Close

Close is built for teams that sell by talking to people. If your reps spend their day on the phone, in their inbox, and in iMessage threads with prospects, Close is the CRM that puts all of that into one screen instead of three.

What Close Does

Close started as the CRM for inside sales teams and it still owns that category. The product collapses the tools an SDR or AE actually opens every day (dialler, email client, SMS, sequence builder, pipeline) into one workspace where the activity logs itself. The result is reps doing more reps, not more admin.

• Built-in dialler with Power Dialer (Growth plan and above) and Predictive Dialer (Scale plan), so reps work a call list without leaving the CRM.
• Native email and SMS, including bulk email, open and link tracking, scheduling, and templates with merge fields.
• Multi-step sequences (workflows) that mix calls, emails, and SMS in one cadence and pause on reply.
• Pipelines, custom fields, custom activities, and custom objects (Scale plan) so the CRM models your sales motion, not someone else's.
• Reporting on rep activity, sequence performance, email template performance, and pipeline velocity.
• Call recording with retention up to 30 days on Growth and unlimited on Scale, plus listen, whisper, and barge for live coaching.
• REST API, webhooks, and a public integrations catalogue covering HubSpot, Calendly, Zoom, Zapier, Gong, Clay, ChatGPT, Google Workspace, and Microsoft 365.

Close's AI: Chloe

Close's AI agent is called Chloe. Chloe calls new leads within minutes of entry, qualifies them in a real conversation, books meetings on the rep's calendar, generates call summaries with action items, drafts follow-up emails, re-engages cold leads, and writes back to CRM fields with enriched data. Chloe is free during the public beta. The AI Call Assistant add-on (transcription, summaries, coaching prompts) runs at $50/month plus $0.02/minute, so AI usage stays metered and predictable.

Automations We Build with Close

Out of the box, Close is already a productive CRM for an inside sales team. The leverage shows up when you wire it into the rest of your stack and let the system run plays automatically. These are the builds we run most often for mid-market clients.

• Inbound lead routing: form fills and demo requests land in Close already enriched (Clay, Apollo), scored against your ICP, and assigned to the right rep by territory and capacity. Slack pings the rep, the sequence starts, and the SLA timer is already running.
• Cold call list orchestration: lead lists from Apollo or Clay get filtered, deduplicated against existing opportunities, and pushed into Close's Power Dialer queues so reps dial through curated lists instead of building them every morning.
• Sequence personalisation at scale: enrichment data drops into Close custom fields, sequence templates pull from those fields with merge logic, and reps send personalised outreach without writing each email from scratch.
• Calendar and CRM round-trip: meetings booked through Calendly or directly with Chloe land on the deal in Close, the stage advances, the next sequence step pauses, and a brief lands in the rep's inbox before the call.
• Quote-to-cash handoff: closed-won deals trigger Stripe customer creation, contract send via PandaDoc or DocuSign, and an onboarding ticket assigned to CS. The rep stops writing the same handoff message every time.
• Manager dashboards: Close activity, sequence performance, and call data flow into a dashboard (Looker Studio, Metabase, or n8n into a Slack digest) so the VP Sales has Monday morning numbers without anyone pulling them.
• Cold lead re-engagement: leads that go quiet for 60 days get pulled into a re-engagement workflow, enriched again for new signals (job change, funding, hiring), and surfaced back to reps with context.

Why Teams Choose Close

• One tool for the rep's whole day: dialler, inbox, SMS, and pipeline live on one screen, so reps stop bouncing between tabs and activity logs itself.
• Fast to roll out: inside sales teams can be live in days, not the multi-quarter implementation that bigger CRMs demand.
• Built for outbound: Power Dialer, Predictive Dialer, voicemail drop, and call coaching are first-class features, not bolt-ons priced per seat.
• Pricing scales with the team: $35 to $139 per user per month on annual plans covers most use cases, and Chloe is free during beta.
• Open by default: REST API, webhooks, Zapier, and direct integrations with HubSpot, Gong, Clay, Apollo, and Calendly make it easy to slot into an existing stack.

Close integrates with HubSpot, Calendly, Zoom, Google Workspace, Microsoft 365, Zapier, Gong, ChatGPT, Clay, WhatsApp, and Apollo, with a REST API and webhooks for anything custom. Plans run from $35 per user per month (Essentials) to $139 per user per month (Scale) on annual billing, with Chloe free in beta and the AI Call Assistant available as a $50/month add-on. That's the build we do for clients running outbound or inside-sales motions: pick Close, wire it to enrichment and routing, layer in sequences that pause on reply, and feed the data back into a dashboard the leadership team actually reads. Talk to Moonira and we'll scope the build for your team.