--- description: "Compare Close plans and pricing to find the right fit for your business. See why growing teams choose the CRM that does the work. Start your free 14-day trial—no credit card required." title: "Pricing | Close CRM" image: "https://close.com/assets/images/6a5814761d582865827b4f6d_Close_Pricing_OG_Image__d2173255f614.png" --- **4.7 stars** on G2 with 2000+ reviews # Scale your sales team without adding headcount The CRM with everything your team needs to sell faster — calling, email, SMS, and workflows. Plus Chloe, an AI sales agent. SAVE UP TO 50% ## Solo Core CRM for solo operators $19 per user / month $9 per user / month [Try for free](https://app.close.com/signup/) Includes 500 AI credits per user/month - Use Chloe & AI features - 500 credits/month - Refreshes monthly (no rollover) - Additional credits available Everything in Essentials, but: - Limited to 1 user - Limited to 10k leads - Workflows not included ## Essentials System of action for small teams $49 per user / month $35 per user / month [Try for free](https://app.close.com/signup/) Includes 1,000 AI credits per user/month - Use Chloe & AI features - Shared pool: 1,000 credits/user, up to 10,000/month - Refreshes monthly (no rollover) - Additional credits available Everything in Solo, plus: - Unlimited contacts & leads - Team collaboration features - Built-in forms, email, calling & SMS - Centralized inbox & task list - Workflows not included Most popular ## Growth Leveraging AI and automation $109 per user / month $99 per user / month [Try for free](https://app.close.com/signup/) Includes 1,500 AI credits per user/month - Use Chloe & AI features - Shared pool: 1,500 credits/user, up to 15,000/month - Refreshes monthly (no rollover) - Additional credits available Everything in Essentials, plus: - Automated workflows - Use Chloe in Workflows - Power dialer - Custom activities - Send bulk email ## Scale Advanced control for scaling orgs $149 per user / month $139 per user / month [Try for free](https://app.close.com/signup/) Includes 2,000 AI credits per user/month - Use Chloe & AI features - Shared pool: 2,000 credits/user, up to 20,000/month - Refreshes monthly (no rollover) - Additional credits available Everything in Growth, plus: - Role-based access & permissions - Lead visibility rules - Predictive dialer - Unlimited call recording retention - Live call coaching **Custom pricing:** Growing fast or have more complex sales needs? We can help. Start with a custom demo. [Talk to us →](https://close.com/demo) - Chloe on every plan Get powerful AI leverage from day one - No credit card needed Try Close risk-free - 30-day money-back guarantee Get a full refund, no questions asked Select your preferred billing cycle: SAVE UP TO 50% Solo $19 per user / month $9 per user / month [Try for free](https://app.close.com/signup/) Essentials $49 per user / month $35 per user / month [Try for free](https://app.close.com/signup/) Most popular Growth $109 per user / month $99 per user / month [Try for free](https://app.close.com/signup/) Scale $149 per user / month $139 per user / month [Try for free](https://app.close.com/signup/) Who is this for? For founders and solo reps who need a real CRM, not a spreadsheet. For small teams that want one place for every call, email, and deal. For teams ready to let Chloe work leads while reps focus on closing. For high-volume orgs that need advanced controls and the fastest dialing. Included Chloe & AI credits per user How many credits your Close plan already includes monthly. Additional credits are available for purchase. 500 1,000 1,500 2,000 Chloe batch calling Chloe can call down a list of leads in batches. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Chat \[Beta\] Chat with Chloe to answer questions and take actions in Close. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Enrichment Automatically enrich contact and company records with external intelligence. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Use Chloe in Workflows Chloe can be used in Workflows to automatically trigger outreach, follow-up, and more. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Auto Updates Run Playbooks and automatically fill Outcomes and custom fields. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Restrict user access to Chloe Limit which users can see Chloe agents, prompts, and settings. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Leads Contacts are defined as individuals within an organization and are attached to a Lead in Close. 10,000 Unlimited Unlimited Unlimited Custom fields Customize Close to store data unique to your business on Leads, Contacts, and Opportunities. 250 250 250 250 Custom activities Create your own unique templates that record activities specific to your sales process. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) 250 250 Custom activity instances / month Limits on the number of custom activity stored monthly. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) 50,000 / month 50,000 / month Unlimited contacts Contacts are defined as individuals within an organization and are attached to a Lead in Close. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Opportunity management Track your Opportunities and view the Total Value and Expected Value of the deals in your pipelines. Up to 300 per lead. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Multi-channel inbox view Centralize your to-do list to ensure no leads slip through the cracks. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Forms Capture website leads with a no-code form builder. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Task management Assign tasks to yourself and others to never miss a next step. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Dynamic list building (Smart Views) Search, filter, and save customized views of Leads and Contacts and share them with other team members. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Pipelines Create multiple opportunity pipelines to track different teams, products, or sales processes. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Data import / export Import data from another CRM, a spreadsheet, or manually add in data. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Duplicate lead detection & merge Duplicate lead detection on import and ability to merge duplicate leads. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Activity timeline View, filter, and search all of the activities with a Lead or Contact in a chronological timeline. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) API access + event log Connect your Close organization using API keys or using OAuth access. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Mobile app (iOS / Android) Manage the CRM, make & receive calls and texts, and review reports on the go. Available for iOS & Android. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Follow-up reminders Set reminders to follow-up with your contacts. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Lead summaries Get caught up on a lead quickly with an AI generated summary of key activities on the lead. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Suggested actions Suggested Actions highlights stalled or at-risk deals and offers next steps to keep them moving. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Custom objects Create your own unique CRM objects to store and associate with Leads in Close. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Connected email accounts Connect multiple email accounts within your Close account, such as a personal email and a sales email. 3 3 10 10 Two-way email sync See emails in Close and your external email client, no matter where the email was sent from. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Historical import Import past email communication with your Leads to keep and share historical context. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Email templates Emails that can be reused to save time. They can be used to send individual emails or in bulk emails. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Snippets Reusable blocks of text, like frequently used sentences or paragraphs, that you can easily insert into emails. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Dynamic template tags Personalize emails by including tags into your email templates (e.g. ‘first name’) and have them populated automatically. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Email open tracking See if your contact has opened your email before following up. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Bulk email Send a templated email to multiple contacts at once. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Sending limits Prevent your email accounts from exceeding the sending thresholds set by your email providers to safeguard your sender reputation. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Unsubscribe management Manage email unsubscribers directly within Close. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Email scheduling Schedule emails to send at a future date/time. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) AI email rewrite Use AI to draft and edit emails directly within Close ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Send As Let users send emails on your behalf. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Email & domain filtering Automatically filter out any intra-organization emails, selected external email addresses, or domains by request. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Call recording retention When enabled, calls completed through Close will be recorded and can be replayed directly on the Lead page. 30 days 30 days 90 days Unlimited Make / receive calls worldwide Calling is charged based on usage. Your free trial includes $5 of calling and enrichment credits. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Automatic call logging After a call is completed in Close, it will be automatically added to the Lead page (including time and duration). ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Custom voicemail ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Send / receive SMS Close supports SMS sending to over a dozen countries, including the US, CA, GB, and AU. Note: A2P 10DLC registration is required for sending SMS to US phone numbers. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) SMS templates Reusable blocks of text, like frequently used sentences or paragraphs, that you can easily insert into text templates. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Phone lines (BYOL or rent) Lines with Close starting at $1/line/month. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Premium phone numbers Business phone capabilities with lead-based call routing, customizable phone menu (IVR), and round-robin routing to sales reps. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Group numbers Use a shared inbound phone number that, when dialed, rings a group of phones simultaneously, stopping when any one of them is picked up. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Call forwarding Redirect incoming calls to another phone number. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Standard call transferring ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Customizable call outcomes Get accurate answer and conversion rate reports when reps log call outcomes. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Voicemail drop Click to leave a pre-recorded voicemail. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Text scheduling Draft and schedule texts to send at a later time or date. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) SMS in automated workflows Include SMS/MMS. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Power dialer Automatically call through any list of contacts without touching your keyboard or mouse. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Predictive dialer Built-in calling automation software that allows your team to dial multiple numbers at once and get automatically connected once someone picks up. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Call coaching Listen, whisper, or barge on in-progress calls with your team. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Automate outreach (SMS / email / calls) Trigger SMS, email, and call follow-up when Leads hit a certain criteria. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Update CRM via workflows Enrich Leads using AI, update Leads, or create Opportunities using Workflows. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Assign leads & tasks Automatically assign Leads and set follow up tasks for yourself or your teammates. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Blackout dates Prevent automated email and SMS messages from being sent on certain holidays or when your team is unavailable. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Calendar sync (Google / Outlook) Join and track meetings from within Close. Supports Google Calendar and Microsoft Outlook. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Meeting reminders Close will automatically remind you about upcoming meetings. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Notetaker (Zoom / Teams / Meet) Record, transcribe, and summarize all meetings synced to Close from Zoom, Teams, and Meet. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Customizable meeting outcomes Get accurate connect and conversion rate reports when reps log meeting outcomes. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Roles & permissions Control a user's accessibility within Close by assigning them to one of four predefined roles. On Scale only, create a custom role with unique permissions. Standard Standard Standard Customizable Mentions @mention users and groups to alert and collaborate with coworkers. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Comments Add comment directly on activities and objects in Close to keep discussions about your contacts all in one place. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Lead visibility settings Control which leads different users can see. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) User groups Organize your team into up to 100 groups of up to 100 users each for faster reporting. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Required fields ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Field editing restrictions ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Activity reports & dashboards See all of your team's activity (calls, emails, won deals, etc.), updated in real-time. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Opportunity funnel report Analyze your Pipeline health with KPIs like conversion rates, time to close, and sales velocity. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Email template performance ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Workflow performance report Analyze the effectiveness of your email, call, and SMS Workflows. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Leaderboard Rank and compare Users for metrics that matter within a specified timeframe. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Custom graphs (Explorer) Create Custom Graphs for more advanced reporting. ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Not included](https://close.com/assets/images/62fe594a964fbbf5ef92a112_minus-solid-icon-20-gray__1dcd182e0eb3.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Claude Use Claude to research leads, summarize customer interactions, generate reports, and build workflows. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ChatGPT Pull reports, research leads, summarize history, and build workflows with ChatGPT + Close. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Zoom Join Zoom meetings and watch past recordings directly within Close. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Segment Create or update Leads and Contacts with Close as a Segment Destination. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Zapier Connect with 2000+ third-party apps through Zapier. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Calendly Sync you and your team’s Calendly links with Close and insert them into emails with 1-click ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) [Over 100 apps integrate with Close. **See all integrations**](https://close.com/integrations) 24/7 knowledge base Get answers to your technical questions. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Email support Connect with our support team via email. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) SOC2 Type 2 compliance Close securely manages your data to protect the interests and privacy of your organization. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Two-factor authentication Add additional security with 2FA. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Google SSO Sign up and log in to Close using your authenticated Google account. ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) ![Included](https://close.com/assets/images/651c5439b030488dac3e32a0_222f0f5829f54dbcb86d39d20e842265_checkmark-fill-icon-24-blue__cd983781295a.svg) Call Assistant Record, summarize, and transcribe calls synced to Close. Add-on cost is $50 per month, per organization, plus a usage fee of $.02 per minute. $50 / mo + $0.02 / min $50 / mo + $0.02 / min $50 / mo + $0.02 / min $50 / mo + $0.02 / min Additional organizations Growth and Scale customers receive 1 free secondary org. All customers can purchase additional orgs. $50 / org / month $50 / org / month $50 / org / month (1 free) $50 / org / month (1 free) Calling and SMS usage is passed through at cost. Most outbound calls are around $0.02/minute; phone numbers start at about $1/month. ## Your next hire lives in your CRM Chloe is an AI sales teammate built directly into Close. She calls your leads, has real qualifying conversations, books your meetings, and updates your CRM. All so your team can stay focused on closing more deals. - > “We’re not using AI to replace people. We’re doing it so that the people we have are unlocked to do more. Chloe is not just innovation. She is actually creating the work we need to do.” ![Headshot photo of Jem Millett](https://close.com/assets/images/69af457b247dd537ff488e2f_Jem-Millett__0b6f949ab78b.png) Jem Millett Senior Director of Admissions @ Flatiron School - > “Chloe is a 9/10. We used to have a full team of callers, but Chloe now outpaces all of them combined — we’re getting qualified leads from five-minute calls, and the man-hours we’re saving is a huge win.” ![Headshot photo of Max Bietti](https://close.com/assets/images/69af45806b15c4b85d67477e_Max-Bietti__1445916e9443.png) Max Bietti System Administrator @ Career Evolved ### Chloe access is free on all Close plans You only pay for the work Chloe does. She uses AI credits in Close, plus Telephony, and each Close plan includes a base of credits monthly automatically. [See everything Chloe can do](https://close.com/chloe) ## Frequently Asked Questions 1. ### Do I need a credit card to start my free trial? No credit card required. You can start using Close in minutes, including built-in calling, email, SMS, workflows, and Chloe, our AI sales teammate. Your free trial also includes calling and AI credits so you can test real conversations, automation, and workflows before purchasing. 2. ### What happens when my free trial ends? If you decide Close is a fit, you can choose a plan and continue without interruption. If you’re not ready to upgrade yet, your account pauses and your data remains available for a limited period before deletion. 3. ### Can I change or cancel my plan anytime? Yes. Close offers both monthly and annual plans. Monthly subscriptions can be upgraded, downgraded, or canceled anytime. Annual plans offer discounted pricing and can be upgraded as your team grows. Downgrades or cancellations take effect at the end of the billing term. 4. ### How does Close pricing work? Close combines your CRM, calling, SMS, and AI workflows in one platform. Pricing is based on seats for your team, actual usage for calling and SMS, and AI credits used by Chloe and other AI features. Every plan includes AI credits to get started, and additional usage can be added as needed. 5. ### How much do calling and SMS cost? Calling and SMS are usage-based and passed through at cost, which keeps pricing flexible as your team scales. Most outbound calls cost around $0.02/minute, and phone numbers start at about $1/month. Your free trial includes calling credits so you can test real conversations, workflows, and Chloe before upgrading. 6. ### What is Chloe, and which plans include it? Every Close plan includes access to Chloe, Close’s built-in AI sales agent. Chloe can call leads automatically, qualify prospects through live conversations, book meetings, update CRM records after calls, enrich lead data, and answer questions about your pipeline inside Close. Growth and Scale plans unlock more advanced automation, workflows, and AI capabilities for higher-volume sales teams. 7. ### Can I try Chloe during my free trial? Yes. Because Chloe is built directly into Close, you can set her up quickly and start using her on real leads during your trial. Chloe can call leads, qualify prospects, book meetings, update CRM records, enrich lead data, and answer questions about your pipeline — all natively inside Close. Since Chloe works directly inside the CRM, she already has context from your contacts, communication history, and pipeline activity. 8. ### What's the difference between Growth and Scale? Growth is ideal for scaling teams that want automation, workflows, and AI built into their sales process. Scale is designed for higher-volume teams that need more operational control, advanced dialing power, and deeper team management features. If your reps spend most of their day prospecting and calling, Scale is usually the right fit. Many teams start on Growth and upgrade to Scale as their team and sales motion expand. 9. ### How easy is it to switch from another CRM? Close includes built-in importers for platforms like HubSpot, Pipedrive, and HighLevel, plus spreadsheet imports. Most teams can import their data and get up and running quickly. 10. ### Do I need to talk to sales? No. Close is designed to be self-serve, so you can sign up, start a trial, and set up your team without talking to sales. That said, our team is available if you want help evaluating Close, designing workflows, migrating from another CRM, or planning for larger or more complex sales operations. 11. ### Do you offer a money-back guarantee? Yes. Close offers a 30-day money-back guarantee after purchase. You can also upgrade, downgrade, or cancel your plan at any time. ## Which Close plan is right for you? ### Solo/Essentials Running a solo operation or a team of 2-3? **Solo ($9/user)** gives you full a full CRM with calling, email, and SMS built in. **Essentials ($35/user)** adds pipelines and team-level visibility when you’re ready to scale. ### Growth Have a team that’s chasing too many leads manually? **Growth ($99/user)** unlocks more powerful Chloe features with workflows. Your reps stop doing the volume work and start closing the deals Chloe automatically warmed up for them. ### Scale Running a high-volume outbound operation? **Scale ($139/user)** adds predictive dialing, lead visibility, and advanced controls. Built for teams who need ultimate speed for larger teams. [Compare plans](#comparison-matrix) ## Try Close free for 14 Days Sign up, import leads, and start selling within an hour. No credit card. No contracts. [Try for free](https://app.close.com/signup/)