Close CRM review
Our Close CRM review for B2B product sales: a strong calling-first CRM, but quotes, samples and price lists are missing and workflows start at $99.
By the PromptLab team6 October 20264 min read
We make PromptLab, a competing CRM, so take our view with that in mind. Close's prices and features below come from its own site, and where Close is the better tool, as it is for calling, we say so.
The verdict: Close is a strong calling-first CRM, with a dialer, email and SMS built in and an AI teammate on every plan. A team that sells products needs more than calls: quotes, samples and price lists are missing, pipelines start at $35 and workflows at $99.
Close at a glance
- Paid plans, a month
- $9 – $139per seat
- Plans
- 4
- Free trial
- Billing
- Billed annually
From Close's own pages, checked on 30 September 2026: Pricing, Facts for AI agents, Security, Developer platform, Exporting data
What Close does well
It is built for the phone. The dialer, email and SMS live inside the CRM, and higher plans add Power and Predictive dialling. For a high-volume calling team it is the stronger pick.
Chloe saves real time. Its AI teammate summarises calls and updates records on every plan. Call recording, meeting summaries and CRM autofill are all included.
It is open to AI tools. An MCP server and an API connect Claude, ChatGPT and your own systems.
WhatsApp and email are included. Email sync and WhatsApp work from the first plan. Four plans run from $9 to $139 a seat a month, billed annually.
The cheapest plan is cheap. Solo at $9 is a low door into a real calling tool, even though pipelines wait for Essentials, the next plan up.
Where Close falls short for B2B product sales
Close runs the conversation well, but not the paperwork behind it.
- Quotes, sales orders, sample tracking and price lists aren't part of it. The quote goes out from a spreadsheet the CRM never sees.
- Pipelines start on Essentials at $35 a seat, so the $9 Solo plan has no pipeline.
- Workflow automation starts at $99 a seat on Growth. On Solo and Essentials, it isn't available.
- No follow-up email drafts. The follow-up is still the rep's job, written from scratch after every call.
- No Telegram and no LinkedIn tool. Reps copy names and titles by hand.
- Single sign-on is Google only.
Say a packaging supplier with five reps wants pipelines and automation. That puts them on Growth at $99, or $495 a month for five seats billed annually, and quotes are still outside the system. Five seats on our Basic plan, with pipelines, workflows and quotes, cost $59.95 a month. Our Close CRM pricing post walks through the tiers.
Close pros and cons
Pros
- Dialer, email and SMS built in
- Chloe summarises calls and updates records
- Recording, summaries and autofill on every plan
- WhatsApp and MCP included
- Plans from $9
Cons
- No quotes, samples, price lists or sales orders
- Pipelines from $35, workflows from $99
- No follow-up drafts
- No Telegram or LinkedIn tool
- SSO is Google only
Who Close suits
- Outbound teams that live on the phone and need volume dialling.
- Small inside-sales teams that want calls, email and SMS in one place.
- Startups that need a very cheap, fast start.
Who should look elsewhere
- Manufacturers and distributors whose deals run through quotes and samples.
- Teams that want automation without a $99 seat.
- Reps who want the follow-up email drafted after a meeting.
Compare more in our Close CRM alternatives, or see Close vs HubSpot and Close vs Pipedrive. If you are leaving, migrating from Close starts with a CSV export.
Close vs PromptLab at a glance
| Checked on 30 September 2026 | PromptLab | Close |
|---|---|---|
| Pricing | ||
| Paid plans, a month | $11.99 – $99per seat | $9 – $139per seat |
| Number of plans | 3 | 4 |
| Free trial | ||
| Billing | Billed monthly | Billed annually |
| Import from CSV and Excel | ||
| Sales management | ||
| Deal pipelines | From$35/month | |
| Quotes | ||
| Sales orders | ||
| Sample tracking | ||
| Price lists | ||
| Meetings and calls | ||
| Meeting recording and transcripts | ||
| AI meeting summaries | ||
| AI follow-up email drafts | ||
| Meeting scheduler and call dialer | From$23.99/month | |
| AI and automation | ||
| CRM fields filled in from calls | ||
| Connect Claude or ChatGPT (MCP) | ||
| Workflow automation | From$99/month | |
| API and webhooks | From$23.99/month | |
| Conversations | ||
| Gmail and Outlook email sync | ||
| WhatsApp conversations | ||
| Telegram conversations | ||
| Save LinkedIn profiles | ||
| Privacy and security | ||
| Single sign-on (SSO) | From$99/month | Google only |
The Close vs PromptLab page has the full table.
Our verdict
Choose Close if your sales motion is calling volume. Its built-in dialer is its core, and Chloe takes the note-taking off the rep.
Choose PromptLab if your deals run through quotes, samples and meetings. Pipelines, workflows, quotes, price lists, sales orders and sample tracking come on every plan from $11.99 a user a month, billed monthly, and AI drafts the follow-up after each meeting.
Frequently asked questions
How much does Close cost?
Four plans run from $9 to $139 a seat a month, billed annually. Pipelines start on Essentials at $35 and workflows on Growth at $99.
Does Close have quotes?
No. Quotes, sales orders, sample tracking and price lists aren't part of Close. PromptLab has all four from the $11.99 Basic plan.
Is Close good for calling?
Yes. Its built-in dialer, with Power and Predictive dialling on higher plans, is its core strength, and Chloe summarises calls on every plan.
Does Close support WhatsApp and Telegram?
WhatsApp is supported. Telegram isn't.
Can I import Close data into PromptLab?
Yes. Export leads, contacts and opportunities from Close as CSV, then select Import on PromptLab's Accounts, Contacts or Deals list and map the columns.
Sources
Prices and features of other CRMs come from each vendor's own pages, on the dates below.
- Close, checked on 30 September 2026: Pricing, Facts for AI agents, Security, Developer platform, Exporting data