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Tracked since2026
The Bottom Line
- Price
- From $9/mo, free trial. Compare plans
Key facts
- All-in-one sales CRM with built-in calling, email, SMS, and pipeline management.
- Includes Chloe, an AI sales agent that automates lead qualification, follow-ups, and meeting booking.
- Offers a free trial with no credit card required, then paid plans based on seats and usage.
Pros
- All communication channels (calls, email, SMS) are native, reducing tool switching.
- Chloe AI agent automates repetitive tasks and can book meetings without human intervention.
- Self-serve signup with no credit card required for trial and a 30-day money-back guarantee.
Cons
- Calling and SMS are usage-based, which can lead to variable costs for high-volume teams.
- Advanced features like predictive dialing and deeper operational controls are only available on the Scale plan.
What is Close MCP?
Close MCP gives an AI agent access to a Close CRM workspace over the Model Context Protocol. Close is a sales CRM aimed at small and mid sized teams that sell by phone and email, and the MCP server maps its object graph onto tools an assistant can call.
The data model shapes how the tools behave. In Close the Lead is the parent record, and contacts, opportunities and activities all hang off it. The server lets an agent search and read leads, look up contacts, pull opportunities with their pipeline and status so a forecast can be assembled, and read activity history including calls, emails, SMS and notes. Tasks and organization level settings are reachable too. On the write side it can create leads, log activities such as an SMS, create tasks, and update existing records, for example moving an opportunity's confidence or editing a template.
The practical use is letting a rep or manager ask pipeline questions and record the answer in the same conversation: what moved this week, which deals have gone quiet, add a follow up task on this lead. Because the server writes to a live CRM rather than a copy, credentials should be scoped to the intended workspace and write tools kept behind approval so an assistant cannot quietly reshape a pipeline.
Preview
Key Features
- Search and read leads with their contacts and custom fields
- List opportunities with pipeline stage and status for forecasting
- Read activity history including calls, emails, SMS and notes
- Create leads, tasks and activities such as SMS messages
- Update records, for example opportunity confidence or templates
- Read organization settings and workspace metadata
Pricing Plans
Free TrialPricing checked Oct 6, 2026
| Plan | Price | Details |
|---|---|---|
| Solo | $19 / user / month |
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| Solo (Annually) | $9 / user / month |
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| Essentials | $49 / user / month |
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| Essentials (Annually) | $35 / user / month |
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| Growth | $109 / user / month |
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| Growth (Annually) | $99 / user / month |
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| Scale | $149 / user / month |
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| Scale (Annually) | $139 / user / month |
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| Custom | Contact us |
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Is Close MCP worth the price?
Good value
Close MCP's pricing is moderately priced for a sales CRM, with the annually billed Growth tier at $99 per user/month offering solid automation and dialer features for the cost.
The Solo tier at $19 monthly is steep for just one user with a 10k lead cap, but the Essentials tier at $49 monthly is reasonable for small teams needing core sales tools. Best for sales-focused startups and SMBs that need built-in calling, SMS, and workflow automation without paying enterprise prices.
Hidden Costs & Gotchas
Solo tier limited to 1 user
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Close MCP FAQ
How does Chloe handle cold leads that have been sitting in the CRM?
Chloe automatically re-engages cold leads by reopening conversations and sending warm responses directly to the rep's inbox. She can also call them to re-qualify and move them forward.
Can I use Close without providing a credit card for the free trial?
Yes, Close offers a free trial with no credit card required. The trial includes calling and AI credits so you can test real conversations, automation, and workflows before purchasing.
What happens to my data if I don't upgrade after the free trial?
If you don't upgrade, your account is paused and your data remains available for a limited period before deletion. You can resume anytime by choosing a plan.
How does calling and SMS pricing work?
Calling and SMS are usage-based and passed through at cost. Most outbound calls cost around $0.02 per minute, and phone numbers start at about $1 per month. Your free trial includes calling credits.
Can I switch from another CRM like HubSpot or Pipedrive?
Yes, Close includes built-in importers for HubSpot, Pipedrive, HighLevel, and spreadsheet imports. Most teams can import their data and get up and running quickly.
What is the difference between the Growth and Scale plans?
Growth is ideal for scaling teams that want automation, workflows, and AI built into their sales process. Scale is designed for higher-volume teams needing predictive dialing, lead visibility, and advanced operational controls. Scale is usually the right fit if reps spend most of their day prospecting and calling.
Does Close offer a money-back guarantee?
Yes, Close offers a 30-day money-back guarantee after purchase. You can also upgrade, downgrade, or cancel your plan at any time.
Can I try Chloe during the free trial?
Yes, because Chloe is built directly into Close, you can set her up quickly and start using her on real leads during your trial. She can call leads, qualify prospects, book meetings, update CRM records, enrich lead data, and answer pipeline questions.
Source: close.com