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 serving 11,500+ businesses, 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. Sales reps make 50 to 100 calls per day in Close without switching between tools. 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 so reps never miss a hot lead buried in email. Forms capture website leads with a no-code builder on all plans. The Notetaker records, transcribes, and summarizes all 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. Chloe handles inbound and outbound lead calls: answering instantly, 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 automatically 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 automatically fill Outcomes and custom fields. Close MCP connects Claude and ChatGPT directly to Close CRM for natural language pipeline management, contact lookup, and task automation. Claude and ChatGPT are listed as named native integrations on the pricing page. Integration depth covers the inside-sales stack comprehensively. Over 100 apps integrate with Close, including native connections to Claude, ChatGPT, Zoom, Segment, Calendly, and Gmail with full email sync. Additional native integrations include Outlook, Slack, HubSpot (bidirectional sync), Salesforce, and Zapier connecting 2,000+ third-party apps. The Close API is well-documented and used extensively by RevOps teams building custom lead routing, territory assignment, and reporting workflows. API access is available on all plans. Close publishes an llms.txt file for AI agent discoverability. Pricing is transparent and tiered per seat annually. Solo: $9/month for individual founders and freelancers, 1 user, 10,000 leads, no automated workflows, 500 AI credits. Essentials: $35/seat/month (annual), unlimited contacts and leads, multiple pipelines, built-in forms, email, calling, and SMS, centralized inbox, 1,000 AI credits (shared pool up to 10,000/month). Growth: $99/seat/month (annual), adds automated workflows with Chloe integration, Power Dialer, custom activities, bulk email, Lead Summaries, Suggested Actions, 1,500 AI credits (shared pool up to 15,000/month). Scale: $139/seat/month (annual), adds Predictive Dialer, live call coaching, role-based access and permissions, lead visibility rules, unlimited call recording retention, Custom Objects, 2,000 AI credits (shared pool up to 20,000/month). Annual billing saves up to 50% compared to monthly. A 30-day money-back guarantee is offered on all paid plans. Add-ons include Premium Phone Numbers at $19/month per line, Call Assistant at $50/month plus usage, and additional organizations at $50/month per org (1 free on Growth and Scale). 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 at $25 to $330/user/month serves enterprise B2B teams with those requirements. HubSpot Sales Hub at $15/seat/month (Starter) serves inbound-first teams where marketing attribution, content tracking, and CRM are more important than high-velocity inside sales call workflows. Apollo.io at $49/user/month (Basic) serves teams where the prospecting database and outbound sequence engine are more important than an opinionated inside-sales call workflow. Current state Q3 2026: Close holds SOC 2 Type II, GDPR, and CCPA certifications confirmed from the Close Trust Center at trust.close.com. Chloe AI is generally available on all plans and has placed over one million calls since launch. FollowUp.com reports a 50% increase in booked appointments per week since Chloe went live. Flatiron School deployed Chloe to replace a full team of callers. Close MCP is live with Claude and ChatGPT as named integrations. Close publishes an llms.txt for AI agent discovery. G2 reviewers rate Close 4.7 out of 5 across 2,045 reviews in the CRM category.

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