Close CRM
Product
Close CRM is a sales platform combining calling, email, SMS, pipelines, and an AI agent in one tool.
- Currently Offered
Close CRM is a sales platform combining calling, email, SMS, pipelines, and an AI agent in one tool.
Close CRM competes in the sales CRM category against products such as HubSpot CRM, Pipedrive, Freshsales, Attio, and Zoho CRM. The product centers on combining calling, email, SMS, pipelines, workflows, and reporting in one workspace for teams that sell over phone and email.
Its integrated AI sales agent, Chloe, calls leads, qualifies prospects, books meetings, and updates records automatically inside the CRM. Built-in dialers, messaging, automation, and developer APIs support higher-volume prospecting and follow-up work.
Close launched as Close.io out of Y Combinator and introduced sales software that combined a CRM with built-in calling and communication tools. Early coverage described the product as software for salespeople that paired contact management with calls and messages.
The company later consolidated around the Close brand and now sells the offering as Close CRM. The current product page presents the CRM alongside Chloe, an AI sales agent that calls leads and updates records inside the same workspace.
Close sells Close CRM on per-user plans named Solo, Essentials, Growth, and Scale, with monthly and annual billing and AI credits included on each plan. Calling and SMS usage is billed separately at cost, and meetings, dialers, workflows, and permissions vary by plan.
A free trial is available without a credit card, and the company offers a money-back guarantee after purchase. Plans can be changed as team size and sales volume grow, with custom pricing available for larger operations.
Close CRM brings lead and pipeline management, calling, email, SMS, workflows, and reporting together in one sales platform, with Chloe as its integrated AI sales agent.
Chloe is built into the CRM rather than offered as a separate tool. The company says Chloe can call leads, qualify prospects, book meetings, and update CRM records automatically. The platform also provides a REST API, webhooks, and an MCP server for customization.