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Close

by Close

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What Close is

Close is sales software that combines a visual sales pipeline with email sync, marketing automation, workflow automation, and AI features. It includes sales forecasting and a mobile app for iOS and Android. Plans are Solo, Essentials, Growth, Scale, and Custom, with per-user annual-billing prices of $9.00, $35.00, $99.00, and $139.00 per month for the first four plans. Solo includes up to 10,000 leads, 250 custom fields, 500 AI credits per user each month, and three connected email accounts. Essentials includes unlimited contacts and leads, 250 custom fields, 1,000 AI credits per user each month, and three connected email accounts. Growth and Scale each include 250 custom fields, 50,000 custom activity instances per month, and 10 connected email accounts; they provide 1,500 and 2,000 AI credits per user each month, respectively. Teams can work with roles, permissions, mentions, comments, and user groups. Close integrates with Claude, ChatGPT, Zoom, Segment, Zapier, Calendly, and over 100 apps. It offers a 14-day trial, but no permanently free plan. The company is based in Austin, Texas, and was founded in 2013.

Who it suits

Close suits sales teams that want pipeline management, email sync, automation, forecasting, and AI features in one sales system. Its plans and collaboration tools also suit teams that need shared roles, permissions, and user groups.

What it does well

  • Visual sales pipeline, email sync, and marketing automation
  • Mobile apps for iOS and Android
  • Integrations include Zapier, Zoom, and over 100 apps
  • Team roles, permissions, mentions, comments, and groups
  • Two-factor authentication and Google SSO

What to know first

  • No permanently free plan
  • Solo is limited to 10,000 leads
  • Calling and SMS usage is passed through at cost

Limits

Solo is limited to 10,000 leads, 250 custom fields, 500 AI credits per user per month, and three connected email accounts. Close offers a 14-day trial rather than a permanently free plan.

Plans

PlanBilled and limitsPrice
SoloMonthly · 10,000 leads · 250 custom fields · 500 AI credits per user/month · 3 connected email accounts$9 a month
EssentialsMonthly · Unlimited contacts · Unlimited leads · 250 custom fields · 1,000 AI credits per user/month · 3 connected email accounts$35 a month
GrowthMonthly · Unlimited contacts · 250 custom fields · 50,000 custom activity instances/month · 1,500 AI credits per user/month · 10 connected email accounts$99 a month
ScaleMonthly · Unlimited contacts · 250 custom fields · 50,000 custom activity instances/month · 2,000 AI credits per user/month · 10 connected email accounts$139 a month
Custom—On request

As close.com lists them, read 28 Sept 2026. The maker's own page has the final word.

Getting started

  1. Open the Close website.
  2. Start the 14-day trial.
  3. Choose a plan: Solo, Essentials, Growth, Scale, or Custom.
  4. Use the mobile app on iOS or Android if needed.
  5. Connect email accounts and integrations for your workflow.

Verdict

Choose Close if your sales work calls for a visual pipeline, synced email, automation, and team collaboration, with a mobile app for iOS and Android. Look elsewhere if you need a permanently free plan or do not want calling and SMS usage passed through at cost.

Questions

Does Close have a free plan?

No. It offers a 14-day trial rather than a permanently free plan.

Which platforms does Close support?

Close has mobile apps for iOS and Android.

Is Close open source?

No, Close is not open source.

What integrations does Close offer?

It integrates with Claude, ChatGPT, Zoom, Segment, Zapier, Calendly, and over 100 apps. Zapier can connect Close with more than 2,000 third-party apps.

What security features does Close state it has?

Close states that it has SOC 2 Type 2 compliance. Security features include two-factor authentication and Google SSO.

Facts from Close's own pages

Admin limits
Teams can organize up to 100 groups, with up to 100 users in each group. · close.com, 28 Sept 2026
AI sales agent
Chloe calls leads, qualifies prospects, books meetings, and updates the CRM automatically. · close.com, 28 Sept 2026
AI features
Yes · close.com, 20 Sept 2026
Annual discount
Annual pricing is advertised as saving up to 50%. · close.com, 28 Sept 2026
Call Assistant add-on
Call Assistant costs $50 per month per organization plus $0.02 per minute. · close.com, 28 Sept 2026
Calling and SMS costs
Calling and SMS usage is passed through at cost; outbound calls are around $0.02 per minute. · close.com, 28 Sept 2026
Company location
Close lists an address in Austin, Texas, United States. · close.com, 28 Sept 2026
Company scale
Close says it is trusted by 11,500 businesses and has run 2 billion calls, emails, and meetings. · close.com, 28 Sept 2026
Email sync
Yes · close.com, 20 Sept 2026
Founded
2013 · close.com, 28 Sept 2026
Free plan
No · close.com, 20 Sept 2026
Free tier limit
The page describes a free trial, not a permanently free plan; Solo is limited to one user and 10,000 leads. · close.com, 28 Sept 2026
Free trial
Close offers a free trial with no credit card required. · close.com, 28 Sept 2026
Headquarters
Austin, Texas, United States · close.com, 28 Sept 2026
Integrations
Close integrates with Claude, ChatGPT, Zoom, Segment, Zapier, Calendly, and over 100 apps. · close.com, 28 Sept 2026
Marketing automation
Yes · close.com, 20 Sept 2026
Mobile app
Yes · close.com, 20 Sept 2026
Open source
No · close.com, 20 Sept 2026
Platforms and apps
A mobile app is available for iOS and Android. · close.com, 28 Sept 2026
Pricing model
Plans are priced per user, with monthly or annual billing options. · close.com, 28 Sept 2026
Refund policy
Close offers a 30-day money-back guarantee with a full refund. · close.com, 28 Sept 2026
Visual sales pipeline
Yes · close.com, 20 Sept 2026
Security certification
Close states that it has SOC 2 Type 2 compliance. · close.com, 28 Sept 2026
Security features
Security features include two-factor authentication and Google SSO. · close.com, 28 Sept 2026

Where Close stands on Freedom251

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