Close
The conversation-first sales CRM for SMB teams, with built-in calling, email, SMS and the Chloe AI sales agent.
By Close · HQ Austin, US · 4.7/5 verified-buyer score
Positioning guardrails
Best for
- Small and mid-size B2B sales teams that live in outbound calling and email
- Founders and solo reps who want a real CRM instead of a spreadsheet
- Teams that want calling, email, SMS, workflows and AI in one self-serve platform
- Companies replacing Salesforce or HubSpot with a simpler, lower-cost CRM
- High-volume outbound teams needing power or predictive dialers and AI follow-up
Ideal size: 1-50 users people · SMB or scale-up with a repeatable outbound sales motion
Not for
- Enterprises needing deep ERP/CPQ customisation and large systems-integration programmes
- Organisations that require HIPAA or FedRAMP commitments
- Teams that need on-premise or offline deployment
- Buyers who want a large third-party consulting partner ecosystem
Value metrics scorecard
Time-to-Value
Same day (self-serve setup in minutes)
~1 days to first production value
Total Cost of Ownership
$11,880/yr
Starts at $108 · Per user, per month, billed monthly or annually (up to 50% annual discount); calling and SMS usage passed through at cost, plus monthly AI credit pools
Implementation Friction
1/5
Engineering + admin effort required
Buyer Score
out of 5 · verified buyers
Full cost breakdown
Mandatory implementation fee
None
Seat tiers
Solo is limited to 1 user and 10k leads; Essentials, Growth and Scale are per-seat with no published seat minimum
Add-on costs
- Call Assistant: $50/month per organization plus $0.02 per minute usage
- Additional organizations: $50/org/month (Growth and Scale include 1 free secondary org)
- Calling and SMS usage passed through at cost (most outbound calls ~$0.02/min; phone numbers from ~$1/month)
- Additional AI credits available for purchase beyond the included monthly pool
Company & support
Who is behind Close, and how your team gets help once it is live.
Company
- Founded
- 2013 · 13 yrs in business
- Headquarters
- Austin, US
How you get support
- PhoneNot listed
- EmailAll plans
- Live chatNot listed
- Support portal / ticketsNot listed
- Community forumNot listed
- Help centre / docsAll plans
- Dedicated account managerNot listed
- In person / on-siteNot listed
- Hours
- Not recorded
- Response time
- ~2 hours average workday response; ~2 emails to full resolution
Pricing page lists a '24/7 knowledge base' and email support for all plans; the support page says the team spans 3 continents and answers in the first reply, but does not state 24/7 staffed coverage. Free support is included during the trial.
“Not listed” means the vendor’s public pages don’t mention that channel, not that it is unavailable. Ask about it during evaluation.
Market position
Where Close sits against its closest alternatives. Pick any two of cost, speed, friction and buyer score, and up to 9 companies to compare.
Quadrant view
Typical annual cost × Time-to-value
The lines cross at the median of the solutions shown, so about half sit on each side of each line.
Companies on the chart 6 / 10
- Close
- Anchor
- Teachable
- LearnWorlds
- LiveChat
- Swoogo
Add or change companies
Up to 10 companies including Close. Listed closest first.
Stack fit signal
Compatibility with standard B2B ecosystems.
Ships an official MCP server. Connects to Claude Code, Claude Desktop, ChatGPT connectors and Cursor out of the box.
AI & MCP readiness
What Close ships in AI, and what it asks of your ecosystem.
AI features shipped
Chloe is Close's built-in AI sales agent: she calls and qualifies leads, books meetings, drafts follow-ups, summarises calls and updates CRM records, and is available on every plan via monthly AI credit pools. Chloe Chat answers questions and takes actions, and Notetaker records and summarises Zoom/Teams/Meet meetings. Sources do not state which model provider is used or offer customer-supplied…
In your ecosystem
- AI connection
- Official MCP server
- Model key
- Not recorded
- AI usage audit
- Basic visibility
Compliance attestations
* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.
Bottom line
Close is a conversation-first sales CRM for SMB teams, combining calling, email, SMS, pipeline management and the Chloe AI sales agent in one platform. Plans run from $9 to $139 per user per month on annual billing, with AI credits included on every tier and calling/SMS passed through at cost. Close is self-serve with free migration, a 14-day trial and a 30-day money-back guarantee, so most teams import data and start selling quickly. It states SOC 2 Type 2 and GDPR compliance and ships an MCP server and REST API.
Frequently asked questions
How much does Close cost for a small sales team?
Close is priced per user, per month: Solo $9, Essentials $35, Growth $99 and Scale $139 on annual billing ($19/$49/$109/$149 monthly). Solo is limited to one user and 10k leads. Every plan includes Chloe and a monthly AI credit pool of 500-2,000 credits per user, with extra credits purchasable. Calling and SMS are usage-based and passed through at cost, typically around $0.02 per outbound minute, with phone numbers from about $1/month.
How long does implementation take?
Close is self-serve: sign up, import leads and start selling within an hour, and the 14-day trial needs no credit card. Built-in importers cover HubSpot, Pipedrive and HighLevel plus spreadsheets, migration support is free, and there is no mandatory implementation fee. Published customer stories report a typical rollout of roughly two weeks to 30 days for a full team.
What AI does Close include, and is it on every plan?
Chloe, Close's built-in AI sales agent, can call leads, qualify them, book meetings, draft follow-ups, summarise calls and update CRM records, and she is included on every plan. Usage draws on each plan's monthly AI credit pool (500 credits per user on Solo up to 2,000 on Scale), and additional credits can be purchased. Chloe Chat answers questions and takes actions inside the CRM.
What compliance certifications does Close hold?
Close states SOC 2 Type 2 compliance and GDPR compliance on its security page, and also describes CCPA compliance and its incident response and data recovery practices. Two-factor authentication and Google SSO are available. The pages reviewed do not claim ISO 27001, HIPAA or FedRAMP certification, so regulated buyers should request evidence directly.
Can Close fit our existing stack and can we build on it?
Close offers a REST API, webhooks and an official MCP server for AI clients, with developer documentation for custom builds. It lists 100+ integrations, including Gmail, Microsoft 365, Google Calendar, HubSpot, Zoom, Calendly, Segment and Zapier, plus native Claude and ChatGPT connectors. Buyers should confirm any sector-specific system (ERP, LMS, POS) is covered through Zapier, a partner tool or custom API work.