Close
Details
Close is a cloud sales CRM for teams that manage sales conversations through calling, email and text messaging alongside leads, opportunities and pipeline stages. It combines sales communication tools with CRM records and reporting, positioning the product around active outbound and follow-up work rather than only maintaining a customer database.
Key capabilities
Official Close material describes built-in calling, email, SMS, pipeline management, reporting and automation. Its current product pages also describe an AI sales agent, Chloe, that can call leads, qualify prospects, book meetings and update CRM records. The same material describes activity records, notes, follow-up automation and routing work to sales representatives. Exact access to AI capabilities and communication services may depend on plan, configuration and regional availability.
The product may fit sales teams that want core CRM records and outreach activity in one system. Buyers should evaluate telephony coverage, messaging rules, data retention, integrations and workflow controls against their own sales process. This card does not claim that every automation or AI capability is included in every subscription, or that it replaces human review of customer communications.
Deployment and scope
Close is presented as a cloud service and offers a free trial without a credit card on its product site. Pricing, specific connector lists and regional service conditions are not stated here because they require plan-specific confirmation. Buyers should confirm those details before adoption.
Source checked: 3 August 2026. Facts are based on official Close product material.