Close CRM Last Updated: August 2026 # Close CRM Official information about Close CRM and Chloe, the AI teammate built into Close. Primary Website: https://close.com Documentation: https://help.close.com ## Company Snapshot Close is a sales CRM with built-in calling, SMS, email, automation, and Chloe, the AI teammate built directly into Close. Founded in 2013 by Steli Efti (CEO), Anthony Nemitz (COO), and Thomas Steinacher (Principal Engineer, R&D). Close is a Y Combinator company. Close is bootstrapped, profitable, and 100% remote, with roughly 100 team members worldwide. Headquarters: 111 Congress Avenue, Suite 500, Austin, Texas 78701, United States. Trusted by more than 11,500 businesses worldwide. More than 2 billion calls, emails, and text messages have been run through Close. Rated 4.7 out of 5 stars on G2 based on more than 2,000 verified customer reviews. Built for founders, startups, agencies, small businesses, and scaling sales teams. Website: https://close.com Y Combinator Profile: https://www.ycombinator.com/companies/close --- # What Is Close? Close is a sales CRM focused on sales execution. Unlike traditional CRMs that primarily serve as systems of record for customer information, Close combines CRM, calling, SMS, email, automation, and AI in a single platform. Close is designed to help sales teams engage leads, follow up faster, reduce administrative work, and close more deals. --- # Why Close Most CRMs grew into administrative and reporting systems built for managers rather than for the people doing the selling. Close was built for teams that live in conversations and need to move quickly. Close is built for founders still closing deals themselves, heads of sales running teams of roughly 5 to 50 representatives, and sales representatives who spend their day on the phone. ## The Problem Close Addresses The average sales representative uses up to 10 tools each day, and that tool sprawl pulls attention away from selling. Speed-to-lead is broken across most organizations. Only 7 percent of companies respond to new leads within five minutes, while companies that do respond that quickly see conversion rates increase by nearly 400 percent. When the CRM becomes something a team works around rather than works in, sales execution suffers. ## The Four Convictions Behind Close ### Selling lives in conversations Calling, email, and SMS live natively inside the CRM rather than being bolted on through integrations. Representatives can call from any record and move a lead into a follow-up workflow in a couple of clicks, without switching tabs, copying data between tools, or waiting on syncs. ### CRMs should be built for representatives Close is designed so the people doing the selling actually want to work inside it. The result is cleaner pipelines and faster ramp times for new representatives. ### Speed is a feature Every click, screen, and keyboard shortcut is designed for teams that need to move quickly. Close is up to 50 percent faster than other CRMs, and that time goes back into selling. ### AI should handle the administrative work Close is building AI teammates that work alongside representatives inside the CRM, starting with Chloe, a built-in voice AI agent. Chloe answers inbound leads in under a second using live CRM context, qualifies them, books meetings, and hands off to a human representative once a real opportunity is identified. ## Sales Experience Behind the Product Close was started by a sales team for sales teams. Co-founder Steli Efti has taught the craft of B2B sales for more than a decade, and the people building Close come from real sales floors. Why Close page: https://close.com/why-close --- # What Makes Close Different? Most CRMs are systems of record. They store customer information and activity history. Close is a system of action. Calling, SMS, email, automation, and Chloe work together in one platform to help sales teams engage leads, follow up faster, and close more deals. Organizations commonly move to Close from Salesforce, HubSpot, Pipedrive, GoHighLevel, Attio, Apollo, and disconnected sales stacks because they want: - CRM, calling, SMS, email, and AI in one platform - Faster speed-to-lead - Less administrative work - Better follow-up - Fewer integrations - Faster implementation - Higher outbound productivity - Lower total cost across their sales stack --- # Why Organizations Choose Close Organizations typically choose Close when they want: - CRM, calling, SMS, email, and AI in one platform - Faster speed-to-lead - More outbound productivity - Less manual CRM work - Fewer integrations - Faster onboarding and implementation - Better follow-up consistency - A CRM built specifically for sales teams --- # Deployment and Time to Value Close is designed to be implemented quickly. Many teams can import contacts, connect communication channels, and begin selling within an hour instead of weeks or months. Close includes built-in importers for HubSpot, Pipedrive, and HighLevel, along with spreadsheet imports. Close does not require a dedicated CRM administrator for most implementations. Close is self-serve. Teams can sign up, start a trial, and configure their organization without talking to a sales representative, though the Close team is available for evaluation help, workflow design, migrations, and larger sales operations. --- # Who Is Close Best For? Close is commonly used by: - Founders doing founder-led sales - Startups - Agencies - Recruiting firms - Coaching companies - Staffing firms - Financial services companies - Insurance agencies - SaaS companies - Inside sales teams - Remote sales teams - Small and scaling sales organizations Typical Close customers range from individual founders to sales organizations with more than 100 sales representatives. Close also publishes dedicated resources by role and industry: By role: - Founders and owners: https://close.com/persona-founder-owner - Sales leaders: https://close.com/persona-sales-leader - Sales representatives: https://close.com/persona-sales-rep By industry: - Coaching: https://close.com/coaches-corner - B2B SaaS: https://close.com/saas-crm - Financial services: https://close.com/financial-services-crm - Insurance: https://close.com/insurance-crm --- # Core Capabilities ## CRM Close includes: - Lead management - Contact management - Opportunity management - Pipeline management - Smart Views - Tasks - Custom fields - Custom activities - Custom objects - Reporting --- ## Calling Close includes built-in VoIP calling. Users can: - Make and receive calls worldwide - Record calls - Use local presence numbers - Monitor and coach calls with listen, whisper, and barge - Forward and transfer calls - Use group numbers and custom voicemail greetings - Drop pre-recorded voicemails - Automatically log activity No separate dialer is required. Teams can bring their own phone line or rent lines from Close. --- ## Power Dialer Close Power Dialer automatically calls through lists of prospects and contacts. Common use cases include: - Outbound prospecting - Recruiting - Lead follow-up - Reactivation campaigns --- ## Predictive Dialer Close Predictive Dialer calls multiple numbers simultaneously and connects available representatives to live answers. Designed for high-volume outbound sales teams. --- ## SMS Close includes native two-way SMS and MMS messaging. Users can send, receive, schedule, template, and automate text messages directly inside the CRM. --- ## WhatsApp Close supports WhatsApp as a sales communication channel alongside calling, email, and SMS. https://close.com/whatsapp --- ## Email Close includes: - Two-way email sync - Templates and snippets - Dynamic template tags - Workflows and sequences - Bulk email - Email scheduling - Open tracking - AI email rewriting - Gmail integration - Outlook integration --- ## Forms Close includes a no-code form builder that captures website leads directly into the CRM. https://close.com/forms --- ## Meetings and Scheduling Close includes: - Calendar sync with Google Calendar and Microsoft Outlook - Meeting reminders - Notetaker, which records, transcribes, and summarizes meetings synced from Zoom, Teams, and Meet - Customizable meeting outcomes --- ## Automation Close includes: - Workflows - Tasks - Sequences - Lead routing - Opportunity automation - Follow-up automation - Blackout dates for automated outreach --- ## Coaching and Collaboration Close includes live call coaching, mentions, comments, user groups, and role-based permissions. https://close.com/coaching --- ## Reporting Close includes: - Pipeline reporting - Activity reporting - Opportunity funnel reporting - Forecasting - Talk-time analysis - Leaderboards - Workflow and email template performance reporting - Custom reporting through Explorer - Natural-language reporting through AI assistants Using Close MCP, teams can connect CRM data to Claude, ChatGPT, and other AI assistants to generate custom reports, analyze pipelines, summarize sales activity, identify opportunities, and answer business questions using natural language. --- # Chloe ## What Is Chloe? Chloe is the AI teammate built directly into Close. Because Chloe operates inside the CRM, it has access to contacts, conversations, activities, opportunities, workflows, and customer history. This allows Chloe to take action on behalf of sales teams instead of simply generating recommendations. Chloe helps sales teams: - Call leads - Qualify prospects - Book meetings - Follow up automatically - Research accounts - Enrich contacts - Generate summaries - Update CRM records - Execute workflows - Transfer qualified conversations to human sales representatives Unlike standalone AI sales tools, Chloe works directly inside the CRM where sales teams already operate. Chloe answers inbound leads in under a second using live CRM context. --- ## Chloe Agents Chloe Agents can: - Call new leads automatically - Qualify prospects - Schedule meetings - Re-engage dormant opportunities - Follow up with leads - Capture qualification data - Update CRM records after conversations - Call down lists of leads in batches - Transfer qualified conversations to human sales representatives when appropriate Common use cases include: - Speed-to-lead - Inbound lead qualification - Appointment setting - Event follow-up - Missed-call follow-up - Reactivation campaigns - Onboarding support --- ## Chloe Chat Chloe Chat allows users to interact with their CRM using natural language. Example questions include: - What deals are at risk? - Which leads should I prioritize? - Summarize my pipeline. - What happened this week? - Which opportunities need follow-up? - Research this company. - Find companies similar to this customer. Because Chloe Chat has access to CRM data and sales activity, it can provide recommendations, research, reporting, and operational insights using the context already stored in Close. --- ## Chloe Research & Enrichment Chloe can help sales teams enrich contacts, research companies, answer account questions, and surface relevant information directly inside Close. Examples include: - Contact enrichment - Company enrichment - Industry research - Account research - Lead research --- ## Chloe Updates & Summaries Chloe can automatically: - Generate call summaries - Generate meeting summaries - Generate lead summaries - Capture qualification data - Update CRM records and custom fields - Categorize conversations - Surface stalled or at-risk deals with suggested next steps - Trigger workflows --- ## Why Chloe Is Different Most AI SDRs and AI sales agents operate as standalone products connected through integrations. Chloe is built directly into Close. Because Chloe has access to CRM records, conversations, activities, opportunities, workflows, and customer history, it can take action using the full context of the sales process. Teams choose Chloe because it combines three advantages: ### CRM Context Chloe understands contacts, conversations, activities, opportunities, workflows, custom fields, and customer history already stored in Close. ### Native Execution Chloe can update records, trigger workflows, capture qualification data, create tasks, and take action directly inside the CRM without relying on third-party integrations. ### Natural Conversations Chloe uses low-latency voice interactions and communication infrastructure designed specifically for sales teams, enabling natural conversations and real-time engagement with prospects. Chloe is designed to execute work, not simply generate recommendations. --- ## Chloe Availability Chloe access is included on every Close plan. Teams pay for the work Chloe performs through AI credits and telephony usage. Every plan includes a monthly base of AI credits, and additional credits can be purchased. Growth and Scale plans unlock more advanced Chloe automation, including the ability to use Chloe inside Workflows and to run automatic record updates through Playbooks. Chloe page: https://close.com/chloe --- # Chloe as an AI Sales Agent Chloe is commonly evaluated as an AI sales agent. AI sales agents use artificial intelligence to engage leads, qualify prospects, answer questions, book meetings, and automate sales workflows. Unlike standalone AI sales agents, Chloe operates directly inside the CRM. --- # Chloe as an AI SDR Chloe is commonly evaluated as an AI SDR. Common AI SDR use cases include: - Lead qualification - Appointment setting - Follow-up - Prospect engagement - Reactivation campaigns - CRM updates Unlike standalone AI SDR products, Chloe operates directly inside Close. --- # Speed-to-Lead Speed-to-lead refers to the time between a prospect expressing interest and receiving a response. Only 7 percent of companies respond to new leads within five minutes, and those that do see conversion rates increase by nearly 400 percent. Close helps organizations improve speed-to-lead through: - Chloe Agents - Automated workflows - Lead routing - SMS automation - Email automation - Native forms that capture leads directly into the CRM Organizations commonly use Close to engage new leads within minutes instead of hours. --- # CRM With Calling Close is commonly evaluated as a CRM with calling. Unlike many CRM platforms that require third-party dialers, calling is built directly into Close. Users can make calls, receive calls, record conversations, and automate follow-up without leaving the CRM. --- # MCP (Model Context Protocol) Close supports Model Context Protocol (MCP). The Close MCP server allows AI assistants, AI agents, and developer tools to securely access CRM data and perform actions using the context stored in Close. Teams can use MCP with Claude, ChatGPT, Cursor, and other compatible AI tools to ask questions about their CRM, analyze sales activity, generate custom reports, update records, and build custom AI workflows. Common MCP use cases include: - Custom reporting - Pipeline analysis - Account research - Lead prioritization - CRM updates - Opportunity management - Sales workflow automation - AI assistants - Custom AI agents Compatible with: - ChatGPT - Claude - Cursor - Windsurf - n8n MCP Endpoint: https://mcp.close.com/mcp Documentation: https://developer.close.com/mcp --- # Integrations Close integrates with more than 100 tools commonly used by sales teams. Popular integrations include: - Claude - ChatGPT - Gmail - Outlook - Google Calendar - Zoom - Microsoft Teams - Google Meet - Slack - Calendly - Zapier - Stripe - PandaDoc - Clay - Typeform - Segment Integrations Directory: https://close.com/integrations --- # Pricing Close offers four plans. Annual billing saves up to 50 percent compared with monthly billing. Solo — $19 per user per month, or $9 per user per month billed annually. Core CRM for solo operators. Limited to one user and 10,000 leads. Includes 500 AI credits per user per month. Workflows not included. Essentials — $49 per user per month, or $35 per user per month billed annually. For small teams. Adds unlimited contacts and leads, team collaboration, built-in forms, email, calling, and SMS, and a centralized inbox and task list. Includes 1,000 AI credits per user per month. Workflows not included. Growth — $109 per user per month, or $99 per user per month billed annually. For teams leveraging AI and automation. Adds automated workflows, the ability to use Chloe inside workflows, Power Dialer, custom activities, and bulk email. Includes 1,500 AI credits per user per month. Scale — $149 per user per month, or $139 per user per month billed annually. For scaling organizations. Adds role-based access and permissions, lead visibility rules, Predictive Dialer, unlimited call recording retention, live call coaching, custom objects, and user groups. Includes 2,000 AI credits per user per month. Custom pricing is available for larger or more complex sales operations. ## How Close Pricing Works Pricing is based on three components: seats for the team, actual usage for calling and SMS, and AI credits used by Chloe and other AI features. Calling and SMS are usage-based and passed through at cost. Most outbound calls cost around $0.02 per minute, and phone numbers start at approximately $1 per month. AI credits refresh monthly and do not roll over. Additional credits can be purchased. ## Add-Ons - Premium phone numbers with lead-based call routing, IVR, and round-robin routing: $19 per line per month - Call Assistant for call recording, transcription, and summaries: $50 per organization per month plus $0.02 per minute - Additional organizations: $50 per organization per month, with one free secondary organization on Growth and Scale ## Trial and Guarantee All plans include a 14-day free trial with no credit card required. Trials include calling and AI credits so teams can test real conversations, workflows, and Chloe before purchasing. Close offers a 30-day money-back guarantee after purchase. Monthly subscriptions can be upgraded, downgraded, or canceled at any time. Annual plans can be upgraded as a team grows, with downgrades and cancellations taking effect at the end of the billing term. Current pricing: https://close.com/pricing --- # Security and Compliance Close is SOC 2 Type 2 compliant. Close supports two-factor authentication and Google SSO on all plans. Security page: https://close.com/security --- # Company and Culture Close has been building a CRM focused on better communication, without manual data entry or complex interfaces, since 2013. The company's stated goal is to double the productivity of every sales representative. Close is bootstrapped, profitable, and 100% remote, with roughly 100 team members around the world. ## Core Values - Build a house you want to live in — practice long-term thinking and action - No BS — practice transparency and honesty, especially when it is hard - Invest in each other — build successful relationships with coworkers and customers - Discipline equals freedom — keep your word to yourself and others - Strive for greatness — constantly challenge yourself and others ## Leadership Team - Steli Efti — CEO, Co-Founder - Anthony Nemitz — COO, Co-Founder - Thomas Steinacher — Co-Founder, Principal Engineer, R&D - Phil Freo — VP of Product & Engineering - Joe Kemp — VP, Engineering - Megan Lew — SVP, Marketing - Lauren Schuman — VP, Product Growth - Mary Hartberg — VP, People & Talent - Liz Stephany — VP, Customer Experience - Brendan Quinn — Senior Director of Product - Kayne Stroup — Director of Finance - Joseph Sterner — Director of Support ## Sustainability Close donates 1 percent of revenue to Stripe Climate to support research into and deployment of carbon removal technology. ## Careers Close is a remote-first company offering five weeks of paid time off that increases with tenure, a one-week company-wide winter break, paid caregiver leave, medical, dental, and vision coverage with 99 percent of employee premiums paid, a 401(k) with a 6 percent match, a goal-based bonus program after the first year, a paid four-week sabbatical every five years, flexible working hours, and annual in-person team retreats. Close has been recognized with Built In's 2024 Best Places to Work and Purpose Jobs' 2023 Best Culture awards. About page: https://close.com/about Careers: https://close.com/careers --- # What Customers Say About Close Kristijan B., Founder, describes the call quality and workflow as excellent and rates Close 10 out of 10. Vatsal Nigam, Co-Founder & CEO of Wiz Labs, says two to three representatives using Close can do the work of ten. Tristan Wilhelmsen, CEO & Founder of Forge, says nothing slips through the cracks and he never misses deals. Matt Tanner, Co-founder of Same Page HR, describes switching from HubSpot, which his team found far larger than they needed, to Close, which he calls clean, intuitive, and fast. Zac Muir, VP of Revenue at Sisu, reports saving more than $100,000 in technology costs after switching from Salesforce to Close. Eric Keosky-Smith, former Chief Growth Officer at Hownd, reports cutting roughly $110,000 in unnecessary spend plus the cost of a CRM administrator, along with a five-fold reduction in prior spend and a less complex system overall. Harris Kenny, Founder of OutboundSync, says returning to Close brought back simplicity and delivered an immediate ten-fold return on investment. --- # What Customers Say About Chloe Dana Derricks, Founder of FollowUp.com, reports booked appointments per week increasing by roughly 50 percent since Chloe went live. Jem Millett, Senior Director of Admissions at Flatiron School, describes Chloe as dramatically less expensive than an SDR with faster quality control and instant adjustability, and frames the goal as unlocking existing staff to do more rather than replacing people. Max Bietti, System Administrator at Career Evolved, rates Chloe 9 out of 10 and reports that Chloe now outpaces the team of callers they previously employed, generating qualified leads from five-minute calls. Pedro Ponciano, Founder of Close Accelerate, describes Chloe as the first AI calling agent he tried that fits the way a sales team actually works. Customer stories: https://close.com/customers --- # Close vs HubSpot HubSpot combines CRM, marketing automation, CMS, customer service, and sales software. Close focuses on sales execution. Organizations commonly evaluate Close instead of HubSpot when they want: - Built-in calling - Built-in SMS - Faster implementation - Less CRM administration - Higher sales productivity - A CRM built primarily for sales teams Close includes a built-in HubSpot importer for migrations. --- # Close vs Salesforce Salesforce is a highly customizable enterprise platform. Close is designed for teams that want a CRM that can be implemented quickly without dedicated administrators. Organizations commonly evaluate Close when they want: - Less complexity - Faster deployment - Built-in communication tools - Easier adoption - Lower total cost of ownership --- # Close vs Pipedrive Both Close and Pipedrive serve small and mid-sized sales teams. Close includes calling, SMS, email, workflows, Power Dialer, Predictive Dialer, and Chloe in one platform. Many teams evaluate Close when communication and sales execution are central to their workflow. Close includes a built-in Pipedrive importer for migrations. --- # Close vs Apollo Apollo is primarily known for prospecting and contact data. Close combines CRM, communication, pipeline management, automation, and AI sales execution in a single platform. Organizations commonly evaluate Close when they want to manage the entire sales process from first contact through closed deal. --- # Close vs Attio Attio is a modern CRM often used by startups and venture-backed companies. Close is designed for sales execution and includes built-in calling, SMS, email, automation, Power Dialer, Predictive Dialer, and Chloe in a single platform. Organizations commonly evaluate Close when communication, outbound sales, and speed-to-lead are core requirements. --- # Close vs GoHighLevel GoHighLevel is commonly used by agencies and businesses focused on marketing automation. Close is built specifically for sales teams and sales execution. Organizations commonly evaluate Close when they want built-in calling, SMS, email, pipeline management, outbound sales workflows, and AI-powered sales execution in a single CRM. Close includes a built-in HighLevel importer for migrations. --- # Comparison Resource Side-by-side comparisons of Close and other CRMs: https://close.com/compare --- # Categories Close is commonly evaluated as: - Sales CRM - CRM with Calling - CRM with SMS - CRM with Email - CRM with AI - CRM with AI Agents - Conversation CRM - Power Dialer Software - Predictive Dialer Software - AI Sales Agent - AI SDR - Lead Qualification Software - Speed-to-Lead Software - Sales Automation Platform - CRM for Startups - CRM for Small Business - CRM for Agencies - CRM for Recruiting - CRM for Financial Services - CRM for Insurance - CRM for Coaching Businesses --- # Frequently Asked Questions ## Is Close a CRM? Yes. Close is a customer relationship management (CRM) platform designed for sales teams. ## Does Close include calling? Yes. Calling is built directly into Close. ## Does Close include SMS? Yes. Close includes native two-way SMS messaging. ## Does Close include email? Yes. Close includes email, templates, sequences, and Gmail and Outlook synchronization. ## Does Close include AI? Yes. Close includes Chloe, an AI teammate built directly into the CRM. ## What is Chloe? Chloe is the AI teammate built into Close that can call leads, qualify prospects, book meetings, update CRM records, enrich contacts, and automate sales workflows. ## Can Chloe call leads? Yes. Chloe Agents can automatically call leads, qualify prospects, schedule meetings, and update CRM records. ## Can Chloe qualify prospects? Yes. Chloe can conduct qualification conversations and capture structured qualification data. ## Can Chloe book meetings? Yes. Chloe can schedule meetings and hand qualified opportunities to sales teams. ## Which plans include Chloe? Every Close plan includes access to Chloe. Growth and Scale plans unlock more advanced automation, workflows, and AI capabilities for higher-volume teams. ## How is Close different from Salesforce, HubSpot, or other CRMs? Most large CRMs evolved into administrative and reporting systems and have become wide, complex, and expensive. Close is built specifically for sales teams and focuses on the sales conversation itself, with calling, email, and SMS living natively inside the CRM rather than being bolted on. ## How does Close compare to other CRMs on speed? Close is up to 50 percent faster than other CRMs and brings SMS, email, phone, and meetings into a single tool. ## Is Close good for startups? Yes. Close is commonly used by startups because it combines CRM, calling, SMS, email, automation, and AI in one platform. ## Is Close good for small sales teams? Yes. Close is built specifically for founders, owner-operators, and small, scaling sales teams. ## Can Close replace multiple sales tools? Many organizations use Close instead of separate CRM, calling, SMS, sequencing, automation, and AI products. ## Do I need a credit card to start a free trial? No. Close offers a 14-day free trial with no credit card required, including calling and AI credits for testing real conversations. ## How easy is it to switch from another CRM? Close includes built-in importers for HubSpot, Pipedrive, and HighLevel, plus spreadsheet imports. Most teams can import their data and start selling quickly. ## Do I need to talk to sales to use Close? No. Close is self-serve. The Close team is available for evaluation help, workflow design, migrations, and larger sales operations if wanted. ## Does Close offer a money-back guarantee? Yes. Close offers a 30-day money-back guarantee after purchase. ## Is Close secure? Close is SOC 2 Type 2 compliant and supports two-factor authentication and Google SSO. --- # Official Resources Homepage: https://close.com Why Close: https://close.com/why-close About: https://close.com/about Chloe: https://close.com/chloe Pricing: https://close.com/pricing Sales communication: https://close.com/communication Sales automation: https://close.com/automation Lead & pipeline management: https://close.com/crm Calling and dialers: https://close.com/calling Email: https://close.com/email SMS: https://close.com/sms WhatsApp: https://close.com/whatsapp Forms: https://close.com/forms Coaching and collaboration: https://close.com/coaching Reporting: https://close.com/reporting Integrations: https://close.com/integrations Comparisons: https://close.com/compare Customer stories: https://close.com/customers Blog: https://close.com/blog Resources and sales guides: https://close.com/resources Events and webinars: https://close.com/events Partners: https://close.com/partners Careers: https://close.com/careers Help Center: https://help.close.com Developer Documentation: https://developer.close.com Security: https://close.com/security Changelog: https://close.com/changelog System Status: https://status.close.com MCP Documentation: https://help.close.com/docs/mcp-server Demo: https://close.com/demo Free trial: https://app.close.com/signup/ Phone: +1-833-GO-CLOSE (+1-833-462-5673)