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Close Pricing
Close CRM offers a flexible pricing structure designed to accommodate businesses of various sizes and needs.
The plans range from the Base plan at $19/user/month (billed annually), providing essential CRM features, to the Enterprise plan at $139/user/month (billed annually), which includes advanced functionalities like predictive dialing and call coaching. Each tier builds upon the previous, adding more tools to enhance sales processes.
A 14-day free trial is available, allowing businesses to explore the platform’s capabilities before committing.
This tiered approach ensures that companies can select a plan that aligns with their specific requirements and growth stages.
Close Plans
Base Plan
- Unlimited accounts, contacts, and opportunities
- Two-way email sync: send and receive emails directly in Close
- Built-in calling & SMS. Bring your number or rent a number from Close
- Centralized inbox to manage your to-do list
Startup Plan
- Everything in Base, plus:
- Automated workflow sequences to follow up on deals, assign leads, and more
- Use Custom Activities to track unique steps in your sales process
- Call more leads in less time with a Power Dialer
Professional Plan
- Everything in Startup, plus:
- Increased limits on Custom Activities, workflows, and pipelines
- AI Lead Summaries bring you up to speed in seconds
- Send emails on behalf of team members with \'Send As\'
Enterprise
- Everything in Professional, plus:
- Call Coaching to help improve rep performance
- Predictive Dialer to supercharge dialing
- Advanced reporting and customization on CRM objects
- Enhanced roles, permissions, and lead visibility settings
- Priority access to the Close team
Close Deals
Close Free Deals
Table of Contents
In today’s sales landscape, an efficient and effective Customer Relationship Management (CRM) system is essential. Close CRM is one such powerful solution that aids in optimizing sales operations, improving team collaboration, and revenue generation.
This review explores Close pricing model, functionality, and business size and requirement appropriateness.
Quick Summary of Close CRM Pricing
- Pricing starts at: $19/user/month (billed annually)
- Free trial: Yes – 14 days, no credit card required
- Number of plans: 4 (Base, Startup, Professional, Enterprise)
- Best for: Startups, small to medium-sized businesses (SMBs), remote sales teams, and scaling B2B companies
Close Pricing Overview
| Plan | Monthly Price | Annual Price | Key Features | Ideal For |
|---|---|---|---|---|
| Base | $29/user | $19/user | Unlimited contacts, 2-way email sync, built-in calling & SMS, centralized inbox | Solo founders, small sales teams |
| Startup | $59/user | $49/user | All Base features plus workflows, Power Dialer, Custom Activities | Growing teams needing automation |
| Professional | $109/user | $99/user | All Startup features plus AI Lead Summaries, 'Send As' email, increased limits | Fast-scaling teams |
| Enterprise | $149/user | $139/user | All Professional features plus Predictive Dialer, Call Coaching, advanced reporting | Large or complex sales orgs |
Annual Billing Options & Benefits
Opting for annual billing with Close CRM can lead to significant savings—up to 35% compared to monthly billing.
For instance, the Base plan is priced at $29 per user/month when billed monthly, but drops to $19 per user/month with annual billing. Similarly, the Enterprise plan decreases from $149 to $139 per user/month when billed annually.
Beyond cost savings, annual billing simplifies budgeting by consolidating payments into a single annual transaction, reducing administrative overhead.
This approach is especially beneficial for teams planning long-term CRM integration, ensuring uninterrupted access to Close’s comprehensive features throughout the year.
Who Each Plan Is For
- 🧑💼 Base: Ideal for solo entrepreneurs or small teams seeking essential CRM functionalities without complexity.
- 🚀 Startup: Perfect for growing teams aiming to enhance efficiency through automation tools.
- 💼 Professional: Suited for scaling teams requiring advanced features and collaboration tools.
- 🏢 Enterprise: Designed for large organizations needing comprehensive CRM solutions and support.
Close Pricing Plan Comparison Table & Feature Breakdown
| Feature | Base | Startup | Professional | Enterprise |
|---|---|---|---|---|
| Unlimited contacts & opportunities | ✅ | ✅ | ✅ | ✅ |
| Two-way email sync | ✅ | ✅ | ✅ | ✅ |
| Built-in calling & SMS | ✅ | ✅ | ✅ | ✅ |
| Centralized inbox | ✅ | ✅ | ✅ | ✅ |
| Automated workflows | ❌ | ✅ | ✅ | ✅ |
| Custom Activities | ❌ | ✅ | ✅ | ✅ |
| Power Dialer | ❌ | ✅ | ✅ | ✅ |
| AI Lead Summaries | ❌ | ❌ | ✅ | ✅ |
| 'Send As' email feature | ❌ | ❌ | ✅ | ✅ |
| Predictive Dialer | ❌ | ❌ | ❌ | ✅ |
| Call Coaching | ❌ | ❌ | ❌ | ✅ |
| Advanced reporting | ❌ | ❌ | ❌ | ✅ |
Understanding Close CRM’s Plan Features
Close CRM offers a tiered pricing structure to accommodate businesses at various stages of growth, ensuring that each plan provides the necessary tools to enhance sales processes effectively.
- Base Plan: Ideal for solo entrepreneurs or small teams, this plan includes essential CRM features such as unlimited contacts, two-way email sync, built-in calling and SMS, and a centralized inbox.
- Startup Plan: Designed for growing teams, it builds upon the Base Plan by adding automated workflows, custom activities, and a Power Dialer to increase outreach efficiency.
- Professional Plan: Suited for scaling businesses, this plan introduces AI Lead Summaries, ‘Send As’ email functionality, and increased limits on custom activities and workflows, facilitating enhanced collaboration and automation.
- Enterprise Plan: Tailored for large organizations, it encompasses all features from the Professional Plan and adds advanced tools like Predictive Dialer, Call Coaching, advanced reporting, and enhanced roles and permissions for comprehensive sales performance management.
Each plan is structured to provide a seamless upgrade path, allowing businesses to scale their CRM capabilities in line with their growth.
What Plan to Choose Based on Team Size
- ⭐ Best value for money: Startup Plan – balances essential features with automation tools.
- 🏆 Best for large teams: Enterprise Plan – offers comprehensive features and support for complex sales operations.
Close Free Trial & Discount Info
Close CRM provides flexible options to accommodate businesses at various stages:
- Free Trial: Experience Close CRM with a 14-day free trial, granting full access to all features without the need for a credit card. This trial includes free support and migration assistance, ensuring a seamless onboarding process.
- Startup Discount: Eligible startups can benefit from up to 60% off on Close CRM plans for the first year. To qualify, startups should be new customers with less than $2 million in funding, under $1 million in annual revenue, and affiliated with a participating accelerator or venture capital fund.
- Volume Discount: Organizations with 10 or more users committing to a 12-month or longer contract may be eligible for additional discounts. This offering is designed to support larger teams in scaling their sales operations effectively.
These options make Close CRM a versatile choice for businesses seeking to enhance their sales processes with a cost-effective solution.
Close CRM Add-Ons: Expand Your Capabilities
Close CRM not only offers robust core features within its main pricing tiers, but also provides a suite of powerful add-ons designed to extend functionality and improve efficiency. These optional tools are ideal for teams looking to customize their CRM experience and streamline complex workflows.
📞 Premium Phone Numbers – $19/line/month
Need more control over your business phone setup? With Premium Phone Numbers, you get access to advanced calling features, including:
- Lead-based call routing – Direct inbound calls to the right rep based on lead ownership.
- Personalized phone menus (IVR) – Guide callers using custom greetings and options.
- Round-robin routing – Distribute calls evenly among your team to ensure fair lead handling.
This add-on turns Close into a more complete business phone solution.
🤖 AI Call Assistant – $50/month + $0.02/min
Say goodbye to manual note-taking. The AI Call Assistant automates call documentation and enhances call performance:
- Automatic call transcriptions in any language
- Summarized action items for quick follow-ups
- Talk time analysis to coach reps on listening and engagement
It’s available to all users across your organization.
🏢 Additional Organizations – $50/month/org
Every Close plan includes two organizations by default. If you manage multiple teams, test environments, or business entities, you can add more organizations to keep data and processes separate. Perfect for agencies, franchises, or growing businesses with complex operational needs.
These add-ons let you tailor Close CRM to your team’s evolving requirements, helping you work smarter and scale faster.
Final Takeaway
Close CRM offers a range of pricing plans tailored to various business sizes and needs:
- Solo Users & Freelancers: The Base Plan is ideal for individuals or small teams seeking essential CRM functionalities without complexity.
- Startups & Growing Teams: The Startup Plan provides automation tools and scalability, making it suitable for expanding teams aiming to enhance their sales processes.
- Large Teams & Enterprises: The Enterprise Plan offers comprehensive features, including advanced reporting and customization, catering to organizations with complex sales operation.
All plans come with a 14-day free trial, allowing you to explore the features and determine the best fit for your business.
Ready to elevate your sales process? Start your free 14-day trial with Close CRM today!
Close CRM offers four pricing tiers to accommodate various business needs.
The Base plan starts at $29 per user/month when billed monthly, or $19 per user/month with annual billing. The Startup plan is priced at $59 per user/month monthly, or $49 per user/month annually. The Professional plan costs $109 per user/month monthly, or $99 per user/month annually. The Enterprise plan is available at $149 per user/month monthly, or $139 per user/month annually.
Opting for annual billing can save you up to 35%.
Close CRM\’s pricing structure is designed to scale with your business.
The Base plan starts at $19 per user/month (billed annually), offering essential CRM features. The Startup plan, at $49 per user/month (billed annually), adds automation tools like workflows and the Power Dialer. The Professional plan, priced at $99 per user/month (billed annually), includes advanced features such as AI Lead Summaries and increased customization. The Enterprise plan, at $139 per user/month (billed annually), offers comprehensive solutions like Predictive Dialer, Call Coaching, and advanced reporting.
Yes, Close CRM includes a built-in Power Dialer, designed to enhance outbound calling efficiency. This feature automatically dials through lead lists, allowing sales reps to connect with more prospects in less time. The Power Dialer is available starting with the Startup plan and is included in higher-tier plans. It\’s not available in the Base plan.
Absolutely. Close CRM provides a 14-day free trial with full access to all features, including calling, emailing, SMS, workflows, and reporting tools. No credit card is required to start the trial, and it includes free support and data migration assistance to ensure a smooth onboarding experience.
Yes, Close CRM offers significant discounts for eligible startups through its Close for Startups program.
Qualifying startups can receive up to 60% off on the Startup, Professional, or Enterprise plans for the first year. Eligibility criteria include being a new customer, having less than $2 million in funding, under $1 million in annual revenue, and affiliation with a participating accelerator or VC fund.
This initiative is designed to support early-stage companies in scaling their sales operations effectively.
