Close fits sales reps, sales managers, small business owners and account executives, and other office teams with the same job to do.

Close has a free trial, then it is a paid tool. Plans change often, so check the official pricing page before you commit.

What are some alternatives to Close?

Other AI sales and CRM tools include HubSpot, Capsule CRM, Zoho CRM, Kylon and Pancake.

Close: what it does, who it is for and alternatives

Updated October 20, 2026 · By Robert Breen

A CRM with built-in calling, email and SMS for inside sales teams. AI call summaries and follow-ups.

Sales & CRMFree trial

Official site: close.com (affiliate link — I may earn a commission, at no cost to you)

What Close does

Close puts calling, email and SMS for each lead in one place. Its AI assistant, Chloe, can call new leads within minutes, write and time follow-ups or queue them for review, and log transcripts and next steps. Deal stages move forward on their own, and each lead gets an AI summary drawn from calls, emails and meetings.

Who Close is for

Sales reps
Sales managers
Small business owners
Account executives

Key features

Built-in dialer with automatic call transcripts, notes and next steps
AI summaries for each lead from calls, emails and meetings
AI-written follow-ups sent on time or queued for rep review
Deal stages and contact fields updated automatically
Integrations with Gmail, Microsoft 365, HubSpot, Calendly and Zoom
REST API, webhooks and an MCP server

Privacy and data

States an independently audited SOC 2 Type II report, available on request, and encryption at rest for sensitive customer data. Publishes GDPR and CCPA information. Source: Close’s own page. Before you put client data in, check your company’s AI rules and the plan’s data settings.

Learn Close free on Stepthrough

Guide: HubSpot alternatives

Alternatives to Close

Other AI sales and CRM tools in the directory.

HubSpot Free plan A CRM with marketing, sales and service tools, plus AI that writes emails, summarizes records and scores leads. Free CRM to start.
Capsule CRM Free plan A simple CRM for small businesses to track contacts, deals and follow-ups. Pipeline views and task reminders keep nothing slipping.
Zoho CRM Free plan An affordable CRM with the Zia AI assistant for predictions, data cleanup and email help. Part of the Zoho suite.
Kylon Free trial A shared workspace where your team and AI agents work on company tasks together, such as researching accounts and drafting outreach, with people approving the drafts before anything goes out.
Pancake Free trial Runs outbound sales conversations for you from Claude and finds qualified prospects. An alternative to hiring a BDR.
Pipedrive Free trial A visual sales pipeline CRM with an AI assistant that suggests next steps and writes emails. Easy for small teams.

All 34 AI sales and CRM tools

Frequently asked questions

What is Close?: A CRM with built-in calling, email and SMS for inside sales teams. AI call summaries and follow-ups. Close puts calling, email and SMS for each lead in one place. Its AI assistant, Chloe, can call new leads within minutes, write and time follow-ups or queue them for review, and log transcripts and next steps. Deal stages move forward on their own, and each lead gets an AI summary drawn from calls, emails and meetings.
Who is Close for?: Close fits sales reps, sales managers, small business owners and account executives, and other office teams with the same job to do.
Is Close free?: Close has a free trial, then it is a paid tool. Plans change often, so check the official pricing page before you commit.
What are some alternatives to Close?: Other AI sales and CRM tools include HubSpot, Capsule CRM, Zoho CRM, Kylon and Pancake.
Is Close safe for work data?: States an independently audited SOC 2 Type II report, available on request, and encryption at rest for sensitive customer data. Publishes GDPR and CCPA information. Check your own company’s rules, and use a business plan with training turned off for client data.

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Checked against Close’s official site on October 20, 2026: source 1, source 2. Spotted something out of date? Email rbreen@ynteractive.com. Listings are free; submit your AI tool.

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