Trusted by 11,500+ businesses

2 billion calls, emails, meetings run

4.7 stars on G2 with 2000+ reviews

Scale your sales team without adding headcount

The CRM with everything your team needs to sell faster – calling, email, SMS, and workflows. Plus Chloe, an AI sales agent.

Monthly

Annually

SAVE UP TO 50%

Solo

Core CRM for solo operators

per user / month

Try for free

Includes 500 AI credits per user/month

Use Chloe & AI features
500 credits/month
Refreshes monthly (no rollover)
Additional credits available

Essentials

System of action for small teams

per user / month

Try for free

Includes 1,000 AI credits per user/month

Use Chloe & AI features
Shared pool: 1,000 credits/user, up to 10,000/month
Refreshes monthly (no rollover)
Additional credits available

Growth

Leveraging AI and automation

109

per user / month

Try for free

Includes 1,500 AI credits per user/month

Use Chloe & AI features
Shared pool: 1,500 credits/user, up to 15,000/month
Refreshes monthly (no rollover)
Additional credits available

MOST POPULAR

Growth

$109 per user / month

$99 per user / month

Try for free

Scale

$149 per user / month

$139 per user / month

Try for free

Who is this for?

For founders and solo reps who need a real CRM, not a spreadsheet.

For small teams that want one place for every call, email, and deal.

For teams ready to let Chloe work leads while reps focus on closing.

For high-volume orgs that need advanced controls and the fastest dialing.

[Chloe & AI Features\ \

Included Chloe & AI credits per user

How many credits your Close plan already includes monthly. Additional credits are available for purchase.

500

1,000

1,500

2,000

Chloe batch calling

Chloe can call down a list of leads in batches.

Chat [Beta]

Chat with Chloe to answer questions and take actions in Close.

Enrichment

Automatically enrich contact and company records with external intelligence.

Use Chloe in Workflows

Chloe can be used in Workflows to automatically trigger outreach, follow-up, and more.

Auto Updates

Run Playbooks and automatically fill Outcomes and custom fields.

Restrict user access to Chloe

Limit which users can see Chloe agents, prompts, and settings.

[Core Features (CRM)\ \

Leads

Contacts are defined as individuals within an organization and are attached to a Lead in Close.

Up to 10,000

Unlimited

Custom Fields

Customize Close to store data unique to your business on Leads, Contacts, and Opportunities.

250

Custom Activities

Create your own unique templates that record activities specific to your sales process.

250

Custom Activity instances

Limits on the number of custom activity stored monthly.

50,000 / month

Unlimited Contacts

Contacts are defined as individuals within an organization and are attached to a Lead in Close.

Opportunity management

Track your Opportunities and view the Total Value and Expected Value of the deals in your pipelines. Up to 300 per lead.

Multi-channel inbox view

Centralize your to-do list to ensure no leads slip through the cracks.

Forms

Capture website leads with a no-code form builder.

Task management

Assign tasks to yourself and others to never miss a next step.

Dynamic list building (Smart Views)

Search, filter, and save customized views of Leads and Contacts and share them with other team members.

Pipelines

Create multiple opportunity pipelines to track different teams, products, or sales processes.

Data import and export

Import data from another CRM, a spreadhseet, or manually add in data.

Duplicate lead management

Duplicate lead detection on import and ability to merge duplicate leads.

Lead and Contact activity timeline

View, filter, and search all of the activities with a Lead or Contact in a chronological timeline.

API access + event log API

Connect your Close organization using API keys of using OAuth access.

Mobile app

Manage the CRM, make & receive calls and texts, and review reports on the go. Available for iOS & Android.

Follow-up reminders

Set reminders to follow-up with your contacts.

Lead Summaries

Get caught up on a lead quickly with an AI generated summary of key activities on the lead.

Suggested Action

Suggestion Action highlights stalled or at-risk deals and offers next steps to keep them moving.

Custom Objects

Create your own unique CRM objects to store and associate with Leads in Close.

[Email\ \

Connected accounts

Connect multiple email accounts within your Close account, such as a personal email and a sales email.

Two-way email sync (send/receive)

See emails in Close and your external email client, no matter where the email was sent from.

Historical email import

Import past email communication with your Leads to keep and share historical context.

Email templates

Emails that can be reused to save time. They can be used to send individual emails or in bulk emails.

Snippets

Reusable blocks of text, like frequently used sentences or paragraphs, that you can easily insert into emails.

Dynamic template tags

Personalize emails by including tags into your email templates (e.g. ‘first name’) and have them populated automatically.

Email open tracking

See if your contact has opened your email before following up.

Send bulk email

Send a templated email to multiple contacts at once.

Sending limits

Prevent your email accounts from exceeding the sending thresholds set by your email providers to safeguard your sender reputation.

Unsubscribe

Manage email unsubscribers directly within Close.

Email scheduling

Schedule emails to send at a future date/time.

AI Email Rewrite

Use AI to draft and edit emails directly within Close

Send As

Let users send emails on your behalf.

Email and domain filtering

Automatically filter out any intra-organization emails, selected external email addresses, or domains by request.

[Calling & SMS\ \

Call recording retention

When enabled, calls completed through Close will be recorded and can be replayed directly on the Lead page.

30 days

90 days

Unlimited

Make/receive calls worldwide within Close

Calling is charged based on usage. Your free trial includes $5 of calling and enrichment credits.

Automatic call logging

After a call is completed in Close, it will be automatically added to the Lead page (including time and duration).

Custom voicemail greeting

Send/receive text messages within Close

Close supports SMS sending to over a dozen countries, including the US, CA, GB, and AU. Note: A2P 10DLC registration is required for sending SMS to US phone numbers.

SMS templates

Reusable blocks of text, like frequently used sentences or paragraphs, that you can easily insert into text templates.

Bring your own phone line, or rent a line from Close

Lines with Close starting at $1/line/month.

Group numbers

Use a shared inbound phone number that, when dialed, rings a group of phones simultaneously, stopping when any one of them is picked up.

Call forwarding

Redirect incoming calls to another phone number.

Standard call transferring

Customizable call outcomes

Get accurate answer and conversion rate reports when reps log call outcomes.

Voicemail Drop

Click to leave a pre-recorded voicemail.

Text scheduling

Draft and schedule texts to send at a later time or date.

Use text messages in automated workflows

Include SMS/MMS.

Power Dialer

Automatically call through any list of contacts without touching your keyboard or mouse.

Predictive Dialer

Built-in calling automation software that allows your team to dial multiple numbers at once and get automatically connected once someone picks up.

Call coaching

Listen, whisper, or barge on in-progress calls with your team.

[Automated Workflows\ \

Automate outreach (SMS, emails, calls)

Trigger SMS, email, and call follow-up when Leads hit a certain criteria.

Update the CRM

Enrich Leads using AI, update Leads, or create Opportunities using Workflows.

Assign leads and follow-up tasks

Automatically assign Leads and set follow up tasks for yourself or your teammates.

Blackout Dates

Prevent automated email and SMS messages from being sent on certain holidays or when your team is unavailable.

[Meetings + Scheduling\ \

Calendar sync

Join and track meetings from within Close. Supports Google Calendar and Microsoft Outlook.

Meeting reminders

Close will automatically remind you about upcoming meetings.

Notetaker

Record, transcribe, and summarize all meetings synced to Close from Zoom, Teams, and Meet.

Customizable meeting outcomes

Get accurate connect and conversion rate reports when reps log meeting outcomes.

[Collaboration + Admin Tools\ \

Roles and permissions

Control a user's accessibility within Close by assigning them to one of four predefined roles. On Scale only, create a custom role with unique permissions.

Customizable

Mentions

@mention users and groups to alert and collaborate with coworkers.

Comments

Add comment directly on activities and objects in Close to keep discussions about your contacts all in one place.

Lead visibility settings

Control which leads different users can see.

User groups

Organize your team into up to 100 groups of up to 100 users each for faster reporting.

Required Fields (Currently Custom Activities Only)

Field Editing restrictions

[Reporting\ \

Activity reports and dashboards

See all of your team's activity (calls, emails, won deals, etc.), updated in real-time.

Opportunity Funnel Report

Analyze your Pipeline health with KPIs like conversion rates, time to close, and sales velocity.

Email template performance reports

Workflow Performance Report

Analyze the effectiveness of your email, call, and SMS Workflows.

Leaderboard

Rank and compare Users for metrics that matter within a specified timeframe.

Custom Graphs (Explorer)

Create Custom Graphs for more advanced reporting.

[Integrations\ \

Claude

Use Claude to research leads, summarize customer interactions, generate reports, and build workflows.

ChatGPT

Pull reports, research leads, summarize history, and build workflows with ChatGPT + Close.

Zoom

Join Zoom meetings and watch past recordings directly within Close.

Segment

Create or update Leads and Contacts with Close as a Segment Destination.

Zapier

Connect with 2000+ third-party apps through Zapier.

Calendly

Sync you and your team’s Calendly links with Close and insert them into emails with 1-click

Over 100 apps integrate with Close. See all integrations

[Support\ \

24/7 Knowledge Base

Get answers to your technical questions.

Email support

Connect with our support team via email.

[Security\ \

SOC2 Type 2 Compliant

Close securely manages your data to protect the interests and privacy of your organization.

Two-factor authentication

Add additional security with 2FA.

Google SSO

[Add-ons\ \

Premium Phone Numbers

Upgrade to business phone capabilities with lead-based call routing, customizable phone menu (IVR), and round-robin routing to sales reps. $19/month per line.

$19/month per line

$19/month extra

Call Assistant

Record, summarize, and transcribe calls synced to Close. Add-on cost is $50 per month, per organization, plus a usage fee of $.02 per minute.

$50/month + usage

Additional organizations

Growth and Scale customers receive 1 free secondary org. All customers can purchase additional orgs.

$50/month per organization

1 free + $50/month per organization

Show full comparison

Your next hire lives in your CRM

Chloe is an AI sales teammate built directly into Close. She calls your leads, has real qualifying conversations, books your meetings, and updates your CRM. All so your team can stay focused on closing more deals.

“We’re not using AI to replace people. We’re doing it so that the people we have are unlocked to do more. Chloe is not just innovation. She is actually creating the work we need to do.”

“Chloe is a 9/10. We used to have a full team of callers, but Chloe now outpaces all of them combined — we’re getting qualified leads from five-minute calls, and the man-hours we’re saving is a huge win.”

Chloe access is free on all Close plans

You only pay for the work Chloe does. She uses AI credits in Close, plus Telephony, and each Close plan includes a base of credits monthly automatically.

[See everything Chloe can do\

Frequently Asked Questions

Do I need a credit card to start my free trial

No credit card required.

You can start using Close in minutes, including built-in calling, email, SMS, workflows, and Chloe, our AI sales teammate.

Your free trial also includes calling and AI credits so you can test real conversations, automation, and workflows before purchasing.

What happens when my free trial ends?

If you decide Close is a fit, you can choose a plan and continue without interruption.

If you’re not ready to upgrade yet, your account pauses and your data remains available for a limited period before deletion.

Can I change or cancel my plan anytime?

Yes. Close offers both monthly and annual plans.

Monthly subscriptions can be upgraded, downgraded, or canceled anytime.

Annual plans offer discounted pricing and can be upgraded as your team grows. Downgrades or cancellations take effect at the end of the billing term.

How does Close pricing work?

Close combines your CRM, calling, SMS, and AI workflows in one platform.

Pricing is based on:

seats for your team
actual usage for calling and SMS
AI credits used by Chloe and other AI features

Every plan includes AI credits to get started, and additional usage can be added as needed.

How much do calling and SMS cost?

Calling and SMS are usage-based and passed through at cost (full breakdown here), which keeps pricing flexible as your team scales.

Most outbound calls cost around $0.02/minute, and phone numbers start at about $1/month.

Your free trial includes calling credits so you can test real conversations, workflows, and Chloe before upgrading.

What is Chloe, and which plans include it?

Every Close plan includes access to Chloe, Close’s built-in AI sales agent. Chloe can:

call leads automatically
qualify prospects through live conversations
book meetings
update CRM records after calls
enrich lead data
answer questions about your pipeline inside Close

Growth and Scale plans unlock more advanced automation, workflows, and AI capabilities for higher-volume sales teams.

Can I try Chloe during my free trial?

Yes. Because Chloe is built directly into Close, you can set her up quickly and start using her on real leads during your trial.

Chloe can call leads, qualify prospects, book meetings, update CRM records, enrich lead data, and answer questions about your pipeline — all natively inside Close.

Since Chloe works directly inside the CRM, she already has context from your contacts, communication history, and pipeline activity.

What's the difference between Growth and Scale?

Growth is ideal for scaling teams that want automation, workflows, and AI built into their sales process.

Scale is designed for higher-volume teams that need more operational control, advanced dialing power, and deeper team management features.

If your reps spend most of their day prospecting and calling, Scale is usually the right fit.

Many teams start on Growth and upgrade to Scale as their team and sales motion expand.

How easy is it to switch from another CRM?

Close includes built-in importers for platforms like HubSpot, Pipedrive, and HighLevel, plus spreadsheet imports. Most teams can import their data and get up and running quickly.

Do I need to talk to sales?

No. Close is designed to be self-serve, so you can sign up, start a trial, and set up your team without talking to sales.

That said, our team is available if you want help evaluating Close, designing workflows, migrating from another CRM, or planning for larger or more complex sales operations.

Need a demo? Head here.

Do you offer a money-back guarantee?

Yes. Close offers a 30-day money-back guarantee after purchase. You can also upgrade, downgrade, or cancel your plan at any time.

Which Close plan is right for you?

Solo/Essentials

Running a solo operation or a team of 2-3?

Solo ($9/user) gives you full a full CRM with calling, email, and SMS built in.

Essentials ($35/user) adds pipelines and team-level visibility when you’re ready to scale.

Growth

Have a team that's chasing too many leads manually?

Growth ($99/user) unlocks more powerful Chloe features with workflows. Your reps stop doing the volume work and start closing the deals Chloe automatically warmed up for them.

Scale

Running a high-volume outbound operation?

Scale ($139/user) adds predictive dialing, lead visibility, and advanced controls. Built for teams who need ultimate speed for larger teams.

Compare plans

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