Close vs PromptLab
CloseIt's a calling-first CRM, with the dialer, email and SMS built in, and Chloe, its AI teammate, summarising calls and updating records on every plan. For a team selling products, quotes, samples and price lists are missing, pipelines start at $35 a seat, and workflows at $99.
We add what's missing from a product sale: quotes, sample tracking, price lists and sales orders, with pipelines and workflow automation on the $11.99 plan. AI drafts the follow-up email after each meeting, and the Chrome extension saves LinkedIn profiles in one click.
Follow-ups that write themselves
Tasks from the call land on the deal, and the follow-up email is drafted in one click.
- No: No AI follow-up drafts
- Yes: Follow-up email drafted for you
LinkedIn conversations in your CRM
LinkedIn messages sit in the Inbox next to email, on the right contact, and profiles save in one click.
- No: No LinkedIn capture
- Yes: LinkedIn messages and profiles in the CRM
Automation from the first plan
Start from a template, or ask the assistant what is worth automating, on every plan.
- No: Workflow automation: from $99/month
- Yes: Workflow automation on every plan
Price and features at a glance
A calling-first CRM suits reps who live on the phone. We record and summarise meetings too, then add the quotes, samples and price lists a product sale needs, with pipelines and automation on the $11.99 plan.
Close prices (billed annually) and features checked on 30 September 2026 at Pricing, Facts for AI agents, Security, Developer platform, Exporting data. Ours are billed monthly; Enterprise is $79 a month billed yearly. See our pricing page.
Quotes, samples and price lists in the CRM
Close runs the conversation well, but not the paperwork behind it. Quotes, samples and price lists aren't part of it, so the quote goes out from a spreadsheet the CRM never sees.
We keep quotes, sample tracking, price lists and sales orders on the account and the deal, on every plan. When the buyer calls back, the quote and the sample are right there.
The follow-up email, drafted for you
Calls are recorded and Chloe summarises them, which saves real time. The follow-up email is still the rep's job, written from scratch after every call.
After each meeting, we write the summary and draft the follow-up email from what was said, ready to review. Before the next one, we prepare a brief on the account.
Save LinkedIn profiles from your browser
It has no built-in way to save LinkedIn profiles, so reps copy names, titles and companies into the CRM by hand, or skip it and lose the lead.
One click in PromptLab's Chrome extension saves a LinkedIn profile to the CRM. Prospects you find on LinkedIn become contacts the whole team can see and follow up.
Workflow automation on every plan
Workflows sit on Close's Growth plan, at $99 a seat a month billed annually, and pipelines start on Essentials at $35. On Solo and Essentials, that automation isn't available.
PromptLab includes workflow automation from the $11.99 Basic plan. Trigger on a change in the CRM, then create a task or update the record, without upgrading to get there.
How to switch from Close
Four steps to move your team and your data over.
1. Export from Close
Search or filter your leads, open the ⋯ menu and select Export. Choose Leads, Contacts or Opportunities and download the CSV.
2. Select Import in PromptLab
Open the Accounts, Contacts or Deals list, select Import and upload the CSV, or pick it from Google Drive.
3. Map the columns
Match its fields to ours. Import tasks and notes the same way, from their own lists, so call notes and deal history come with you.
4. Help for larger moves
Moving tens of thousands of leads? Our Enterprise plan includes data migration support and a dedicated account manager. Smaller teams can test the move during the 14-day free trial.
How do we stack up against other CRMs?
The other CRMs sales teams weigh us against, one side-by-side page each.
Enterprise suiteHubSpotGet quotes and meeting recording without buying another hub.Read the comparison
Enterprise suiteSalesforceQuotes and meeting recording on day one, without a platform build.Read the comparison
AI-native CRMAttioQuotes and price lists ready-made, not a data model to design.Read the comparison
Sales CRMmonday CRMA CRM built around deals, not boards you have to set up.Read the comparison
All-in-one marketingGoHighLevelSamples, price lists and meeting notes for a product sale, not a marketing agency.Read the comparison
Sales CRMZoho CRMQuotes, samples and meeting recording in one app, not a suite.Read the comparison
Sales CRMCopperSell from Gmail or Outlook, with quotes and orders built in.Read the comparison
Sales CRMPipedriveFollow each deal from the first sample to the sales order.Read the comparison
Enterprise suiteDynamics 365Quotes, orders and meeting AI, set up by your own sales team.Read the comparison
Distribution AIProton.aiSee the price and start a trial today, no demo call first.Read the comparison
AI-native CRMBreakcoldAn AI CRM that also handles quotes, samples and orders.Read the comparison- ?Any CRMComparing another CRM?Tell us what you use today and we’ll walk you through the differences on a short call.Book a demo
Works with the tools you already use
Email, calendar, meetings, chat and AI assistants, connected in a few clicks.
Gmail
Outlook
Google Meet
Zoom
Microsoft Teams
Slack
Salesforce
HubSpot
WhatsApp
Telegram
Claude
ChatGPT
Frequently asked questions
Is Close a CRM?
Yes, it's a sales CRM built around calling, email and SMS, with Chloe, an AI teammate that summarises calls and updates records, on every plan.
Which is better, Close or PromptLab?
It's the stronger pick for a high-volume calling team; its built-in dialer, with Power and Predictive dialling on higher plans, is its core. We're the better fit for teams selling products, with quotes, samples, price lists and follow-up drafts from the first plan.
Is PromptLab cheaper than Close?
It depends on the plan. Its $9 Solo plan costs less but has no pipeline; pipelines start at $35 and workflows at $99, billed annually. We include both, with quotes, on our $11.99 plan.
Can I move my data over?
Yes. Export leads, contacts and opportunities as CSV, then select Import on our Accounts, Contacts or Deals list and map the columns.
Who should consider switching?
Teams whose deals run through quotes, samples and meetings rather than cold-call volume, such as manufacturers and distributors. A pure outbound calling team will get more from it.