Close

Close

Close is a sales CRM with deals and pipelines, built-in email, calling, SMS, automated workflows, reporting and AI tools.

Current Close offers

Offers are ranked by benefit: fixed-amount savings from highest to lowest, then percentage discounts, followed by deals without a numeric saving.

20%
CODE

20% off a Close CRM subscription

Check eligibility for a new subscription, selected plan and billing term directly at checkout

Conditions
  • a changed final total confirms application.

Valid until 31.12.2026

5%
CODE

5% off the first year of Close CRM

Check eligibility for a new subscription, selected plan and billing term at checkout

Conditions
  • the saving must appear in the final total before payment.

Valid until 31.12.2026

Recently ended offersThese offers have ended and cannot be used now.

No recently ended offers are shown for this store yet.

Step by step

How to use an offer

A concise sequence from choosing an offer to checking its conditions.

  1. 01

    Start the free trial with a work email and create a separate test organization without real customer data.

  2. 02

    Configure several pipeline stages and team roles to test lead visibility, deal handoffs and the daily task list.

  3. 03

    Import a small copy of data from CSV or XLSX. Review field mapping, detected duplicates and failed rows before moving the full dataset.

  4. 04

    Connect a test mailbox and test calling or SMS only for required destinations. Compare connection quality and actual usage cost for your countries.

  5. 05

    Build one real sales motion with a contact sequence, automation, report and required integrations. Its features must fit the selected plan.

  6. 06

    At checkout, review the user count and billing term. Enter a promo code when a field is available; a new final total before payment confirms application.

  7. 07

    Before a long billing term, export test data, document administrator permissions and compare the complete cost of seats, telephony and AI credits.

Before and after checkout

Returns and cancellations

The pricing page states a post-purchase money-back guarantee. A monthly plan can be changed or cancelled during the term, while an annual downgrade or cancellation takes effect at the end of the paid term. Save the order conditions and support acknowledgement before paying.

Payment options

Close offers monthly and annual billing based on user count. Telephony and some AI capabilities generate additional charges. Before payment, record active seats, plan, term, currency, tax, credit allocation and usage auto-recharge settings.

Important conditions

Plans differ by more than user count. Solo is for one user, Essentials excludes Workflows, Growth adds automated workflows and Power Dialer, and Scale adds advanced team controls and Predictive Dialer. Match every required capability against the current plan table.

The CRM plan is not the complete operating cost. Calls, SMS and phone numbers are usage-based, while some AI functions consume separate credits. Credits are pooled for the organization, refresh monthly and do not roll over.

Number availability, communication cost and SMS rules vary by country, number type and destination. Before migrating a team, test outbound and inbound calls, caller identification, recording, message delivery and required registrations with a small volume.

Customer support

For support, prepare the organization name, administrator email, plan, user count, invoice reference and exact incident time. For imports, attach a safe sample row and field-mapping screenshot; for communications, provide destination, number type and activity identifier without exposing customer data.

When this page is useful

Evaluate Close with a real sales cycle rather than a feature list. Import a small representative lead sample, configure pipeline stages and reproduce an email, call, task, deal handoff and report. This exposes migration quality, unnecessary manual work and limits of the required plan.

Close suits solo sellers and teams that want leads and communications in one interface. If telephony is unnecessary, sales revolve around complex customer service, or the organization needs particular localization and approval controls, compare the workflow with a broader CRM first.

Offers at a glance

Offers last changed: August 13, 2026

2
Available now
2
Promo codes
0
Without a code
0
In recent history

Frequently asked questions

How should a sales team choose a Close plan?

List mandatory capabilities and verify them in the current comparison. Solo is limited to one user; Essentials supports collaboration without Workflows; Growth adds automation and Power Dialer; Scale provides advanced permissions, visibility and Predictive Dialer.

Does the Close trial require a payment card?

The official pricing page states that the trial starts without a card. Use it to test imports, roles, communications and reports rather than loading the full production dataset before a decision.

How can leads be moved into Close safely?

Import a small CSV or XLSX copy first, map fields and inspect duplicates and failures. Undo the test import when necessary, correct the source file and only then move the full dataset.

Why can the total Close cost exceed the plan price?

The subscription is based on users, while calls, SMS and phone numbers are usage-based. Some AI functions consume credits; included allocations and caps depend on the plan, and additional credits are purchased separately.

What should be checked before removing a user from Close?

Before changing the team, assign owners for active leads and deals, verify administrator access and retain important communications and reports. Then confirm that the paid seat count changed in subscription settings.

What should be done before cancelling Close?

Export required data and reports, review integrations and retain invoices. Confirm the access end date: monthly and annual cancellations take effect differently, and telephony and AI services should be reviewed separately.

Similar stores