Close CRM

Close is the inside-sales CRM purpose-built for high-velocity sales teams that need calling, SMS, email, and pipeline management in a single tool. It avoids the enterprise configuration overhead of Salesforce and the marketing-first complexity of HubSpot Sales Hub. Founded in 2013, Close has bootstrapped to profitability and states on its homepage that 11,500+ sales teams use it, having handled 2B+ calls, emails and texts. Its customers are particularly B2B SaaS companies, remote-first sales orgs, and high-touch professional services businesses where call volume and speed-to-contact are the primary conversion levers. Close's core differentiation is native inside-sales infrastructure. Calling, SMS, email, and WhatsApp are built into the CRM itself rather than bolted on via third-party integrations. The Power Dialer (Growth plan and above) enables single-line dialing with automatic advance to the next prospect, voicemail drop, and instant call logging without manual data entry after each call. The Predictive Dialer (Scale plan) dials multiple numbers simultaneously for maximum outbound volume. Automated email sequences run without per-email human approval once enrolled. SMS and WhatsApp conversation threading maintains full history alongside call logs and emails in a unified lead view. The centralized inbox surfaces all replies across channels in priority order. Forms capture website leads with a no-code builder on all plans. The Notetaker records, transcribes, and summarizes meetings synced from Zoom, Teams, and Meet on all plans. Chloe AI is Close's built-in AI sales teammate, included on every plan with AI credits. Solo receives 500 credits per user per month, Essentials 1,000, Growth 1,500, and Scale 2,000. Shared pool caps apply: Essentials up to 10,000 per month, Growth up to 15,000, and Scale up to 20,000. Credits refresh monthly with no rollover, and additional credits can be purchased. Chloe handles inbound and outbound lead calls: answering, qualifying prospects with natural conversation, booking meetings directly into the rep's calendar, and updating CRM records automatically. Chloe also sends follow-up emails, briefs reps before calls with lead history and talking points, suggests next steps, and takes meeting notes. Chloe batch calling works down lists of leads automatically. Chloe Chat (Beta) answers pipeline questions and takes actions inside Close conversationally. Chloe Enrichment enhances contact and company records with external intelligence. On Growth and Scale plans, Chloe integrates into automated Workflows to trigger outreach, follow-up, and CRM updates autonomously. Auto Updates run Playbooks to fill Outcomes and custom fields. Integration depth covers the inside-sales stack comprehensively. Close's own navigation describes integrations as ChatGPT, Claude, WhatsApp and 100+ more, and G2 lists 30 vendor-verified integrations. Native connections include Zoom, Segment, Calendly, and Gmail with full email sync, plus Outlook, Slack, HubSpot, Salesforce, and Zapier. The Close API is well documented and available on all plans, and is used by RevOps teams building custom lead routing, territory assignment, and reporting workflows. Close publishes a remote MCP server documented in its own help centre, supporting HTTP Streamable transport and OAuth 2.0 Dynamic Client Registration, which means any compliant MCP client can connect. Close documents setup for ChatGPT, Claude including Claude Code, Cursor, VS Code and n8n. Close also publishes an llms.txt file for AI agent discoverability. Pricing is transparent, tiered per seat, and published in USD with both billing rates shown. Solo: $9 per seat per month billed annually or $19 month to month, for individual founders and freelancers, 1 user, 10,000 leads, no automated workflows, 500 AI credits. Essentials: $35 annual or $49 monthly, unlimited contacts and leads, multiple pipelines, built-in forms, email, calling and SMS, centralized inbox, 1,000 AI credits. Growth: $99 annual or $109 monthly, adding automated workflows with Chloe integration, Power Dialer, custom activities, bulk email, Lead Summaries, Suggested Actions and 1,500 AI credits. Scale: $139 annual or $149 monthly, adding Predictive Dialer, live call coaching, role-based access and permissions, lead visibility rules, unlimited call recording retention, Custom Objects and 2,000 AI credits. Close advertises annual billing as saving up to 50%, which holds at the Solo tier and is smaller at higher tiers. A custom-priced tier is available for larger teams, so pricing is not fully self-serve at every level, and Close states that qualified discounts are available to customers with 10 or more seats committing for 12 months or longer. A 30-day money-back guarantee applies to all paid plans and no credit card is required to start. Add-ons include Premium Phone Numbers at $19 per month per line, Call Assistant at $50 per month plus usage, and additional organizations at $50 per month per org. Close is not the right fit for enterprise sales orgs needing territory management, complex approval workflows, multi-product CPQ, or deep Salesforce AppExchange integrations. Salesforce Sales Cloud serves enterprise B2B teams with those requirements. HubSpot Sales Hub at $7/mo billed annually (Starter) serves inbound-first teams where marketing attribution, content tracking, and CRM matter more than high-velocity inside sales call workflows. Apollo.io ($49/mo billed annually) serves teams where the prospecting database and outbound sequence engine matter more than an opinionated inside-sales call workflow. Current state Q3 2026: Close holds SOC 2 Type II, GDPR, and CCPA, all three confirmed as checkmarked entries on the Close Trust Center at trust.close.com, where the SOC 2 entry names the type explicitly. ISO 27001 and HIPAA are not claimed. Close names OpenAI, Anthropic and Langfuse as subprocessors for AI functionality, with ElevenLabs for voice and Recall.ai and AssemblyAI for transcription, so Chloe runs on third-party frontier models rather than a proprietary stack. Close publishes no statement about whether customer data is used to train AI models: the word does not appear in its privacy policy or its terms of service, and it publishes no separate AI policy or DPA. Named customer results include Dana Derricks, Founder of FollowUp.com, reporting booked appointments per week up approximately 50% since Chloe went live, and Jem Millett, Director of Admissions at Flatiron School, describing Chloe as augmenting rather than replacing staff: "We are not using AI to replace people. We are doing it so that the people we have are unlocked to do more."