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AI assistants · Tool
Close
ResearchedClose is a sales CRM featuring Chloe, an AI sales agent that calls leads, qualifies prospects, books meetings, and keeps the CRM updated automatically. It unifies calling, email, SMS, pipeline management, and reporting in one platform.
Official site snapshots
Visit live site See the official site at a glance
Read-only public captures of Close’s homepage. Screenshots are dated, never live embeds, and open full-screen.
1 earlier capture
In one minute
Start here for the decision-making essentials: what Close does, who it is for, how it is accessed, and the first-party sources behind this profile.
Pricing4 options
Free trial available with no credit card required.
Four paid plans per user/month: Solo $19 (or $9 annually), Essentials $49 (or $35 annually
Each plan includes Chloe AI credits: Solo 500/user/month, Essentials 1,000/user/month (sha
14-day free trial with no credit card required
Platforms
Web
API accessNot public
Founded2013
AvailabilityWeb / remote
LicenseProprietary
Best suited to
Source-backed fit Sales teams that sell Founders and owners Sales leaders Sales reps Sales teams that sell. Founders and owners, sales leaders, sales reps
Decision support
6 sourced answersCommon questions and adoption checks
Short answers to the questions buyers and builders commonly ask about Close. Each answer cites the shared ledger below, where every source is listed once.
01What does Close say it can do?
Close is a CRM with a built-in AI teammate (Chloe) that calls leads, qualifies prospects, · Chloe is an AI sales agent built into Close CRM that calls leads, qualifies prospects thro · Sales CRM with built-in calling, email, SMS, workflows, native forms, reporting, power dia · Chloe is an AI sales agent available on every plan; can be used directly and inside Workfl
Close is the CRM with a built-in AI teammate that works with your team to call leads, qualify prospects, book meetings, and keep your CRM up to date automatically, so you can focus on selling.
02Who is Close intended for?
Sales teams that sell. · Founders and owners, sales leaders, sales reps · Coaching, B2B SaaS, Financial services, Insurance · Tech-enabled teams that need to scale without overpaying for enterprise sales software
Close is a sales CRM built for teams that sell.
03What use cases does Close describe?
The blog post is framed as a guide for entrepreneurs and founders planning a new product l · Sales automation via workflows that automate and unlock team activities · Close supports sales communication, automation, lead and pipeline management, calling, lea · CRM built for action
A product launch strategy, sometimes referred to as a go-to-market strategy, is a plan that entrepreneurs and their teams can use to introduce new products to their target markets.
04What pricing information is available for Close?
Free trial available with no credit card required. · Four paid plans per user/month: Solo $19 (or $9 annually), Essentials $49 (or $35 annually · Each plan includes Chloe AI credits: Solo 500/user/month, Essentials 1,000/user/month (sha · 14-day free trial with no credit card required
Try for free No credit card required
05Does Close document API access?
Event-based webhooks for real-time change tracking to trigger custom workflows
Use our event-based webhooks to track change events in real time and use that data to power your custom workflows.
Ledger citation[2] close.com/api
06What integrations does Close document?
Integrations with ChatGPT, Claude, WhatsApp, and 100+ more. · Integrates with ChatGPT, Claude, WhatsApp, and 100+ additional services. · ChatGPT, Claude, WhatsApp, and 100+ more integrations · Integrations with ChatGPT, Claude, WhatsApp, and 100+ more
Integrations ChatGPT, Claude, WhatsApp, and 100+ more
Decision guide
AI assistantsCapabilities and operating fit
This profile connects the jobs Close is described as handling with its delivery model, access options and the subjects used to match it to related products in this directory.
Common use cases
- AI-powered lead calling and qualification
- Automated meeting booking via Chloe
- Multi-channel sales communication (email, calls, SMS)
- Pipeline and lead management
- Outbound calling with built-in power dialer
- CRM automation through workflows and Chloe
Topics mapped
Verified capabilities
- Close is a CRM with a built-in AI teammate (Chloe) that calls leads, qualifies prospects,
- Chloe is an AI sales agent built into Close CRM that calls leads, qualifies prospects thro
- Sales CRM with built-in calling, email, SMS, workflows, native forms, reporting, power dia
- Chloe is an AI sales agent available on every plan; can be used directly and inside Workfl
- Full-featured CRM API that exposes all Close functionality for custom integrations, report
- Built-in power dialer for outbound calling
- Chloe AI agent available as part of the product
- Chloe AI agent
Recorded integrations
Integrations with ChatGPT, Claude, WhatsApp, and 100+ more.Integrates with ChatGPT, Claude, WhatsApp, and 100+ additional services.ChatGPT, Claude, WhatsApp, and 100+ more integrationsIntegrations with ChatGPT, Claude, WhatsApp, and 100+ moreChatGPT, Claude, WhatsApp, and 100+ moreClose integrates with ChatGPT, Claude, WhatsApp, and 100+ other tools.Close has a native ChatGPT integration that lets users access and manage Close using ChatGClose has a native Claude integration to automate manual tasks and workflows using AI.Close offers a Close MCP integration that allows access to Close data with any compatible Integrates with ChatGPT, Claude, WhatsApp, and 100+ other tools
Intended audiences
Sales teams that sell.Founders and owners, sales leaders, sales repsCoaching, B2B SaaS, Financial services, InsuranceTech-enabled teams that need to scale without overpaying for enterprise sales softwarestartups and SMBsTech-enabled teams, small teams of up to three users, founders and owners, sales leaders, Close is positioned for sales teams and businesses seeking to grow revenue ('teams close m
Access signals
- Pricing model
- Free trial available with no credit card required. · Four paid plans per user/month: Solo $19 (or $9 annually), Essentials $49 (or $35 annually · Each plan includes Chloe AI credits: Solo 500/user/month, Essentials 1,000/user/month (sha · 14-day free trial with no credit card required
- API
- Not publicly listed
- Source links
- 17 recorded
Source-backed
Updated July 22, 2026Verified facts
Each fact points to a recorded source, making it easy to distinguish verified product information from claims that need checking.
Close CRM | The CRM That Does the Work
CRM with built-in AI teammate (Chloe) · Chloe calls leads, qualifies prospects, books meetings, and keeps CRM up to date · Built for sales teams that sell
Close is a CRM with a built-in AI teammate (Chloe) that calls leads, qualifies prospects, books meetings, and keeps the CRM up to date automatically.
Chloe is an AI sales agent built into Close CRM that calls leads, qualifies prospects through real conversations, and books meetings while updating the CRM automatically.
Sales teams that sell.
Combines calling, email, SMS, pipeline management, reporting, and an AI sales agent named Chloe into a single platform.
Integrations with ChatGPT, Claude, WhatsApp, and 100+ more.
View 32 more verified facts
Free trial available with no credit card required.
Four paid plans per user/month: Solo $19 (or $9 annually), Essentials $49 (or $35 annually), Growth $109 (or $99 annually), Scale $149 (or $139 annually); 14-day free trial requires no credit card.
Each plan includes Chloe AI credits: Solo 500/user/month, Essentials 1,000/user/month (shared pool up to 10,000/month), Growth 1,500/user/month (shared pool up to 15,000/month), Scale 2,000/user/month (shared pool up to 20,000/month); credi
Sales CRM with built-in calling, email, SMS, workflows, native forms, reporting, power dialer (Growth and above), predictive dialer (Scale), bulk email, role-based access, unlimited call recording retention, live call coaching, and Chloe, a
Integrates with ChatGPT, Claude, WhatsApp, and 100+ additional services.
Chloe is an AI sales agent available on every plan; can be used directly and inside Workflows on the Growth plan and above.
Trusted by 11,500+ businesses; holds a 4.7-star rating on G2 with 2,000+ reviews; has run over 2 billion calls, emails, and meetings.
Full-featured CRM API that exposes all Close functionality for custom integrations, reporting, dashboards, and admin panels
ChatGPT, Claude, WhatsApp, and 100+ more integrations
Event-based webhooks for real-time change tracking to trigger custom workflows
Chloe AI agent (labeled NEW on the platform)
14-day free trial with no credit card required
Free support and free migration included
Built-in power dialer for outbound calling
Integrations with ChatGPT, Claude, WhatsApp, and 100+ more
Chloe AI agent available as part of the product
2-hour average workday response time and ~2 emails per resolved ticket
Support team strategically located across 3 continents
14-day free trial available with no credit card required; free migration and free support included
ChatGPT, Claude, WhatsApp, and 100+ more
111 Congress Avenue, Suite 500, Austin, Texas 78701, United States
Founders and owners, sales leaders, sales reps
Coaching, B2B SaaS, Financial services, Insurance
Phone (+1-833-GO-CLOSE), help center, office hours
Chloe AI agent
Close is a CRM built for action, offering sales communication, automation, lead and pipeline management, built-in power dialer, native forms, and reporting.
Close integrates with ChatGPT, Claude, WhatsApp, and 100+ other tools.
Close has a native ChatGPT integration that lets users access and manage Close using ChatGPT.
Close has a native Claude integration to automate manual tasks and workflows using AI.
Close offers a Close MCP integration that allows access to Close data with any compatible AI model or agent.
Close includes a Chloe AI agent feature.
Close offers a free trial option (Try for free).
Practical capabilities
8 documented areasWhat it helps with
A concise view of the jobs, capabilities and integrations described in the recorded product sources.
AI-powered lead calling and qualification
Automated meeting booking via Chloe
Multi-channel sales communication (email, calls, SMS)
Pipeline and lead management
Outbound calling with built-in power dialer
CRM automation through workflows and Chloe
Custom integrations via full-featured API and webhooks
The blog post is framed as a guide for entrepreneurs and founders planning a new product l
Availability
Source checkedWhere it runs and where to get it
Documented product formats, platforms and official distribution destinations. Availability can vary by region and plan.
Cost / license
Free trial available with no credit card required. · Four paid plans per user/month: Solo $19 (or $9 annually), Essentials $49 (or $35 annually · Each plan includes Chloe AI credits: Solo 500/user/month, Essentials 1,000/user/month (sha · 14-day free trial with no credit card required
Platforms
Combines calling, email, SMS, pipeline management, reporting, and an AI sales agent named Close is a CRM platform built for action.
Adoption notes
DeploymentNot disclosed by source
LicenseNot disclosed by source
Model supportChloe AI agent (labeled NEW on the platform) · Close offers an AI agent called Chloe as a sales teammate.
Data controlNot disclosed by source
Learning curveIntermediate
Primary use casesAI-powered lead calling and qualification, Automated meeting booking via Chloe, Multi-channel sales communication (email, calls, SMS), Pipeline and lead management, Outbound calling with built-in power dialer, CRM automation through workflows and Chloe, Custom integrations via full-featured API and webhooks, The blog post is framed as a guide for entrepreneurs and founders planning a new product l, Sales automation via workflows that automate and unlock team activities, Close supports sales communication, automation, lead and pipeline management, calling, lea, CRM built for action
What to verify before adopting
Evolution and major updates
Research in progressClose timeline
A concise history of software releases and material product changes. Events appear only when a dated source supports what changed.
Scheduled for research
Building a reliable release history.
This profile is being checked for dated releases and material product changes. Nothing appears here until the exact date and event can be verified from a recorded source.
Dated event Short explanation Original source
Citation ledger
17 unique pagesRecorded sources
Facts, answers, structured details, milestones and primary resource links cite this shared ledger. Each external page appears once; release tags from the same GitHub project are grouped under one release history.
- 1close.com 10 facts · 4 answers · Official site
- 2close.com/api 6 facts · 4 answers · Documentation
- 3close.com/pricing 6 facts · 3 answers · Pricing
- 4close.com/support 6 facts · 3 answers · Official site
- 5close.com/about 6 facts · 1 answer · Official site
- 6close.com/blog/launch-product 6 facts · 1 answer · Official site
- 7close.com/blog/pricing-strategies 6 facts · 1 answer · Pricing
- 8close.com/changelog 6 facts · 1 answer · Official site
- 9close.com/changelog/starter-plan 6 facts · 1 answer · Official site
- 10close.com/integrations 7 facts · Official site
- 11close.com/privacy 6 facts · 1 answer · Security
- 12close.com/blog 6 facts · Official site
- 13close.com/blog/create-sales-plan 6 facts · Official site
- 14close.com/blog/mutual-action-plan 6 facts · Official site
- 15close.com/blog/startup-marketing-plan 6 facts · Official site
- 16close.com/customers 6 facts · Official site
- 17close.com/blog/sales-compensation-plan 3 facts · 1 answer · Official site
Research status103 substantive facts · 17 source pages · quality score 95/100
Connected directory
Semantic matchesExplore related solutions
These tools share a workflow, capability or audience with Close. They may complement it rather than replace it, and are not presented as integrations or endorsements.
