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.
Close is a sales CRM for growing teams with built-in calling, email, SMS, and Chloe, an AI sales agent that helps qualify leads, follow up, and update CRM records.
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.
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.
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.
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.
The platform captures call transcripts, notes, summaries, and action items automatically, which reduces manual note-taking and keeps activity logged in the CRM.
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.
The pricing page says Close supports monthly and annual plans, self-serve setup, and imports from platforms like HubSpot, Pipedrive, HighLevel, plus spreadsheets.
Use Close when your team needs one place to manage calls, emails, texts, pipeline stages, and follow-up without switching between separate systems.
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.
Use the platform to keep deals moving when reps are busy, since Chloe can send follow-ups, update stages, and log outcomes after conversations.
Use Close when you want meeting bookings and call notes stored automatically in the CRM so reps start each conversation with current context.
Use the integrations, API, webhooks, and MCP server when you need Close to connect into a broader sales stack or custom workflow.
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.
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.
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.
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.
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.
Traffic data is for reference only.
justcall.io
AI-powered phone and SMS platform for sales and support teams
getswan.com
Swan is an AI GTM engineer for agentic revenue workflows.
firstquadrant.ai
FirstQuadrant is a B2B sales platform with AI workflows for deals, re-engagement, and personalized outbound campaigns. Paid plans are listed, but the product has been sunset.
www.tables.so
Tables is a sales intelligence and lead-generation platform for finding prospects, enriching contact records, and researching companies with AI. It also supports CRM sync, LinkedIn prospecting, and Claude-based workflows.
manypi.com
ManyPI is an AI sales agent for finding B2B prospects on the live web, verifying contact emails, and running cold-email outreach. It also combines CRM, pipeline, workflow, scraping, data analysis, and MCP access in one workspace.
aisdr.com
Ami is an AI GTM agent for researching prospects, building targeted outbound campaigns, managing replies, and monitoring performance. It helps founders and sales teams run email- and LinkedIn-based outreach with CRM synchronization and ongoing campaign adjustments.