Close CRM Review: Features, Pricing, Pros & Cons (2026)

Close is a CRM built specifically around one job: helping small, phone-and-email-heavy sales teams close more deals without a heavy setup. We looked at every plan, the built-in AI assistant, and what actually changes as you move up tiers — verified directly against Close's own pricing page as of September 2026.

1. What Is Close CRM?

Close markets itself as "the CRM with a built-in AI teammate" — a sales CRM purpose-built for small and mid-sized teams that sell primarily by phone, email and SMS, rather than a general-purpose system retrofitted for sales. It combines native calling, email, SMS, pipeline management, workflow automation and an AI sales assistant called Chloe in a single inbox, so reps don't need to bolt on a separate dialer or sequencing tool.

Close reports 11,500+ customer teams, a 4.7-star rating on G2, and more than 2 billion cumulative calls, emails and texts logged through the platform — figures Close publishes on its own site as of this writing. It's most commonly used by B2B SaaS companies, financial services firms and coaching/consulting businesses running inside-sales or outbound teams.

2. Close CRM Features

Every Close plan centers on the same core toolset — what changes between tiers is how much of it you get and which advanced pieces unlock. Here's the feature set at a glance:

3. Close CRM Sales Pipeline

Close's pipeline view is built around "Smart Views" — saved, filterable lists of leads and opportunities that update automatically as records change, rather than static spreadsheet-style boards. Every plan includes custom fields and deal/lead management; Essentials and above remove the 10,000-lead cap that Solo (the single-user plan) carries, which matters as soon as a team's database grows past a solo rep's book of business.

4. Close CRM Calling & Dialer

Calling is arguably Close's signature feature, and it's gated in a way worth understanding before you pick a plan:

All plans include native calling with automatic activity logging. Growth and Scale add the Power Dialer, which auto-dials through a list of leads back to back. Scale only adds the Predictive Dialer (dials multiple numbers at once and connects reps only to answered calls) plus unlimited call recording, coaching, and whisper/barge features for managers.

Calling minutes themselves are billed separately from your seat price based on usage, per Close's own plans-and-billing documentation — budget for this as a variable cost on top of the per-user price, especially for high-call-volume teams.

5. Close CRM Email & SMS

Email and SMS both live in the same unified inbox as calls, so nothing gets tracked in a separate tool. Two-way email sync works on every plan; email open tracking (the little "seen" indicator) is not included on Solo and starts at Essentials, per Close's own help documentation.

SMS supports both one-to-one and bulk, personalized messaging to Smart View segments, with dedicated or ported phone numbers. One real limitation: SMS coverage is currently limited to the US, Canada, UK and Australia, so it won't help outbound motions outside those markets.

6. Close CRM Automation

Workflows (Growth plan and above) let you chain email, SMS and calling tasks into a single automated sequence triggered by lead behavior or pipeline stage — useful for follow-up cadences that would otherwise need a separate sequencing tool.

The bigger differentiator is Chloe, Close's AI sales agent. Chloe can call and qualify leads through natural conversation, re-engage cold leads, summarize and transcribe calls, and update CRM records automatically — positioned as an AI teammate rather than a simple chatbot bolted onto the CRM. AI credits (500 on Solo up to 2,000 on Scale, per month) are included by plan, with additional usage billed separately.

7. Close CRM Pricing

Verified directly on Close's own pricing page as of September 2026. Annual billing saves roughly 50% per seat versus paying monthly:

What's not in the base price: calling minutes, SMS and AI usage beyond your plan's included credits are billed separately based on consumption. An extra organization (for agencies or multi-brand teams) runs $50/month; Growth and Scale each include one extra organization free. A Call Assistant add-on is also available for $50/month. Discounts are available for teams of 10+ seats committing to 12+ months.

Every plan includes a 14-day free trial with no credit card required, plus a 30-day money-back guarantee after you subscribe.

8. Who Is Close CRM For?

9. Close CRM Pros & Cons

10. Close CRM Alternatives

The most common alternatives teams compare Close against are HubSpot (broader marketing/CRM suite with a free tier, but calling is less central), Pipedrive (similar SMB focus and pricing range, lighter on native AI), and Salesforce (far more configurable but built for large enterprise teams with dedicated admins). We're publishing dedicated Close vs. HubSpot and Close vs. Pipedrive comparisons next with a full feature-by-feature breakdown — this review focuses on what Close itself offers.

11. Is Close CRM Worth Considering?

If your team's day revolves around calls, emails and texts to a working pipeline of leads, Close's all-in-one communication layer and Chloe's AI automation are hard to replicate by stitching together a CRM plus a separate dialer and sequencing tool. It's a weaker match if you need a free tier, lean heavily on LinkedIn outreach, or want deep automation at the entry price point. Given the 14-day no-card trial, the lowest-risk way to find out is to test it against your own pipeline directly.

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Affiliate Disclosure: This article contains affiliate links. If you sign up through one of our links, ReviewDailyHub may earn a commission at no additional cost to you. Pricing, features and plan limits can change; verify current details directly with Close before subscribing. Pricing is accurate as of publishing (September 2026).