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CLCloseA sales CRM with built-in calling, email, SMS and an AI sales agent

Sales & CRM · Review · Updated 17 October 2026

Close reviewA sales CRM with built-in calling, email, SMS and an AI sales agent

4.5

Excellent

Brent score, out of 5

Close is a CRM built for teams that sell by phone and email. Calling, SMS, email and a central inbox are built in from the Essentials plan, and every plan includes Chloe, an AI sales agent. Automated workflows and the power dialer need Growth, which is where most teams land, and calling minutes are billed on top.

  • Price

    From $9/user/month (Solo, likely annual); 14-day free trial

  • Free option

    Free trial

  • Best for

    Inside sales teams that make many calls a day

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Best for

  • Inside sales teams that make many calls a day
  • Startups and SMBs that want calling and email in the CRM
  • Solo founders who need a lightweight sales pipeline
  • Teams tired of stitching a dialer onto their CRM

Skip it if

  • Teams that need a free CRM
  • Companies wanting marketing automation and a CRM in one
  • Large enterprises with complex territory and quoting needs

Most CRMs treat calls as an afterthought. Reps dial from their phones, forget to log calls, and managers have no idea what happened on the line. Then you pay for a separate dialer and an email tool and hope they sync.

Close builds calling, SMS and email into the CRM itself. Reps call and text from the lead record, every conversation is logged, and the power dialer moves through a list without manual dialing. Chloe, Close's AI agent, can qualify leads, book meetings and update records.

Here is what each plan includes, what the usage costs look like, and who Close suits best.

What is Close?

Close is a sales CRM for startups and small to mid-sized teams. It combines lead and pipeline management with built-in calling, SMS, email, a centralized inbox and task list. Higher plans add automated workflows, bulk email, power and predictive dialers, call recording and live coaching. Every plan includes Chloe, an AI sales agent that can call leads, qualify prospects, book meetings and update CRM records.

Pros and cons

What we like

  • Calling, SMS and email built in from Essentials
  • Chloe AI sales agent included on every plan
  • Unlimited contacts and leads on Essentials and above
  • Power dialer on Growth, predictive dialer and call coaching on Scale
  • 14-day trial with no credit card and $5 of calling credits
  • Integrates with Zoom, Zapier, Calendly, Google and Outlook calendars, Claude and ChatGPT

What could be better

  • Automated workflows start at Growth, around $99-$109/user/month
  • Calls and SMS are billed on top, about $0.02/minute outbound
  • Call Assistant add-on is $50/month plus $0.02/minute
  • No free plan
4.5

Overall
Excellent

  • Features4.6
  • Ease of use4.6
  • Value4.3
  • Support4.4

Key features of Close

01

Built-in calling and SMS

Call and text leads from inside Close, with calls logged automatically. Outbound calls cost about $0.02 per minute and numbers start around $1 per month.

02

Power and predictive dialers

Growth adds a power dialer that moves through call lists automatically. Scale adds a predictive dialer and live call coaching for managers.

03

Chloe AI sales agent

Chloe is included on every plan, with monthly AI credits per user. Growth and above can use Chloe inside workflows.

04

Workflows and bulk email

Growth and Scale include automated workflows that combine email, calls and tasks, plus bulk email. Solo and Essentials do not have workflows.

05

Central inbox and tasks

Reps see emails, calls, SMS and tasks in one inbox. It keeps follow-ups from slipping between tools.

06

Integrations

Close lists over 100 integrations, including Zoom, Zapier, Calendly, Segment, Google and Outlook calendars, and connectors for Claude and ChatGPT.

Close pricing

Checked 2026-10. Prices can change; confirm on Close’s site.

Solo

$9/user/month

discounted rate, likely annual ($19 list)

  • 1 user, 10k leads
  • 500 AI credits/month
  • No workflows

Essentials

$35/user/month

discounted rate, likely annual ($49 list)

  • Unlimited contacts and leads
  • Email, calling and SMS
  • Central inbox and forms

Growth

$99/user/month

discounted rate, likely annual ($109 list)

  • Automated workflows
  • Power dialer
  • Bulk email

Scale

$139/user/month

discounted rate, likely annual ($149 list)

  • Predictive dialer
  • Role-based access
  • Live call coaching

Watch out: Prices are in US dollars per user; the page shows two prices per plan without labeling billing, and the lower one is most likely annual, so confirm at checkout and budget for calling and SMS usage.

See current Close pricing →

What people use Close for

Inside sales team

A five-rep team on Growth uses the power dialer to call 80 leads each per day, with every call logged and follow-up emails sent by workflow.

Solo founder pipeline

A founder on Solo tracks a few hundred leads, calls from the browser and lets Chloe update records after calls.

Coached call floor

A sales manager on Scale listens to live calls, coaches new reps in real time and keeps call recordings without retention limits.

How to get started with Close

  1. 1

    Start the 14-day free trial, no credit card needed

  2. 2

    Import leads from a CSV or your old CRM

  3. 3

    Buy a phone number and make a test call with the trial credits

  4. 4

    Build a simple pipeline and a first email template

  5. 5

    Pick Essentials or Growth based on whether you need workflows and a power dialer

Try Close free

Close alternatives

ProductChoose it when
Close 4.5Inside sales teams that make many calls a day
HubSpot4.5Choose it if you want a free CRM and marketing tools in the same platform.
Apollo.io4.4Choose it if you need prospect data and sequences more than a calling CRM.
PipedriveChoose it if you want a visual pipeline CRM and make fewer calls.

Close: frequently asked questions

How much does Close CRM cost?+

The pricing page shows Solo at $9 or $19, Essentials at $35 or $49, Growth at $99 or $109 and Scale at $139 or $149 per user per month. Annual billing is discounted, so the lower figures are likely annual.

Does Close have a free trial?+

Yes, 14 days with no credit card required. The trial includes $5 of calling and enrichment credits.

Does Close include calling?+

Yes, calling and SMS are built in from Essentials. Usage is billed at cost, with outbound calls around $0.02 per minute.

What is Chloe in Close?+

Chloe is Close's built-in AI sales agent, included on every plan. It can call leads, qualify prospects, book meetings and update records.

Does Close have a power dialer?+

Yes. The power dialer is on Growth, and the predictive dialer is on Scale.

Is Close good for small businesses?+

Yes, it is aimed at startups and SMBs. Solo suits one-person sales, while teams usually choose Essentials or Growth.

Final verdict

4.5

Is Close worth it?

If your team sells on the phone and lives in email, Close keeps every conversation in one place without a separate dialer. Start the free 14-day trial, import a lead list and make your first calls with the included credits.

Try Close free

Affiliate link · we may earn a commission at no extra cost to you.

AA

Reviewed by

Amjid Ali, Founder and editor

Amjid Ali is a Melbourne-based AI and automation lead, author of five books on infrastructure, automation and digital transformation, and a corporate trainer whose courses on n8n, Proxmox, firewalls and ERP have taught thousands of IT professionals.

Last updated 17 October 2026 · How we review

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