CRM · Reviewed 22 Oct 2026

Close

Close is a sales CRM for small businesses that sell through conversations.

from $19 · free tier · close.com ↗

Paid against free › CRM › Close

Close at a glance

Overview

01

Summary

The useful answer before the supporting detail.

Close is a sales CRM built for small businesses and sales teams where conversations drive revenue S1. It solves the problem of scattered communication and follow-up by combining calling, email, SMS, pipeline management, workflows, reporting, and AI into one platform S1. Its practical value is helping teams respond faster, follow up consistently, and close more deals S1.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: Close is a sales CRM for small businesses and sales teams S1.
  • Core purpose: It solves the problem of managing sales conversations and follow-up across calls, email, and SMS S1.
  • Intended users: Small businesses, founders, and sales teams S1.
  • Product scope: A single CRM with built-in calling, email, SMS, pipeline management, workflows, reporting, AI, and integrations S1.
  • Positioning: Close is purpose-built for sales teams, without the complexity of an enterprise CRM S1.
  • Claimed distinction: Communication, automation, reporting, and AI are already built in, reducing the need for multiple tools S1.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
Small businessesManage sales conversations and follow-ups in one place S1.
FoundersTrack leads and deals without the complexity of enterprise CRMs S1.
Sales teamsAutomate outreach and follow-up with workflows and AI S1.
Solo repsUse a real CRM instead of a spreadsheet to manage sales S87.

Features

09

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
CallingMake and receive calls directly in Close, with power dialer features that auto-dial through a Smart View S47.
Email & SMSSend and receive emails and SMS within Close, with connected email accounts and SMS support to over a dozen countries S87.
Pipeline managementTrack opportunities and deals across multiple pipelines, with total and expected value views S87.
WorkflowsAutomate sales processes, including using Chloe in Workflows to trigger outreach and follow-up S87.
AI featuresUse Chloe, an AI sales agent that calls leads, qualifies prospects, and updates CRM records automatically S47.
ReportingView reports and analytics on sales activity and performance S1.
Data import/exportImport leads, contacts, and opportunities from other CRMs or spreadsheets, with duplicate detection S87.
Mobile appManage the CRM, make calls and texts, and review reports on the go S87.
10

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
Close APIAPIIntegrate all of Close's functionality into your existing toolset S127.
WebhooksWebhookTrack change events in real time to power custom workflows S127.
ZapierIntegrationConnect Close with other tools across your sales process S1.
MakeIntegrationConnect Close with other tools across your sales process S1.
MCP serverAI interfaceAllows compatible AI tools and agents to securely work with Close data S1.
WhatsAppIntegrationConnects WhatsApp Personal and Business accounts directly to Close S134.
CalendlyIntegrationBook meetings with prospects, customers, and your team S134.
Customer.ioIntegrationSend Close contacts to Customer.io for email campaign automation S134.

Pricing

11

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
Solo$9 per user/month billed annually ($19 monthly) S87500 AI credits per user/month S871 user, 10k leads, no workflows S87
Essentials$35 per user/month billed annually ($49 monthly) S871,000 AI credits per user/month S87Built-in email, calling and SMS; no workflows S87
Growth$99 per user/month billed annually ($109 monthly) S871,500 AI credits per user/month S87Workflows, power dialer, bulk email S87
Scale$139 per user/month billed annually ($149 monthly) S872,000 AI credits per user/month S87Role-based permissions, predictive dialer S87
CustomContact sales S87Not establishedNot established
Free trial14 days, no credit card required S1Not establishedNot established

Competition

12

Competitive landscape

Domains competing for the same organic search demand.

Sampled competitors

CompetitorFirst-page appearancesSampled queriesAverage positionQueries observed
merriam-webster.com111close
imdb.com112close
reddit.com112close crm
dictionary.cambridge.org113close
linkedin.com113close crm
netflix.com114close
play.google.com114close crm
youtube.com115close
breakcold.com115close crm
a24films.com116close

Website intelligence — Collected evidence

Customers, testimonials, and first-party review claims

No supporting public-page evidence was collected for this category.

Independent review sources discovered

PlatformStatusDiscovered source
G2discovered_not_scrapedhttps://www.g2.com/products/close/reviews
14

AI visibility

Measured ChatGPT and Google AI mentions with cited sources.

AI-assistant referral traffic

  • Estimated current generative-AI referral share: 0.6%
MonthSource
—All AI assistants
—All AI assistants
—All AI assistants

Website intelligence — Collected evidence

Site-stated AI capabilities

Page typeEvidenceSource
otherClose is the CRM with a built-in AI teammate that works with your team to call leads, qualify prospects, book meetings, and keep your CRM up to date automatically, so you can focus on selling.https://close.com/
otherClose is the CRM with a built-in AI teammate that works with your team to call leads, qualify prospects, book meetings, and keep your CRM up to date automatically, so you can focus on selling.https://close.com/
otherCalling, email, SMS, automation, and AI are built in, so your team can reach more leads, follow up faster, and close more deals.https://close.com/
otherClose is a sales CRM built for teams that sell. It combines calling, email, SMS, pipeline management, reporting, and an AI sales agent named Chloe into a single platform. Close helps teams act on their sales data.https://close.com/
otherChloe is an AI sales agent built into Close CRM that calls leads, qualifies prospects through real conversations, and can book meetings while updating your CRM automatically. She is part of the CRM — not a separate tool or integration.https://close.com/
otherCalling, email, SMS, automation, and AI are built in, so your team can reach more leads, follow up faster, and close more deals.https://close.com/
otherClose is a sales CRM built for teams that sell. It combines calling, email, SMS, pipeline management, reporting, and an AI sales agent named Chloe into a single platform. Close helps teams act on their sales data.https://close.com/
otherChloe is an AI sales agent built into Close CRM that calls leads, qualifies prospects through real conversations, and can book meetings while updating your CRM automatically. She is part of the CRM — not a separate tool or integration.https://close.com/
pricingTry for freeIncludes 500 AI credits per user/monthhttps://close.com/pricing
pricingTry for freeIncludes 1,000 AI credits per user/monthhttps://close.com/pricing
pricingTry for freeIncludes 1,500 AI credits per user/monthhttps://close.com/pricing
pricingTry for freeIncludes 2,000 AI credits per user/monthhttps://close.com/pricing
integrations[AI](#ai)https://close.com/integrations
integrationsAnd when your sales team isn't able to answer the phone — Voice Assist steps in. Voice Assist is CallRail's AI voice agent that answers calls when your team can't. It greets callers, works through intake questions, and captures their details and any callback requests. It can even schedule appointments directly through Google Calendar or Calendly, so your calendar keeps filling even when nobody's there to pick up.https://close.com/blog/close-callrail-integration

These are first-party product claims, not independent measurements of AI-search visibility.

15

Marketing opportunities

Actions calculated directly from the collected evidence.

OpportunityRecommended actionEvidence
Competitor gap1 first-page appearances across close

Website intelligence — Collected evidence

Website evidence gaps

  • features: no usable public page was collected; verify whether the site publishes this evidence.
  • customers: no usable public page was collected; verify whether the site publishes this evidence.
  • reviews: no usable public page was collected; verify whether the site publishes this evidence.
  • changes: no usable public page was collected; verify whether the site publishes this evidence.
  • identity: no usable public page was collected; verify whether the site publishes this evidence.
  • technical: no usable public page was collected; verify whether the site publishes this evidence.

Trust and proof

16

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

PlatformPageHow it was foundNote
CapterraClose Reviews 2026. Verified Reviews, Pros & Cons / CapterraGrounded web search# Reviews of Close Ease of use 4.6 Customer Service 4.5 ... s been generally positive. Their support is reasonably good (though we have to sometimes take extra time ... of the areas that count. Particularly for smaller companies, I think it offers a
ToolRadar / G2Close Reviews, Pricing & Alternatives (2026) - 4.7/5Grounded web search## Ratings Across the Web 4.7(2,089 reviews) Close holds an aggregate rating of 4.7 out of 5 from 2,089 reviews across G2, last checked September 17, 2026. G2 2,089 reviews 4.7/5 Ratings aggregated from independent review platforms. Learn more
FindstackClose Review 2026: Is It Worth It? TestedGrounded web searchThe independent scores are excellent and among the highest of any CRM we have reviewed: ... Capterra across 164 reviews, with 96% positive sentiment. The review base is smaller than HubSpot’s or Pipedrive’s, which is worth noting, but the consistency is
CRM.orgClose CRM Review 2026: Close Pricing, Features, Pros & ConsGrounded web searchis considered more rigid. All the calling features, like call recording and the power ... , get high marks. Team collaboration is another part of the Close platform that gets good reviews, especially among startups and small businesses.
G2Close - AI Marketplace / G2Grounded web searchTop Positive Mentions ... - Sales teams that spend significant time on call admin work - Close excels at transcription, summarization, and lead history prep, with 38% of users saving 26%+ of their time - Inside sales reps and account executives who make high volumes of outbound calls and need automated follow-up sequences to maintain consistent
techverifiers.comClose CRM Review 2026: Best for Calling Teams? / Tech VerifiersGrounded web searchsuite: Power Dialer (Growth+), Predictive Dialer ... filter by any field combination, save the view, launch the Power Dialer directly from it - Call coaching on Scale tier lets managers listen live, whisper to the rep without the prospect hearing
realcostlabs.comClose Review (2026): The Best Dialer, Priced Like ItGrounded web searchClose is a sales CRM built around one idea: a rep should be able to call, text, and email a lead from a single screen ... That focus is why high-velocity inside-sales and outbound teams keep choosing it

Customer proof

Proof typeNamed customer or sourceEvidence
Case studyUGURUScustomer case study — UGURUS, a coaching company helping 10,000 digital agency owners scale, struggled with Salesforce’s complexity and reliance on third-party tools. (CRM Implementation Case Studies)

Independent mentions

  • Close Review (2026): What Real Users Say / GTM Ranked — > I’ve actually really enjoyed close.com. It was light, easy to use, and pretty darn fast. I’m using salesforce now and the SAP/Windows integration is nice, but if you don’t need it, I’d say try close.com. r/sales· 2025-06-26· View on Reddit ... > If you aren’t entirely sold on one of those, I’d go look at Attio as well. And my personal favorite is Close.com. Both of those run circles around the others for usability, imo. r/CRM· 2025-05-14· View on Reddit ... > the pain point hits at around 10-1
  • The CRM that founders and sellers actually love to use — s a great product but it was WAY more than we needed. Every time I logged in I got stressed out. We switched to Close ... 75 Percent Increase in Conversion in 60 Days: How Flatiron School Rebuilt Its Sales

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

17

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownershipHarris Kenny, Founder at OutboundSyncsource
Contact and supportClose supports SMS sending to over a dozen countries, including the US, CA, GB, and AU. Note: A2P 10DLC registration is required for sending SMS to US phone numbers.source
Legal and privacyGet a full refund, no questions askedsource
Security and complianceLast call · 6 days agoAsked if you support SSOsource
Uptime and status pageNot published on the collected pages.—
Domain registered1996-02-20—
Domain expires2033-02-21—

Not found on the collected pages: uptime and status page. This only means Scout did not find it on the pages it read; it says nothing about the company itself.

18

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Resource or updateTypeWhat is availableDate or freshness
How to Create a Sales Plan: Tips, Examples & Free Sales Plan TemplateGuideLearn how to create a strategic sales plan with step-by-step tips, real examples, and a free downloadable template to hit your revenue goals. (source)Not dated
CRM API / How to Integrate With Close CRMGuideHave full control of your data. Integrate all of Close’s functionality into your existing toolset through our API. (source)Not dated
How to Create a Sales Plan: Tips, Examples & Free Sales Plan TemplateRoadmapPublic product roadmap. (source)Not dated

Not found in the collected public sources: changelog or release notes, status page, separate help center or knowledge base.

Technical

19

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Close is a cloud-based web app S1.S1
Platforms and appsClose offers mobile apps for iOS and Android S87.S87
API and extensibility (API, SDK, webhooks, MCP, plugins)Close provides an API, webhooks, and an MCP server S127 S1.S127 S1
Data ownership and exportClose allows data import and export S87.S87
Performance and reliability claimsNot published on the collected pages.—
Release activityNot published on the collected pages.—
20

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered1996-02-20 — NameCheap, Inc.
Domain expires2033-02-21
TLS certificateLet's Encrypt, valid, expires 2026-12-20
Security headersHSTS, CSP, X-Content-Type-Options, X-Frame-Options, Referrer-Policy
Server headerVercel
Mail handled byaspmx.l.google.com, alt1.aspmx.l.google.com
Nameserversns-1529.awsdns-63.org, ns-1733.awsdns-24.co.uk

Not measurable: wayback: rate limited by archive.org, ladder stopped after 1 probe(s). A gap here means the lookup was unavailable, not that the finding is negative.

21

Technical site audit

A bounded multi-page crawl with page-level issues and URLs.

Scout — Bounded technical crawl

  • Pages crawled: 15 of 15 maximum
  • Technical health: 98/100
  • Critical issues: 0
  • Warnings: 1
  • Notices: 14

Issues

SeverityIssueValueAffected URL
noticeMeta description length should be reviewed192https://close.com/
noticeImages are missing alt text36https://close.com/
noticeImages are missing alt text5https://close.com/communication
noticeMeta description length should be reviewed182https://close.com/automation
noticeImages are missing alt text6https://close.com/automation
noticeImages are missing alt text10https://close.com/calling
noticeMeta description length should be reviewed43https://close.com/forms
noticeImages are missing alt text3https://close.com/forms
noticeMeta description length should be reviewed249https://close.com/reporting
noticeImages are missing alt text5https://close.com/reporting
noticeMeta description length should be reviewed183https://close.com/pricing
noticeImages are missing alt text11https://close.com/pricing
warningPage should have one primary H10https://close.com/blog
noticeImages are missing alt text12https://close.com/blog
noticeImages are missing alt text3https://close.com/customers

Crawled pages

StatusTitleH1sWordsResponseURL
200Close CRM \The CRM That Does the Work1163526 ms
200Sales Communication CRM \Email, Calls & SMS \Close11147
200CRM Automation & Sales Workflow Software \Close CRM1122020 ms
200Sales CRM Software for Growing Businesses \Close1130741 ms
200Sales Dialer & Calling Software \Close CRM1119325 ms
200Forms \Close CRM11010199 ms
200Sales Reporting & CRM Analytics \Close1128034 ms
200CRM Integrations \Native & No-Code \Close12360
200Chloe AI \Your AI Sales Teammate \Close CRM11804
200Pricing \Close CRM1326846 ms
200Sales, CRM & AI Blog \Close082128 ms
200Sales Events and Webinars from Close CRM1143738 mshttps://close.com/events
200Free Sales Resources \Close CRM169634 ms
200Close CRM Partner Program1186423 mshttps://close.com/partners
200Customer Stories \Close CRM1105631 ms

This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.

22

Search Console and Analytics

First-party search and behavioral data connection state.

Modeled acquisition channels

ChannelEstimated share
direct81.7%
search6.0%
search organic4.9%
search paid1.1%
social5.6%
social organic5.6%
social paid0.0%
referrals2.6%
paid referrals0.3%
mail2.9%
gen ai0.6%
affiliate0.4%
other0.0%

First-party connections

IntegrationStatusData available after connection
Google Search ConsoleNot connectedClicks, impressions, CTR, average position, queries, pages, countries, and devices
Google AnalyticsNot connectedOrganic sessions, engagement, landing pages, conversions, geography, and devices

No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.

Limits and method

23

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention specific competitors. Evidence gaps include lack of detailed security certifications, uptime guarantees, and customer case studies with measurable outcomes. Open questions remain about the exact scope of AI credits and calling usage charges.

24

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 15 collected pages from close.com, including the homepage, about, pricing, API, and integrations pages. Evidence was gathered via static and rendered page collection. External proof search was used but no external review profiles were scraped. Limitations include potential missing details from pages not collected and the absence of third-party verification of claims.

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