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Close: business software for small teams

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Close helps you run marketing and follow-ups by starting with a sales CRM with built-in calling, email, SMS and Chloe, an AI agent that calls and qualifies leads. It is best for founders and outbound sales teams that make a lot of calls and want calling, email and SMS inside the CRM. People also use it to automate repetitive work.

Screenshot of Close homepage
Homepage

What it does

Close keeps leads, contacts, opportunities and every call, email and text in one timeline. You can call and text from the browser or the mobile app, with usage-based calling that Close says is passed through at cost. Chloe is available on every plan and uses monthly AI credits; she can call down a list of leads, answer questions about your pipeline and run inside workflows on Growth and Scale. Close also has importers for HubSpot, Pipedrive and HighLevel, integrations with Zapier, Calendly, Zoom, Claude and ChatGPT, and an API.

Official site:www.close.com.

Editorial note

Close is a sales CRM with calling, email, SMS and workflows built in, plus Chloe, an AI sales agent that can call leads, qualify them, book meetings and update records. Plans start at $9 per user a month billed annually, with a 14-day free trial and no credit card required.

Who it’s for

Key use cases

What you can do with it

How to use Close: step-by-step tutorial

Five to eight steps from the account to a first useful result. Where the official guide names a control, the step uses that name. Where it does not, the step stays general.

  1. Start the 14-day free trial at close.com (no credit card needed).
  2. Import leads from a spreadsheet or another CRM using the built-in importer.
  3. Connect your email so replies land on each lead’s timeline.
  4. Get a phone number and call or text leads from the lead page; calls are logged automatically.
  5. Try Chloe on a small list of leads during the trial, then review the call summaries.

These steps follow the official guide: Close pricing.

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Frequently asked questions

Does Close have a free trial?

Yes. Close offers a 14-day free trial with no credit card required, and it includes calling and AI credits, checked October 27, 2026.

How much does Close cost?

Per user per month, billed annually: Solo $9, Essentials $35, Growth $99 and Scale $139. Monthly billing is $19, $49, $109 and $149, per Close’s pricing page.

What is Chloe?

Chloe is Close’s built-in AI sales agent. Close says she can call leads, qualify prospects, book meetings, update CRM records and enrich lead data. Access is on every plan, and she uses AI credits.

How much do calls cost in Close?

Close says calling and SMS are passed through at cost, with most outbound calls around $0.02 a minute and phone numbers from about $1 a month.

Is there a money-back guarantee?

Yes. Close offers a 30-day money-back guarantee after purchase.

Pricing

Prices checked on the official pricing page.

Solo

$9/user/month billed annually, or $19 monthly

1 user, up to 10k leads, 500 AI credits a month; no workflows

Essentials

$35/user/month billed annually, or $49 monthly

Unlimited contacts and leads, team features, built-in forms, email, calling and SMS, 1,000 AI credits per user

Growth

$99/user/month billed annually, or $109 monthly

Automated workflows, Chloe in workflows, power dialer, bulk email, 1,500 AI credits per user

Scale

$139/user/month billed annually, or $149 monthly

Role-based permissions, lead visibility rules, predictive dialer, live call coaching, 2,000 AI credits per user

Screenshot of Close pricing page
Pricing
Screenshot of Close pricing page
Pricing

Facts

Access
Free trial
Paid plans from
$9/user/mo billed annually
Checked
Category
Category: Business and productivity tools (153 in the library).
On the record
Close offers a 14-day free trial with no credit card required, plus a 30-day money-back guarantee after purchase.
Sources