About Close CRM | The CRM That Does the Work
Overview
Close is a sales CRM built for teams that sell. It combines calling, email, SMS, pipeline management, reporting, and an AI sales agent named Chloe in a single platform. Founded in 2013, Close serves more than 11,500 sales teams and has processed over 2 billion calls, emails, and texts.
Chloe lives inside the CRM rather than as a separate tool or integration. She calls leads, qualifies prospects through real conversations, and books meetings while updating the CRM automatically. Customers report measurable results, including a roughly 50 percent increase in booked appointments per week after enabling Chloe.
Key Benefits
- Chloe calls new leads within minutes using Close's built-in dialer and logs transcripts, notes, and next steps automatically.
- Cold leads are re-engaged automatically, with warm responses sent straight to the rep's inbox.
- Chloe writes follow-ups, sends them at the right time, and updates deal stages so nothing falls through the cracks.
- Every call, email, and meeting gets an AI summary with transcripts, action items, and key moments logged to the CRM.
- Contact fields fill with rich data insights from LinkedIn and the web as conversations move deals forward.
- Developers can customize Close with a REST API, webhooks, and an MCP server.
How It Works
When a new lead hits the pipeline, Chloe calls within minutes using Close's built-in dialer. She qualifies the lead, books the meeting, assigns the right rep, and preps notes before the call starts. If a rep forgets a follow-up, Chloe writes it, sends it at the right time, and updates the deal stage. Qualified leads reach the assigned rep with full context already captured.
Use Cases
- Founders and solo operators use a real CRM instead of a spreadsheet, starting on the Solo plan.
- Small teams keep every call, email, and deal in one centralized inbox and task list.
- High-volume organizations add role-based access, lead visibility rules, and predictive dialing at the Scale tier.
- Sales reps let Chloe handle calling and follow-up while they focus on closing and building relationships.
- Engineering teams extend Close through the REST API, webhooks, and MCP server to match their workflow.
Why Choose This Product
Close was built by salespeople for salespeople and launched in 2013 after its founders ran outbound sales for startups. The company is profitable and customer-funded, and it carries a 4.7-star G2 rating across 11,500+ teams. Close focuses on serving the founders and small sales teams other software leaves behind. Every plan includes Chloe AI features, and a free trial requires no credit card.
Close CRM | The CRM That Does the Work Pros & Cons
- Built-in AI agent Chloe calls leads, books meetings, and updates the CRM automatically
- Calling, email, SMS, and pipeline management in one platform
- Free trial with no credit card and a 30-day money-back guarantee
- 4.7-star G2 rating trusted by 11,500+ teams
- Open developer platform with REST API, webhooks, and MCP server
- Workflows not included on Solo and Essentials plans
- Solo plan limited to one user and 10,000 leads
- AI credits refresh monthly with no rollover
Key Features
AI sales agent
Chloe calls leads, qualifies prospects, books meetings, and logs transcripts, notes, and next steps automatically.
Integrated communication
Close includes built-in calling, email, and SMS with power and predictive dialers for high-volume outreach.
Workflow automation
Growth+Automated workflows trigger outreach, follow-ups, and deal-stage updates and are included on Growth and Scale plans.
Call summaries
Chloe generates AI summaries of every lead with full transcripts, action items, and key moments saved to the CRM.
Lead enrichment
Contact and company records auto-fill with rich data insights from LinkedIn and the web.
Pipeline management
Track opportunities with total and expected deal value across multiple pipelines, up to 300 per lead.
Developer platform
A REST API, webhooks, and MCP server let teams build custom extensions on Close.
Mobile app
Manage the CRM, make and receive calls and texts, and review reports on iOS and Android.
Close CRM | The CRM That Does the Work Pricing
View full pricing →- Core CRM for solo operators
- 500 AI credits per user per month
- Use Chloe and AI features
- Limited to 1 user
- Limited to 10,000 leads
- Workflows not included
- 1,000 AI credits per user per month
- Unlimited contacts and leads
- Team collaboration features
- Built-in forms, email, calling and SMS
- Centralized inbox and task list
- Workflows not included
- 1,500 AI credits per user per month
- Automated workflows
- Use Chloe in Workflows
- Power dialer
- Custom activities
- Send bulk email
- 2,000 AI credits per user per month
- Role-based access and permissions
- Lead visibility rules
- Predictive dialer
- Unlimited call recording retention
- Live call coaching
| Feature | Solo $19/mo | Essentials $49/mo | Growth $109/mo | Scale $149/mo |
|---|---|---|---|---|
| Core CRM for solo operators | ||||
| 500 AI credits per user per month | ||||
| Use Chloe and AI features | ||||
| Limited to 1 user | ||||
| Limited to 10,000 leads | ||||
| Workflows not included | ||||
| 1,000 AI credits per user per month | ||||
| Unlimited contacts and leads | ||||
| Team collaboration features | ||||
| Built-in forms, email, calling and SMS | ||||
| Centralized inbox and task list | ||||
| 1,500 AI credits per user per month | ||||
| Automated workflows | ||||
| Use Chloe in Workflows | ||||
| Power dialer | ||||
| Custom activities | ||||
| Send bulk email | ||||
| 2,000 AI credits per user per month | ||||
| Role-based access and permissions | ||||
| Lead visibility rules | ||||
| Predictive dialer | ||||
| Unlimited call recording retention | ||||
| Live call coaching |
Estimate based on listed per-seat pricing. Volume discounts and add-ons may apply.
Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about Close CRM | The CRM That Does the Work
Is Close CRM | The CRM That Does the Work free?
Close CRM | The CRM That Does the Work is a paid product. See the pricing section for current plans and starting prices.
How much does Close CRM | The CRM That Does the Work cost?
Close CRM | The CRM That Does the Work offers the following plans: Solo, Essentials, Growth, Scale. See the pricing section for what's included in each tier and any per-seat or usage-based costs.
What platforms does Close CRM | The CRM That Does the Work support?
Close CRM | The CRM That Does the Work is available on: Web, iOS, Android.