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Close CRM Review 2026: Pricing, Chloe & Verdict
A conversation-first sales CRM with calling, email, SMS, workflows, and Chloe
Recently Updated
Who should use this?
Small and midsize inside-sales teams with high conversation volume and Teams replacing separate CRM, dialer, email, and SMS tools.
Who should avoid it?
Companies seeking a broad marketing, customer-service, commerce, or ERP suite, Field-sales teams whose core work happens outside an inside-sales communication flow
What problem does it solve?
Keeps sales communication, follow-up automation, opportunity context, and activity reporting inside one CRM instead of scattering them across separate tools.
Would I recommend it?
Shortlist Close when selling work is centered on frequent calls, emails, texts, and pipeline follow-up. Pilot the real motion before migrating, and budget seats, communications, AI credits, administration, and compliance together.
Advisor score
8.6/10
Premium review framework
We may earn a commission if you sign up through this link, at no additional cost to you. The relationship does not affect our rating or editorial verdict.
Close is a sales-focused CRM designed around the conversations that move leads through a pipeline. It combines lead and opportunity records with email, calling, SMS, workflows, reporting, mobile apps, API access, and Chloe, its native AI sales teammate.
Direct verdict
Close is worth shortlisting for small and midsize sales teams that want outreach and pipeline execution in the same system. Its fit is weaker for organizations that need a broad marketing, service, commerce, or enterprise application suite around the CRM.
What to verify
Run a 14-day pilot with a clean, consented lead segment and the exact channels your team will use. Measure time to first response, connect and reply rates, qualified meetings, no-shows, rep follow-up time, workflow errors, email delivery, opt-outs, call quality, transcription accuracy, Chloe escalations, AI credits, telephony, and total cost per accepted opportunity. Review every AI script and a representative call sample, test suppression and stop rules, reconcile CRM writes, and compare the result with your existing process before migrating more data.
Personal Recommendation
Shortlist Close when selling work is centered on frequent calls, emails, texts, and pipeline follow-up. Pilot the real motion before migrating, and budget seats, communications, AI credits, administration, and compliance together.
Try the recommendation
See whether Close belongs in your stack
Its native communication stack and sales-specific workflow model can turn the CRM from a passive database into the place representatives actually work.
We may earn a commission if you sign up through this link, at no additional cost to you. The relationship does not affect our rating or editorial verdict.
Overall Score
8.6/10
Research Based
- Last reviewed
- Sep 17, 2026
- Last updated
- Sep 17, 2026
Editorial Review Framework
How Close scores
Recently Updated
Who should use this?
Small and midsize inside-sales teams with high conversation volume, Teams replacing separate CRM, dialer, email, and SMS tools, Organizations prepared to govern automated outreach, consent, recordings, and AI scripts.
Who should avoid it?
Companies seeking a broad marketing, customer-service, commerce, or ERP suite, Field-sales teams whose core work happens outside an inside-sales communication flow
What problem does it solve?
Keeps sales communication, follow-up automation, opportunity context, and activity reporting inside one CRM instead of scattering them across separate tools.
Would I recommend it?
Shortlist Close when selling work is centered on frequent calls, emails, texts, and pipeline follow-up. Pilot the real motion before migrating, and budget seats, communications, AI credits, administration, and compliance together.
Overall Score
8.6
Ease of Use
8.8
AI Quality
8.2
Features
9.0
Speed
8.8
Integrations
8.0
Value for Money
8.4
Customer Support
8.4
Learning Curve
8.4
Recommended For
- Small and midsize inside-sales teams with high conversation volume
- Teams replacing separate CRM, dialer, email, and SMS tools
- Organizations prepared to govern automated outreach, consent, recordings, and AI scripts
Not Recommended For
- Companies seeking a broad marketing, customer-service, commerce, or ERP suite
- Field-sales teams whose core work happens outside an inside-sales communication flow
- Organizations unable to document consent, recording, suppression, and AI-call governance
Recommended Because…
Its native communication stack and sales-specific workflow model can turn the CRM from a passive database into the place representatives actually work.
Scores use a 0-10 editorial scale. The source data is maintained as 5-point review dimensions, then normalized for reader-friendly comparison.
Reusable trial worksheet
Test Close before you commit
Turn this review’s buyer test into evidence. Your entries autosave only in this browser and are never added to shared shortlist links.
0/7 checks complete
Confirm the tool meets every must-have workflow and stakeholder requirement.
Review starting point: Small and midsize inside-sales teams with high conversation volume; Teams replacing separate CRM, dialer, email, and SMS tools; Organizations prepared to govern automated outreach, consent, recordings, and AI scripts
Run the same representative work you would use in production; do not score a polished demo.
Review starting point: Complete three to five representative tasks with known acceptable outcomes and compare them with your current process.
Calculate the effective cost per accepted result, including usage, review, corrections, and required add-ons.
Review starting point: Close currently lists Solo at $19 per user/month ($9 billed annually), Essentials at $49 ($35 annually), Growth at $109 ($99 annually), and Scale at $149 ($139 annually). Plans include 500, 1,000, 1,500, or 2,000 monthly AI credits per user, subject to account caps. Calling, SMS, phone numbers, AI-credit overages, Call Assistant, and extra organizations can…
Define an acceptance threshold, test known answers and edge cases, and record every correction.
Review starting point: Editorial quality signals: features 4.5/5; AI quality 4.1/5. Validate these signals in your own work.
Verify what data enters the product, who can access it, how long it is retained, and whether it trains models.
Review starting point: Use approved low-risk data first. Check roles, consent, deletion, subprocessors, model-training settings, and the contract—not only the marketing page.
Test the real handoffs, permissions, failure states, and export path your team depends on.
Review starting point: Gmail, Google Calendar, Microsoft 365, Zoom, Zapier, Make, Segment, Calendly
Record training, governance, reliability, accessibility, ownership, and change-management risks before rollout.
Review starting point: Total cost extends beyond seat price to telephony, phone numbers, AI credits, and add-ons; Workflows and stronger automation require Growth or Scale; Chloe voice calls are currently outbound, English-only, and limited to US and Canadian numbers
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Product interface evidence
Pricing
Paid
Close currently lists Solo at $19 per user/month ($9 billed annually), Essentials at $49 ($35 annually), Growth at $109 ($99 annually), and Scale at $149 ($139 annually). Plans include 500, 1,000, 1,500, or 2,000 monthly AI credits per user, subject to account caps. Calling, SMS, phone numbers, AI-credit overages, Call Assistant, and extra organizations can add separate charges. Verified September 17, 2026.
Free plan: No permanent free plan is advertised. Close currently offers a 14-day trial without a credit card and a 30-day money-back guarantee after purchase; verify current terms before subscribing.
Editorial freshness
Checked this month
Pricing and material product claims were checked September 17, 2026.
Pros & Cons
Pros
- Calling, email, SMS, pipeline, and automation share one activity record
- Conversation-first interface can reduce tab switching for inside-sales teams
- Chloe is native to the CRM and can log call outcomes without a separate sync
Cons
- Total cost extends beyond seat price to telephony, phone numbers, AI credits, and add-ons
- Workflows and stronger automation require Growth or Scale
- Chloe voice calls are currently outbound, English-only, and limited to US and Canadian numbers
Best For
Small and midsize inside-sales teams with high conversation volumeTeams replacing separate CRM, dialer, email, and SMS toolsOrganizations prepared to govern automated outreach, consent, recordings, and AI scripts
Community evidence
How verified users put Close to work
Structured, editor-moderated experience—not star ratings. This complements our independent review and never changes its score.
No approved community evidence yet. Be the first verified user to contribute.
Key Features
- Lead, contact, and opportunity management
- Smart Views and multiple pipelines
- Built-in email and email sync
- Built-in calling and call recording
- SMS and WhatsApp support
- Forms, meetings, inbox, and tasks
- Multichannel Workflows
- Power and predictive dialers
- Chloe Voice Agents and Chloe Chat
- AI summaries, search, rewrite, and suggested actions
- Pipeline, activity, and team reporting
- Role-based permissions and visibility rules
- Mobile apps
- API and event log
Integrations
- Gmail
- Google Calendar
- Microsoft 365
- Zoom
- Zapier
- Make
- Segment
- Calendly
- Slack
- HubSpot
- Close API
- OAuth
FAQs
What is Close CRM best for?
Close is best for inside-sales teams that spend much of the day calling, emailing, texting, qualifying, and following up with leads. It combines those conversations with pipeline records and workflows, reducing dependence on a separate dialer or sequencing tool.
How much does Close cost?
Close currently lists Solo at $19 per user/month ($9 billed annually), Essentials at $49 ($35 annually), Growth at $109 ($99 annually), and Scale at $149 ($139 annually). Plans include 500, 1,000, 1,500, or 2,000 monthly AI credits per user, subject to account caps. Calling, SMS, phone numbers, AI-credit overages, Call Assistant, and extra organizations can add separate charges. Verified September 17, 2026.
What is Chloe in Close?
Chloe is Close's built-in AI sales teammate. Chloe Chat can answer questions and work with CRM context; Voice Agents can place outbound calls, qualify leads, book meetings, transfer calls when configured, and log transcripts, summaries, and outcomes. Voice calls use AI credits and telephony.
Does Close have a free plan?
No permanent free plan is advertised. Close currently offers a 14-day free trial without a credit card. Confirm the current trial, refund, data-retention, and cancellation terms before importing important CRM data.
Keep Deciding
Where to go next
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