Sales and marketing · CRM
Close
Sales CRM with built-in calling, email, SMS and an AI sales agent.
- Vendor
- Close
- Pricing model
- Tiered per-seat subscription plans with a free trial.
- Runs on
- Vendor cloud (SaaS)
- Agentic OS layer
- Context
- Industries
- Any industry
- Last reviewed
- November 2026
Our verdict
A focused sales CRM with calling, email and SMS built in, ideal for inside sales teams.
What it is
Close is a sales CRM that puts calling, email, SMS and pipeline management in one workspace. It now includes an AI agent that can call leads, qualify them and book meetings, plus AI call summaries that update records.
Best for
Small and midsize sales teams that live on the phone and want one tool for outreach and pipeline.
Not the right fit
Organisations needing marketing and service hubs in one suite.
Key capabilities
Built-in calling
Power dialer and recording.
Email and SMS sequences
Multichannel outreach.
AI sales agent
Drafts and follow-ups.
Pipeline views
Simple deal management.
Strengths
- Built-in power dialer with call logging
- Email, SMS and calling in one inbox
- Quick setup with little admin work
Watch-outs
- Less suited to complex enterprise data models
- Reporting is lighter than Salesforce or HubSpot
Pricing
Tiered per-seat subscription plans with a free trial.
Pricing summarised in October 2026 and not re-checked since. Vendors change plans often, so confirm current pricing with Close before you budget.
Security and governance
The CRM is your system of record, so access control matters most. Use SSO and role-based permissions, review field-level access for sensitive data, turn on audit logging, and check data residency options for each region you operate in.
How we would roll it out
- Agree the data model firstObjects, required fields and owners before migration.
- Migrate clean, not everythingDeduplicate and archive before import.
- Connect agents through scoped API usersEach integration gets its own permissions and log.
Compare with
Other tools in Sales and marketing, closest match first.
HubSpot
CRM
All-in-one CRM with marketing, sales and service hubs.
Best for Growing B2B teams that want marketing and sales on one platform without a heavy admin team.
Attio
CRM
A modern, flexible CRM built around your own data model.
Best for Startups and scale-ups that want a flexible CRM their team will actually enjoy using.
Pipedrive
CRM
A pipeline-first CRM that salespeople like.
Best for Small sales teams that need a clear pipeline without marketing automation.
Salesforce
CRM
The enterprise CRM, endlessly customisable.
Best for Mid-market and enterprise teams with complex processes, territories and approval flows.
Zoho CRM
CRM
A capable, cost-effective CRM inside the Zoho suite.
Best for Cost-conscious teams, especially those already using other Zoho apps.
Chili Piper
Routing and scheduling
Instant meeting booking and lead routing from forms.
Best for Teams converting inbound demo requests into booked meetings fast.
Choosing between Close and the alternatives?
Book a call. We look at your systems, data and governance together and tell you which platform fits, and what to build on it first.