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What is Close?
Close is a sales CRM built for startups and SMBs that combines calling, email, SMS, workflows, and Chloe, an AI agent for lead qualification and outbound calling. Everything is built-in, eliminating the need for external integrations.
Close news
Close wins G2 Fall 2026 medals for Small Business CRM, Best Usability in AI SDRs, and Best Results in Sales Engagement
Close maintains 4.7/5 stars from 2,000+ G2 reviews and is recognized as a leader in multiple CRM categories for small businesses
Source: G2 ↗Chloe Voice Agents go live with batch calling capabilities
Close launches Chloe Voice Agents allowing teams to run outbound calling campaigns with AI-powered lead qualification at scale
Source: Close ↗Close adds Chloe Chat in beta for AI-powered pipeline insights
Teams can now ask Chloe questions about leads, pipeline, and deals; pull summaries; and take actions directly in Close
Source: Close Help Center ↗
Key features
Chloe AI Voice Agent
Makes outbound calls, qualifies leads through live conversations, books meetings, and updates CRM records automatically with call summaries and transcripts
Built-in Calling
Make and receive calls directly in the CRM without leaving the platform. Includes Power Dialer (Growth+) and Predictive Dialer (Scale)
Email & SMS
Integrated email and SMS messaging built into the CRM for centralized communication
Chloe Chat
AI assistant to ask questions about your leads, pipeline, and deals; pull pipeline summaries; and take actions in Close (currently in beta, free)
Workflows & Automation
Automated workflows to trigger outreach, follow-up, and lead updates. Available on Growth and Scale plans
Call Recording & Coaching
Automatically records calls, generates AI summaries and transcripts. Scale plan includes unlimited recording retention and live call coaching
Lead Management
Unlimited contacts and leads (except Solo: 10,000 limit), customizable pipelines, lead scoring, and activity tracking
Native Integrations
MCP and API access for ChatGPT, Claude, VS Code, Cursor, and other tools without third-party plugins
Close pricing
Close charges per-seat for the CRM plan plus usage-based costs for calling/SMS. Every plan includes monthly AI credits (500-2,000 depending on tier). Calling costs ~$0.02/minute for most US/Canada destinations. Phone numbers ~$1/month. Call Assistant add-on $50/month + $0.02/minute usage. Annual billing saves up to 50% vs monthly.
| Plan | Price | What's included |
|---|---|---|
| Solo | $9/user/month (annual) or $19/user/month (monthly) | 1 user only, up to 10,000 leads, calling, email, SMS, 500 AI credits/month, Chloe access, no workflows |
| Essentials | $35/user/month (annual) or $49/user/month (monthly) | Unlimited leads, team collaboration, forms, inbox, 1,000 AI credits/user/month, Chloe access, no workflows |
| Growth | $99/user/month (annual) or $109/user/month (monthly) | Everything in Essentials plus automated workflows, Power Dialer, AI Email Assistant, custom activities, 1,500 AI credits/user/month, Chloe in workflows |
| Scale | $139/user/month (annual) or $149/user/month (monthly) | Everything in Growth plus Predictive Dialer, role-based permissions, lead visibility rules, unlimited call recording, live call coaching, 2,000 AI credits/user/month |
Pros & cons
Pros
- + Simple, intuitive interface designed for sales reps (not data entry teams)
- + Chloe AI is exceptional for lead qualification and outbound calling—rated 9/10 by users
- + Fastest qualified leads from automated calls with 5-minute conversations, saving significant man-hours
- + All communication tools (calling, email, SMS) built-in eliminates context switching
- + Powerful call recording, AI transcription, and automatic summaries with zero manual effort
- + Native to Close—Chloe has full context of leads, conversation history, and pipeline without integrations
- + 4.7/5 stars on G2 from 2,000+ verified reviews; G2 Leader in Small Business CRM and Best Usability
- + Self-funded and profitable company focused on customer retention, not investor pressure
- + Fast, responsive platform; no sluggish UI
- + 30-day money-back guarantee and 14-day free trial with no credit card required
- + Best for cold outreach and high-volume sales teams
Cons
- − Mobile app navigation could be more polished
- − Reporting features are limited and lack depth for advanced analytics
- − Inbound call history not tracked unless lead is manually added during the call
- − Limited customization in some areas (e.g., custom fields capped at 250 per team)
- − Growth and Scale plans expensive compared to some competitors
- − Navigation/UI in some parts could be more intuitive
- − Chloe Voice Agents outbound-only; no inbound calling
- − Chloe limited to English language and US/Canada phone numbers only
Who is Close best for?
- • Startups and SMBs selling through conversations
- • Outbound/cold calling teams at scale
- • Solo reps and early-stage sales teams
- • Teams wanting simplified, conversation-first CRM without complex setup
- • Companies needing AI-powered lead qualification and follow-up
- • Remote sales teams prioritizing speed and ease of use
- • Teams that value call coaching and rep training
Frequently asked questions
Does Close require a credit card for the free trial?
No. You can start using Close in minutes with no credit card, including calling, email, SMS, workflows, and Chloe. Your trial includes calling and AI credits to test real conversations.
What happens after my trial ends?
You choose a plan and continue without interruption. If you don't upgrade, your account pauses and data stays available for a limited period.
Is Chloe included on all plans?
Yes. Every Close plan includes Chloe access. You pay for the work Chloe does via AI credits (included monthly) and telephony charges (same $0.02/minute as human calls).
Can Chloe make inbound calls?
No. Chloe Voice Agents are outbound-only. They can call leads, qualify prospects, and book meetings, but cannot receive inbound calls.
What languages does Chloe support?
English only. Chloe is also limited to calling US and Canadian phone numbers.
How much do I pay for calling and SMS?
Usage-based: most outbound calls cost ~$0.02/minute, phone numbers ~$1/month, SMS rates vary by country. Your free trial includes credits to test.
Is Close self-funded?
Yes. Close is self-funded, profitable, and bootstrapped. Founded in 2013, raised only ~$250K in early seed funding and operates independently.
