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VerifiedChecked 2026-09-11

Close

Conversation-focused sales CRM combining lead and opportunity management with native calling, email, SMS, workflows, scheduling, reporting, and AI sales features.

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Revenue footprint

Where Close fits

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Revenue areas

Primary and supporting use cases
Coverage

Documented jobs

13 distinct jobs across 4 revenue areas

StrongAnalyse pipeline performance ↗

Close reports on activity, email performance, pipeline movement, opportunity funnels, and team performance.

Close Help Center documentation ↗
StrongAssess opportunity qualification ↗

Close Playbooks and Chloe support structured conversation outcomes and prospect qualification.

Condition: Some outcomes and Chloe capabilities are plan-dependentClose Help Center documentation ↗
StrongCapture conversations and notes ↗

Close Notetaker records, transcribes, summarizes, and stores meeting content and transcripts on the lead timeline.

Condition: Requires connected calendar or Zoom account and meeting admission where applicableClose Help Center documentation ↗
StrongCapture inbound interest ↗

Close Forms capture inbound enquiries and create or update CRM records.

Close Help Center documentation ↗
StrongCoach sellers ↗

Close Call Coaching lets managers listen, whisper, or barge into eligible live outbound calls for mentoring and assistance.

Condition: Scale and legacy Enterprise; outbound calls using Close internal numbersClose Help Center documentation ↗
StrongMaintain account and contact records ↗

Close maintains lead, contact, ownership, custom-field, and activity records.

Close documentation ↗
StrongMaintain sales-activity history ↗

Close keeps chronological lead and contact activity histories for calls, emails, SMS, meetings, tasks, and notes.

Close documentation ↗
StrongManage opportunities ↗

Close manages opportunities, pipelines, stages, values, ownership, and next-step activity.

Close documentation ↗
StrongOrchestrate outreach sequences ↗

Close Workflows automate coordinated email, SMS, call, and task sequences.

Condition: Growth and ScaleClose Help Center documentation ↗
StrongPlace outbound calls ↗

Close provides built-in calling, including dialer capabilities on higher plans.

Condition: Power dialer on Growth; predictive dialer on ScaleClose documentation ↗
PartialRun discovery ↗

Close Playbooks provide reusable discovery-call structures, goals, outcomes, fields, and note templates. The product covers a material part of this outcome, while execution or the durable record depends on another workflow or system.

Close Help Center documentation ↗
StrongSchedule meetings ↗

Close Scheduling books meetings, creates calendar events, sends invites, and logs meetings on leads.

Condition: Requires connected Google or Microsoft accountClose Help Center documentation ↗
StrongSend prospecting email ↗

Close supports individual and bulk prospecting email and email sequences.

Condition: Bulk email is listed for Growth and ScaleClose documentation ↗

Overview

What Close does

Close is a sales CRM for founders and sales teams, with centralized lead records, pipelines, communication history, built-in calling and SMS, email outreach, task management, workflows, meeting scheduling, reporting, and Chloe AI sales-agent features.

Lead, contact, opportunity, pipeline, task, custom-field, and activity managementCentralized activity timelines for calls, emails, SMS, meetings, notes, and dealsNative outbound and inbound calling with automatic call logging, recording, voicemail, and phone-number provisioningSMS sending and receiving within CloseIndividual and bulk email, templates, and automated email sequencesMulti-channel workflows across email, SMS, calls, and tasksInbound web forms that create or update CRM recordsMeeting scheduling with Google Calendar or Microsoft Calendar, plus Google Meet, Microsoft Teams, or Zoom linksNotetaker transcription, recording, summaries, and searchable meeting transcriptsAI sales-agent features through Chloe, including lead calling, qualification, meeting booking, CRM updates, and enrichmentReporting for activity, email performance, pipeline, opportunity funnels, and sales-team performanceCall coaching with listen, whisper, and barge modes on eligible plansAPI keys, OAuth, and third-party integration options

Buying context

Fit and constraints

Best for
Small and growing outbound-oriented sales teams that want CRM, sales communication, follow-up automation, and pipeline activity in one system.
Relevant constraints
  • Workflows are available only on Growth and Scale plans.
  • Power dialer is available on Growth; predictive dialer and advanced access controls are available on Scale.
  • Calling and SMS are usage-based and phone numbers incur separate monthly charges.
  • US SMS sending requires A2P 10DLC registration.
  • Call recording retention varies by plan; unlimited retention is listed for Scale.
  • Close Scheduling requires a connected Google or Microsoft account; Zoom requires a connected Zoom account.
  • Close Notetaker requires a connected calendar or Zoom account and the meeting bot must be admitted when applicable.
  • Call coaching is limited to outbound calls made from Close internal numbers and is available on Scale and legacy Enterprise plans.
  • Chloe and other AI features use plan-included credits, with additional credits available for purchase.
  • Close is primarily a CRM and sales-execution system; no official evidence was found for native contact discovery, enrichment-provider data coverage, email deliverability monitoring, contract management, proposals, quoting, payments, customer success, or sales-content administration.
Evidence status
Vendor documented · checked 2026-09-11

Pricing

Plans and billing

Public per-user pricing is shown for Solo, Essentials, Growth, and Scale plans. Annual pricing is listed at $9, $35, $99, and $139 per user/month respectively; monthly pricing is $19, $49, $109, and $149. Calling, SMS, phone numbers, and some AI usage are billed separately. A 14-day free trial is available without a credit card.

Pricing model
Per user
Minimums
Annual commitment
Free access
14-day trial
Last checked
2026-09-11

Solo

$9/user/mo12-month commitment · Self-serveCheck current price ↗
$19/user/moSelf-serveCheck current price ↗

Essentials

$35/user/mo12-month commitment · Self-serveCheck current price ↗
$49/user/moSelf-serveCheck current price ↗

Growth

$99/user/mo12-month commitment · Self-serveCheck current price ↗
$109/user/moSelf-serveCheck current price ↗

Scale

$139/user/mo12-month commitment · Self-serveCheck current price ↗
$149/user/moSelf-serveCheck current price ↗

List prices can exclude tax, usage charges, onboarding, add-ons, and negotiated discounts. Check the vendor page before buying.

Reviews

Buyer reviews

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Product references

We reviewed these official vendor documents. Product claims have not yet been independently tested.

  1. Forms ↗help.close.com/feature-guide/formsVendor documentation
  2. Workflows ↗help.close.com/feature-guide/workflowsVendor documentation
  3. Crm ↗close.com/crmVendor documentation
  4. Pricing ↗close.com/pricingVendor documentation
  5. Book meeting setup guide ↗help.close.com/feature-guide/meetings/book-meeting-setup-guideVendor documentation
  6. Playbooks ↗help.close.com/feature-guide/playbooksVendor documentation
  7. Notetaker ↗help.close.com/feature-guide/notetakerVendor documentation
  8. Reports ↗help.close.com/feature-guide/reportsVendor documentation
  9. Call coaching ↗help.close.com/feature-guide/calling/call-coachingVendor documentation

Alternatives

Peers in this market

40
AiSDRFounders and revenue teams that need automated, signal-based outbound prospecting and follow-up without adding SDR headcount.SalesfinityOutbound SDR/BDR teams and sales teams that rely heavily on phone prospecting and want higher calling throughput with integrated research, enrichment, and follow-up automation.HubSpotSmall to enterprise teams seeking an integrated CRM and broader customer-platform suite, especially organizations combining inbound marketing, sales, and customer-service workflows.NutshellSmall and growing sales teams seeking an easy-to-deploy CRM with integrated sales automation and marketing tools.SalesloftRevenue teams that need coordinated outbound engagement, activity capture, buyer and deal insight, CRM synchronization, and workflow prioritization.NooksB2B outbound SDR, BDR, AE, sales-leadership, and RevOps teams that need high-volume calling, sequencing, prioritization, and coaching in one workspace.OutreachSales and revenue teams running structured, multi-channel outbound and managing complex opportunities; strongest fit is likely mid-market and enterprise teams that can support administration and custom procurement.DialpadTeams wanting unified business communications and AI-assisted sales or customer-support conversations.JustCallSmall and mid-sized sales, support, and customer-success teams that need calling, SMS, dialer automation, and conversation intelligence in one platform.Reply.ioOutbound sales, SDR/BDR teams, agencies, and small-to-growing teams needing coordinated email, LinkedIn, calling, SMS, and AI-assisted prospecting.monday CRMRevenue teams seeking a flexible CRM with configurable pipelines, activity tracking, automation, reporting, AI agents, and pre-to-post-sales workflows.FreshsalesSmall and mid-sized sales teams seeking a general-purpose CRM with built-in engagement and automation.CloudTalkSales and support teams needing international cloud calling, outbound dialers, call routing, and CRM-linked call activity.WarmlyB2B sales, marketing, and revenue-operations teams that want to convert anonymous website traffic into prioritized and engaged pipeline.AttentionRevenue teams that want automated conversation capture, CRM hygiene, follow-up assistance, coaching, and call-informed pipeline visibility.DubbSalespeople, small outbound teams, agencies, consultants, real-estate professionals, recruiters, coaches, and other teams using personalized video to initiate or advance sales conversations.Apollo.ioOutbound sales teams seeking prospect data and outreach execution in one platform.Aviso AIEnterprise and high-growth revenue teams needing forecasting, pipeline inspection, deal intelligence, conversation intelligence, and AI-guided revenue execution across CRM-connected workflows.PhoneBurnerOutbound sales teams and individuals prioritizing high-volume, live phone conversations with controlled, relationship-oriented outreach.Regie.aiFull-cycle AEs, SDRs, founding sellers, and outbound teams that want prospecting research and execution in one workspace.AircallSales and support teams needing cloud calling, calling workflows, team monitoring, conversation insights, and CRM-connected communications.ArtisanSales teams scaling outbound prospecting and pipeline generation across cold outbound, signal-triggered, CRM reactivation, and expansion campaigns.AvomaRevenue and sales teams that need automated meeting capture, CRM activity updates, conversation analysis, coaching, and revenue forecasting.KixieOutbound sales and revenue teams that need CRM-connected calling, SMS, and higher-volume prospecting workflows.MailshakeOutbound sales teams, SDRs/BDRs, founders, and agencies running email-led prospecting programs.OrumSales teams that need high-volume outbound calling, faster live connects, and manager visibility into call performance and coaching.QualifiedB2B revenue and marketing teams using Salesforce that need automated inbound website engagement, lead qualification, routing, nurturing, and meeting booking.AttioSmall to growing revenue teams that want a flexible CRM and relationship-focused system of record with configurable workflows and automation.BreakcoldFounders, agencies, consultants, and small sales teams that want a lightweight CRM centered on multichannel relationship selling and AI-assisted administration.PipedriveSmall and midsize sales teams needing a straightforward pipeline CRM and activity-management system of record.Zoho CRMSmall businesses through enterprise sales organizations that need a configurable system of record with sales automation and reporting.Copper CRMGoogle Workspace-oriented sales and relationship-focused teams that need CRM, pipeline, activity history, and project or onboarding continuity in one system.GongRevenue teams, sales managers, sales leadership, RevOps, and enablement teams that need conversation intelligence, deal inspection, forecasting, outreach execution, and coaching.Mediafly Intelligence360Enterprise revenue teams that need unified pipeline visibility, forecasting, conversation intelligence, and sales-performance coaching.La Growth MachineSales teams, founders and lead-generation agencies running LinkedIn-first, multichannel outbound campaigns.Agent FrankB2B teams targeting startups, SMBs, or mid-market companies that want to automate outbound prospecting and meeting generation at scale.AmplemarketOutbound B2B sales teams seeking prospecting, signal-led prioritization, and multichannel engagement in one platform.FlowlaRevenue teams managing complex B2B sales, onboarding, renewals, and stakeholder-heavy buying processes.lemlistFounders, SDR/BDR teams, sales teams, agencies, and growth teams running outbound prospecting across multiple channels.RingoverSales, support, recruiting, and other teams needing cloud telephony, contact-center controls, and integrated communication activity.