Close – Visionary Marketing
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CRM (34)

Close

Sales CRM with calling, email, SMS and an AI agent called Chloe.

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Tool Information

Close is a CRM for sales teams with built in calling, email and SMS. Its Chloe AI agent can call leads, qualify them and book meetings.

A free trial with no credit card is offered. Prices were not listed on the page.

What users say elsewhere

A summary of patterns across popular review sites and community discussions

✓What people like
  • Built in calling
  • AI call agent
  • Call summaries
  • Quick setup
✗Common complaints
  • Prices not stated
  • Made for sales teams
  • AI calls need careful review
  • Not a marketing tool
Based on patterns across popular review platforms and community discussions, not a single review quoted verbatim.

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Other tools worth comparing, based on how teams typically choose between them

Pipedrive
Sales pipeline CRM with an AI sales assistant.
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Apollo.io
Sales database and outreach platform with AI agents that find leads and book meetings.
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Attio
Modern CRM that builds itself from your email and calendar, with AI agents.
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Is this a fit for your team?

How much setup and in-house expertise this tool needs, and how much you would depend on outside help

Not enough public information to score
 
Low, plug and play     Medium, some setup     High, needs a specialist

Independence checks 2 of 5 met, 3 unknown

✓Can start on your own. Free or trial start, self-serve signup.

✓Works without marketing know-how. Simple, guided use.

?Your team can run it day to day. Little public detail on team use.

?Low risk of costly mistakes. Little public detail on terms.

?Affordable to start small. Plan prices not confirmed.

Good fit if:

Sales teams that sell by phone and email.

Consider skipping if:

Teams with no outbound sales.

Video tutorials

A few walkthroughs to see the tool in action before you commit

 

Frequently asked questions

Practical answers, plus what users report on review sites

What problem does Close solve for me?

Close is a CRM built for sales teams that want calling, SMS and email in one place, so we could stop switching between a dialer, an inbox and a spreadsheet of leads. It helps us track every lead and follow-up in a pipeline. It is most useful if our selling is done by phone and email.

Is Close a good fit for a small team?

Yes for small sales teams, and there is a single-user Solo plan. Reviewers on Capterra call it easy to use and well priced, although one reviewer found it expensive for a small startup. We would try the free trial with real leads first.

How much should I budget for Close?

Capterra lists plans at about $9 (Solo, one user), $35, $99 and $139 per user per month, but we could not confirm current prices or billing terms, so confirm on the vendor pricing page. Features such as the power dialer and workflows sit on the higher tiers, so we would budget for the tier that includes what we need. Costs scale per user, so a team of five on a mid-tier plan adds up quickly.

What can I do with Close?

We could manage leads and contacts, run multiple pipelines, make calls and send SMS from within the tool, and sync email and calendars. Higher plans add workflows, bulk email, call recording and predictive dialling per Capterra. We could not confirm every AI feature currently offered.

Does Close replace a person or just help?

It helps rather than replaces. It speeds up logging calls, follow-ups and outreach, but we would still need people to hold the sales conversations and decide who to pursue. Automation on higher plans reduces admin, not selling.

Does Close connect with my other tools?

Capterra mentions two-way email sync and calendar sync as built in. We could not confirm the full list of third-party integrations from the pages we reviewed, so we would check the vendor integrations page for the tools we use.

What should I check before relying on Close?

We would test the calling quality and email sync with our own accounts during the trial. We would check which features sit behind the Growth and Scale tiers and what the per-user cost becomes at our team size. We could not confirm data hosting or compliance details, so we would ask the vendor if we handle sensitive data.

Pricing

Trial
Trial
Free
Paid
See site
See site
 
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September 2026

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