Switching from Salesforce to Close

Before moving your sales team from Salesforce, you can try Close with a sample of your data.

Close brings calling, texting, and email into the CRM, with conversations saved alongside the lead. If you decide to switch, our migration team can move simple Salesforce data for free, or you can start an import yourself.

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14-day free trial. No credit card required.

Paid plans have a 30-day money-back guarantee.

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What changes in Close?

Close is built for teams that spend much of their day talking to leads and following up.

Call and follow up from the lead

Call from your browser and Close logs the call on the lead. You can review the recording, transcript, and summary alongside your other conversations.

Salesforce's small-business plans don't list a phone system. You can call from your phone, use a separate app, or investigate a Salesforce calling add-on. Salesforce's Sales Dialer is scheduled for retirement.

Work through a list and keep follow-up moving

On our higher plans, the Power Dialer moves through a list of leads, and workflows can combine email, call, and text steps. Salesforce offers scheduled outreach sequences, called cadences, through Sales Engagement, which costs extra on some editions.

Selling in the first week, without an admin

87% of new Close users place a call, send an email or text, or host a meeting in their first week. No Close customer needs a full-time Close administrator, and support is free and human on every plan.

Try an AI agent

Close's AI agents can call and qualify leads, book meetings, and log conversations. They're available on every plan and use AI credits. If you're comparing them with Salesforce's Agentforce for Sales, confirm the eligible edition, the work each agent can perform, and the full cost.

When staying may make more sense

Before moving, identify the Salesforce features your team depends on, such as custom apps, a sandbox, or shared workflows across sales and other departments. Then compare those needs with the time your reps spend calling, texting, and following up in the CRM.

Who handles the move?

Our migration team moves simple Salesforce data for free, removes duplicates, and walks you through the result. The published turnaround is five to seven business days. Confirm the scope and timing for your own setup during the consultation.

Our team discusses what needs to move, handles the migration and deduplication, and reviews the result with you.
Your team chooses a Close admin to start a self-serve import, explains custom fields, and decides which automations and reports to rebuild.
Your phone provider keeps your numbers until a port or transfer is completed. Porting ends service for those numbers with the old provider.

Plan separately for rebuilding workflows and reports, moving phone numbers, and the registration required for business texting to US numbers. Complex, multi-system, or messy-data migrations may involve an hourly cost, which we'll discuss in advance.

Teams that made the move

Flatiron School and Hownd moved from Salesforce to Close.

Flatiron School's Jem Millett described the difference after moving to Close:

Moving over to Close made things go so much faster.

Jem MillettSenior Director of Growth, Flatiron SchoolClose customer story · Read the story

Its story says replacing Salesforce, add-ons, and a contract administrator saved money each year.

Hownd's Eric Keosky-Smith described the work involved in making changes before the move:

It used to take weeks for us to get requests completed in Salesforce, if they could even be done.

Eric Keosky-SmithChief Growth Officer, HowndClose customer story · Read the story

Try a real sales workflow before you move

Start a free 14-day trial with a few leads you plan to contact. The trial includes calling credits, so you can see how the work feels before migrating your Salesforce data.

Connect your email and add a few leads.Sync Gmail and add a handful of people you plan to contact.
Make a call from the lead's record.Get a Close number while you test, then check the call, recording, transcript, and summary.
Leave a voicemail and set the next step.Try a pre-recorded voicemail and create a follow-up task. Find it again the next morning.

If you plan to use a dialer, workflow, or AI agent, test it with a small number of leads first. Complete the required US business-texting registration before sending texts to US numbers.

On Growth and Scale, the power dialer queues the next call when one ends. Scale adds a predictive dialer that dials multiple numbers and connects you when someone answers. Workflows on those plans can combine email, call, and text steps.

AI agents are available on every plan and use AI credits that refresh monthly without rollover. You can also try Chloe Chat, our in-app AI assistant, which is in beta.

What should you budget?

Salesforce Starter Suite is listed at $25 per user per month, billed monthly or annually. Close Essentials is $35 per user per month billed annually or $49 billed monthly.

98% of Close users say it saves them at least three hours a week of admin and manual work, which is more than 150 hours a year per seller.

Close Growth is $99 per user per month billed annually and includes calling, texting, workflows, and a power dialer. Salesforce Pro Suite is $100 per user per month billed annually under a contract; its listed features don't include a phone system.

	Close	Salesforce
Entry plan	Essentials: $35/user/month billed annually or $49 monthly	Starter Suite: $25/user/month, billed annually or monthly
Plan for automation	Growth: $99/user/month billed annually or $109 monthly	Pro Suite: $100/user/month billed annually under a contract
Dialer	Calling built in, billed per minute; power dialer on Growth and Scale	Sales Dialer listed from $5/user/month billed annually; scheduled for retirement
Follow-up	Workflows on Growth and Scale	Sales Engagement listed at $50/user/month billed annually; check edition eligibility
AI agents	Available on every plan, using AI credits	Agentforce for Sales listed at $125/user/month billed annually for eligible editions

These list prices were checked October 21, 2026. Calling, phone numbers, and AI usage can add costs. The comparison estimates most Close outbound calls at about $0.02 per minute and phone numbers from $1 per line/month. Salesforce lists Starter as a starting price, with commerce transaction fees; Starter and Pro include 2,000 email sends per month, with extra sends available as a paid add-on. Confirm add-on eligibility and current pricing before deciding.

If you don't need to call or text from the CRM, Salesforce Starter may cover your needs without those add-ons. For a full comparison, include the calling provider and any Salesforce add-ons you would use, and confirm which add-ons your Salesforce plan supports.

List prices are a starting point. What you pay depends on your billing term, team size, calling, texting, and AI usage beyond included credits, add-ons, onboarding fees, and the terms you agree with each vendor. Prices and plans change, so confirm current pricing before you buy.

Buying for five or more sellers? Talk to our sales team about team pricing and onboarding.

From a sample import to a full migration

Start with a sample, check where the data lands, and fix any mapping issues before moving the rest.

Connect Salesforce.One Close admin starts the import for the team inside Close using Import2, the third-party service behind CRM imports. In most cases, there is no Import2 cost when started inside Close.
Review the sample.Import2 imports a small portion of your data. Depending on its size, this may take a few hours.
Check and fix mappings.Review records, pipelines, statuses, and custom fields. Confirm exceptions before proceeding.
Run the full import.Start it from the import page, or discuss having our migration team handle the move. Import2 emails you when the import is complete.

Plan to recreate formula and roll-up summary fields, Salesforce flows and cadences, and the reports and dashboards your team needs. Check the sample carefully: Salesforce and Close organize some records differently.

Salesforce	Close
Account	Lead, the closest match
Contact	Contact associated with a lead
Opportunity	Opportunity associated with a lead
Person account	Exported as an account and a contact
Converted lead	The record it became moves instead
Custom fields	Mapped to custom fields in Configurations
Content Notes and files	Listed as supported by Import2

A Close lead holds its contacts and opportunities before and after the sale. These are closest matches, so use the sample to check the details. Create pipelines and statuses in Field Mappings and custom fields in Configurations where needed.

See the CRM import guide and Import2's Salesforce object list.

Can you keep your phone numbers?

Often, yes, but check your numbers and carrier before setting a cutover date. Our provider ports US and Canadian numbers by default. Porting ends service for those numbers with the current provider.

Twilio numbers move by internal transfer. For Aircall, JustCall, or OpenPhone numbers, ask the carrier's account manager about an internal transfer. For other countries, ask Close Support about eligibility and timing. International ports can take two to six weeks.

If Salesforce provided or text-enabled your number, ask Salesforce whether it can move. You can test with a new Close number while you wait.

For a US port, provide a signed Letter of Authorization listing the numbers and either your latest carrier invoice or Customer Service Record. The name and address must match. Tell Support if you need texting; for a wireless number, include the account number and PIN.

For a Twilio transfer, send Support the numbers and your Twilio account ID. Other countries may require approved local paperwork. Before texting US numbers, complete A2P 10DLC registration for business texting. See the number-porting guide.

Before you switch

Check your Salesforce contract and renewal terms.
Confirm that the person exporting data has the necessary Salesforce permissions, and download a backup.
List the formula fields, flows, cadences, and reports you'll need to rebuild.
Pick a Close admin to start the import, review the sample, and fix mapping issues.
Gather the paperwork for any number transfer and confirm timing with the providers.
Complete the required registration before texting US numbers.
Choose a cutover date after checking the import and rebuilding essential follow-up.

Questions about switching

How do I migrate from Salesforce to Close?

A Close admin can start an Import2 import inside Close, or you can ask our migration team to handle the move. Review the sample and field mapping before running the full import. Plan to rebuild formula fields, flows, cadences, and reports.

Is the migration free?

Our team moves simple data for free, and an import started inside Close has no Import2 cost in most cases. Complex, multi-system, or messy-data migrations may have an hourly charge, discussed in advance.

How long does it take?

Our published turnaround for simple migrations is five to seven business days. A self-serve sample can take a few hours. Number transfers are separate, and international ports can take two to six weeks. Confirm your schedule before setting a cutover date.

What doesn't move?

Converted leads don't move as leads; Import2 brings over the account, contact, or opportunity they became. Salesforce's export omits formula and roll-up summary fields. Flows, cadences, and reports need to be rebuilt, and custom fields should be checked in the sample.

Can I keep my numbers?

Often, yes. US and Canadian numbers can generally port to Close; ask Support about your specific numbers and other countries. Porting ends service with the old provider, so coordinate before canceling.

Can I try Close before moving everything?

Yes. The 14-day trial requires no credit card and includes calling credits. Run a sample import, connect a number, and try your team's process before deciding. Paid plans have a 30-day money-back guarantee.

Bring a sample of your data. Try a real week in Close.

Connect a number, work a few of your own leads, and see how Close fits before moving everything.

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Migration steps are from our guide to migrating from another CRM and help center, Salesforce details from its help center, and prices from each vendor's pricing page, checked Oct 21, 2026. Quotes are from customer stories published on close.com.