Close

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 stores calls, emails, SMS messages, tasks, notes, and opportunities within lead records. Users can organize opportunities through pipeline views, custom statuses, fields, and saved views.

Built-in communication tools support email synchronization, calling, call recording, voicemail drops, SMS, centralized inbox management, and communication history. Calling and SMS usage charges are separate from subscription fees.

Workflows automate actions across email, SMS, calls, tasks, lead updates, opportunity creation, assignments, and filters. Close documents workflow availability on the Growth and Scale plans.

Reporting includes activity comparisons, sales activity summaries, opportunity pipelines, opportunity funnels, email performance, call reports, leaderboards, and customizable saved views.

Close includes Chloe and other AI features on its current plans. AI usage is measured through monthly credits, with additional usage available when included credits are exceeded.

Close offers four current subscription tiers with monthly and annual billing. Annual pricing is discounted compared with monthly pricing.

The Solo plan costs $19 per user monthly or $9 per user monthly with annual billing. Essentials costs $49 monthly or $35 annually. Growth costs $109 monthly or $99 annually. Scale costs $149 monthly or $139 annually.

Close offers a 14-day free trial without requiring a credit card. Calling and SMS are usage-based and charged separately at cost. AI features use monthly credits included with each plan.

Close’s main strengths are its sales-oriented design, native communication tools, workflow automation, and consolidated conversation history. These capabilities reduce the need for separate dialers, email tools, and sales engagement applications.

The main trade-offs are usage-based telephony and SMS charges, plan restrictions on workflows and advanced controls, and a feature set focused more on sales execution than broad enterprise CRM administration.

Comparable products include HubSpot CRM, Salesforce Sales Cloud, Pipedrive, Zoho CRM, Freshsales, and Copper. HubSpot and Zoho offer broader business suites, Salesforce provides deeper enterprise customization, and Pipedrive emphasizes visual pipeline management.

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.