AI sales teammate Chloe
Chloe combines lead research, conversation preparation and CRM maintenance directly in Close; its voice agent currently supports only English phone calls and should be used accordingly.
Close: Chloe and CRM
Editorial selectionClose CRM
Close CRM combines a focused sales CRM with the AI sales teammate Chloe for prepared follow-ups, research and CRM maintenance.
GDPR: conditionalMCP: yesFree plan: no
Editorial review: Sep 10, 2026
Facts checked: Oct 18, 2026
Translated: Oct 18, 2026
SME score86/100
Practical value, usability and value for money, equally weighted.
- Practical value
- 87/100
- Usability
- 85/100
- Value for money
- 86/100
Best suited for
Sales and consulting teams that want to combine email, calling, SMS and pipeline work in a focused CRM and use AI under clear control.
Close brings communication channels directly into the CRM. Chloe can prepare repetitive sales work; value only emerges when qualification, tone and approvals are clearly defined within the team.
Limitations
If a team first expects a comprehensive enterprise CRM, complex territory systems, or fully autonomous outreach without human oversight.
Strengths
Email, calling, and SMS in the CRM
Calls, texts and emails are saved against each lead so your team can trace all outreach in one shared customer history.
Close: Chloe and CRMFollow-ups and tasks from conversations
Conversation histories become notes and suggested next actions, while Close workflows can connect follow-up steps through email, phone, or SMS for a defined sales process.
Close: Chloe and CRMUse cases
Context-rich CRM records, prepared follow-ups, conversation notes and actionable tasks for sales processes.
Using it in your business
Language
DE ❌EN ✅Details ↓
Facts checked: Oct 18, 2026
MCP
yesDetails ↓
GDPR
conditionalDetails ↓
We found a data processing agreement from the vendor. Check the contract for your use case to see which plan it covers and which international data transfers are provided for.
DPA: We found a DPA from the vendor. Check the contract to confirm that it covers your plan and use case.
Data storage: The sources reviewed did not provide clear confirmation of exclusively European data storage and processing.
Facts checked: Oct 5, 2026
Pricing
19 USDDetails ↓
Free plan: no
A time-limited trial is available; it does not count as a free plan.
Facts checked: Oct 5, 2026
A practical first project
Introduce a clean follow-up process for one clearly defined lead type: import the contact, set the pipeline stage, check an email sequence and firmly assign the next activity.
Create a follow-up draft for this pipeline stage with context, a specific next step, and a list of missing information. Send nothing automatically.
Two ideas for your working day
Find neglected contacts with a specific question
Ask Chloe Chat in English, for example: 'Which leads have not been contacted in 30 days?' Check the returned records for open proposals and recent commitments, then plan the next action. The provider explicitly describes this query; it currently lists English as the only available language for Chloe Voice.
Close: Chloe AICheck call outcomes directly in the lead record
After a recorded sales call, use the automatically generated summary and updated CRM fields. Compare company size, needs and next step with the transcript in particular. Correct incorrect mappings in the lead record before your team derives a proposal or next appointment from it.
Close: Chloe AI
Sources: Oct 18, 2026
What other sources report
We now pay only a fifth of what we used to, and our system is much simpler.
Eric Keosky-SmithFrequently asked questions
What is Close CRM useful for?
Sales and consulting teams that want to combine email, calling, SMS and pipeline work in a focused CRM and use AI under clear control.
When is Close CRM less suitable?
If a team first expects a comprehensive enterprise CRM, complex territory systems, or fully autonomous outreach without human oversight.
What features does Close CRM offer?
AI sales teammate Chloe; email, calling and SMS in the CRM; follow-ups and tasks from conversations
How do I get started with Close CRM?
Introduce a clean follow-up process for one clearly defined lead type: import the contact, set the pipeline stage, check an email sequence and firmly assign the next activity.
What does Close CRM cost?
Paid · from 19 USD/month per user. Pricing details and the documented information date are available in the pricing section of this page.