Crm · Written evaluation

Close

Sales CRM combining pipeline records with calling, email, SMS and AI-assisted follow-up.

Plan at a glance

Plans & sources ↓

Solo · USD 9/user/month · Annual billing; monthly 19 USD. 1 user, 10K leads, 500 AI credits/month; no workflows. Official source ↗

Limits to check

Calling is usage-billed; AI credits can add cost. Solo is 1 user/10K leads; workflows start above Essentials.

Official sources read 9 October 2026. The evaluation below is editorial judgement based on documentation; no hands-on product test was performed.

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Research scope & testing evidence

Our evaluation

Close deserves a look when sales work is conversation-heavy and the team currently moves between a CRM, dialer and inbox to complete each follow-up. Keeping those activities beside the lead record can make the next action clearer, but the benefit depends on a disciplined pipeline and consent-aware communication. It is a weaker fit for a buyer primarily seeking broad marketing or customer-service software. Choose the tier by the actual sequence: a solo rep logging calls has different needs from a team automating multi-step outreach. Separate subscription seats, telephony and AI credits when estimating cost. Evaluate a full lead lifecycle and export, and keep automated outreach in draft until the team has checked targeting, accuracy and approval rules.

Fit and limits

Fit and limits

Consider it for

Inside-sales teams using calling, email and SMS around a shared lead pipeline.

Check before committing

Calling is usage-billed; AI credits can add cost. Solo is 1 user/10K leads; workflows start above Essentials.

What the documentation confirms

What the documentation confirms

  • Calling, email and SMS are built into the CRM.
  • Growth adds workflow automation; Solo and Essentials exclude workflows.
  • Chloe and other AI features use included credits, with additional usage available.

Selected official documents read 9 October 2026. Access can depend on plan, region and account.

Price and billing scope

Selected official price observations · read 9 October 2026 · currency and billing basis as shown
Plan or chargeObserved priceBilling, allowance and limits
SoloUSD 9/user/monthAnnual billing; monthly 19 USD. 1 user, 10K leads, 500 AI credits/month; no workflows. Official source ↗
EssentialsUSD 35/user/monthAnnual billing; monthly 49 USD; no workflows. Calling/SMS and extra AI usage separate. Official source ↗
GrowthUSD 99/user/monthAnnual billing; monthly 109 USD; workflow features. Official source ↗
ScaleUSD 139/user/monthAnnual billing; monthly 149 USD; advanced controls. Usage charges separate. Official source ↗

These are selected published charges, not a complete account bill. Check eligibility, tax, add-ons and the price shown for your account before paying.

Recorded editorial criteria

Recorded editorial criteria

These are the previously recorded editorial opinions used in the directory. They have no individually recorded assessment date and were not rescored during this documentation refresh. They are not product-test results.

Historical recorded opinion · equal five-criterion rubric
Functionality8/10
Pricing value7/10
Ease of use8/10
Reliability8/10
Founder fit7/10
How criteria are presented →

Try one complete task

Import ten fictional leads, build a pipeline and draft a three-step follow-up. Log a test conversation without contacting real prospects, inspect reminders, call-cost settings and credit use, then export the complete lead history.

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Edited by Clinton Feyisitan · Evidence policy · Suggest a correction