Close: Sales software

Close is a sales customer relationship management platform that provides calling, emailing, texting, and pipeline tracking.

AI Tools Collaboration & Productivity Marketing Sales

What is Close?

Close is a sales customer relationship management platform designed specifically for communication-focused workflows. Developed to assist founders and small sales teams, the platform consolidates main outbound and inbound interaction channels directly inside its central workspace. Users can execute phone calls, dispatch emails, and send text messages without leaving the system or relying on third-party telephony add-ons. By centering daily selling tasks around direct conversations, the platform aims to reduce administrative tasks and optimize lead outreach.

At the core of the platform is a pipeline management engine that organizes leads across stages while maintaining complete interaction records. Automated communication sequences enable sales representatives to schedule multi-step outreach efforts, ensuring follow-ups occur consistently without manual intervention. In addition to pipeline oversight, the software includes built-in reporting tools that analyze call volume, messaging activity, and team performance metrics, giving managers visibility into pipeline progress.

The platform features an embedded artificial intelligence sales assistant named Chloe, which operates natively inside the CRM rather than as a separate tool. Chloe is capable of making phone calls to leads, qualifying potential prospects through active conversations, and booking meetings directly onto sales schedules. Following interactions, the AI assistant generates lead summaries by analyzing call transcripts, emails, and calendar entries, while populating database fields with data retrieved from LinkedIn and external web sources.

Data privacy and platform security are structured around established software standards. Close maintains SOC 2 Type 2 compliance across security, availability, processing integrity, confidentiality, and privacy principles. The platform complies with General Data Protection Regulation guidelines and the California Consumer Privacy Act. Information is encrypted both in transit and at rest, and infrastructure sub-processors such as Amazon Web Services maintain certified security frameworks to ensure customer data integrity.

Close operates as a fully remote enterprise founded by former sales operators who initially developed the software for internal use over an 18-month period before launching publicly in 2013. The vendor operates on a self-funded model and supports native integrations with applications like Zoom and Gong to centralize video meeting recordings and conversational analytics alongside calling and messaging records.

Main category: Sales
Also listed in: AI Tools, Collaboration & Productivity, Marketing
Official website: close.com
Status: Not yet published

Close use cases

Automating Prospecting and Qualification with AI Voice Agents

Sales teams use the built-in AI agent, Chloe, to conduct initial phone outreach and qualify leads. Chloe places phone calls to prospective leads, engages in interactive conversations to evaluate buyer fit, and schedules calendar appointments for representatives. Following each call, the assistant logs full transcripts, identifies action items, and populates contact fields directly into the CRM database without requiring manual representative entry.

Centralizing Multi-Channel Sales Communications

Representatives utilize Close to manage telephone calls, email threads, and SMS text messages within a single lead page interface. By executing outreach directly through the platform, sales agents eliminate the need to switch between softphones, email clients, and text messaging applications. Every interaction is recorded automatically against the lead timeline, providing complete visibility across all prospect touchpoints.

Capturing and Syncing Video Meeting Insights

Sales organizations connect their Zoom accounts to Close to bring virtual meeting management into their primary CRM environment. Representatives can launch Zoom calls from within the lead page and automatically sync recorded meeting files onto prospect profiles. Team members can view recorded product demos and review conversation records directly alongside previous emails, phone calls, and text message histories.

Managing GDPR Right to be Forgotten Requests

Organizations operating under European data privacy regulations use Close to handle formal lead removal requests. When a lead exercises their right to be forgotten, administrators delete the lead record within the CRM interface. The platform automatically purges all associated information from internal storage systems and the Event Log API within 30 days, satisfying compliance obligations.

Exporting Call Data for Revenue Intelligence Analytics

Revenue teams integrate Close with Gong to analyze customer phone interactions and improve sales performance. Call data generated within Close is transferred into Gong, where artificial intelligence analyzes conversation patterns across phone calls, video meetings, and emails. This allows sales leaders to evaluate deal velocity, identify account risks, and optimize representative coaching based on aggregated communication analytics.

Executing Automated Follow-Up Sequences

Sales representatives set up automated communication sequences to ensure consistent prospect follow-up without manual overhead. The platform queues or dispatches tailored follow-up messages based on recent call transcripts and prospect actions. Daily action item lists highlight hot prospects requiring attention, allowing representatives to focus on closing active deals rather than manually reviewing stall notifications.

Alternatives to Close

Other tools in Sales, listed A–Z. No vendor pays to appear here.

CloselyClosely is an outreach tool that automates personalized message sequences across LinkedIn and email. It helps sales representatives conduct lead research, manage conversations in a unified inbox, and track campaign performance metrics.

CloudTaskCloudTask is a staffing platform that connects businesses with vetted professionals located across Latin America. It helps companies recruit, onboard, and pay remote staff in roles such as software engineering, customer support, sales, and operations. Clutch

CognismCognism is a B2B sales intelligence platform that provides phone-verified contact details, company intent signals, and CRM data enrichment. It helps sales and marketing teams identify target decision-makers, update contact records, and improve outreach accuracy.

CrankWheelCrankWheel is a screen-sharing application that allows presenters to display their screen to clients on any desktop or mobile device without requiring downloads. It is used by inside sales representatives and telesales agents to conduct visual product demonstrations.

Customer.ioCustomer.io is a customer engagement platform that automates messaging across email, SMS, push notifications, and in-app channels. Businesses use it to build data-driven campaigns, segment audiences, and personalize customer communication.

DataboxDatabox is an analytics platform that unifies business performance data, metrics, and automated workflows in one interface. It is built for teams and agencies to track metrics, generate automated reports, and analyze performance insights.

DiginiusDiginius is a digital marketing and pay-per-click management platform that unifies campaign analytics and performance data across multiple advertising channels. It is designed for marketing agencies to track client performance, optimize ad spending, and monitor search engine optimization metrics.

Close FAQs

What is Close and who founded the company?

Close is a sales customer relationship management system designed around communication capabilities like calling, emailing, and text messaging. The business was established in 2013 by Anthony Nemitz, Thomas Steinacher, and Steli Efti after operating ElasticSales out of Y Combinator. The software was developed during an 18-month internal project to assist sales representatives with direct outreach.

What is Chloe and how does it function within the CRM?

Chloe is an artificial intelligence sales agent built directly into Close rather than existing as an external integration. It calls potential prospects, conducts qualifying interactions, and books calendar meetings. Additionally, Chloe creates complete automated summaries from calls, meetings, and emails, while updating database fields using insights gathered from LinkedIn and web pages.

Does Close provide a free trial, and is a credit card required?

Close offers a free trial to evaluate its sales platform without requiring any credit card information. Prospective customers can access on-demand product video demonstrations lasting a few minutes up to ten minutes, receive guided tours from staff members, and utilize free migration support along with standard customer service.

How does Close handle European data protection and deletion requests?

Close complies with European General Data Protection Regulation requirements as both a data controller and data processor. When a user receives a Right to be Forgotten notice, deleting the lead record inside Close prompts the platform to wipe all related data from system databases and the Event Log API within 30 days.

What security compliance standards does Close maintain?

Close holds SOC 2 Type 2 certification spanning security, availability, processing integrity, confidentiality, and privacy standards. The platform complies with CCPA and GDPR rules, encrypts stored and transmitted information, performs yearly incident response tests, and relies on sub-processors like Amazon Web Services that hold SOC 2 or ISO 27001 credentials.

How does Close connect with Zoom?

Close includes native features for Zoom that allow users to connect accounts in just a few clicks. Sales representatives can manage virtual meetings within Close and place recorded Zoom sessions directly onto lead pages. This centralizes video recordings alongside historical phone logs, email exchanges, and text messages.

How does the Gong integration work with Close?

The Gong integration exports phone call data recorded in Close into Gong's intelligence platform. Revenue teams use Gong to run artificial intelligence analytics on these conversations alongside emails and video calls, helping managers evaluate deal probability, mitigate account risks, and refine team coaching strategies.

Where is Close located and how is the business structured?

Close operates as a fully remote organization with a completely distributed workforce. Its postal address is 111 Congress Avenue, Suite 500, in Austin, Texas 78701, United States. Launched in 2013, the vendor remains self-funded and profitable while focusing on software tools for small businesses.

What customer onboarding and support options are available?

Close provides free support services alongside free account migration assistance. Users can watch on-demand product video demonstrations, take guided platform walkthroughs with company representatives, or contact support through email. Questions regarding data privacy can be directed to the Chief Cybersecurity Officer or independent Data Privacy Officer.

How does Close enrich lead profiles automatically?

Close enriches contact entries automatically through its Chloe AI capabilities. As interactions take place, Chloe extracts data insights from LinkedIn and online web sources to fill contact fields. This eliminates manual data entry and maintains accurate contact records across the sales pipeline.

Who uses Close?

Close is designed for founders, outbound sales representatives, and sales teams within small and medium-sized businesses. It caters to sales organizations that rely heavily on direct customer conversations via phone, email, and text messaging rather than complex administrative data entry.

Founders
Small Sales Teams
Small and Medium-Sized Businesses (SMBs)
Outbound Sales Representatives

Close pros and cons

Until real users review Close, this tab shows what the vendor highlights and the points worth checking — never invented opinions.

What Close highlights

Built-in multi-channel communication including calling, email, and native SMS
Integrated AI voice agent (Chloe) that places calls, qualifies leads, and logs summaries
SOC 2 Type 2 certification alongside GDPR and CCPA compliance frameworks
Included free account migration services and free customer support
Automated profile enrichment utilizing LinkedIn and web data sources

Points to check before choosing

The vendor's website does not state explicit subscription pricing amounts or tier structures
Data residency options and regional storage server selections are not detailed on the website
Storage limits for call recordings and file attachments are not specified on the website

Close features

Chloe AI Sales Agent

Chloe is an integrated artificial intelligence voice agent built directly into Close CRM. It places phone calls to prospective leads, conducts qualifying conversations, and schedules calendar appointments. Chloe logs interaction details directly into lead records, eliminating the need for external AI integrations or third-party phone automation software during prospecting workflows.

Built-in Calling

Close includes native telephony capabilities that allow sales representatives to make and receive calls directly within the platform interface. Call records, full audio recordings, and interaction timestamps are automatically logged to corresponding lead pages, ensuring that communication histories remain accessible to all team members without manual call logging.

Native Emailing

The platform offers native email dispatch and tracking tools directly tied to lead profiles. Representatives can send individual messages or execute bulk email communication from inside the CRM. System features log sent and received emails, monitor open status when permitted, and retain communication histories within the central account activity feed.

Native SMS Messaging

Close features built-in text messaging capabilities alongside its calling and email functions. Sales representatives can send and receive SMS messages directly from lead records. All text conversations are preserved on the central lead timeline, enabling multi-channel communication strategies without requiring separate mobile phones or external messaging tools.

Automated Communication Sequences

Users can construct multi-step automated communication sequences combining email and follow-up activities. The feature manages scheduled outreach to prospects, reducing repetitive administrative tasks for sales representatives. Sequences automatically pause or adjust based on prospect interactions, ensuring timely delivery of sales collateral without manual message dispatch.

AI Lead Summaries and Transcripts

Close utilizes artificial intelligence to generate comprehensive call summaries, full meeting transcripts, and extracted key action items across phone calls, emails, and meetings. These summaries are automatically attached to lead records, allowing team members to review prospect interactions and deal status without reading full conversation logs.

Web and LinkedIn Data Enrichment

The CRM automatically enriches contact profiles by retrieving contextual information from LinkedIn and public web sources. As interactions occur, the software populates contact fields with detailed profile data, reducing manual web research and keeping customer record fields up to date across the entire sales database.

Daily Action Item Queues

The platform generates daily task lists for sales representatives, highlighting priority follow-ups and identifying stalled deals. By continually organizing tasks based on lead activity and interaction timing, the system ensures reps address active opportunities promptly without letting high-priority leads lapse through administrative oversights.

Pipeline Management

Close provides visual deal tracking tools that allow teams to monitor leads across various stages of the sales cycle. Sales managers and reps can customize pipeline stages, move opportunities forward, and view overall sales progression to keep deals moving efficiently through the conversion process.

Sales Reporting and Analytics

Built-in reporting dashboards compile activity data from calls, emails, and SMS messages into actionable metrics. Sales leaders can monitor representative activity levels, track conversion rates, evaluate deal velocities, and assess overall team productivity using centralized reports generated directly from platform interactions.

Native Zoom Integration

Close includes direct integration with Zoom, allowing users to connect their accounts with a few clicks. Sales reps can launch Zoom calls from within Close, access recorded meetings on lead pages, and manage virtual meeting assets directly alongside call, email, and text logs.

Gong Conversation Analytics Integration

The platform integrates with Gong to export phone call data for advanced conversational analysis. Revenue teams can review call performance, analyze customer communication trends across multiple channels, and utilize proactive analytics to improve deal closing ratios and customer retention strategies.

Close pricing

We don't publish prices: they change often and differ by country. Check current plans on Close's own pricing page.

Close offers platform access through subscription structures. A free trial is available without requiring credit card details. Free customer support and free data migration services are included with platform access. The vendor's website does not list specific subscription tier costs or tier breakdowns.

Free plan: Not stated on the site
Free trial: Yes

Close integrations

Close provides native connections and data sync capabilities with external video conferencing, revenue intelligence, and cloud hosting infrastructure. Users can connect video meeting platforms directly to CRM lead pages to manage recorded demos and meeting logs. Furthermore, the CRM exports phone interaction data to revenue analytics tools to analyze conversation trends and customer risk factors.

Zoom
Gong
Amazon Web Services (AWS)
LinkedIn

Close support

Support options at Close include self-guided assets, guided onboarding, and direct customer assistance. Users can view on-demand demonstration videos ranging from a few minutes to ten minutes long, or schedule guided tours with company staff. Free platform support and free account migration services are available to assist with onboarding. Technical support and training personnel assist with system management, while specific data privacy inquiries are handled directly by the Chief Cybersecurity Officer or independent Data Privacy Officer.

Email support
On-demand demo videos
Guided tours
Free account migration support
Dedicated privacy contact (dpo@close.com)

Close reviews

We don't show a rating for Close until at least 10 real users have reviewed it — so far, 0 of 10. Reviews are read and approved by hand; none are identity-verified, but none are bought or invented either.

How this page was made

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This page was written with AI from 6 pages of close.com's own website (read on Sep 15, 2026) and checked automatically: no copied wording, no prices, and no figure that isn't on the vendor's site. Nobody on our team has tested Close.

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