Close CRM

What is Close CRM?

Close is a sales-focused CRM platform designed specifically for startups and small-to-mid-size businesses running outbound sales operations. Founded in 2013 (originally as Close.io), the platform differentiates itself by embedding calling, SMS, and email directly into the CRM — eliminating the need for separate dialers, email sequencing tools, or communication platforms. Sales reps can call prospects, send follow-up emails, and text leads without ever leaving the CRM interface.

The platform's core philosophy is speed and simplicity. Where enterprise CRMs like Salesforce require months of setup and dedicated administrators, Close is designed for teams that want to start making calls and closing deals within hours of signing up. The UI prioritizes sales activity — calls made, emails sent, deals moved — over complex configuration. Pipeline management is visual and straightforward, with drag-and-drop deal stages and automatic activity logging that eliminates manual data entry.

Close introduced Chloe, an AI sales agent, which can handle initial prospect outreach, qualify leads through conversation, and book meetings for human reps. The platform also offers AI-powered call transcription, summarization, and coaching insights. Power Dialer and Predictive Dialer features let reps burn through call lists efficiently — Power Dialer calls numbers sequentially while Predictive Dialer dials multiple numbers simultaneously and connects reps only when someone answers.

In the competitive landscape, Close occupies a specific niche: it is more sales-focused than HubSpot, more affordable than Salesloft or Outreach, and more modern than legacy CRMs. It competes directly with Apollo.io for outbound prospecting, though Apollo leans heavier on data enrichment while Close emphasizes communication tools. For teams running 50+ calls per day with email sequences and SMS follow-ups, Close consolidates what would otherwise require three or four separate subscriptions.

Close CRM Pricing

Close uses per-user pricing billed monthly or annually. All plans include a 14-day free trial. Prices shown are per user/month when billed annually.

• Solo — $9/mo (billed annually; $19/mo monthly) — Single user only. Lead and contact management, one pipeline, built-in calling and SMS, email sync, task management. Ideal for solo founders or freelance salespeople.
• Essentials — $35/user/mo (billed annually; $49/mo monthly) — Unlimited contacts, up to 3 pipelines, workflow automation, enhanced reporting, Power Dialer, email sequences, custom fields.
• Growth — $99/user/mo (billed annually; $109/mo monthly) — Up to 10 pipelines, advanced reporting and analytics, multiple phone numbers per user, call coaching, AI call summaries, custom dashboards, Predictive Dialer.
• Scale — $139/user/mo (billed annually; $149/mo monthly) — Up to 25 pipelines, priority support with dedicated success manager, SSO and advanced permissions, custom objects, higher API limits, advanced security features.

Add-ons: Business phone line $19/mo per line. Call recording + transcription $50/mo per org + $0.02/min. AI Call Assistant $50/mo per org. Startup discounts of 30-60% available for eligible early-stage companies.

Key Features

• Built-in Calling — Make and receive calls directly in the CRM with local and international numbers. Includes Power Dialer (sequential) and Predictive Dialer (parallel) for high-volume outbound teams.
• Email Sequences — Create multi-step email campaigns with personalization, A/B testing, and automatic follow-ups. Emails send from your own domain for better deliverability.
• SMS Messaging — Send and receive text messages within the CRM. Two-way SMS lets reps have conversations with leads directly from their pipeline view.
• Chloe AI Sales Agent — Autonomous AI agent that handles initial outreach, qualifies prospects through natural conversation, and books meetings on your calendar.
• AI Call Summaries — Automatically transcribes and summarizes sales calls, extracting key topics, action items, objections, and next steps for quick post-call review.
• Pipeline Management — Visual drag-and-drop pipeline with custom stages, automatic activity logging, and deal value tracking. Supports up to 25 pipelines on Scale plan.
• Workflow Automation — Trigger-based automations for lead assignment, task creation, email sequences, and status updates. Reduces manual CRM busywork.
• Smart Views — Saved filtered views of leads and contacts based on activity, status, custom fields, or engagement. Shared across the team for consistent prospecting.
• Reporting & Analytics — Track calls made, emails sent, response rates, pipeline velocity, and rep performance. Leaderboards for team motivation.
• Integrations — Native integrations with Zapier, Zoom, Calendly, Slack, and 100+ tools. REST API for custom connections.

Pros & Cons

Best For

Outbound sales teams at startups and SMBs that run high-volume call and email campaigns and want everything in one tool. SDR and BDR teams making 50+ calls per day who need Power Dialer or Predictive Dialer without a separate telephony subscription. Solo founders and freelance salespeople who want a simple, affordable CRM with built-in communication tools (Solo plan at $9/mo). Remote sales teams that need call recording, AI summaries, and coaching insights to manage distributed reps effectively.

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