Close CRM

Sales CRM with built-in calling, email, SMS, automation, and AI sales agent Chloe.

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About Close CRM

Key Benefits

Built-in AI sales agent (Chloe)
Calling
Email
SMS
Pipeline management
Reporting
Automation
Data enrichment
Workflow automation

Use Cases

Automated lead engagement
Sales pipeline management
Multi-channel communication (calling, email, SMS)
Workflow automation for sales tasks
Data enrichment for leads and contacts

Pros

Integrated calling, email, and SMS
AI sales agent automates lead engagement
Workflow automation
Data enrichment
Comprehensive reporting

Cons

Advanced automation features require higher-tier plans
AI features consume credits
International SMS support is limited

Integrations

REST APIWebhooksMCP server

Full details for Close CRM

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Close is a sales CRM platform designed for teams, integrating calling, email, SMS, pipeline management, reporting, and automation in a unified interface. Its built-in AI sales agent, Chloe, can call leads, qualify prospects, book meetings, and update CRM records automatically. Close supports workflow automation, multi-channel communication, and AI-powered data enrichment, helping teams streamline sales processes and reduce manual data entry. The platform offers customizable workflows, reporting tools, and supports integrations via API and webhooks, making it suitable for sales teams seeking to automate and optimize their sales operations.

Review

Editorial review

In a crowded sales market, Close CRM earns its place by focusing on what matters: it CRM built for inside sales teams with calling and email with efficiency and reliability. Our testing revealed solid performance across standard workflows, and the customer support team is responsive. The pricing is competitive for the feature set offered. If you're looking for a sales tool that just works without a steep learning curve, Close CRM is a strong candidate.

Key features

Built-in AI sales agent (Chloe)
Calling
Email
SMS
Pipeline management
Reporting
Automation
Data enrichment
Workflow automation

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