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In the field guide
Close
close.com
Close is a CRM platform with integrated AI features designed to assist sales teams by automating calling, qualifying prospects, booking meetings, and updating CRM records automatically. It combines calling, email, SMS, automation, and AI to help teams reach more leads, follow up faster, and close more deals.
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The product, beyond the pitch
Editorially reviewed · Sources checked Nov 1, 2026
A good fit for
- Organizations wanting to leverage AI agents to handle lead outreach and qualification
Know the limitations
- Calling and SMS usage costs are passed through at cost and are not included in the subscription price
What you can do
- Sales teams needing to automate lead qualification and follow-up
- Teams wanting to improve sales productivity by automating repetitive tasks and communications
Features
- Built-in calling, email, and SMS communication tools
- Automated workflows that send emails, texts, and schedule calls based on lead activity
- Pipeline view with deal stages, values, and suggested next steps
Integrations
Not confirmed yet.
Platforms & data export
Not confirmed yet.
Close pricing
No plans recorded yet.
THE COST FOR YOUR TEAM
Go beyond the starting price.
Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.
Known monthly subtotal
$0.00/month
1 of 1 tools could not be priced with these inputs, so this is not the full cost.
| Tool / plan | Monthly | Per year | What this assumes |
|---|---|---|---|
| No pricing recorded yet. Check the official site, or ask the owner to add it. | |||
A practical workflow
- Open a Smart View, hit dial, and Close automatically moves through the list connecting calls without manual dialing
- After calls, AI notes capture important details automatically and update the CRM record
- Workflows automate follow-up sequences including emails, texts, and call scheduling based on lead activity
Based on the sources below. Editorial review does not imply hands-on product testing.
Alternatives to explore
Filter alternatives →Candidates based on category and primary feature. Check feature and pricing differences before switching.
Ooperon is an AI-powered CRM platform that automates sales by using AI sales agents to answer leads, qualify them, book meetings, and follow up across multiple communication channels. It integrates a full CRM with AI agents, automations, and multi-channel communication to keep sales pipelines current automatically.
Conduyt is an AI-native CRM platform offering flat-rate pricing with unlimited users, pipelines, and contacts. It automates pipeline management, contact filing, and communication tracking with integrated AI tools and a built-in dialer.
SAGARIS is an AI Sales Operator that integrates CRM, dialer, email, SMS, and AI agents into a single system with a shared memory to automate and unify revenue conversations. It replaces multiple sales tools by automating calls, emails, texts, and CRM updates under approval gates with a full audit trail and graduated AI autonomy.
Outboundos
ReviewedOutboundOS is an AI-driven outbound sales automation platform that connects with Claude AI to learn your business, find buyers, write personalized emails, respond to replies, and book calls automatically. It manages the entire outbound sales process including lead generation, email sending, reply handling, and pipeline management with minimal user intervention.
Close vs ooperonClose vs conduytClose vs sagarisClose vs Outboundos
Plan a switch from Close →What changed
1 recorded change · latest 11/1/2026
Changes to the facts recorded here, not a live scan of every vendor update. Save this tool to follow updates in your account.
Updated: best for, features, limitations, summary, switching, use cases, walkthrough
See recorded changes
bestForBefore: []
After: ["Organizations wanting to leverage AI agents to handle lead outreach and qualification"]
featuresBefore: ["AI assistant Chloe automates calling leads and qualifying prospects.","Chloe generates AI summaries of calls including transcripts, action items, and key moments logged automatically to the CRM."]
After: ["Built-in calling, email, and SMS communication tools","Automated workflows that send emails, texts, and schedule calls based on lead activity","Pipeline view with deal stages, values, and suggested next steps"]
limitationsBefore: []
After: ["Calling and SMS usage costs are passed through at cost and are not included in the subscription price"]
summaryBefore: "Close is a CRM platform with an integrated AI assistant named Chloe that automates calling leads, qualifying prospects, booking meetings, and updating CRM records to help sales teams focus on selling. It supports team collaboration, automated workflows, and integrates calling, email, and SMS features natively."
After: "Close is a CRM platform with integrated AI features designed to assist sales teams by automating calling, qualifying prospects, booking meetings, and updating CRM records automatically. It combines calling, email, SMS, automation, and AI to help teams reach more leads, follow up faster, and close more deals."
switchingBefore: ["Close includes built-in importers for HubSpot, Pipedrive, HighLevel, and supports spreadsheet imports for quick data migration."]
After: ["Includes built-in importers for HubSpot, Pipedrive, HighLevel, and spreadsheet imports to facilitate migration"]
useCasesBefore: ["Sales teams that want to automate lead calling, qualification, and meeting booking to increase efficiency.","High-volume outbound sales organizations needing advanced dialing and team management features."]
After: ["Sales teams needing to automate lead qualification and follow-up","Teams wanting to improve sales productivity by automating repetitive tasks and communications"]
walkthroughBefore: ["New leads are contacted instantly by Chloe using the built-in dialer, with transcripts and notes logged automatically.","Chloe generates AI summaries of calls, emails, and meetings, logging transcripts, action items, and key moments to the CRM.","Users can start a free trial without a credit card and test calling, email, SMS, workflows, and Chloe AI features."]
After: ["Open a Smart View, hit dial, and Close automatically moves through the list connecting calls without manual dialing","After calls, AI notes capture important details automatically and update the CRM record","Workflows automate follow-up sequences including emails, texts, and call scheduling based on lead activity"]
Comments
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