Close

Close is a sales CRM for small teams that sell by phone, email and SMS, with calling, workflows and the Chloe AI sales agent built in and pricing per user.

Close keeps a sales team's calls, emails and text messages on the same record as its leads and deals, so each follow-up starts from one screen. It is the single product of Close, a remote company started in 2013 whose legal name is Elastic, Inc. Calling and texting are part of the product itself, so a rep works a lead without switching to a separate dialer or messaging app. Chloe, an AI sales agent that works inside the CRM, arrived in June 2026. Records come in three kinds: Leads for companies, Contacts for the people at them and Opportunities for deals. The Pipeline View lays opportunities out by status, with an expected value worked out from each deal's value and confidence. A centralized Inbox and task list show what every rep has to answer or do next. Workflows chain email, SMS, task and record update steps on a timed schedule, and Forms produce embed code that turns website submissions into leads. Custom Objects hold data that fits none of the standard records, while higher plans add the Power Dialer, the Predictive Dialer, live call coaching and lead visibility rules. Close is built for founders and solo reps who run their own pipeline, and for small teams that need shared sight of the same leads. Teams chasing more leads than reps can follow up by hand fit the plans that include Workflows and the Power Dialer. High-volume outbound groups add predictive dialing and tighter control over who sees which lead. It is bought per user on tiered plans with monthly or annual billing, with calling and SMS usage charged at cost and Chloe's work paid from monthly AI credits. Larger or more complex sales organisations can ask for custom pricing instead. Outbound reps use Close to dial through a list, send the follow-up email from the same lead and set the next task before hanging up. Managers read conversion between stages in the sales funnel report and join calls through live call coaching. New leads arrive from website Forms, from Facebook Lead Ads, or through Zapier from tools without a direct connection. When a deal reaches the paperwork stage, proposals go out for signature through the DocuSign or GetAccept integrations. Chloe takes on the volume work, calling leads in batches and enriching records so reps spend their time on conversations that are ready to close. It suits sales teams whose pipeline moves on calls and fast follow-up, from one founder to an outbound floor running the Predictive Dialer.