Close
Close is a sales CRM that brings lead management, calling, email, SMS, pipelines, and follow-ups into one workspace. Its built-in Chloe AI agent can qualify leads, summarize conversations, prepare follow-ups, enrich records, and update CRM information automatically.
Description
What Is Close?
Close is a sales CRM designed for teams that manage leads, sales conversations, and opportunities. It combines contact records, pipelines, tasks, reporting, calling, email, SMS, forms, and meeting tools in one sales workspace.
The platform is built around active sales work rather than simple contact storage. Teams can organize leads, track opportunities, create multiple pipelines, save filtered views, and review the full activity history for each prospect.
How Does Close Use AI?
Close includes an AI sales agent called Chloe. Chloe is built into the CRM and can work with sales data already stored in the platform.
Depending on the enabled features and plan, Chloe can make outbound calls, qualify leads, handle basic objections, book meetings, prepare follow-up messages, enrich lead records, and update CRM fields. Close also provides AI-powered call and meeting summaries, transcripts, action items, and suggested next steps.
The AI activity is connected to the lead record, which gives sales teams a way to review conversations and see what actions have been taken. Chloe is required to disclose that she is an AI and that calls are being recorded. Close currently states that Chloe Voice is available in English.
Communication and Sales Automation
Close includes built-in calling, email, and SMS tools, so sales representatives do not need to switch between several communication platforms for routine outreach. Teams can send individual messages, use templates, schedule follow-ups, and track activity from the CRM.
Workflows can automate sales actions such as sending emails or texts, assigning tasks, updating lead fields, and reminding representatives to follow up. More advanced workflow, dialing, and administrative controls are available on higher-tier plans.
Close also supports meeting scheduling, calendar connections, forms, reporting, integrations, API access, and webhooks. WhatsApp is available through a third-party integration.
Who Should Use Close?
Close is a good fit for founders, sales representatives, outbound sales teams, agencies, and growing businesses that want CRM records and sales communication in the same place. It is particularly relevant for teams that depend on calling, email follow-up, pipeline management, and repeatable sales processes.
Businesses looking for a general-purpose customer support system, marketing platform, or basic free CRM may find Close more specialized than they need.
Pricing Overview
Close is a paid platform with Solo, Essentials, Growth, and Scale plans. The public site also offers a 14-day free trial without a credit card. Every plan includes a monthly allowance of AI credits, but additional AI usage may require more credits. Calling and SMS costs are usage-based, so teams should review their expected communication volume before choosing a plan.
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Key Features
- Lead, contact, opportunity, and pipeline management
- Built-in calling, email, SMS, forms, and meeting scheduling
- Chloe AI sales agent for lead qualification and outbound calling
- AI-generated call and meeting transcripts, summaries, and action items
- AI-assisted follow-up messages and CRM record updates
- Contact and company data enrichment
- Automated workflows for email, SMS, tasks, and pipeline actions
- Power dialer and predictive dialer options on eligible plans
- Custom fields, custom activities, smart views, and activity timelines
- Call recording, live call coaching, and sales reporting
- REST API, webhooks, integrations, and MCP server support
Strengths & Weaknesses
Strengths
- Combines CRM records and sales communication in one workspace
- Chloe is integrated directly into the CRM rather than requiring a separate AI tool
- Useful for sales teams that rely heavily on calls, email, SMS, and follow-ups
- AI actions, transcripts, and summaries can be reviewed from the lead record
- Pricing tiers support solo users, small teams, and larger sales organizations
- Includes a no-credit-card trial for evaluating the platform
! Weaknesses
- Close is paid after the trial and does not advertise a permanent free plan
- Subscription fees are charged per user
- Calling and SMS costs are usage-based and may increase the overall bill
- AI usage is linked to monthly credits, with extra credits available for purchase
- Workflows, power dialing, predictive dialing, and advanced controls are restricted by plan
- The Solo plan is limited to one user and 10,000 leads
- Chloe Voice currently supports English and must disclose AI use and call recording
- The platform is strongly focused on sales teams and may feel excessive for simple CRM needs
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Official Resources
Helpful guides and demos published by the tool provider.