Close review

Close is a sales CRM that puts calling, email, SMS, pipeline management, reporting, and AI tools in one platform. Reps can contact leads, track deals by stage and value, and use suggested next steps to manage follow-up. Workflows can send follow-ups and schedule tasks, but they are not included on every plan.

Close also offers Chloe, an AI sales agent that can call and qualify leads, book meetings, and update CRM records. AI notes capture details from calls and meetings, while the AI assistant can answer questions about pipeline, meetings, and calls, then help draft follow-ups. Those features use AI credits, with monthly allocations and shared-pool caps that vary by plan.

The short version: Close aims to consolidate sales communication and CRM work. The price to get that full setup depends on which plan and usage levels your team needs.

The main appeal is having sales conversations and deal records in one system. Close includes calling, email, and SMS alongside pipeline management, so reps can contact leads and keep track of deals without treating the CRM as a separate address book. Reporting is also part of the platform, according to the published product information.

Its AI features are tied to sales work rather than being a generic add-on: Chloe can qualify leads and book meetings, AI notes can capture call and meeting details, and the assistant can draft follow-ups or answer questions about sales activity. Teams that want automated follow-up can use workflows on Growth and Scale.

There is a lower-cost entry point for a solo rep: the pricing page lists Solo at $9 per user per month when billed annually, or $19 monthly. It includes one user, 10,000 leads, three connected email accounts, and 500 AI credits per user per month. That may suit a founder who wants a single system and does not need workflows yet.

The headline entry price does not buy the whole feature set. Solo and Essentials do not include workflows, so teams that need automated follow-ups start at Growth: $99 per user per month with annual billing or $109 monthly. Essentials costs $35 annually or $49 monthly, but its shared AI pool is capped at 10,000 credits per month; Growth’s pool is capped at 15,000. Scale raises that cap to 20,000.

Email connections are limited to three on Solo and Essentials, compared with 10 on Growth and Scale. Call recording retention is 30 days on Essentials and 90 days on Growth; unlimited retention is listed for Scale. Those plan boundaries matter if your team depends on long-term call records or multiple inboxes.

Usage can add to the subscription. Calling and SMS are passed through at cost, most outbound calls are around $0.02 per minute, and phone lines start at $1 per line per month. Call Assistant costs $50 per organization per month plus $0.02 per minute. Extra AI credit pricing is not published.

Close starts at $19 per user/month on Solo, or $9 per user/month with annual billing. Essentials is $49 monthly or $35 annually; Growth is $109 or $99; Scale is $149 or $139. The pricing page says annual billing saves up to 50%, though the listed discount varies by plan. There’s no free plan, and a free trial is not published on the vendor's site.

The tier jump matters: Solo and Essentials don’t include workflows, so teams that need automation start at Growth. Essentials has a shared AI-credit pool capped at 10,000 per month; Growth caps it at 15,000, and Scale at 20,000. Call Assistant adds $50 per organization/month plus $0.02 per minute. Extra organizations cost $50/month, though Growth and Scale include one secondary organization. Phone lines start at $1/month, while calling and SMS usage is passed through at cost. Additional AI-credit pricing is not published, so the seat price is not the full cost picture.

The published material describes Close’s CRM, outreach, workflows and AI features, but does not publish migration steps, supported import formats, export options or data-retention rules beyond call recordings. We’d confirm those details before moving contacts, deal stages, activity history, templates and automation. Close’s plan limits also matter during setup: workflows require Growth or Scale, and connected email accounts range from three on Solo and Essentials to ten on Growth and Scale.

We can’t substantiate what makes users leave from Reddit: no Reddit posts or comments were included in the published material. Nor can we verify how easy it is to export records or transfer call and message history. Before switching away, ask Close what data can be exported, in what format, and whether recordings and AI-generated notes are included. Before switching in, map your current workflows and check the usage costs for calling, SMS, AI credits and extra organizations. The available sources don’t establish a specific lock-in mechanism, so treat exportability as a question to resolve, not a known limitation.