Dialer
Close runs calls through the CRM itself, so each call logs its own record without a rep typing anything. Power dialer and predictive dialer modes push reps through call lists faster, and live call coaching on the Scale plan lets a manager whisper guidance during a call. Call recording retention is unlimited on the top tier. No separate calling software needed.
Chloe, the AI Sales Agent
Chloe is an AI agent that works alongside your team rather than just suggesting text. It calls new leads, re-engages cold ones, writes and sends follow-ups at the right time, and updates the CRM as it goes. It doesn't wait for permission. Each plan includes a monthly pool of AI credits, and you can top up if you burn through them.
Email and SMS in One Inbox
Email and SMS live next to calling, so a prospect's whole history is on one screen. Bulk email and a centralized inbox sit on higher plans. Reps answer texts and emails from the same place they make calls, which keeps context from scattering across tools. Why does that matter? Fewer tabs, fewer dropped threads.
Pipeline Management
Deals move through customizable stages, and you can see the whole pipeline at a glance. Custom activities, lead visibility rules, and role-based permissions arrive on the Growth and Scale plans. The pipeline view is where most teams run their daily standup. Drag a deal, and everyone sees it.
Automation Workflows
Workflows trigger actions based on what a prospect does, like sending a follow-up when an email goes unanswered or moving a deal when a reply lands. Workflows start at the Growth plan, which is often the real reason small teams upgrade from Essentials. Chloe can run inside workflows too, not just on its own. Set it and forget it.
Reporting and Integrations
Close includes sales reporting and pipeline metrics without a separate BI tool. The platform connects to over 100 apps, including email, calendars, and data tools. Teams that need custom dashboards can pull reporting metrics out through the API. Good enough for most, not for everyone.
Developer API and MCP Server
Close publishes a REST API with schemas, examples, and an interactive explorer. Authentication runs through API keys for scripts or OAuth 2.0 for user-facing integrations. A webhooks system and a 30-day event log stream changes out. There's also an MCP server, which gives Claude, ChatGPT, and Cursor direct access to Close data without code. No glue code required.
Pros and cons
Pros
- Calling, email, SMS, and pipeline live in one tool, so reps don't switch apps mid-conversation.
- Chloe runs real outreach tasks, not just suggestions, which can lift booked meetings without adding headcount.
- Transparent per-user pricing with a published feature breakdown by tier.
- A documented REST API, webhooks, and an MCP server make custom automation and AI integrations realistic.
- Free 14-day trial with no credit card, plus a 30-day money-back guarantee.
Cons
- No free plan, so testing beyond the trial means paying from $19/user/mo.
- Workflows, the main automation feature, only arrive at the Growth plan at $109/user/mo before discounts.
- The Solo plan is capped at one user and 10k leads, which blocks small teams from starting cheap.
- AI usage depends on monthly credits that don't roll over, so heavy Chloe use can add cost.
Frequently asked questions
Close is a sales CRM that combines calling, email, SMS, pipeline management, reporting, and automation in one platform. It's built for teams that sell through conversations and want the CRM to record activity for them.
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