Close CRM Review 2026: AI Sales CRM That Calls

Close CRM Overview

This Close review looks at the CRM that sells with you: calling, email, SMS, automation and AI are all built in, so a small sales team can reach more leads and follow up faster without bolting on a dialler, an email tool and a separate AI assistant. Its built-in AI teammate, Chloe, can call leads, qualify them and book meetings on your behalf.

What is Close?

Close is a CRM for sales teams, built around communication rather than record-keeping. Every call, text and email is already part of the record, so the team always knows where a relationship stands. It adds AI agents that work leads autonomously and Chloe, an AI assistant that works alongside reps — answering questions about the pipeline, meetings and calls, and taking actions from your own data. The official site states 11,500+ sales teams trust Close, and rates it 4.7 out of 5 from 2,000+ G2 reviews.

How Close Works

Import leads from a spreadsheet or from HubSpot, Pipedrive or HighLevel, then call, email and text from inside Close — no separate dialler or inbox. Chloe can call down a list of leads in batches, qualify prospects in live conversation, book meetings, update CRM records after calls and enrich contact data. Workflows (Growth and above) automate follow-up, while the power dialler and predictive dialler speed up high-volume outbound. Over 100 integrations connect the tools a team already uses.

Who Should Use Close?

Close fits founders, solo reps and small sales teams who live on the phone and in the inbox and want one place for every call, email and deal. It is a poor fit for teams that only need a contact database with no outbound calling, or for large enterprises needing custom pricing and complex controls — the Scale plan covers advanced controls, but very large orgs are pointed to custom pricing.

Our Verdict on Close

Close’s pitch is consolidation with the phone at the centre: the CRM, the dialler and the AI caller are one product, not three subscriptions. Chloe is included on every plan, with AI credits as the meter, which makes the entry price genuinely usable. The bottom line of this Close review: take the 14-day free trial with real leads, and judge it on whether Chloe’s calls and the built-in dialler save your reps time — that is the whole point of the tool.

For Close alternatives, see HubSpot, Intercom and Instantly.

Key Features

Built-in calling, email and SMS in the CRM — no separate dialler
Chloe AI assistant on every plan: calls leads, qualifies prospects, books meetings, updates records and enriches contacts
AI agents including a live Voice Agent, with coaching, briefing, meeting follow-up, lead routing, deal risk and win-back coming soon
Automated workflows, bulk email and custom activities (Growth and above)
Power dialler (Growth) and predictive dialler with live call coaching (Scale)
100+ integrations, plus built-in importers for HubSpot, Pipedrive and HighLevel
AI credits included monthly on every plan (500–2,000 per user, by tier)

Close CRM Pricing

Plan	Price
Solo	$9/user/month billed annually ($19/user/month billed monthly) — 1 user, 10,000 leads, 500 AI credits/user/month
Essentials	$35/user/month billed annually ($49/user/month billed monthly) — unlimited contacts and leads, 1,000 AI credits/user/month
Growth	$99/user/month billed annually ($109/user/month billed monthly) — automated workflows, power dialer, 1,500 AI credits/user/month
Scale	$139/user/month billed annually ($149/user/month billed monthly) — predictive dialer, role-based access, live call coaching, 2,000 AI credits/user/month

Last updated on November 6, 2026 — always confirm on the official site.

Close CRM Pros & Cons

✓ Pros

Calling, email, SMS and AI in one CRM — no separate dialler subscription
Chloe is included on every plan, not gated behind the top tier
Clear per-user pricing with a genuine 14-day free trial and 30-day money-back guarantee
Self-serve signup with no sales call required

✕ Cons

The Solo plan is limited to 1 user and 10,000 leads, with no workflows
AI credits refresh monthly with no rollover, so heavy months cost extra
Calling and SMS are charged on top of the subscription, at cost
The most useful automation and dialling features need Growth or Scale

Close CRM FAQs

How much does Close cost in 2026?

Solo is $9 per user per month billed annually ($19 monthly), Essentials $35 ($49 monthly), Growth $99 ($109 monthly) and Scale $139 ($149 monthly). Larger teams can ask for custom pricing.

What is Chloe in Close?

Chloe is Close's built-in AI sales agent, included on every plan. She can call leads, qualify prospects, book meetings, update CRM records after calls, enrich lead data and answer questions about your pipeline.

Does Close include a phone dialler?

Yes. Calling is built into the CRM, with a power dialler on Growth and a predictive dialler with live call coaching on Scale. Calling and SMS are billed at cost on top of the subscription.

Does Close offer a free trial?

Yes, a 14-day free trial with no credit card required, including calling and AI credits. There is also a 30-day money-back guarantee after purchase.

Close CRM