# Close

> Sales CRM with built-in calling, email and SMS, plus an AI agent named Chloe that calls leads and updates records.

Close is a sales CRM that puts calling, email, SMS, pipeline management and reporting in one application. Close includes Chloe, an AI sales agent that phones new or dormant leads, qualifies them in conversation, books meetings and writes the outcome back to the CRM. Teams sign up with a work email and start on a free trial.

**Best for:** Small and mid-sized sales teams that sell largely by phone, email and text and want an AI agent to handle first contact and follow-up.

- Official site: https://close.com
- Listed in: [Sales & CRM](https://trendhub.net/ai-tools/category/sales-crm), [AI Agents & Automation](https://trendhub.net/ai-tools/category/ai-agents)
- Last checked: 2026-10-09 (facts taken from close.com)
- Source page: https://trendhub.net/ai-tools/close-sales-crm-ai-calling-agent

## Key facts

- Platforms: Web, iOS, Android, API, MCP
- Pricing model: Subscription
- Free trial: Yes
- API: Yes
- Made by: Close

## What is Close?

Close is a customer relationship management system built for sales teams that communicate heavily with prospects. Calls, emails and text messages are sent and logged inside the product, next to pipelines, tasks, saved lead lists and reports on activity and forecasts. Its AI agent, Chloe, is part of the CRM instead of an add-on: it can call a new lead within minutes using the built-in dialer, reopen conversations with cold leads, draft and send follow-ups from call transcripts, summarise every interaction and fill contact fields with information from LinkedIn and the web. Higher plans add automated workflows, a power dialer, a predictive dialer and live call coaching. Developers get a REST API, webhooks and an MCP server, and there are mobile apps for iOS and Android. AI usage draws on monthly credits.

## Key features

- **Chloe AI Agent**: Calls leads, qualifies them through conversation, schedules meetings and records the result on the lead.
- **Unified Inbox**: Collects email, calls and SMS for every contact in a single view with a shared task list.
- **Built-In Dialers**: Places calls from the CRM, with power and predictive dialing on the upper plans and automatic logging.
- **AI Summaries and Follow-Ups**: Creates transcripts, action items and lead summaries, then prepares follow-up messages for review or sending.
- **Workflows**: Automates multi-step outreach across email, calls and SMS, and can trigger Chloe as a step.
- **Developer Platform**: Provides a REST API, webhooks and an MCP server for custom integrations.

## Use cases

- **Speed-to-Lead Calling**: Have an inbound lead phoned within minutes of form submission.
- **Reviving Cold Leads**: Reopen stalled conversations and pass warm replies to a rep.
- **High-Volume Outbound**: Work through call lists with the power dialer.
- **Keeping Records Current**: Let call outcomes and enrichment update fields automatically.
- **Coaching New Reps**: Listen in on live calls and review recordings.

## Things to know

- **AI credits reset monthly**: Each plan includes a monthly allowance of AI credits that does not roll over; additional credits are sold separately.
- **Calling is usage-based**: Phone calls are billed by usage on top of the plan, and phone lines are rented or brought separately.
- **US texting needs registration**: A2P 10DLC registration is required before sending SMS to phone numbers in the United States.
- **Solo has limits**: The Solo plan is restricted to one user and 10,000 leads and leaves out workflows.

## FAQs

### What is Close?

Close is a sales CRM that brings phone, email and text messaging together with pipelines, reports and an AI agent called Chloe.

### What is Chloe in Close?

Chloe is the AI sales agent inside Close. It calls leads, qualifies prospects in conversation, can book meetings and updates the CRM without manual entry.

### How much does Close cost?

Annual billing lowers each figure, and custom pricing is available on request.

### Is Close free?

Close is a paid product with a free trial that needs no credit card. Its pricing page also mentions a 30-day money-back guarantee.

### Does Close have an API?

Yes. Close provides a REST API, webhooks and an MCP server, and API access is listed among the core CRM features.

### Does Close work on mobile?

Yes. Close has mobile apps for iOS and Android for managing the CRM, making and receiving calls and texts, and checking reports.

### Can Close send SMS?

Yes. Close supports SMS to more than a dozen countries, and A2P 10DLC registration is required for texting US phone numbers.

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Source: https://trendhub.net/ai-tools/close-sales-crm-ai-calling-agent (trendhub)