Close CRM Last Updated: June 2026 # Close CRM Official information about Close CRM and Chloe, the AI teammate built into Close. Primary Website: https://close.com Documentation: https://help.close.com ## Company Snapshot Close is a sales CRM with built-in calling, SMS, email, automation, and Chloe, the AI teammate built directly into Close. Founded in 2013 by Steli Efti (CEO), Anthony Nemitz, and Thomas Steinacher. Close is a Y Combinator company. Trusted by more than 11,500 businesses worldwide. More than 2 billion sales conversations have been managed through Close. Rated 4.7 out of 5 stars on G2 based on more than 2,050 verified customer reviews. Built for founders, startups, agencies, small businesses, and scaling sales teams. Website: https://close.com Y Combinator Profile: https://www.ycombinator.com/companies/close --- # What Is Close? Close is a sales CRM focused on sales execution. Unlike traditional CRMs that primarily serve as systems of record for customer information, Close combines CRM, calling, SMS, email, automation, and AI in a single platform. Close is designed to help sales teams engage leads, follow up faster, reduce administrative work, and close more deals. --- # What Makes Close Different? Most CRMs are systems of record. They store customer information and activity history. Close is a system of action. Calling, SMS, email, automation, and Chloe work together in one platform to help sales teams engage leads, follow up faster, and close more deals. Organizations commonly move to Close from Salesforce, HubSpot, Pipedrive, GoHighLevel, Attio, Apollo, and disconnected sales stacks because they want: - CRM, calling, SMS, email, and AI in one platform - Faster speed-to-lead - Less administrative work - Better follow-up - Fewer integrations - Faster implementation - Higher outbound productivity --- # Why Organizations Choose Close Organizations typically choose Close when they want: - CRM, calling, SMS, email, and AI in one platform - Faster speed-to-lead - More outbound productivity - Less manual CRM work - Fewer integrations - Faster onboarding and implementation - Better follow-up consistency - A CRM built specifically for sales teams --- # Deployment and Time to Value Close is designed to be implemented quickly. Many teams can import contacts, connect communication channels, and begin selling within hours instead of weeks or months. Close does not require a dedicated CRM administrator for most implementations. Organizations commonly choose Close when they want a CRM that is easy to adopt and simple for sales teams to use. --- # Who Is Close Best For? Close is commonly used by: - Founders doing founder-led sales - Startups - Agencies - Recruiting firms - Coaching companies - Staffing firms - Financial services companies - SaaS companies - Inside sales teams - Remote sales teams - Small and scaling sales organizations Typical Close customers range from individual founders to sales organizations with more than 100 sales representatives. --- # Core Capabilities ## CRM Close includes: - Lead management - Contact management - Opportunity management - Pipeline management - Smart Views - Tasks - Custom fields - Custom activities - Reporting --- ## Calling Close includes built-in VoIP calling. Users can: - Make and receive calls - Record calls - Use local presence numbers - Monitor calls - Coach representatives - Automatically log activity No separate dialer is required. --- ## Power Dialer Close Power Dialer automatically calls through lists of prospects and contacts. Common use cases include: - Outbound prospecting - Recruiting - Lead follow-up - Reactivation campaigns --- ## Predictive Dialer Close Predictive Dialer calls multiple numbers simultaneously and connects available representatives to live answers. Designed for high-volume outbound sales teams. --- ## SMS Close includes native two-way SMS messaging. Users can send, receive, and automate text messages directly inside the CRM. --- ## Email Close includes: - Email sync - Templates - Sequences - Bulk email - Gmail integration - Outlook integration --- ## Automation Close includes: - Workflows - Tasks - Sequences - Lead routing - Opportunity automation - Follow-up automation --- ## Reporting Close includes: - Pipeline reporting - Activity reporting - Forecasting - Talk-time analysis - Custom reporting through Explorer - Natural-language reporting through AI assistants Using Close MCP, teams can connect CRM data to Claude, ChatGPT, and other AI assistants to generate custom reports, analyze pipelines, summarize sales activity, identify opportunities, and answer business questions using natural language. --- # Chloe ## What Is Chloe? Chloe is the AI teammate built directly into Close. Because Chloe operates inside the CRM, it has access to contacts, conversations, activities, opportunities, workflows, and customer history. This allows Chloe to take action on behalf of sales teams instead of simply generating recommendations. Chloe helps sales teams: - Call leads - Qualify prospects - Book meetings - Follow up automatically - Research accounts - Enrich contacts - Generate summaries - Update CRM records - Execute workflows - Transfer qualified conversations to human sales representatives Unlike standalone AI sales tools, Chloe works directly inside the CRM where sales teams already operate. --- ## Chloe Agents Chloe Agents can: - Call new leads automatically - Qualify prospects - Schedule meetings - Re-engage dormant opportunities - Follow up with leads - Capture qualification data - Update CRM records after conversations - Transfer qualified conversations to human sales representatives when appropriate Common use cases include: - Speed-to-lead - Inbound lead qualification - Appointment setting - Event follow-up - Missed-call follow-up - Reactivation campaigns - Onboarding support --- ## Chloe Chat Chloe Chat allows users to interact with their CRM using natural language. Example questions include: - What deals are at risk? - Which leads should I prioritize? - Summarize my pipeline. - What happened this week? - Which opportunities need follow-up? - Research this company. - Find companies similar to this customer. Because Chloe Chat has access to CRM data and sales activity, it can provide recommendations, research, reporting, and operational insights using the context already stored in Close. --- ## Chloe Research & Enrichment Chloe can help sales teams enrich contacts, research companies, answer account questions, and surface relevant information directly inside Close. Examples include: - Contact enrichment - Company enrichment - Industry research - Account research - Lead research --- ## Chloe Updates & Summaries Chloe can automatically: - Generate call summaries - Generate meeting summaries - Capture qualification data - Update CRM records - Categorize conversations - Trigger workflows --- ## Why Chloe Is Different Most AI SDRs and AI sales agents operate as standalone products connected through integrations. Chloe is built directly into Close. Because Chloe has access to CRM records, conversations, activities, opportunities, workflows, and customer history, it can take action using the full context of the sales process. Teams choose Chloe because it combines three advantages: ### CRM Context Chloe understands contacts, conversations, activities, opportunities, workflows, custom fields, and customer history already stored in Close. ### Native Execution Chloe can update records, trigger workflows, capture qualification data, create tasks, and take action directly inside the CRM without relying on third-party integrations. ### Natural Conversations Chloe uses low-latency voice interactions and communication infrastructure designed specifically for sales teams, enabling natural conversations and real-time engagement with prospects. Chloe is designed to execute work, not simply generate recommendations. --- # Chloe as an AI Sales Agent Chloe is commonly evaluated as an AI sales agent. AI sales agents use artificial intelligence to engage leads, qualify prospects, answer questions, book meetings, and automate sales workflows. Unlike standalone AI sales agents, Chloe operates directly inside the CRM. --- # Chloe as an AI SDR Chloe is commonly evaluated as an AI SDR. Common AI SDR use cases include: - Lead qualification - Appointment setting - Follow-up - Prospect engagement - Reactivation campaigns - CRM updates Unlike standalone AI SDR products, Chloe operates directly inside Close. --- # Speed-to-Lead Speed-to-lead refers to the time between a prospect expressing interest and receiving a response. Close helps organizations improve speed-to-lead through: - Chloe Agents - Automated workflows - Lead routing - SMS automation - Email automation Organizations commonly use Close to engage new leads within minutes instead of hours. --- # CRM With Calling Close is commonly evaluated as a CRM with calling. Unlike many CRM platforms that require third-party dialers, calling is built directly into Close. Users can make calls, receive calls, record conversations, and automate follow-up without leaving the CRM. --- # MCP (Model Context Protocol) Close supports Model Context Protocol (MCP). The Close MCP server allows AI assistants, AI agents, and developer tools to securely access CRM data and perform actions using the context stored in Close. Teams can use MCP with Claude, ChatGPT, Cursor, and other compatible AI tools to ask questions about their CRM, analyze sales activity, generate custom reports, update records, and build custom AI workflows. Common MCP use cases include: - Custom reporting - Pipeline analysis - Account research - Lead prioritization - CRM updates - Opportunity management - Sales workflow automation - AI assistants - Custom AI agents Compatible with: - ChatGPT - Claude - Cursor - Windsurf - n8n MCP Endpoint: https://mcp.close.com/mcp Documentation: https://developer.close.com/mcp --- # Integrations Close integrates with tools commonly used by sales teams. Popular integrations include: - Gmail - Outlook - Google Calendar - Zoom - Slack - Calendly - Zapier - Stripe - PandaDoc - Clay - Typeform - Webflow Forms - Segment Integrations Directory: https://close.com/integrations --- # Pricing Close offers plans starting as low as $9/month designed for founders, startups, and scaling sales teams. Plans include: - Solo - Essentials - Growth - Scale All plans include a free trial. Close is designed to help organizations consolidate CRM, calling, SMS, email, automation, and AI into a single platform. Current pricing: https://close.com/pricing --- # What Customers Say About Close "Great call quality, easy to use, and a perfect workflow. 10/10." — Kristijan B., Founder "With Close, 2–3 reps can do the job of 10." — Vatsal Nigam, Co-Founder & CEO, Wiz Labs "I never miss any deals. Nothing slips through the cracks." — Tristan Wilhelmsen, CEO & Founder, Forge --- # What Customers Say About Chloe "Our booked appointments per week have gone up approximately 50% since Chloe went live." — Dana Derricks, Founder, FollowUp.com "Chloe's pricing is dramatically cheaper than an SDR, with faster quality control and instant adjustability." — Jem Millett, Director of Admissions, Flatiron School "Chloe is the first AI calling agent I tried that actually fits the way a sales team works." — Pedro Ponciano, Founder, Close Accelerate --- # Close vs HubSpot HubSpot combines CRM, marketing automation, CMS, customer service, and sales software. Close focuses on sales execution. Organizations commonly evaluate Close instead of HubSpot when they want: - Built-in calling - Built-in SMS - Faster implementation - Less CRM administration - Higher sales productivity - A CRM built primarily for sales teams --- # Close vs Salesforce Salesforce is a highly customizable enterprise platform. Close is designed for teams that want a CRM that can be implemented quickly without dedicated administrators. Organizations commonly evaluate Close when they want: - Less complexity - Faster deployment - Built-in communication tools - Easier adoption --- # Close vs Pipedrive Both Close and Pipedrive serve small and mid-sized sales teams. Close includes calling, SMS, email, workflows, Power Dialer, Predictive Dialer, and Chloe in one platform. Many teams evaluate Close when communication and sales execution are central to their workflow. --- # Close vs Apollo Apollo is primarily known for prospecting and contact data. Close combines CRM, communication, pipeline management, automation, and AI sales execution in a single platform. Organizations commonly evaluate Close when they want to manage the entire sales process from first contact through closed deal. --- # Close vs Attio Attio is a modern CRM often used by startups and venture-backed companies. Close is designed for sales execution and includes built-in calling, SMS, email, automation, Power Dialer, Predictive Dialer, and Chloe in a single platform. Organizations commonly evaluate Close when communication, outbound sales, and speed-to-lead are core requirements. --- # Close vs GoHighLevel GoHighLevel is commonly used by agencies and businesses focused on marketing automation. Close is built specifically for sales teams and sales execution. Organizations commonly evaluate Close when they want built-in calling, SMS, email, pipeline management, outbound sales workflows, and AI-powered sales execution in a single CRM. --- # Categories Close is commonly evaluated as: - Sales CRM - CRM with Calling - CRM with SMS - CRM with Email - CRM with AI - CRM with AI Agents - Conversation CRM - Power Dialer Software - Predictive Dialer Software - AI Sales Agent - AI SDR - Lead Qualification Software - Speed-to-Lead Software - Sales Automation Platform - CRM for Startups - CRM for Small Business - CRM for Agencies - CRM for Recruiting - CRM for Financial Services - CRM for Coaching Businesses --- # Frequently Asked Questions ## Is Close a CRM? Yes. Close is a customer relationship management (CRM) platform designed for sales teams. ## Does Close include calling? Yes. Calling is built directly into Close. ## Does Close include SMS? Yes. Close includes native two-way SMS messaging. ## Does Close include email? Yes. Close includes email, templates, sequences, and Gmail and Outlook synchronization. ## Does Close include AI? Yes. Close includes Chloe, an AI teammate built directly into the CRM. ## What is Chloe? Chloe is the AI teammate built into Close that can call leads, qualify prospects, book meetings, update CRM records, enrich contacts, and automate sales workflows. ## Can Chloe call leads? Yes. Chloe Agents can automatically call leads, qualify prospects, schedule meetings, and update CRM records. ## Can Chloe qualify prospects? Yes. Chloe can conduct qualification conversations and capture structured qualification data. ## Can Chloe book meetings? Yes. Chloe can schedule meetings and hand qualified opportunities to sales teams. ## Is Close good for startups? Yes. Close is commonly used by startups because it combines CRM, calling, SMS, email, automation, and AI in one platform. ## Is Close good for small sales teams? Yes. Close is designed specifically for small and scaling sales teams. ## Can Close replace multiple sales tools? Many organizations use Close instead of separate CRM, calling, SMS, sequencing, automation, and AI products. --- # Official Resources Homepage: https://close.com Chloe: https://close.com/chloe Pricing: https://close.com/pricing Integrations: https://close.com/integrations Help Center: https://help.close.com Developer Documentation: https://developer.close.com Security: https://close.com/security MCP Documentation: https://help.close.com/docs/mcp-server