Close
6.3/10Sales CRM with built-in calling, email, SMS and AI notes, made for small and growing inside sales teams that do a lot of outreach.
Data last updated November 2026 · Our methodology
Overview
Close is a sales CRM built around rep communication. Calling, email and SMS run inside the app, so every conversation is logged against the lead without a separate dialer. AI Notes records what is said on calls and meetings. The Chloe assistant answers questions about pipeline data and can draft follow-ups or create tasks. Close is also testing agents that run jobs on their own, but most are still in beta or listed as coming soon. Close fits small and mid-sized inside sales teams that make high volumes of calls and emails. Pricing is per seat and comes in four tiers: Solo, Essentials, Growth and Scale. Annual billing costs less than monthly billing. Workflows and the power dialer start at Growth. The predictive dialer, role-based permissions and unlimited call recording retention are only on Scale. Calling and SMS are billed at carrier cost on top of seats. The Call Assistant add-on costs 50 dollars per organization per month plus a per-minute fee, so total spend is noticeably higher than the list price. The main limitation is depth: reviewers report limited reporting and customization, and the lead-centric data model takes time to learn. Teams needing complex custom objects or marketing automation often outgrow it or add other tools.
Our Rating
Who Close is best for
Good fit
Built-in calling, power and predictive dialers, and SMS are aimed squarely at outbound and inside sales reps.
Essentials includes calling, email and SMS for a whole team, but workflows require the pricier Growth tier.
Close is bootstrapped and outreach-focused, and its 14-day trial needs no credit card, which suits founder-led sales.
Less suited
The Solo plan covers one user and 10,000 leads at a low annual price, but it has no workflows.
- Mid-Market6/10
Scale adds role-based access and lead visibility rules, but reviewers report limited reporting and customization.
It lacks the deep customization and custom-object flexibility that large organizations usually need.
Pros & Cons
Pros
- Calling, email and SMS run inside the CRM, so reps do not need a separate dialer and every conversation is logged on the lead.
- G2 and Capterra reviewers often praise the support team and how quickly reps get comfortable with the interface.
- The Scale tier includes a predictive dialer and live call coaching, which suits high-volume outbound teams.
- The 14-day trial needs no credit card and includes 5 dollars in calling and enrichment credits, and there is a 30-day money-back guarantee.
Cons
- Workflows and the power dialer only start at the Growth tier, which costs 99 dollars per user per month on annual billing.
- Total cost runs well above the seat price once you add carrier calling fees, phone numbers and the Call Assistant add-on.
- Reviewers report limited reporting and customization, which pushes some teams to third-party tools.
- The data model files everything under Leads, which takes new users time to learn, and high-volume teams complain about inbox management.
- There is no free plan, unlike HubSpot.
Key Features
Close Pricing
Solo
or $108/user/year (save 53%)
- No workflows
- 500 AI credits per month
- 1 user and up to 10,000 leads
- 30-day call recording retention
- Core CRM with calling, email and SMS
Essentials
or $420/user/year (save 29%)
- Built-in forms
- Centralized inbox
- Team collaboration
- Calling, email and SMS
- Unlimited leads and contacts
- 30-day call recording retention
- 1,000 AI credits per user per month
Growth
or $1,188/user/year (save 9%)
- Bulk email
- Power dialer
- Custom activities
- Chloe in workflows
- Automated workflows
- 90-day call recording retention
- One free secondary organization
- 1,500 AI credits per user per month
Scale
or $1,668/user/year (save 7%)
- Predictive dialer
- Live call coaching
- Lead visibility rules
- Unlimited call recording retention
- 2,000 AI credits per user per month
- Role-based access and customizable roles
Frequently Asked Questions
Per user per month, annual versus monthly billing is: Solo 9 vs 19 dollars, Essentials 35 vs 49, Growth 99 vs 109, and Scale 139 vs 149. The biggest savings are on the lower tiers.
Calling and SMS are built into every plan, but usage is billed at carrier cost. Close says most outbound calls cost about 0.02 dollars per minute, and phone numbers start at about 1 dollar per month.
The power dialer starts at Growth. The predictive dialer and live call coaching are only on Scale.
Yes. The iOS and Android apps support calling, texting, notes, opportunity updates and tasks. Power and predictive dialing are desktop only.
Yes. The 14-day trial needs no credit card and includes 5 dollars in calling and enrichment credits. Paid plans also have a 30-day money-back guarantee.
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