Close

• ✓AI sales agent (Chloe)
• ✓Calling, email, and SMS integration
• ✓Pipeline management
• ✓Automated workflows
• ✓Lead qualification
• ✓Meeting scheduling
• ✓Customizable dashboards
• ✓Mobile app
• ✓API Access
• ✓Integrations with popular tools

👍 Best for

• ＋AI sales agent (Chloe)
• ＋Calling, email, and SMS integration
• ＋Pipeline management
• ＋Automated workflows
• ＋Lead qualification
• ＋Meeting scheduling
• ＋Customizable dashboards
• ＋Mobile app
• ＋API access
• ＋Integrations with popular tools

• −Workflows not included in Solo plan
• −Limited to 10k leads in Solo plan
• −Call recording retention varies by plan

Pricing model: Unknownⓘ. No plan details yet.

Close is a sales CRM with built-in AI automation, designed to streamline sales processes through calling, email, SMS, and pipeline management.

• G24.7/5

  2,000 reviews

  Highly rated for its ease of use and comprehensive features.

  View ↗

No suggestions yet — contribute to improve this page.

1. 1

   Sign up for an account

   Visit the Close website and create an account to get started with the platform.

2. 2

   Import or add your contacts

   Bring your leads and customer data into the CRM by importing a list or adding contacts manually.

3. 3

   Set up your sales pipeline

   Customize your pipeline stages to match your sales process and start organizing your deals.

4. 4

   Connect your communication channels

   Integrate your phone and email to make calls and send messages directly from within Close.

5. 5

   Explore automation and Chloe

   Review the automated workflows and configure the AI agent Chloe to help with lead qualification and follow-ups.

6. 6

   Check out the mobile app

   Download the Close mobile app to manage your sales activities on the go.

Facts on this page are attributed to their source and verification status where available. Primary source: close.com.

Versioned field history and change tracking will appear here as the tool is enriched and updated (Phase 2+).