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Close

AI sales agent that calls leads, qualifies, summarizes, books

Sales & OutreachCRM & Segmentation
Close is a CRM built specifically for sales teams that sell through conversations. It brings calling, email, SMS, pipeline management, reporting, and automation into one platform, with a built-in AI sales agent, Chloe, that can contact leads, qualify prospects, summarize interactions, handle follow-ups, update CRM fields, and book meetings.
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FYAI Score

8.6 / 10

Based on 2.045 reviews

Pricing:

Free trial

Best for:

Inside sales teams managing high-volume outreach and follow-ups

Score Breakdown

  • Ease of use9.3 / 10
  • Features8.6 / 10
  • Pricing8.9 / 10
  • Integrations8.2 / 10
  • Support7.5 / 10

PRODUCT PREVIEW

What this AI tool does

Close is an AI tool designed to help users complete everyday writing and communication tasks with less manual effort. It can assist with drafting text, refining wording, and turning rough notes into clearer, more structured content, making it useful for both quick edits and longer-form writing. People typically use close when they want a neutral, consistent writing partner for work or personal projects, such as preparing emails, summaries, or short explanations. The tool focuses on improving clarity and coherence while keeping the user in control of the final output. Because the exact results depend on the prompt and context you provide, it works best when you include your goal, audience, and any constraints (tone, length, or key points). This makes it easier to get responses that match what you need without unnecessary back-and-forth.

Use cases

Best for

Crm Automation

Automate pipeline updates, task creation, and follow-ups using workflows that trigger on lead stage changes and activity.

Email Writing

Use Close email templates and AI-assisted drafting to write personalized outreach and follow-ups from lead records.

Call Automation

Auto-dial leads and log calls, while AI summarizes conversations and updates CRM fields after each call.

ANALYSIS

Strengths & limitations

Strengths
  • Combines core sales communication channels — calling, email, and SMS — directly inside the CRM.
  • Includes Chloe as a native AI sales agent rather than requiring a separate AI calling or qualification tool.
  • Automatically logs transcripts, summaries, action items, follow-ups, and CRM updates from sales conversations.
Limitations
  • Positioned specifically for sales teams, so it may not fit teams looking for a broad all-purpose CRM across marketing, support, or operations.
  • Its AI-agent value depends on teams being comfortable with automated calling, qualification, and follow-up in their sales process.
  • The provided official page does not give enough detail to evaluate pricing, implementation complexity, or exact feature limits.

Evaluation

FYAI score breakdown

Our structured evaluation across five key criteria

8.6 / 10

Overall score

Based on 2.045 reviews

  • Ease of use9.3 / 10
  • Features8.6 / 10
  • Pricing8.9 / 10
  • Integrations8.2 / 10
  • Support7.5 / 10

What users say

Findings from public reviews, documentation and community sources.

  • Ease of use

    G2 lists Close at 4.7/5 across 2,045 reviews, and the G2 review signal says users “consistently praise the ease of use and intuitive interface” for simplifying lead management and sales processes.

  • Features

    Close's pricing page lists calling, SMS, pipeline management, and an AI sales agent named Chloe in one CRM. Close's pricing page says Chloe can call leads, qualify prospects, book meetings, and automate follow-ups.

  • Pricing

    Close's pricing page lists Solo at $19/user/month monthly or $9/user/month annually and Scale at $149/user/month monthly or $139/user/month annually. Close's pricing page also lists AI-credit allowances by plan, a free trial with “No credit card needed,” and a “30-day money-back guarantee.”

  • Integrations

    Close states on its site that it “connects to your favorite sales, marketing, and support tools” out of the box. Close also offers a REST API, webhooks, and an MCP server for custom builds.

  • Support

    Close's pricing page lists “Talk to us” for custom needs, a custom demo option, and a “30-day money-back guarantee.” G2 lists Close at 4.7/5 across 2,045 reviews.

Who is this for?

Best for sales-led teams that want CRM outreach and pipeline work in one place, Close's pricing page lists calling, SMS, pipeline management, and an AI sales agent named Chloe in one CRM. Less suited to teams that need higher automation or dialing capabilities at the lowest price, Close's pricing page places higher automation and dialing capabilities in the more expensive Growth and Scale tiers.

PRODUCT PREVIEW

Feature highlights

Calls, Email & SMS

Reach leads from one inbox with built-in calling, email, and SMS.

AI Agent Chloe

Qualifies leads, summarizes chats, follows up, and books meetings.

Pipeline & Reporting

Track deals, forecast revenue, and spot bottlenecks with dashboards.

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See why sales teams choose Close to stay on top of every lead and move deals forward faster. Start turning more conversations into closed-won today.

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FAQ

Frequently asked
questions

Everything you need to know about this AI tool,
its features, pricing, use cases, and limitations.

Who is Close a good fit for, and when should you consider another tool?
Close fits inside sales teams that live in calls, email, and SMS and want a streamlined workflow for outreach and follow-up. It’s especially useful for SMB and mid-market teams that need strong calling features and pipeline visibility without heavy customization. If your priority is marketing automation, complex customer journeys, or deep service/support workflows, you’ll likely pair Close with other tools or choose a broader platform.
Does Close have a free plan, and what are the main limitations compared to paid tiers?
Close typically offers a free trial rather than a permanent free plan, so ongoing use requires a paid subscription. Lower tiers may limit advanced calling features, automation, reporting, or the number of seats and included capabilities. When comparing plans, check what’s included for calling, email/SMS, sequences, and any add-ons that affect total cost.
How does Close compare with HubSpot, Salesforce, or Pipedrive for sales teams?
Close is usually more sales-communication-centric than HubSpot or Salesforce, with a workflow designed around calling and rapid follow-up. HubSpot and Salesforce tend to win when you need broader marketing, service, and extensive customization or ecosystem depth. Compared with Pipedrive, Close often feels more “all-in-one” for outbound activity, while Pipedrive can be simpler for basic pipeline management.
How quickly can a team get Close running, and what onboarding effort should you expect?
Close is less focused on full marketing automation, so you may need separate tools for campaigns, lead scoring, or multi-step nurture. Pricing can be higher than lightweight CRMs once you add seats and advanced features. Some teams also find that adopting a call-first workflow requires process changes and training to get consistent usage.
What should we check about data handling, privacy, and compliance before using Close?
Review Close’s data processing terms, hosting locations, and any available security features (like access controls and audit-related settings) against your internal requirements. If you record calls or use SMS/email outreach, confirm how consent, retention, and deletion are handled and whether your region’s rules (e.g., GDPR/CCPA) are supported. Also verify what data is shared with integrated providers (telephony, email, analytics) and how to manage user access when staff changes.