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Last Updated: November 1, 2026
Close at a glance
- Type: Specialist (phone-first sales CRM with calling, email, SMS and an AI sales agent)
- Best for: Solo reps and small sales teams who sell by phone
- Starting price: Solo $9 per user a month billed yearly, $19 monthly
- Free plan or trial: 14-day free trial, no credit card (no free plan)
- Our take: Calling, follow-up and an AI agent that makes the first call, in one CRM
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Pricing and sign-up terms as of the Last Updated date above. Set by the provider and can change; confirm on their site.
Close CRM review: what it is
This Close CRM review is for the solo rep, founder or small sales team that sells by phone and email and needs the follow-up to happen every time. Close is a specialist sales CRM with calling, email, SMS and pipelines built in, plus Chloe, an AI sales agent that lives inside the CRM. It is used by more than 11,500 sales teams. We researched and evaluated it, and in our AI CRM roundup it is the pick for solo reps who live on the phone.
How Close saves you a hire
Close covers the work of a sales development rep and a sales assistant. Calls, emails and texts run from one inbox, so every conversation is logged on the lead without copy and paste. Workflows follow up on new leads at any hour. Chloe, the built-in AI agent, can call leads, qualify them, book meetings and update the record, and the AI Assistant answers questions about your pipeline and drafts follow-ups or tasks. AI Notes captures what was said on calls and meetings. For an owner who cannot hire an SDR yet, that is first-touch, follow-up and note-taking handled inside one tool.
Best for
- Solo founders and reps who sell by phone and want calling and texting built in, not bolted on.
- Small sales teams that need shared pipelines, a power dialer and automated follow-up.
- Coaching, B2B services, SaaS, insurance and financial services, the industries Close builds for.
Strengths
- Calling, email and SMS in one inbox on every plan, with a native dialer and WhatsApp.
- Chloe, an AI sales agent included on every plan, which calls, qualifies and books meetings inside the CRM.
- Workflows that send follow-ups automatically, from the Growth plan up.
- Power dialer and predictive dialer for teams that make a lot of calls (Growth and Scale).
- AI Notes and the AI Assistant summarize calls and turn them into follow-ups and tasks.
- 100+ integrations plus MCP, so you can work with Close from ChatGPT or Claude.
What it costs
| Plan | Billed yearly (per user, per month) | Billed monthly (per user) | AI credits per user a month | Key limits and adds |
|---|---|---|---|---|
| Solo | $9 | $19 | 500 | 1 user, up to 10,000 leads, no workflows |
| Essentials | $35 | $49 | 1,000 | Unlimited leads, team inbox, email open tracking |
| Growth | $99 | $109 | 1,500 | Workflows, power dialer, bulk email, Chloe in workflows |
| Scale | $139 | $149 | 2,000 | Predictive dialer, call coaching, custom objects, role-based access |
The 14-day free trial needs no credit card and comes with $5 of calling and enrichment credits. There is no free plan, and Close offers a 30-day money-back guarantee after purchase. The fine print: calling and SMS are usage-based and passed through at cost, with most outbound calls around $0.02 a minute and phone numbers from about $1 a month, so the real bill depends on how much you dial. Chloe runs on the plan’s AI credits. Every price is per user, so each rep you add raises the bill. Prices verified in US dollars on close.com on November 1, 2026. Pricing and plans are set by Close and can change, so confirm current pricing on their site before you subscribe.
What changed recently (as of November 2026): Close launched Chloe, its AI sales agent, to general availability in June 2026, included on all plans and metered by AI credits. Close reports Chloe is available for customers in the US and Canada. It also added voice agents, custom Agents (in beta) and MCP support for ChatGPT and Claude, and rebuilt its plans into Solo, Essentials, Growth and Scale.
Is Close right for you?
If you sell by picking up the phone, and every lead needs a call, a text and a follow-up email, Close is built for exactly that. Calling is native, the inbox holds every conversation, and Chloe can make the first call before you get to it.
If you want a free CRM to grow into and mostly manage contacts and email, HubSpot’s free CRM is the easier start. If your sales are a handful of bigger deals moved stage by stage, Pipedrive’s visual pipeline is the better fit (see our Pipedrive review). If budget is the deciding factor and you already use Zoho apps, Bigin by Zoho is the low-cost pick. And if you hate typing notes into a CRM, Salesflare fills in contact data from your inbox for you.
Solo owners can start Close on the Solo plan at $9 a month billed yearly, which covers calling, email and SMS for one user and up to 10,000 leads, then move up when they need workflows. Small teams should price it per rep and look at Growth, where workflows, the power dialer and Chloe in workflows begin. Before you let any AI agent call leads, check the rules: the FCC treats AI-generated voices in calls as artificial voices under the TCPA, so consent matters. Whether you sell alone or with three reps, if the phone is where deals happen, Close is the CRM built for it.
See how all of them rank in our roundup of the best AI CRM tools.
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Close FAQ
How much does Close cost?
Per user, Solo is $9 a month billed yearly ($19 monthly), Essentials $35 ($49), Growth $99 ($109) and Scale $139 ($149), as of November 2026. Calling and SMS usage is extra, at cost.
Does Close have a free trial?
Yes. The 14-day trial needs no credit card and includes $5 of calling and enrichment credits. There is no free plan.
Is Chloe, the AI agent, extra?
No. Chloe is included on every plan and runs on the plan’s monthly AI credits (500 to 2,000 per user). Using Chloe inside automated workflows starts on Growth.
Is Close good for a one-person business?
Yes, if you sell by phone. The Solo plan is built for one user, with calling, email and SMS, but it leaves out workflows, follow-up reminders and email open tracking.
Bottom line
Close is the strongest pick for solo reps and small teams who sell by phone. Calling, email, SMS and an AI agent that can make the first call all live in one CRM, starting at $9 a month per user billed yearly with a 14-day trial and no card. If you mainly manage contacts and email, a free CRM will do.
Compare the full field in our roundup of the best AI CRM tools, and build the rest of your stack with the AI Tool Guide for solopreneurs and small business.
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