Close

Close is a sales CRM for growing teams with built-in calling, email, SMS, and AI agent Chloe. Qualify leads and keep CRM records updated in one workspace.

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Overview

Close is a sales CRM for teams that want calling, email, SMS, pipeline management, reporting, and AI-assisted follow-up in one system. It is built for day-to-day sales work rather than as a separate add-on around another CRM.

Its built-in AI sales agent, Chloe, works inside the CRM to call leads, qualify prospects, book meetings, log conversations, update records, and surface what to do next. Close also offers trial access, usage-based communication and AI features, and import paths for teams moving from other CRMs or spreadsheets.

Core features

All-in-one sales CRM

Close combines calling, email, SMS, pipeline management, reporting, and AI sales workflows in one CRM so teams can manage prospecting and follow-up in a single workspace.

Built-in AI sales agent

Chloe can call leads, qualify prospects through live conversations, book meetings, update CRM records, enrich lead data, and surface next steps based on pipeline context.

Calling and SMS workflows

Close includes built-in calling and SMS, with usage-based pricing for voice and messaging so teams can place calls and send texts from inside the CRM.

Automatic call capture and summaries

The platform captures call transcripts, notes, summaries, and action items automatically, which reduces manual note-taking and keeps activity logged in the CRM.

Integrations and developer tooling

Close connects to other sales, marketing, and support tools, and it offers an API, webhooks, and an MCP server for custom workflows and agent access.

Flexible setup and migration

The pricing page says Close supports monthly and annual plans, self-serve setup, and imports from platforms like HubSpot, Pipedrive, HighLevel, plus spreadsheets.

Common use cases

Run outbound sales from one CRM
Use Close when your team needs one place to manage calls, emails, texts, pipeline stages, and follow-up without switching between separate systems.
Automate early-stage qualification
Use Chloe to qualify inbound or outbound leads by phone, capture key details, and route interested prospects to a rep with the relevant context already logged.
Reduce manual follow-up work
Use the platform to keep deals moving when reps are busy, since Chloe can send follow-ups, update stages, and log outcomes after conversations.
Prepare reps with live CRM context
Use Close when you want meeting bookings and call notes stored automatically in the CRM so reps start each conversation with current context.
Connect Close to other systems
Use the integrations, API, webhooks, and MCP server when you need Close to connect into a broader sales stack or custom workflow.

Pros and Cons

Pros

Combines calling, email, SMS, pipeline management, reporting, and AI in one platform.
Chloe works directly inside Close rather than as a separate tool or integration.
Automates lead qualification, meeting booking, follow-up, and CRM updates.
Includes a no-credit-card trial with calling and AI credits.
Supports imports from HubSpot, Pipedrive, HighLevel, and spreadsheets.

Cons

AI features are usage-based, so teams need to watch consumption as they scale.
Chloe is currently available in English according to the Chloe page.

FAQ

Do I need to talk to sales before using Close?

Close is designed to be self-serve. You can sign up, start a trial, and set up your team without talking to sales, though support is available if you want help with migration or workflow design.

Is there a free trial?

Yes. Close offers a trial with no credit card required. The trial includes built-in calling, email, SMS, workflows, and Chloe, plus calling and AI credits so you can test real conversations and automation.

How is Chloe priced?

Chloe is included on all Close plans. AI features are usage-based, so you pay as you go for AI usage while the CRM itself is available through the plan structure on the pricing page.

What can Chloe do inside the CRM?

Chloe is built into Close and works with the data already in your CRM. It can call leads, qualify prospects, book meetings, update records, enrich lead data, and answer questions about your pipeline.

Can I migrate from another CRM?

Close can import data from tools such as HubSpot, Pipedrive, and HighLevel, and it also supports spreadsheet imports. The pricing page says most teams can get their data in and start quickly.