Close CRM Pricing: What You Need to Know Before Buying (Updated for 2024)

If you’re here, you’re probably trying to figure out if Close is the right CRM for you, especially when it comes to pricing. Let’s dive into the details, compare plans, and find out which option is the best fit for your business.

If you're looking for a sales operator to help streamline your business processes and maximize your CRM investment, click here to book a call with me or someone on my team.

Understanding Close CRM Pricing Plans

As of June 2024, Close CRM offers three pricing plans without a minimum user requirement. This change allows more flexibility compared to earlier in the year when professional and enterprise plans had user minimums. Here’s a detailed breakdown of the plans:

Startup Plan

The startup plan costs $49 per month. It includes features like 25,000 leads, limited custom fields, one custom activity, limited email templates, and only five workflows.

While this plan is affordable, it is quite limited and suitable only for very small businesses or single users. If you’re serious about leveraging CRM capabilities, I’d recommend considering a higher plan. The startup plan's main draw is its affordability, making it an entry-level choice for those new to CRM systems.

Professional Plan

The professional plan is priced at $99 per month. This plan offers significant upgrades, such as unlimited SMS templates, 30-day call recordings, 25 workflows, and more comprehensive reporting tools.

The professional plan is a strong choice for small to medium-sized businesses. You’ll get more insights, better data tracking, and improved workflow capabilities. Additional features like multiple pipelines, up to three, and 250 custom fields make this plan versatile and robust for growing teams.

Curious if the Professional Plan is right for you? Book a call with us to discuss your specific needs and get personalized recommendations.

Enterprise Plan Features and Benefits

The enterprise plan costs $139 per month. This plan includes unlimited call recordings, 100 workflows, screen share support, user groups, advanced reporting, and a predictive dialer. For businesses with a robust sales team, the enterprise plan is worth the investment. The added support and advanced features can enhance your sales operations and provide better management tools.

The ability to hide leads from certain users and the inclusion of advanced dialer features make the enterprise plan particularly appealing for larger teams. This plan is designed to offer comprehensive tools that facilitate better team management and sales performance optimization.

If you're looking for further assistance, consider scheduling a call with us. We're here to help you streamline your sales processes and achieve your business goals.

Why Professional and Enterprise Plans Stand Out

The professional and enterprise plans offer tools that are essential for growing businesses. Comprehensive call recording is vital for training and compliance, while advanced workflows help automate complex sales processes. Enhanced support through screen share and detailed reporting tools provide better insights and management capabilities. Additionally, more custom fields and activities mean better data management, allowing businesses to tailor the CRM to their specific needs.

Comprehensive Support and Customization

With the professional and enterprise plans, you get screen share support, allowing you to resolve issues and optimize your CRM usage more effectively. These plans also offer greater customization options with user groups, advanced reporting, and the ability to create multiple pipelines and custom fields.

Additional Costs to Consider

Zapier Integration

Close CRM integrates well with Zapier, which allows for extensive automation and integration with other tools. However, this will add to your overall costs based on your Zapier usage. Zapier plans start at around $19.99 per month for basic features, but can go up to hundreds of dollars per month depending on your needs.

Calling and SMS Charges

The dialer in Close CRM uses Twilio, meaning there will be additional charges for calls, SMS, and phone numbers. These are billed at Twilio’s rates, ensuring transparency. For instance, local calls in the US may cost around $0.0130 per minute, and SMS messages might cost $0.0075 each. The costs can vary based on the destination and volume of usage.

If you're looking for a fractional sales operator for your business, click the link below to book a call with me or someone on our team.

Call Assistant and Transcriptions

For $50 per month plus $0.02 per minute, Close’s call assistant transcribes calls and provides AI summaries. This makes it easier to review and manage communications, offering significant value for businesses focused on improving their sales process. This feature is particularly useful for maintaining detailed records and improving customer interactions through better understanding of past communications.

Final Thoughts

Close CRM offers robust tools at competitive prices, especially for businesses looking to streamline their sales processes. The enterprise plan, in particular, stands out for its comprehensive features and support. If you’re interested in optimizing your sales process or need help deciding which plan is best for you, book a call with us. We’re here to help you make the most out of Close CRM.

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