AT A GLANCE

What should you know about Close?

Close connects deal pipelines and sales reports with email, calls and SMS in one inbox, plus automation for day-to-day sales.

Free plan
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API
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Self-hosting
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These facts reflect linked documentation, not a hands-on test. A free plan can have usage limits; an unverified feature is not a confirmed absence. Check pricing and limits · How we review

toolkompass.io VERDICT

Our editorial assessment

4.3 / 5Editorial ratingDocument review

CRM · toolkompass.io editorial team · 11/11/2026

A comprehensively documented CRM for active communication and deal management. Telephony and automation are closely connected; entry limits, AI credits and plan-dependent visibility rules must suit the team.

Editorial assessment of the documented software offering. No business relationship disclosed. No hands-on product test or assessment of the company's creditworthiness. The assessment covers publicly documented properties. Usability, reliability and result quality have not been tested in practice.

Fit for the use case40 % weighting

A shared interface for email, calls, SMS and the pipeline is very well suited to active sales. The breadth is documented; call quality and actual productivity gains have not been measured in everyday use.

Close – official product overview ↗
4.5 / 5
Workflow & integration25 % weighting

Workflows and communication channels reduce documented handoffs between CRM and outreach. The Solo plan does not include workflows, however, so not every entry tier provides the full automation chain.

Close – official product overview ↗ · Pricing | Close CRM ↗
4.5 / 5
Costs & limits20 % weighting

Seat prices, lead limits and monthly AI credits are explained. Non-transferable credits and additional allowances are visible; communication usage should still be budgeted by the required countries and volumes.

Pricing | Close CRM ↗
4 / 5
Control & operation15 % weighting

Role permissions, lead visibility and restricted access to AI agents are documented. Advanced rules are in higher packages; actual permission enforcement has not been tested with multiple user accounts.

Pricing | Close CRM ↗
4 / 5
Criteria, weighting & independence

Fits Close for your project?

Suitable for

Sales teams

Less suitable for

Not yet sufficiently reviewed.

The classification is derived from the claims below and is not an independent quality assessment.

Features at a glance

  • Email, calls and SMS are brought together in a shared communication interface.

    Provider documentation · no hands-on test · Source ↗ · Review status 11/10/2026
  • Pipeline views, workflows and reports support deal management.

    Provider documentation · no hands-on test · Source ↗ · Review status 11/10/2026

Documented strengths

Our editorial verdict presents strengths, limitations and evidence.

Drawbacks and limitations

Our editorial verdict presents strengths, limitations and evidence.

Pricing & billing model

Check price. No confirmed plan amounts available.

Review status 11/10/2026. No price guarantee. For paid plans, check tax and usage terms in the source.

Integrations

No confirmed information

Privacy information

No confirmed information

Support

No confirmed information

Sources & review status

We update our lists regularly. Changes are reviewed editorially; the review status of each detail remains visible. We explain the review process in our Methodology.

“Evidenced” refers to the specific claim. It means neither an independent product test nor a security audit.

  1. Close – official product overviewhttps://close.com/ · retrieved on 11/10/2026
  2. Pricing | Close CRMhttps://close.com/pricing · retrieved on 11/11/2026

Trademark: Original source ↗ · for recognition only; no partnership or endorsement by the trademark owner.

More candidates for this use case

Shared category, not an automatic promise of equivalence. Check feature scope and research status.