Close AI features and pricing (October 2026)

Close is a CRM for small and midsize businesses whose sales teams sell by phone and email. It builds calling, email, SMS and workflows into the CRM and includes Chloe, an AI agent that calls leads, takes notes and updates records.

Close manages leads, contacts and opportunities in pipelines, with Smart Views for dynamic lists, custom fields and objects, forms and a central inbox with tasks. Communication happens inside the CRM: two-way email sync with templates and bulk email, calling with power and predictive dialers, SMS, call recording and live call coaching. Workflows automate email, SMS and call follow-ups from the Growth plan, and reports cover activity, funnel and workflow performance.

Close is made by Elastic Inc, a fully remote company founded in 2013 with an address in Austin, Texas. The vendor reports more than 11,500 customers and 120 employees. The Solo plan fits a single seller, and team plans need no separate sales operations department.

• Calls and qualifies leadsChloe works through a lead list or a workflow trigger, calls prospects, runs discovery against the team's qualification criteria, handles objections and books meetings. She states at the start of each call that she is an AI and that the call is recorded, and hands the lead to a rep when it is ready.
• Captures every conversationNotetaker transcribes and summarizes calls made in Close as well as Zoom, Teams and Meet meetings synced to the CRM. Conversations become searchable, and reps no longer need to type notes after each call or meeting.
• Keeps CRM fields currentAI enrichment and Auto Updates fill fields such as company size, ideal customer fit or call outcomes from calls, emails and external sources. Playbooks can run automatically, so records stay complete with less manual data entry by the sales team.
• Points reps to the next stepLead summaries condense the key activities on a lead, and suggested actions highlight stalled or at-risk deals with a recommended next step. Chloe Chat, marked as beta, answers questions about the pipeline, leads and activity in plain language.

• Every plan includes Chloe and a monthly pool of AI credits, from 500 per user in Solo to 2,000 per user in Scale.
• Calling and SMS are passed through at cost; the vendor cites about $0.02 per minute and phone numbers from about $1 per month.
• Chloe makes calls in English as of September 2026, which matters for teams selling in other languages.
• Call Assistant for recording and summarizing synced calls is an add-on at $50 per organization per month plus $0.02 per minute.

Close is owned by Elastic Inc, with an address in Austin, Texas, and its privacy policy names Amazon Web Services in the US as the hosting provider.

Close processes data with Amazon Web Services in the US and provides a DPA with standard contractual clauses on request. Chloe records and transcribes calls, so check consent for recorded and automated calls under the TCPA and state recording laws before campaigns. Call recording, live coaching and activity reports also show individual rep performance; agree internally how these reports may be used. Extra AI credits and telephony are billed by usage.

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