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Close CRM Review 2026: The Sales-First CRM with Built-In Calling

by Close ยท Last updated March 2026

Close CRM breaks the mold by building calling, email, and SMS directly into the CRM โ€” eliminating the tool sprawl that plagues most sales teams. With its AI agent Chloe having made over 1 million autonomous calls, Close has proven itself as the leader in AI-powered sales. New customers can save 30% for 3 months with code CHLOEPARTNER30 (expires June 30, 2026). Let's examine why it's dominating.

Quick Verdict
4.0/5.0

Bottom Line

Close CRM is the best CRM for outbound-heavy sales teams in 2026. The combination of built-in calling, AI agent Chloe (1M+ autonomous calls made), and workflow automation eliminates 3-4 separate tools. At $99/month for the Growth plan, you're getting a CRM, dialer, email platform, and SMS tool in one โ€” that's exceptional value. If your team makes 50+ calls per day, Close should be your first choice. ๐Ÿ”ฅ Use code CHLOEPARTNER30 for 30% off your first 3 months (expires June 30, 2026).

Top Pros

All-in-one sales platform: calling, email, SMS, and CRM in one tool
AI agent Chloe automates outbound calling and lead qualification
Power Dialer eliminates manual dialing for high-volume teams

Top Cons

Solo plan limited to 1 user and 10,000 leads
Advanced automation only available on Growth plan and above
Calling costs are usage-based beyond included minutes
Close CRM offers 4 plans: Solo at $9/user/month (annual), Essentials at $35/user/month, Growth at $99/user/month with AI and automation, and Scale at $139/user/month with Predictive Dialer. 14-day free trial included.Medium Setup Best for Marketing Agencies

Medium

Setup Difficulty

Free Tier

Pricing Model

Marketing Agencies

Target Industry

6+

Key Features

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What is Close CRM?

Close CRM is a sales-focused CRM built for outbound-heavy teams. It combines built-in calling with Power Dialer, email, SMS, and AI sales automation into one platform. Their AI agent Chloe calls leads autonomously, qualifies them, books meetings, and logs everything โ€” no human intervention needed.

Key Features

Built-in calling with Power Dialer and Predictive Dialer

AI agent Chloe for autonomous calling and meeting booking

Native email and SMS sending

Automated workflow triggers

AI Email Assistant

100+ integrations including Zoom, Calendly, and Zapier

Pricing Details

Solo at $9/user/month (annual), Essentials at $35/user/month, Growth at $99/user/month with AI, Scale at $139/user/month with Predictive Dialer. 14-day free trial.

Pros

All-in-one: calling, email, SMS, and CRM

AI agent Chloe automates outbound calling

Power Dialer triples call volume

14-day free trial, no credit card

Starts at $9/user/month

Cons

Solo plan limited to 1 user and 10K leads

Advanced automation only on Growth+

Usage-based calling costs

Less suited for inbound sales

Real-World Use Cases

A 10-person B2B sales team can triple daily calls with Power Dialer.

A marketing agency can automate SMS/email follow-ups by pipeline stage.

A SaaS startup can manage 10K leads with calling for $9/month.

Implementation Difficulty: Medium

Implementation requires some technical planning and configuration. While not overly complex, partnering with an experienced implementation team can significantly reduce setup time and ensure optimal configuration.

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Velocity AI Group specializes in implementing Close CRM and similar tools for Marketing Agencies. Our team handles the entire setup process so you can focus on growing your business.

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Our Verdict

Close CRM is the best CRM for outbound-heavy sales teams in 2026. The combination of built-in calling, AI agent Chloe (1M+ autonomous calls made), and workflow automation eliminates 3-4 separate tools. At $99/month for the Growth plan, you're getting a CRM, dialer, email platform, and SMS tool in one โ€” that's exceptional value. If your team makes 50+ calls per day, Close should be your first choice. ๐Ÿ”ฅ Use code CHLOEPARTNER30 for 30% off your first 3 months (expires June 30, 2026).

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Implementation Partner

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Let Velocity AI Group handle the complete setup and integration of Close CRM for your Marketing Agencies. Our expert team ensures a seamless implementation so you can focus on what matters โ€” growing your business.

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Pricing: Close CRM offers 4 plans: Solo at $9/user/month (annual), Essentials at $35/user/month, Growth at $99/user/month with AI and automation, and Scale at $139/user/month with Predictive Dialer. 14-day free trial included.

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