Compare all plans
Core Features (CRM)
Starter
Basic
Professional
Business
3
30
100
Unlimited
Store Contacts
Contacts are defined as individuals within an organization. Contacts are attached to a Lead in Close.
4,000
Unlimited
Unlimited
Unlimited
Opportunity management
Track your Opportunities and view the Total Value and Expected Value of the deals in your pipelines.
Pipelines
Create multiple Opportunity Pipelines to help track different teams, products, or sales processes.
1
1
3
10
Custom Fields
Customize Close to store data unique to your business on Leads, Contacts, and Opportunities.
5
250
250
250
Lead and Contact search (Smart Views)
Search, filter, and save customized views of Leads and Contacts and share them with other team members.
Email
Starter
Basic
Professional
Business
Two-way email sync (send/receive)
See emails in Close and your external email client, no matter where the email was sent from.
Dynamic template tags
Personalize emails by including tags into your email templates (e.g. 'first name') and have them populated automatically.
Historical email import
Import past email communication with your Leads to keep and share historical context.
Calling & SMS
Starter
Basic
Professional
Business
SMS (send & receive)
Close supports SMS sending to over a dozen countries, including the US, CA, GB, and AU.
Free monthly calling credit
Your credit can be used for phone number rental, call time, or SMS. Additional calling is charged based on usage.
$3
$10
$10
$10
Automatic call logging
After a call is completed in Close, it will be automatically added to the Lead page (including time and duration).
Multiple phone numbers
Phone numbers are charged monthly for as little as $1 per number. Pricing varies by country.
Call recording
When enabled, calls completed through Close will be recorded and can be replayed directly on the Lead page. On Professional, call recordings are only stored for 7 days. On Business, call recordings are retained indefinitely.
Predictive Dialer
Built-in call automation software that allows your team to dial multiple numbers at once and get automatically connected once someone picks up.
Call Coaching
Call Coaching allows users to Listen, Whisper, and Barge on in-progress calls. It can be used for training or assisting on difficult sales calls.
Voicemail drop
Click to leave a pre-recorded voicemail once you hit dial tone. A call note will automatically be created to indicate that you left a voicemail.
Meetings
Starter
Basic
Professional
Business
Integrations
Starter
Basic
Professional
Business
Reporting
Starter
Basic
Professional
Business
Administration
Starter
Basic
Professional
Business
Customer Support
Starter
Basic
Professional
Business
6+ Users
Full feature comparison
Core Features (CRM)
Starter
Basic
Pro
Business
User limit
The maximum number of individually paid users who can be on your organization's plan.
3
30
100
Unlimited
Store Leads
Leads are defined as companies or organizations.
2,500
Unlimited
Unlimited
Unlimited
Store Contacts
Contacts are defined as individuals within an organization. Contacts are attached to a Lead in Close.
4,000
Unlimited
Unlimited
Unlimited
Multichannel inbox
Communicate with Leads by email, phone, and SMS from one central inbox.
Opportunity management
Track your Opportunities and view the Total Value and Expected Value of the deals in your pipelines.
Pipelines
Create multiple Opportunity Pipelines to help track different teams, products, or sales processes.
1
1
3
10
Custom Fields
Customize Close to store data unique to your business on Leads, Contacts, and Opportunities.
5
250
250
250
Custom Activities
Create templates that record activities specific to your sales process.
1
5
200
Custom Activity Instances
100
1,000
10,000
Custom Objects (Beta)
Create your own unique CRM objects to store and associate with Leads in Close.
Task management
Assign tasks to yourself and others.
Lead and Contact search (Smart Views)
Search, filter, and save customized views of Leads and Contacts and share them with other team members.
Data import and export
Lead and Contact Activity Timeline
View, filter, and search all of the activities with a Lead or Contact in a chronological timeline.
Follow-up reminders
Set reminders to follow-up with your Contacts.
Lead notes
Advanced Lead Filtering
Advanced Contact Filtering
Merge duplicate leads
Duplicate detection on import
Email
Starter
Basic
Pro
Business
Email templates
Create and share email templates with your team.
5
Two-way email sync (send/receive)
See emails in Close and your external email client, no matter where the email was sent from.
Email open tracking
See if your Contact has opened your email.
Dynamic template tags
Personalize emails by including tags into your email templates (e.g. 'first name') and have them populated automatically.
Email scheduling
Historical email import
Import past email communication with your Leads to keep and share historical context.
File attachments
Email signatures
Snooze & undo send
Connected Accounts
Total number of accounts you can connect to Close
10
10
10
10
Sequences
Automate outreach by enrolling Contacts into a sequence of emails and calls over time.
Send bulk email
Send a templated email to multiple people at once.
Email & domain filtering
Exclude specific email addresses and domains from being synced for privacy reasons.
Send As
If you want to send a message on behalf of other Close users and their email addresses, you can use the Send As feature.
Calling & SMS
Starter
Basic
Pro
Business
Global calling
Calling is charged based on usage. Your free trial includes $5 of calling credits.
SMS (send & receive)
Close supports SMS sending to over a dozen countries, including the US, CA, GB, and AU.
SMS Templates
Create and share SMS templates with your team.
5
Free monthly calling credit
Your credit can be used for phone number rental, call time, or SMS. Additional calling is charged based on usage.
$3
$10
$10
$10
Automatic call logging
After a call is completed in Close, it will be automatically added to the Lead page (including time and duration).
Call forwarding
Multiple phone numbers
Phone numbers are charged monthly for as little as $1 per number. Pricing varies by country.
Caller ID using external phone number
Mask your outgoing caller ID with an external phone number.
Custom voicemail greeting
Call recording
When enabled, calls completed through Close will be recorded and can be replayed directly on the Lead page. On Professional, call recordings are only stored for 7 days. On Business, call recordings are retained indefinitely.
Sequences
Automate outreach by enrolling Contacts into a sequence of emails and calls over time.
Power Dialer
Call through any list of Leads without touching your keyboard or mouse.
Predictive Dialer
Built-in call automation software that allows your team to dial multiple numbers at once and get automatically connected once someone picks up.
Call Coaching
Call Coaching allows users to Listen, Whisper, and Barge on in-progress calls. It can be used for training or assisting on difficult sales calls.
Voicemail drop
Click to leave a pre-recorded voicemail once you hit dial tone. A call note will automatically be created to indicate that you left a voicemail.
Group numbers
Use a shared inbound phone number that, when dialed, rings a group of phones simultaneously, stopping when any one of them is picked up.
Call transferring
Meetings
Starter
Basic
Pro
Business
Calendar sync
Join and track meetings from within Close. Supports Google Calendar and Microsoft Outlook.
Meeting reminders
Close will automatically remind you about upcoming meetings.
CRM Task sync
Add and sync your incomplete Tasks stored in Close to any calendar.
Integrations
Starter
Basic
Pro
Business
API access
Build custom connections to the rest of your sales stack with our open API.
Native Segment integration
Create or update Leads and Contacts with Close as a Segment Destination.
Native Zoom integration
Join Zoom meetings and watch past recordings within Close.
Event Log API
No-code and Zapier integrations
Connect with 2000+ third-party apps through Zapier.
Reporting
Starter
Basic
Pro
Business
Real-time sales activity reporting
See all of your team's activity (calls, emails, won deals, etc.), updated in real-time.
Save & share reports
Status change reporting
Report on how your Leads have changed status (e.g. from 'Demo - booked' to 'Demo - complete') within a given timeframe.
Leaderboard
Rank and compare Users for metrics that matter within a specified timeframe.
User performance reporting
Benchmark individual rep performance.
User groups
Organize your team into up to 100 groups of up to 100 users each for faster reporting.
Custom Graphs (Explorer)
Create Custom Graphs for more advanced reporting.
Administration
Starter
Basic
Pro
Business
Two-factor authentication
Roles & permissions
Control a User's accessibility within Close by assigning them to one of four predefined roles. On Business only, create a custom role with unique permissions.
Customizable
Customer Support
Starter
Basic
Pro
Business
Self-service help center
Email support
SLA
Screen share support
Get support via Zoom call, including screen sharing. Available by appointment.
Custom onboarding
Get help switching CRMs or setting up the optimal sales process for your team.
6+ Users
Dedicated Customer Success Manager
Have an assigned Customer Success Manager dedicated to your team's adoption of Close.
6+ Users
Simple, straightforward pricing with Close.
Starter
$25
Per user/month, billed annually
Basic
$59
Per user/month, billed annually
Professional
$89
Per user/month, billed annually
Business
$129
Per user/month, billed annually
All Close plans include built-in
calling, email, & SMS functionality.
calling, email, & SMS functionality.
All Close plans include
built-in calling, email, & SMS functionality.
Start a 14-day free trialbuilt-in calling, email, & SMS functionality.
Learn more about the CRM built for growth.
