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Close

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Close is a sales CRM built around built-in calling, email, and SMS, combined with an embedded AI sales agent ("Chloe") that calls and qualifies leads, books meetings, and updates CRM records automatically, aimed at reducing manual outreach and data entry for sales teams.

Vendor's own claim
CRM/authoritative stateactivation/delivery

Core capabilities

Vendor's own claim
  • Built-in calling, email, and SMS from within the CRM
  • Chloe: an AI sales agent that calls new and cold leads, qualifies them, and books meetings
  • Automatic CRM updates and follow-up drafting from call/email content
  • Call transcription and AI summarization
  • Pipeline management and sales reporting
  • Automated workflows and power/predictive dialer (higher tiers)
  • REST API (API key or OAuth 2.0) and a hosted MCP server for AI-agent access
  • Integrations including Gmail, HubSpot, Microsoft 365, Zoom, Zapier, and ChatGPT/Claude

API & agent surface

From official docs
Authentication
API key via HTTP Basic Auth (key as username, empty password), or OAuth 2.0 for user-facing integrations
Base URL
https://api.close.com/api/v1
Rate limits
Per-API-key limit (e.g. an illustrative 20 RPS) with an organization-wide limit roughly 3x the per-key limit; 429 responses include a rate_reset value indicating how long to wait.
Notable endpoints
  • Leads, contacts, and opportunities CRUD
  • Activities (calls, emails, SMS, notes)
  • Sequences and bulk actions
  • Webhooks and a 30-day event log
  • Reporting/pipeline metrics
Machine-readable spec
OpenAPI spec retrieved

Pricing

From official docs
PlanPriceIncludedNotable
Solo$19/mo per user (or $9/mo billed annually)500 AI credits/month, up to 10,000 leads
1 user
Core CRM for solo operators, No Workflows
Essentials$49/mo per user (or $35/mo billed annually)1,000 AI credits/month, unlimited contacts & leadsTeam collaboration, Forms, Email, calling & SMS
Growth$109/mo per user (or $99/mo billed annually)1,500 AI credits/monthAutomated Workflows, Power dialer, Bulk email
Scale$149/mo per user (or $139/mo billed annually)2,000 AI credits/monthPredictive dialer, Unlimited call recording, Live call coaching

Checked 2026-08-03 against their pricing page. Vendors change pricing without notice.

What is Close

Vendor's own claim

Close is a sales CRM that positions communication (calling, email, SMS) as native to the product rather than bolted on via integrations, and has added an embedded AI agent, Chloe, that autonomously works leads.

Ideal customer profile

Vendor's own claim

Sales teams - especially outbound/call-heavy teams - that want calling, email, and SMS built into the CRM itself and are willing to pay per-seat plus usage-based calling/SMS costs, with Chloe and workflow automation as the upsell path for teams wanting to reduce manual lead engagement.

Who should look elsewhere

Our read

Automated workflows are excluded from the two cheapest plans (Solo and Essentials), and Chloe-in-workflows only turns on at Growth ($109/mo, or $99 annual) and above, so teams wanting the AI-agent capability that's central to Close's current marketing must skip past the entry tiers. Calling and SMS are metered on top of the subscription (roughly $0.02/minute plus per-number fees), which can surprise call-heavy teams budgeting only the listed plan price. The OpenAPI spec is explicitly labelled experimental with incomplete schema coverage, so teams building strict, fully-typed API integrations should expect gaps.

Close alternatives

Our read

Systems of record for customer relationships that treat the data model as programmable, competing on API quality and flexibility rather than on breadth of built-in modules.

Category: Modern and developer-facing CRM. Membership is decided by 3 stated tests, not by category tags — see them and the full comparison.

Close FAQ

What is Chloe?

Chloe is Close's embedded AI sales agent that calls new and cold leads, qualifies them, books meetings, and updates the CRM automatically; it becomes available in workflows starting on the Growth plan.

Vendor's own claim
Is there a free trial?

Yes, a 14-day free trial with no credit card required, plus a 30-day money-back guarantee on paid plans.

From official docs
How is Close priced?

Per-user monthly subscription across four tiers: Solo ($19/mo, or $9 annual), Essentials ($49/mo, or $35 annual), Growth ($109/mo, or $99 annual), and Scale ($149/mo, or $139 annual), plus usage-based calling (~$0.02/min) and SMS/phone-number fees.

From official docs
Do the cheaper plans include workflow automation?

No - the pricing page states Workflows are not included on Solo or Essentials; automated Workflows and Chloe-in-workflows start on the Growth plan.

From official docs

Verify before you buy

  • Exact enumerated list of MCP tool names (docs point to a /mcp/tools subpage listing tools per scope, which we did not independently enumerate)
  • Exact numeric rate limit figures (docs give an illustrative example, not published hard numbers)

Need help setting it up?

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