Close review: Sales CRM with built-in calling, email, SMS and an AI agent for sales teams
Sales CRM with built-in calling, email, SMS and an AI agent for sales teams
Starts at $19/mo, free plan: no, free trial: 14-day free trial, no credit card required, prices checked on October 20, 2026.
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What Close does
Close is a sales CRM aimed at teams that sell by phone and inbox. It puts calling, email, SMS, pipeline management and reporting into one platform, so reps do not need to jump between separate tools. A built-in AI sales agent called Chloe can call leads, hold qualifying conversations, book meetings and update CRM records after the conversation.
The product is sold in four per-user plans. Solo is for one person and is limited to 10k leads. Essentials adds unlimited contacts and leads, team collaboration, forms and a shared inbox. Growth adds automated workflows, using Chloe inside workflows, a power dialer, custom activities and bulk email. Scale adds role-based access, lead visibility rules, a predictive dialer, live call coaching and unlimited call recording retention.
Pricing is per user. Solo costs $19 per user per month billed monthly, or $9 per user per month billed yearly. Essentials is $49 monthly or $35 billed yearly, Growth is $109 or $99, and Scale is $149 or $139. Each plan includes a monthly allowance of AI credits that does not roll over, and more can be purchased. Calling and SMS are charged by usage. A 14-day free trial needs no credit card, and a 30-day money-back guarantee is offered. Close also provides a REST API, webhooks, an MCP server and more than 100 integrations.
- AI sales agent Chloe for calls and follow-ups
- Built-in calling, email and SMS
- Automated outreach workflows
- Power and predictive dialers
- AI lead summaries
- Meeting notetaker for Zoom, Teams and Meet
- Reports and dashboards
- REST API and webhooks
Pros and cons
Pros
- Calling, email and SMS are built into one CRM
- Chloe AI agent can call leads and book meetings
- Four per-user plans, from Solo to Scale
- 14-day free trial without a credit card and a 30-day money-back guarantee
- REST API, webhooks, MCP server and over 100 integrations
Cons
- No permanent free plan; only a free trial
- Pricing is per user and rises with each tier
- Workflows are not included in Solo or Essentials
- AI credits do not roll over and extra credits cost more
- Calling and SMS are billed by usage on top of the plan
Our take
Close suits sales teams that live on the phone and want calling, texting, email and an AI caller in the same system as their pipeline. Solo works for an individual who needs a real CRM, while Growth is where workflows and the power dialer appear. It is less attractive for anyone wanting a permanent free tier, since only a trial is offered. Costs also rise with seats, AI credits, calling usage and add-ons such as the Call Assistant, so total spend needs checking against expected volume. Teams that do little outbound activity may not need this much.
Comparisons and lists with Close
Coming soon
Coming soon — we are writing comparisons that include Close.
Close pricing
| Plan | Monthly billing | Annual billing (per month) | Limits / what’s included |
|---|---|---|---|
| Solo per user | $19 | $9 | Limited to 1 user; limited to 10k leads; workflows not included; 500 AI credits per user/month |
| Essentials per user | $49 | $35 | 1,000 AI credits per user/month, shared pool up to 10,000/month; workflows not included |
| Growth per user | $109 | $99 | 1,500 AI credits per user/month, shared pool up to 15,000/month; includes automated workflows, power dialer |
| Scale per user | $149 | $139 | 2,000 AI credits per user/month, shared pool up to 20,000/month; includes predictive dialer, role-based access |
Free trial: 14-day free trial, no credit card required. Free plan: no.
Prices checked on on the official Close pricing page. “—” = not published.
All Close plans, limits and annual prices →
Frequently asked questions
How much does Close cost?
Solo is $19 per user per month billed monthly or $9 per user per month billed yearly. Essentials is $49 or $35, Growth is $109 or $99, and Scale is $149 or $139, on the same basis.
Is there a free trial?
Yes. Close offers a 14-day free trial with no credit card required. The trial includes $5 of calling and enrichment credits.
Is there a free plan?
No permanent free plan is listed on the pricing page. Chloe access is free on all plans, but you pay for the AI credits and telephony she uses.
Can I get a refund?
The pricing page mentions a 30-day money-back guarantee with a full refund.
Does Close have an API?
Yes. Close offers a REST API, webhooks and an MCP server for customization.
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