Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and close more deals. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin.
Close embeds calling, email, and SMS natively inside the platform. Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks.
Core capabilities include:
- Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing
- Inbox for managing two-way email conversations with open and click tracking
- Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria
- Pipeline management with Opportunities and deal tracking across stages
- Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup
- Web Forms for capturing and routing inbound leads directly into the CRM
- Call coaching tools including listen, whisper, and barge
Close automates the sales activities that happen between conversations:
- Notetaker joins calls and meetings to record, transcribe, and summarize every conversation
- AI Drafts writes follow-up emails after each call
- AI Summaries give reps instant context on any lead
- AI Enrich pulls live company and contact data from public sources
- A native MCP server lets your team use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode
These features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026.
Close is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline.
Plans start at $9/user/month with built-in calling, email, and SMS included. Plans scale as your team grows: Solo ($9), Essentials ($35), Growth ($99), and Scale ($139). Custom pricing available for teams of 10+. No contracts required. 14-day free trial — no credit card, no obligation.