{
 "schema_version": "1.0",
 "id": "close",
 "name": "Close",
 "research_status": "researched",
 "vendor_domain": "close.com",
 "category": "Growth & Revenue",
 "task": "Sales outreach, leads & CRM",
 "summary": "Sales CRM unifying calling, email and SMS in one inbox, for teams that live on the phone.",
 "best_for": "inside-sales teams that live on the phone and want calling, SMS and CRM in one place",
 "skip_if": "your sales are mostly email or self-serve — a cheaper CRM without built-in calling covers you",
 "honest_knock": "The built-in calling is the draw, but call and SMS credits stack on top of the seat price — a '$99' plan can effectively cost ~$160/user once a rep dials 50+ times a day. Great for call-heavy teams, pricey if you barely dial.",
 "pricing": {
  "status": "public",
  "entry_price": "$19",
  "entry_price_terms": "Solo, per user · per month, billed month to month",
  "from_price_usd_month": 19.0,
  "plans": [
   {
    "name": "Solo",
    "price": "$19 per user/mo, or $9 billed annually",
    "includes": "500 AI credits a month"
   },
   {
    "name": "Essentials",
    "price": "$49 per user/mo, or $35 billed annually",
    "includes": "1,000 AI credits per user"
   },
   {
    "name": "Growth",
    "price": "$109 per user/mo, or $99 billed annually",
    "includes": "1,500 AI credits per user; one free secondary org"
   },
   {
    "name": "Scale",
    "price": "$149 per user/mo, or $139 billed annually",
    "includes": "2,000 AI credits per user; one free secondary org"
   }
  ],
  "plans_source": "summarised from pricing.notes; every plan name and amount appears verbatim in those notes",
  "notes": "(re-verified 2026-09-12, read on their own pricing page) Per-seat: Solo $19, Essentials $49, Growth $109 and Scale $149 per user/mo, or $9, $35, $99 and $139 billed annually — the same twelve amounts we have now read on 23 July, 3, 11 and 14 August and 12 September 2026. No free plan; the trial runs 14 days and close.com states no credit card is required, with $5 of calling and enrichment credits included, and the page carries a 30-day money-back guarantee. AI credits are pooled per tier (500 a month on Solo, then 1,000, 1,500 and 2,000 per user up to 10,000, 15,000 and 20,000). Chloe, the AI sales agent Close now leads the page with, is free to access on every plan but spends those AI credits plus telephony as she works, so she is metered rather than included. Call minutes, SMS and dialer credits are billed separately and can meaningfully raise the real cost: outbound calls run about $0.02 a minute and phone lines start at about $1 a month. The Call Assistant add-on is $50 a month per organisation plus $0.02 a minute, and additional organisations are $50 a month each, with Growth and Scale including one free secondary org. Premium Phone Numbers are listed as a feature with no price attached.",
  "verified_at": "2026-09-12",
  "source_url": null
 },
 "free_plan": false,
 "free_plan_evidence": null,
 "cost_traps": [
  {
   "id": "per_seat",
   "label": "Per-seat pricing",
   "evidence": "(re-verified 2026-09-12, read on their own pricing page) Per-seat: Solo $19, Essentials $49, Growth $109 and Scale $149 per user/mo, or $9, $35, $99 and $139 billed annually — the same twelve amounts we have now read on 23 July, 3, 11 and 14 August and 12 September 2026.",
   "verified_at": "2026-09-12",
   "source_url": null
  },
  {
   "id": "usage_metered",
   "label": "Usage-metered",
   "evidence": "No free plan; the trial runs 14 days and close.com states no credit card is required, with $5 of calling and enrichment credits included, and the page carries a 30-day money-back guarantee.",
   "verified_at": "2026-09-12",
   "source_url": null
  },
  {
   "id": "addons_extra",
   "label": "Key features are paid add-ons",
   "evidence": "The Call Assistant add-on is $50 a month per organisation plus $0.02 a minute, and additional organisations are $50 a month each, with Growth and Scale including one free secondary org.",
   "verified_at": "2026-09-12",
   "source_url": null
  }
 ],
 "compare_with": {
  "name": "Pipedrive or HubSpot",
  "why": "other sales CRMs"
 },
 "links": {
  "record": "https://aibuildermarketplace.com/api/v1/products/close.json",
  "review": "https://marketingandsalessoftware.com/close-review.html",
  "marketplace": "https://aibuildermarketplace.com/marketplace/close/",
  "vendor_site": "https://close.com"
 },
 "purchase": {
  "seller": "the vendor",
  "how": "AIBuilder Marketplace does not sell this software. Sign up, start a trial or buy on the vendor's site.",
  "handoff_url": "https://refer.close.com/8sqpd69pa18l",
  "affiliate": true,
  "disclosure": "Where purchase.affiliate is true, purchase.handoff_url is an affiliate link: AIBuilder Marketplace may earn a commission at no extra cost to the buyer. Commission never changes what a record says, and products are not ranked by commission. Where it is false the link is the vendor's plain site."
 },
 "provenance": {
  "research": "hand-researched dossier, read on the vendor's own pages",
  "researched_since": "2026-07",
  "method": "https://aibuildermarketplace.com/how-we-review/",
  "license": "CC BY 4.0. Credit 'AIBuilder Marketplace' with a link to https://aibuildermarketplace.com/atlas/.",
  "note": "A rebuild is not a new measurement: pricing.verified_at is the date that matters."
 },
 "cost": {
  "status": "not_yet",
  "engine": "https://aibuildermarketplace.com/agents/#cost",
  "rules": null,
  "growth": null
 },
 "unknowns": [
  "Contract terms (cancellation, data export, data location, minimum seats) are not researched as separate fields; pricing.notes mentions them only where the vendor's pricing page does.",
  "No computable price rules yet: cost at a given team size cannot be calculated for this product.",
  "Not tested hands-on by us: what the product does comes from the vendor's pages and our reading of them."
 ],
 "task_evidence": null,
 "open_questions": [
  {
   "question_id": "close:cancellation_terms",
   "key": "cancellation_terms",
   "question": "Can a customer cancel at any time, and what happens to an annual plan that is cancelled mid-term?",
   "status": "open"
  },
  {
   "question_id": "close:data_export",
   "key": "data_export",
   "question": "Which data can a customer export, in which formats, on which plans?",
   "status": "open"
  },
  {
   "question_id": "close:data_location",
   "key": "data_location",
   "question": "Where is customer data stored, and can a customer choose the region?",
   "status": "open"
  },
  {
   "question_id": "close:minimum_seats",
   "key": "minimum_seats",
   "question": "Is there a minimum number of seats or users on any plan?",
   "status": "open"
  }
 ],
 "vendor_answers": [],
 "agent_channels": {
  "vendor_mcp": {
   "what": "OAuth server for leads, activities and opportunities, with separate scopes for read, safe-write and destructive-write.",
   "plan": "Not stated in their own documentation.",
   "status": "Live",
   "source": "https://close.com/integrations/close-mcp",
   "checked": "2026-07-28",
   "note": "The vendor's own MCP server, from our MCP research; it works with your own account at the vendor."
  },
  "agent_checkout": {
   "status": "not_found",
   "detail": "No explicit support for purchases by AI agents on the vendor's own pages.",
   "checked_at": "2026-10-07",
   "method": "homepage, /pricing and the pricing page we cite, read as plain HTML (no JavaScript) and searched for explicit support of purchases by AI agents: Agentic Commerce Protocol, Instant Checkout, Agent Payments Protocol, buy in ChatGPT, agentic checkout"
  }
 },
 "task_scope": {
  "scope": "crm",
  "label": "CRM (contacts, deals and pipeline)",
  "why": "Sales CRM unifying calling, email and SMS in one inbox, for teams that live on the phone.",
  "source": "our dossier",
  "phrases": [
   "crm",
   "a crm",
   "sales crm",
   "simple crm",
   "small business crm",
   "customer relationship management",
   "pipeline management",
   "track deals",
   "manage deals",
   "contact management"
  ]
 }
}