What is Close?
Close is a go-to-market sales and customer relationship management (CRM) platform by Close that consolidates pipeline management and multi-channel communication into a unified interface. The platform integrates core lead tracking functionality with built-in voice calling, SMS messaging, and email outreach, allowing sales representatives to execute campaigns without switching between disparate applications. It features an integrated artificial intelligence agent, Chloe, which automates administrative tasks such as summarizing calls, qualifying prospects, drafting follow-up emails, and updating deal stages directly within the system.
The software functions as an operational hub for outbound and inbound sales execution, replacing manual data entry with automated sequences and task management. Users can build custom visual pipelines to monitor opportunities, calculate expected deal values, and generate real-time activity reports based on individual representative performance. To accelerate outreach, the system incorporates advanced telecommunications tools—including a power dialer, predictive dialing, and automated email workflows—that increase contact rates and manage high-volume lead lists efficiently.
Close serves small to medium-sized businesses, startup founders, and customer-facing teams seeking a centralized environment for customer acquisition and engagement. Outbound telesales departments and marketing agencies utilize the software to enforce structured follow-up routines and analyze funnel conversion metrics. By combining data storage with direct communication capabilities, the application minimizes operational complexity and supports organizations focused on scaling their sales pipelines.
⚡ Key Features
- Built-In Telephony: Provides native voice calling and SMS messaging directly within the CRM, complete with automatic call logging and call recording.
- Chloe AI Sales Agent: Transcribes calls, generates lead summaries, suggests next steps, and automatically updates CRM contact records based on conversations.
- Automated Sequences: Executes multi-channel follow-up routines using email and SMS templates, tracking open rates and replies in real time.
- Advanced Dialers: Includes a power dialer and predictive dialer to automate list calling, minimizing downtime between outbound calls for sales representatives.
- Visual Pipeline Management: Tracks opportunities across customizable deal stages while providing analytics on total and expected deal values.
🎯 Who is it for?
- Small to medium-sized businesses and startup founders
- High-volume outbound sales and telesales teams
- Customer-facing account executives and business development representatives
- Sales and marketing agencies managing client acquisition pipelines
💰 Pricing
| Plan | Price | What's Included |
|---|---|---|
| Solo | $19/month | 1 user limit, 500 AI credits, up to 10,000 leads, built-in calling, SMS, and basic pipeline management |
| Essentials | $49/month | Unlimited contacts, 1,000 AI credits, custom fields, multiple pipelines, and 30-day call recordings |
| Growth | $109/month | 1,500 AI credits, automated workflows, power dialer, bulk email, and 90-day call recordings |
| Scale | $149/month | 2,000 AI credits, predictive dialer, call coaching, unlimited recordings, and customizable permissions |
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