Close CRM

Close CRM review

A calling-first sales CRM with a built-in AI agent that answers leads, follows up, and books meetings.

Close CRM costs from $9/mo · 4 plans · prices checked Oct 13, 2026

By Ciroapp Editorial Team · Updated Sep 17, 2026

Commission may apply at no extra cost

Close CRM homepage screenshot

At a glance

Quick overview for Close CRM: rating, pricing summary, key features, and highlights.
Pricing verified Oct 13, 2026

Ciroapp score

4.1/ 5

Close CRM puts calling, email, SMS, and pipelines in one place, with Chloe, an AI agent that answers new leads in minutes and books meetings. Costs climb with usage, though, and automation only starts at $99 per user. Overall, it's a strong pick for outbound-heavy teams that can live with metered billing.

Pros

  • Pros:Chloe, the built-in AI sales agent, calls new leads within minutes, qualifies them through real conversations, books meetings, and logs transcripts and notes automatically — reducing the need for extra reps.
  • Pros:Calling is native, not an add-on — the power dialer (and predictive dialer on Scale) logs every call automatically, with phone, email, and SMS sharing one inbox so outbound teams work from a single window.
  • Pros:The CRM updates itself — AI-generated call summaries, drafted follow-ups, and contact enrichment from LinkedIn and the web reduce manual data entry after every conversation.

Cons

  • Cons:AI credits are metered and don't roll over — 500 to 2,000 per user monthly depending on plan — and calling, SMS, phone lines (from $1/month), and the Call Assistant ($50/month plus $0.02 per minute) all add usage-based costs on top of seat prices.
  • Cons:The AI agent calling and messaging leads on your behalf won't suit every audience or brand; Close's own materials suggest testing Chloe's tone before committing, and vendors' outcome claims (like 50% more booked appointments) come from self-published customer quotes rather than independent verification.
  • Cons:Automation is locked behind the $99 Growth plan — Solo and Essentials tiers exclude workflows — so small teams get manual follow-ups unless they pay for the higher tiers.
Best for
  • Inside sales teams that live on the phone and want dialing built in
  • Small to mid-size teams replacing a CRM, dialer, and SMS tool with one platform
  • Founders and owners who want new leads answered without hiring more reps
Free trial
Yes
Money-back guarantee
Yes — 30 days
This section is a summary. Detailed sections about features, use cases, pricing, and reviews follow below.

What is Close CRM?

Leads go cold because reps can't respond fast enough. Close CRM tackles that by putting calling, email, and SMS in one place, adding a built-in power dialer that logs calls automatically, and including Chloe, an AI agent that calls new leads within minutes and books meetings for your team.

Close is a sales CRM built for teams that actively sell. It combines phone calling, email, SMS, pipeline management, and reporting in one platform. Its standout element is Chloe, an AI sales agent that calls leads, qualifies them through real conversations, books meetings, and updates records automatically.

The vendor targets founders, sales leaders, and reps, with dedicated pages for coaching, B2B SaaS, financial services, and insurance teams.

Should you choose Close CRM?

Quick buyer guidance before you compare plans or click through.

Choose it if

  • Teams that want calls, email, and SMS in one system instead of separate tools
  • Reps who want automatic call logging, transcripts, and AI lead summaries
  • Organizations with cold leads sitting idle that need systematic re-engagement
  • Buyers who value track record: 11,500+ teams and a 4.7 G2 rating
  • Technical teams that need a REST API, webhooks, or an MCP server to customize workflows

Skip it if

  • Teams uncomfortable letting an AI agent call and message leads on their behalf — test Chloe's tone with your audience first
  • Buyers who need exact pricing up front: the homepage lists no plan costs, so you'll need the pricing page or a sales conversation
  • Teams with little phone or SMS activity — Close's calling-first design may be more than you need
  • Organizations that depend on niche tools: 100+ integrations exist, but confirm your must-haves connect before committing
  • Buyers who want independently verified results — claims like 50% more booked appointments come from vendor-published customer quotes

Next steps before buying

  1. 1Review the pricing page to confirm plan costs and what each tier includes
  2. 2Check the integrations list to verify your email, calendar, and calling tools connect
  3. 3Start the free trial (no credit card) and run Chloe on a small batch of real leads
  4. 4Use Close's comparison pages to weigh it against your current CRM, such as Salesforce or HubSpot
  5. 5Confirm trial limits, AI-calling usage terms, and refund policies with support before you commit

Ease of use

Onboarding signals look friendly. The site advertises setup in minutes, a free trial with no credit card required, and sign-up with Google. Support includes a help center, live office hours with experts, a Slack community, and a phone line. Customer quotes on the site also describe the interface as clean, intuitive, and fast.

Close CRM Key Features

🤖 Chloe answers leads before they go cold

New leads get a call within minutes, not hours. Chloe qualifies prospects through real conversations, books meetings, and updates your CRM as she goes. Every transcript, note, and next step lands in the lead record automatically.

Use her to answer fresh leads, re-engage cold ones, and hand reps meetings that are already prepped.

📞 Calling that's built in, not bolted on

Reps call faster and never log a call by hand. Close's native power dialer logs every call automatically, and phone, email, and SMS share one inbox. When your team lives on outbound calling, the dialer, history, and lead record all sit in the same window.

⚡ The CRM that updates itself

Every conversation moves the deal forward without manual data entry. After each call, Close handles the busywork:

  • Summaries: transcripts, action items, and key moments logged to the lead
  • Follow-ups: drafted from the call, then sent or queued for your rep to review
  • Enrichment: contact fields filled with data from LinkedIn and the web

✨ See every deal, then act on it

You always know where every deal stands. Pipeline views show each stage at a glance, with custom fields for the details that matter. Native forms capture new leads straight into Close, and reporting covers pipeline, activity, and forecasting.

Managers can spot stalled deals and coach from real numbers.

✨ Connects to your stack, and to your workflow

Your existing tools plug right in. Close works out of the box with 100+ integrations, including Gmail, WhatsApp, HubSpot, Zapier, ChatGPT, and Claude. For anything custom, a developer platform offers a REST API, webhooks, and an MCP server.

Setup takes minutes, and help is close by — a help center, live office hours, and a Slack community.

Use Cases

⚡ Answer New Leads in Minutes

A lead hits your pipeline and Chloe calls within minutes using Close's built-in dialer. She qualifies the prospect, books the meeting, and logs transcripts and notes automatically. Expected outcome: faster response times and booked meetings, without reps lifting a finger.

❄️ Re-Engage Cold Leads

Cold leads sitting in your CRM? Chloe re-opens the conversation on her own and sends warm responses straight to your rep's inbox. Expected outcome: stale pipeline turns back into active deals.

📅 Never Miss a Follow-Up

A rep forgets to follow up. Chloe writes the message from the call transcript, sends it at the right time, and updates the deal stage. Expected outcome: no lead slips through the cracks.

📞 Run Outbound From One Workspace

Inside sales teams dial with the power or predictive dialer, then email and text from the same platform. Calls log themselves. > Tip: one team quoted on the site quadrupled outbound calls after switching.

Close CRM pricing

From$9/mo

  • 4 plans

Prices checked on Oct 13, 2026 from Close CRM's pricing page

Close CRM pricing page screenshotView pricing page screenshot
PlanBilled monthlyBilled annuallyIncludes
Solo
$9/mo
—
Limited to 1 user and 10,000 leads; workflows not included
  • Core CRM for solo operators
  • 500 AI credits per user/month for Chloe & AI features
  • Built-in calling, email, and SMS
  • 250 custom fields
  • Opportunity management and pipelines
Essentials
$35/mo
—
Workflows not included
  • Unlimited contacts and leads
  • 1,000 AI credits per user (shared pool up to 10,000/month)
  • Team collaboration features
  • Built-in forms, email, calling, and SMS
  • Centralized inbox and task list
Growth
$99/mo
—
  • Automated workflows, including Chloe in Workflows
  • 1,500 AI credits per user (shared pool up to 15,000/month)
  • Power dialer
  • Custom activities
  • Send bulk email
Scale
$139/mo
—
  • Role-based access, permissions, and lead visibility rules
  • 2,000 AI credits per user (shared pool up to 20,000/month)
  • Predictive dialer
  • Unlimited call recording retention
  • Live call coaching

Price history

Tracking prices since Oct 1, 2026. No price change detected yet.

Pricing types: Free trial, Monthly subscription, Yearly subscription, Per seat pricing, Usage-based pricing

Pricing notes

Close CRM offers four per-user plans from $9 to $139 per user per month, with up to 50% off on annual billing. Every plan includes the Chloe AI agent, and you can start with a free trial — no credit card required.

Close CRM costs between $9 and $139 per user per month with four plans: Solo at $9/user/month, Essentials at $35/user/month, Growth at $99/user/month, and Scale at $139/user/month. Annual billing saves up to 50%, and custom pricing is available for larger teams.

Here's a closer look at what each plan includes.

Solo

Price: $9 per user/month Best For: Solo operators Other Features:

  • 500 AI credits per user/month for Chloe and AI features
  • Built-in calling, email, and SMS
  • Up to 10,000 leads and 250 custom fields
  • Workflows not included

Solo is the core CRM for one-person sales operations. You get the essentials without team features, and it's capped at a single user. If you're a founder or freelancer managing your own pipeline, this is the easiest way in.

Essentials

Price: $35 per user/month Best For: Small teams Other Features:

  • Everything in Solo, plus unlimited contacts and leads
  • 1,000 AI credits per user (shared pool up to 10,000/month)
  • Team collaboration features
  • Centralized inbox and task list

Essentials is a good fit for teams of two to three people who need shared visibility. Automations still aren't part of this tier, so plan on manual follow-ups for now. Pipelines, forms, and SMS come standard.

Growth

Price: $99 per user/month Best For: Teams ready to leverage AI and automation Other Features:

  • Automated workflows, including Chloe in Workflows
  • 1,500 AI credits per user (shared pool up to 15,000/month)
  • Power dialer
  • Custom activities and bulk email

Growth unlocks automation, and that's the big shift. Workflows handle follow-ups, lead assignments, and CRM updates, so reps can focus on closing instead of repetitive tasks. Teams chasing lots of leads manually will get the most value here.

Scale

Price: $139 per user/month Best For: High-volume outbound teams and scaling orgs Other Features:

  • 2,000 AI credits per user (shared pool up to 20,000/month)
  • Predictive dialer
  • Role-based access, lead visibility rules, and custom roles
  • Unlimited call recording retention and live call coaching

Scale is the most popular plan, built for larger teams that need speed and control. The predictive dialer and call coaching shine in high-volume outbound shops. Smaller teams that aren't doing heavy calling can likely skip this tier and save.

Every plan includes Chloe, the built-in AI sales agent, plus calendars, reporting, integrations, and API access. Calling is charged based on usage, phone lines from Close start at $1 per line per month, and extra AI credits can be purchased. Since AI credits work as shared pools on team plans, estimate your team's monthly volume before picking a tier.

Billing is flexible. Every plan starts with a free trial, and no credit card is required to sign up. Monthly subscriptions can be upgraded, downgraded, or canceled anytime. Annual plans are discounted (up to 50% off), but downgrades and cancellations only take effect at the end of the billing term. There's also a 30-day money-back guarantee — a full refund, no questions asked.

Cost calculator

Estimate what Close CRM costs for your team.

Billing

Solo allows up to 1 users: pick a larger plan for 5 users.

Estimate based on published list prices, before taxes, add-ons and discounts.

How to pay less for Close CRM

  • A free trial is available: test it before you pay.
  • 30-day money-back guarantee if it does not fit.
  • Cheaper tools in this category start at $6.58/mo.
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Why use Close CRM?

Most CRMs store data. Close is built around acting on it, and that difference shapes the whole product. Here's what stands out from the vendor's own materials:

  • One workspace for every conversation. Calls, emails, SMS, and your pipeline live together, so reps stop juggling separate tools.
  • Chloe works the pipeline for you. The built-in AI agent calls new leads within minutes, re-engages cold leads, drafts follow-ups, and books meetings — with transcripts and notes logged automatically.
  • Calling is a core strength, not an add-on. The native power dialer logs calls by itself, and one customer quote on the site reports quadrupled outbound calls.
  • Consolidation can cut costs. A VP of Revenue quoted on the site says his team saved over $100,000 in tech costs switching from Salesforce to Close.
  • A proven footprint. Close reports 11,500+ teams, 2B+ calls, emails, and texts handled, and a 4.7 G2 rating from 2,000+ reviews.
  • Room to customize. A developer platform with REST API, webhooks, and an MCP server, plus 100+ integrations including WhatsApp, Gmail, HubSpot, and Zapier.

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Close CRM FAQ

How much does Close CRM cost?

Close CRM's cheapest paid plan, Solo, costs $9 per month. Paid plans range from $9 to $139 per month. Prices checked on Oct 13, 2026 from the vendor's pricing page.

Does Close CRM have a free plan?

No. Close CRM lists no free plan; the cheapest paid plan starts at $9 per month.

Does Close CRM offer a free trial or a money-back guarantee?

Close CRM offers a free trial. It has a 30-day money-back guarantee.

Has Close CRM's price changed recently?

No. We have not detected a price change since we started tracking on Oct 1, 2026.

Does Close connect with the tools we already use?

Yes. Close offers 100+ integrations, including Gmail, Microsoft 365, WhatsApp, HubSpot, Zapier, Calendly, Zoom, ChatGPT, and Claude. Every plan includes REST API access, webhooks, and an event log, plus an MCP server for developers.

How does Close protect my data?

Close is SOC 2 Type 2 compliant on every plan. You also get two-factor authentication and Google SSO. The company maintains GDPR and CCPA pages, so review those for regional privacy details before signing up.

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