Category
ATS/CRM
Rating
4.7/5 (2274 Reviews)
Availability
HQ
San Francisco, United States
Pricing
From $19/user/mo
Free tier
Yes
Best for
Also in
Capabilities
What is Close?
Close is a general sales CRM where calling, email and SMS are native channels: every call, text and email logs to its contact record with no manual entry. For agency BD, outreach to hiring managers is captured and searchable alongside pipeline stage and follow-up tasks. Chloe is Close's built-in AI agent that calls, qualifies through live conversation and books meetings. Power Dialer and Predictive Dialer queue and place calls automatically, and Close Notetaker transcribes and summarises each one. Close is a general sales product, not built for recruitment, so an agency adapts it with custom fields and pipeline stages.
What are Close's key features?
Calls, SMS, and email all execute inside Close with no external dialer or email tool.
Power Dialer queues the next call automatically as a rep works through a contact list.
Chloe AI calls contacts, qualifies them, and books meetings without rep involvement.
Close Notetaker transcribes and summarises every call onto the contact record.
Workflows chain email, SMS, and call steps into one sequence triggered by pipeline stage.
How do staffing agencies use Close?
- A phone-first BD team uses Close's Power Dialer to queue the next hiring-manager call automatically as a rep works through a list.
- An agency uses Close's Chloe AI to call and qualify client contacts and book meetings automatically.
- A BD team uses Close's Workflows to chain email, SMS and call steps into one sequence triggered by pipeline stage.
Who is Close best for?
- Agency BD teams whose main outreach channel is phone, with calling and SMS inside the CRM
- Small BD teams wanting an AI voice agent to call, qualify client contacts and book meetings
- Agencies running separate BD pipelines for new clients and for account expansion
What are Close's pros and cons?
Pros
- Power Dialer moves through a list of client contacts automatically, logging each outcome.
- Calling, SMS and email share one inbox and activity timeline per lead, visible to the team.
- Close Notetaker records and transcribes synced meetings, writing summaries to the record.
- Published self-serve pricing with a free trial lets teams evaluate real cost before committing.
Cons
- It is a sales CRM with no recruitment objects for placements, job orders or submissions.
- Automated Workflows and bulk email sit on the Growth plan rather than the entry tier.
- Calling minutes and AI credits bill on usage above the seat price, so heavy outreach adds cost.
What are people saying about Close?
Reviewers consistently cite ease of use and the built-in calling as the biggest strengths, especially for cold-calling workflows, with G2's most-tagged pros being Ease of Use, Helpful and Intuitive. The most common complaint is missing features relative to larger CRMs, followed by occasional call-quality issues and a learning curve on customization.
Consolidated from 2274 reviews across G2, Capterra · Updated October 11, 2026
How does Close compare to alternatives?
| Feature | Close | Atlas | Attio | HubSpot |
|---|---|---|---|---|
| Category | ATS/CRM | ATS/CRM | ATS/CRM | ATS/CRM |
| AI-first | ||||
| API | ||||
| MCP | ||||
| GDPR | ||||
| Best for | Agency | Agency | Agency | Agency |
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Frequently asked questions about Close
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