Snapshot
Continue to About ↓- What it does
- Close is a sales CRM for founders, small businesses and sales teams that combines calling, email, SMS, pipeline management, workflows, reporting and AI agents in one platform.
More detail
- It is built around active selling — dialing lists, automatic follow-up and conversation logging — rather than passive record-keeping.
- Best for
- Small businesses, founders and inside or outbound sales teams that sell primarily through calls, email and SMS and want pipeline, communications, automation and AI in one tool.
- Pricing
- Per-user subscription with monthly or annual (discounted) billing: Solo $19/month or $9 annual (1 user, 10k leads), Essentials $49/$35, Growth $109/$99, Scale $149/$139.
More detail
- Workflows and the power dialer start at Growth; the predictive dialer, role-based permissions and unlimited call recording retenti
- Main limitation
- Teams that need workflow automation on the cheapest tiers (Solo and Essentials exclude Workflows), and cost-sensitive buyers — independent review flags it as expensive versus similar solutions, with calling and SMS usage billed on top of the subscription.
- Record
- Living and monitored
- Reviewed
- Evidence
- Public web research
- Machine access
- Structured profile ↗
About
- Close is a sales CRM for founders, small businesses and sales teams that combines calling, email, SMS, pipeline management, workflows, reporting and AI agents in one platform.
- It is built around active selling — dialing lists, automatic follow-up and conversation logging — rather than passive record-keeping.
What it helps with
- Sales tools are scattered across separate dialers, email clients, SMS tools and CRMs, forcing reps to switch tabs to wor
- Leads go cold and follow-up is inconsistent when nothing re-engages quiet prospects automatically.
- Manual CRM administration — logging calls, writing notes, updating deal stages — eats selling time.
- Context is lost between reps or conversations, so prospects have to repeat themselves.
- Deals in the pipeline lack a clear next step, so reps are unsure which opportunity to work today.
Capabilities
A practical view of what is available and where limitations apply.
| Offering | Available | Detail |
|---|---|---|
| Pipeline and deal management | Yes | Leads, contacts, opportunities, Smart Views, tasks and custom fields, with suggested next steps on deals. |
| Built-in calling (VoIP) | Yes | Recording, local presence, call coaching, voicemail drops and activity logging; usage billed separately. |
| Two-way email | Yes | Templates, sequences, scheduling, open tracking and Gmail/Outlook sync; bulk email from Growth up. |
| Native SMS and MMS | Yes | Two-way texting with templates and automation; usage billed separately. |
| Workflow automation | Limited | Automated workflows are not included on Solo or Essentials; they start at the Growth plan. |
| AI sales agent (Chloe) and AI Agents | Limited | AI credits are included on every plan; AI Agents are labeled Beta by Close. |
| Dialers | Limited | Power dialer requires Growth; predictive dialer requires Scale. |
| Reporting and forecasting | Yes | Pipeline, activity and forecasting reporting listed among core product capabilities. |
| Integrations and API | Yes | ChatGPT, Claude, WhatsApp and 100+ other integrations, plus MCP or API access and a developer platform. |
| Role-based access and lead visibility rules | Limited | Available only on the Scale plan. |
Bot trust
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Evidence
Where this record came from, when it was reviewed, and how confidently it can be used.
- Verification
- Scribble researched these facts from the linked public sources.
- The owner has not manually confirmed every field.
- Last reviewed
- Primary source
- close.com
Technical profile details
Record ID
005d41c4-75da-4e03-8977-6902eaa37422Canonical URLhttps://profiles.scribble.network/listing/close-crm-005d41c4