Close Reviews
Run multi-channel calling, SMS, and email outreach from a single pipeline to qualify inbound leads and log sales activity automatically.
Rather than serving as a sprawling corporate database, the platform focuses strictly on direct sales execution.
You start by connecting email accounts and phone numbers. Reps place calls, send texts, and trigger sequences inside lead records without extra dialers. The built-in AI agent phones inbound leads, logs call summaries, and updates deal stages automatically. You end up with a self-updating pipeline where reps spend time only on qualified conversations.
Close Key Features
- Chloe AI Sales AgentBuilt-in AI agent that calls leads, qualifies prospects through real conversations, and books meetings.
- Built-in Calling, Email, and SMSUnified communication tools including a built-in dialer to run multi-channel sales conversations in one place.
- AI Call Summaries and TranscriptsAutomatically captures full transcripts, action items, key moments, and complete AI lead summaries.
- Automated Follow-ups and Re-engagementRe-opens conversations with cold leads and drafts or sends timely follow-up messages based on call transcripts.
- Automated Pipeline and CRM UpdatesUpdates deal stages automatically, routes leads, and enriches contact profiles with web and LinkedIn data.
- Developer Tools and IntegrationsConnects with existing sales tools and offers customization via REST API, webhooks, and MCP server.
Close Pricing
Core CRM for solo operators
- Includes 500 AI credits per user/month
- Use Chloe & AI features
- Refreshes monthly (no rollover)
- Limited to 1 user
- Limited to 10k leads
- Workflows not included
System of action for small teams
- Includes 1,000 AI credits per user/month
- Shared pool: 1,000 credits/user, up to 10,000/month
- Unlimited contacts & leads
- Team collaboration features
- Built-in forms, email, calling & SMS
- Centralized inbox & task list
- Workflows not included
Leveraging AI and automation
- Includes 1,500 AI credits per user/month
- Shared pool: 1,500 credits/user, up to 15,000/month
- Automated workflows
- Use Chloe in Workflows
- Power dialer
- Custom activities
- Send bulk email
Advanced control for scaling orgs
- Includes 2,000 AI credits per user/month
- Shared pool: 2,000 credits/user, up to 20,000/month
- Role-based access & permissions
- Lead visibility rules
- Predictive dialer
- Unlimited call recording retention
- Live call coaching
Pricing is sourced from Close's website and may be out of date — check their site for current pricing.
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