Solo
$19 monthly or $9 annually per user
month
Core CRM for solo operators, with a one-user limit, a 10,000-lead limit, and no workflows.
Check current pricing →C
Close
Close is a sales-focused CRM combining lead management, email, calling, SMS, workflows, reporting, and AI features in one platform.
Editorial overview
Aggregated Overview
Close provides native CRM, email, calling, SMS, workflow, reporting, API, and AI capabilities. G2 and Trustpilot ratings indicate broadly positive user sentiment, while usage-based communications and higher-tier automation affect value assessments.
This profile combines documented product information and independent evidence where available. It is not a hands-on test unless TechZella explicitly identifies one.
Close Decision Snapshot
A quick way to understand who this product may suit, where its limits matter, and which facts are most relevant before you compare alternatives.
Platforms
API, macOS, Web, Windows
TechZella assessment
8.5/10
Overview
Close is a cloud-based CRM designed for founders and small sales teams. It combines lead and pipeline management with email, calling, SMS, tasks, workflows, reporting, and AI-assisted sales features.
The company launched Close publicly in 2013 after its founders built an internal sales tool. Close is a remote-first company with a mailing address in Austin, Texas. Its product is oriented toward teams that manage frequent prospect conversations and follow-up activity.
Close Pros & Cons
Pros
- Combines CRM records with email, calling, SMS, tasks, and notes.
- Provides sales-focused workflows for multi-step follow-up.
- Includes pipeline, activity, call, and email reporting.
- Offers a documented REST API with API keys and OAuth 2.0.
- Provides native desktop applications for Windows and macOS.
- Offers a 14-day trial without requiring a credit card.
Cons
- Calling and SMS generate separate usage-based charges.
- Workflows are limited to the Growth and Scale plans.
- Advanced permissions and lead visibility rules require the Scale plan.
- The product is more focused on sales execution than broad enterprise CRM administration.
- AI usage depends on monthly credit allowances and additional usage charges.
Close Pricing & Plans
Essentials
$49 monthly or $35 annually per user
month
Adds unlimited contacts and leads, team collaboration, forms, email, calling, SMS, centralized inbox, and task management.
Check current pricing →Growth
$109 monthly or $99 annually per user
month
Adds automated workflows, Chloe workflow support, power dialing, custom activities, and bulk email.
Check current pricing →Scale
$149 monthly or $139 annually per user
month
Adds role-based permissions, lead visibility rules, predictive dialing, unlimited call recording retention, and live call coaching.
Check current pricing →Pricing may change. Verify current plans on the vendor's website.
Close Competitors & Alternatives
Compare similar products directly, then see which alternatives may make more sense when your requirements differ.
Direct competitors
These products address broadly similar requirements. The descriptions focus on documented reasons a buyer might compare them with Close.
Close Features
CRM
- Lead and contact management
- Opportunity and pipeline management
- Custom fields and statuses
- Centralized inbox
- Tasks and notes
- Saved views
Sales Communication
- Email synchronization
- Built-in calling
- Call recording
- Voicemail drops
- SMS messaging
- Meeting management
Automation
- Email workflows
- SMS workflows
- Call tasks
- Lead and opportunity updates
- Task assignment
- Workflow goals and filters
Reporting
- Opportunity pipeline reports
- Activity reports
- Call reports
- Email performance reports
- Leaderboards
- Customizable saved views
AI
- Chloe AI sales agent
- AI-assisted lead qualification
- AI-supported follow-up
- Monthly AI credit allowances
Integrations and API
- Zoom integration
- Slack integration
- Zapier and Make connectivity
- REST API
- API-key authentication
- OAuth 2.0 authentication
- Webhooks and event notifications
Close Specifications
| Deployment | Cloud-based SaaS |
|---|---|
| Supported desktop platforms | Windows and macOS |
| Web access | Yes |
| API | REST API |
| Authentication | API keys and OAuth 2.0 |
| Free trial | 14 days, no credit card required |
| Billing | Monthly or annual, per user |
| Communication billing | Calling and SMS usage charged separately |
| Workflow availability | Growth and Scale plans |
| Company founded | 2013 |
| Company headquarters | Austin, Texas, United States |
Our evidence-based assessment
TechZella Score
A proprietary editorial score based on product capabilities, usability, value, performance, support and user sentiment evidence.
8.5/10Moderate confidence
Close provides native CRM, email, calling, SMS, workflow, reporting, API, and AI capabilities. G2 and Trustpilot ratings indicate broadly positive user sentiment, while usage-based communications and higher-tier automation affect value assessments.
Methodology v1.0. The assessment weighs feature coverage (25%), ease of use (15%), value for money (20%), performance (15%), support (10%) and user sentiment (15%), using researched product evidence and verified review evidence where available. It is a TechZella editorial assessment, not a direct user-review average.
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FAQ
Does Close offer a free trial?
Yes. Close offers a 14-day trial without requiring a credit card.
Does Close have an API?
Yes. Close provides a REST API with API-key and OAuth 2.0 authentication. Its developer platform also documents webhooks, events, and client libraries.
Which platforms support Close?
Close provides web access and native desktop applications for Windows and macOS. It also supports integrations through its API.
What integrations does Close support?
Close documents integrations and connection methods involving Zoom, Slack, Zapier, Make, email synchronization, meetings, and custom API integrations.
Which plans include workflows?
Close documents workflows as available on the Growth and Scale plans.