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Close Review

CRM SOFTWARE

Close is a solid CRM choice for inside sales and outbound teams that live on phone/email/sms. Scores reflect live first-party pricing/product research — not hands-on product testing.

Last updated 2026-08-15Independent editorial review
  • Starting price

    $9.00/user/month

  • Free plan

    No

  • Free trial

    14 days

  • Best for

    Inside sales and outbound teams that live on phone/email/SMS

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SoftwareGlimpse review

7.4/10

Good

  • Ease of use8
  • Pipeline management8
  • Sales automation8
  • Email capabilities8
  • Reporting7
  • Customization7
How we score →

See Close in action

Official vendor demonstration of product surfaces. It supplements screenshots and editorial analysis — it is not independent SoftwareGlimpse testing.

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Official vendor tutorial

Getting Started with Opportunity Pipelines in Close | How to Track and Manage Your Deals

What this shows

  • Close opportunity pipeline setup
  • deal tracking as presented by Close

Pricing

USD list prices from Close pricing page (Aug 2026): Solo $9/$19, Essentials $35/$49, Growth $99/$109, Scale $139/$149 per user/mo (annual/monthly). 14-day free trial includes calling/AI credits. Calling usage, phone lines, Call Assistant, and extra orgs are add-on/usage costs. Verify current pricing on vendor page.Full pricing details →
  • Solo

    $9.00

    per user / mo, billed annually

  • Essentials

    Most popular

    $35.00

    per user / mo, billed annually

  • Growth

    $99.00

    per user / mo, billed annually

  • Scale

    $139.00

    per user / mo, billed annually

Product screenshots

Verified captures from Close's product interface.

Close CRM lead view

Lead view showing opportunity context in Close.

How Close works

SoftwareGlimpse teaching diagrams grounded in product concepts — not vendor UI screenshots.

Close pipelines teaching diagram

SoftwareGlimpse teaching diagram: how Close pipelines move deals through stages.

Decision snapshot

Entity field audit 100/100

Sales CRM built around calling, email, SMS, and Chloe AI automation for high-velocity inside sales teams.

Best for

  • Inside sales and outbound teams that live on phone/email/SMS
  • Teams that want AI (Chloe) working leads inside the CRM
  • SMBs replacing disconnected dialer + CRM stacks
  • small-business: Communication-centric CRM fits SMB outbound teams.

Not ideal for

  • Buyers seeking the cheapest visual pipeline CRM
  • Teams that mainly need marketing automation suites
  • Orgs that need free forever CRM
  • Growth ($99 annual) and Scale ($139 annual) per-user pricing is high versus pipeline-only CRMs; calling usage and premium phone lines add cost.

Key tradeoffs

  • Growth ($99 annual) and Scale ($139 annual) per-user pricing is high versus pipeline-only CRMs; calling usage and premium phone lines add cost.
  • Advanced Chloe automation/workflows and predictive dialing depth are concentrated on Growth and Scale.
  • Calling is usage-based; AI credits are pooled monthly with plan caps and no rollover.
  • The sales CRM built for calling, emailing, texting, automation and action — with Chloe AI working leads inside the CRM. (audience: inside sales teams, outbound sales)

Pricing: 4 documented plans · entry paid: Solo · trial documented on at least one plan

Evidence: Research/data-based (no completed hands-on test) · Latest verification/research signal: 2026-08-13T18:00:00.000Z · Editorial assessment: approved

Next step: Compare against peers: ACT! vs Close

Our verdict

Close is a solid CRM choice for inside sales and outbound teams that live on phone/email/sms. Scores reflect live first-party pricing/product research — not hands-on product testing.

Best for

  • Inside sales and outbound teams that live on phone/email/SMS
  • Teams that want AI (Chloe) working leads inside the CRM
  • SMBs replacing disconnected dialer + CRM stacks

Not ideal for

  • Buyers seeking the cheapest visual pipeline CRM
  • Teams that mainly need marketing automation suites
  • Orgs that need free forever CRM

Bottom line

USD list prices from Close pricing page (Aug 2026): Solo $9/$19, Essentials $35/$49, Growth $99/$109, Scale $139/$149 per user/mo (annual/monthly). 14-day free trial includes calling/AI credits. Calling usage, phone lines, Call Assistant, and extra orgs are add-on/usage costs. Verify current pricing on vendor page.

Close pros and cons

Pros

  • Native calling, email, and SMS in one sales inbox
  • Chloe AI agent for calling, qualification, follow-ups, and meeting booking
  • Clear Solo→Scale ladder for outbound teams
  • Automatic call logging and AI lead summaries
  • Workflow automation for high-velocity selling

Cons

  • Growth/Scale seat pricing is expensive versus pipeline-first CRMs
  • Calling usage and premium phone add-ons increase total cost of ownership
  • AI credit pools refresh monthly without rollover
  • Advanced automation depth is plan-gated to Growth/Scale
  • Less marketplace breadth than Pipedrive-style ecosystems

Pricing comparison

Full comparison →
 Close(this review)ACT!AffinityAgile CRMApptivo
Starting price$9.00/user/monthCustom quote$166.67/user/month$8.99/user/month$15.00/user/month
Free planNoNoNoYesNo
Free trialYesYesNoNoYes

Use cases for Close

Close may not be the best fit if…

  • · Buyers seeking the cheapest visual pipeline CRM
  • · Teams that mainly need marketing automation suites
  • · Orgs that need free forever CRM

Close guides

Setup, implementation, migration, plans, and worth-it walkthroughs for this product.

Affiliate disclosure: some links may be affiliate links. We may earn a commission at no extra cost to you. Rankings and scores are never based on commission. Full disclosure

Methodology disclosure: scores and recommendations follow SoftwareGlimpse evaluation criteria (version 1.0.0). Affiliate relationships do not determine rankings.

How we recommend: product claims are tied to recorded research where available.

AI-assisted disclosure: drafts may be AI-assisted from approved facts and assessments. Humans approve publishable editorial judgments. AI does not invent live prices or claim hands-on testing.

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