Close lists 22 features. How many does your team use?

Replaceable in core CRM parts, but the built-in calling/SMS/email carriers, AI voice agents and 100+ integration ecosystem cannot be built by us.

Communication

• Unified inbox for email, calls and SMS
  See email, calls and texts for each lead in one timeline.
  Needs an outside service: Amazon SES + Twilio + Twilio. Email/SMS/calls need carrier and telephony providers; the timeline itself is buildable.
• Email sync with Gmail
  Two-way Gmail mailbox sync and activity logging.
  Needs an outside service: Gmail API and Microsoft Graph. Two-way mailbox sync is possible only via Gmail API and user OAuth; scope is limited.
• Power dialer and calling
  Click-to-call, dialing lists and call logging.
  Needs an outside service: Twilio. Running telephony networks is out of scope; browser calling needs a paid telephony provider.
• SMS texting
  Send and receive text messages with leads.
  Needs an outside service: Twilio. Requires a messaging provider (e.g. Twilio); we cannot run carrier connectivity.
• WhatsApp messaging
  Message leads over WhatsApp.
  Needs an outside service: Twilio. Needs WhatsApp Business API provider; we build the integration only.

Pipeline and lead management

• Pipeline / deal stages view
  See deals by stage and value on a board.
• Lead and contact records
  Store leads, contacts, companies and custom fields.
• Suggested next steps
  Prioritized next action on each deal.
  Needs an outside service: OpenAI or Anthropic API. Simple rule-based suggestions buildable; AI-generated ones need a model provider.

Workflows and automation

• No-code workflows and automations
  Trigger actions on new leads, stage changes, etc.
• Smart Views (saved lists)
  Saved filtered lists of leads used as calling queues.

Forms

• Lead capture forms
  Build forms that create leads automatically.

Reporting

• Pipeline, activity and forecasting reports
  Dashboards of pipeline, activity and forecast.

AI features

• AI sales agent Chloe / AI Assistant
  Ask questions about pipeline and calls, get summaries and draft follow-ups.
  Needs an outside service: OpenAI or Anthropic API. Buildable on a third-party LLM; cannot train custom models.
• AI call notes and transcription
  Captures and summarizes calls and meetings.
  Needs an outside service: Deepgram + OpenAI or Anthropic API + Twilio. Needs transcription service and call recording from a telephony provider.
• Voice agents that place calls
  AI agents that call leads and book meetings.
  We can't build this. Requires telephony network and voice AI infrastructure beyond a web app.
• Agents (autonomous task runners)
  Scheduled AI jobs that update records and create tasks.
  Needs an outside service: OpenAI or Anthropic API. Simple scheduled jobs buildable; general autonomy and voice are cut.

Scheduling and calendar

• Meeting booking with calendar sync
  Book meetings and sync to Google or Outlook calendars.
  Needs an outside service: Google Calendar and Microsoft Graph APIs + Gmail API and Microsoft Graph. Booking logic buildable; calendar sync needs OAuth with Google/Microsoft.

Integrations and API

• Public API and MCP access
  Access CRM data via API or AI agent connectors.
• Third-party integrations (100+)
  Connect to HubSpot, Zapier, Calendly, WhatsApp and many more.
  Needs an outside service: Twilio. Only a few custom integrations realistic; the ecosystem of partner apps cannot be built.

Security and administration

• Sign-in, roles and permissions
  User accounts and access control.
• Single sign-on (SSO)
  Enterprise SSO login.
  Needs an outside service: WorkOS. Possible via identity provider; enterprise certifications not included.

Data import and export

• CSV import and export
  Bulk import and export of leads and contacts.

What you’d bring

We write all the code. These features only work on outside services, and those accounts are yours to open and pay for directly.

What we can’t build

• Voice agents that place calls. Requires telephony network and voice AI infrastructure beyond a web app.

Build only the Close features you use

Pick your features, choose what it connects to, and see the price before you start.