Upcoach ◆
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About Close CRM
What is Close CRM?
Close CRM is a sales platform built for teams that sell over the phone, email, and SMS. It combines a modern CRM with a built-in AI sales agent named Chloe, who can make calls, qualify leads, book meetings, and automatically update your pipeline. Instead of juggling separate tools for dialing, emailing, and tracking, Close gives you one system that acts on your data.
Who is it for?
Close is designed for SMBs and mid-market sales teams — from solo founders to scaling organizations of 50+ reps. It is ideal for inside sales teams, real estate agents, recruiting firms, and any high-volume phone- or email-based sales operation. If your team uses spreadsheets for pipeline management or relies on manual follow-up reminders, Close can save hours per rep per day. It is not built for enterprise-level ERP integrations or consumer-facing customer support tickets.
Real use cases
Teams use Close to automatically re-engage cold leads: when a prospect goes quiet, Chloe sends a warm follow-up and replays it to the assigned rep. Another common use is instant lead response — when a new lead enters the CRM, Chloe calls within minutes, books a meeting, and logs a transcript and call summary. Reps also rely on Close’s power dialer for high-volume outbound and on automated workflows to send bulk emails and trigger tasks based on deal stage changes.
Key features
- Built-in AI sales agent (Chloe) — Calls leads, qualifies prospects, books meetings, and logs everything automatically.
- Multi-channel communication — Make and receive calls, send emails and SMS directly from the CRM with automatic logging.
- Pipeline management — Visual deal stages with drag-and-drop updates, custom fields, and activity tracking.
- Automated workflows — Create triggers and actions (e.g., send a follow-up email after a call) to reduce manual work.
- Power dialer & predictive dialer — Speed through call lists with auto-dial and predictive dialing (Scale plan).
- Smart lead enrichment — Chloe fills contact fields with data from LinkedIn and the web, plus conversation summaries from calls and emails.
- Role-based access & permissions — Control visibility of leads, reports, and settings per user role (Scale plan).
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
Close CRM Pricing
Close CRM pricing: from $19/user/mo.
Solo — $19/user/mo (billed monthly) or $9/user/mo (billed annually)
Limited to 1 user, 10,000 leads, 500 AI credits/user/mo. Includes Chloe & AI features, email, calling, SMS, and pipeline management. No workflows or team collaboration.
Essentials — $49/user/mo (monthly) or $35/user/mo (annual)
Unlimited contacts & leads, team collaboration, built-in forms, centralized inbox & task list, 1,000 AI credits/user/mo (shared pool up to 10,000/mo). Workflows not included.
Growth — $109/user/mo (monthly) or $99/user/mo (annual)
Includes automated workflows, use Chloe in workflows, power dialer, custom activities, bulk email, 1,500 AI credits/user/mo (shared pool up to 15,000/mo).
Scale — $149/user/mo (monthly) or $139/user/mo (annual)
Role-based access, lead visibility rules, predictive dialer, unlimited call recording retention, live call coaching, 2,000 AI credits/user/mo (shared pool up to 20,000/mo). All plans include a 30-day money-back guarantee. Start for free — no credit card required.
Frequently asked questions
How much does Close CRM cost?
Close CRM starts at $19 per user per month (billed monthly) for the Solo plan, with annual discounts up to 50% off. Higher tiers are Essentials ($49/user/mo), Growth ($109/user/mo), and Scale ($149/user/mo).
Is Close CRM free?
Close CRM is not free, but it offers a free trial with no credit card required and a 30-day money-back guarantee on paid plans.
What is Chloe in Close CRM?
Chloe is an AI sales agent built into the CRM. She calls leads, has real conversations to qualify prospects, books meetings, and automatically logs call summaries, notes, and updates the pipeline.
Who is Close CRM best for?
Close is best for sales teams that rely on calls, emails, and SMS — especially inside sales teams, startups, real estate agents, and recruiting firms. It excels at automating follow-ups and re-engaging cold leads.
What are the top alternatives to Close CRM?
Common alternatives include Salesforce, HubSpot Sales Hub, Pipedrive, Zoho CRM, and SalesLoft. Close stands out with its built-in AI agent (Chloe), power dialer, and lower starting price.
Does Close CRM have a mobile app?
Yes, Close CRM offers mobile apps for iOS and Android, allowing reps to make calls, send emails, and manage deals on the go.
