Close vs CRM.io (2026): which should you pick?

Pick Close if

• Fits if your team spends the day calling, texting and emailing leads
• Works for a solo seller with under 10,000 leads who wants calling in a $9 CRM

Look elsewhere if

• Pricey if you need automated workflows or the power dialer, which start on Growth at $99 a user
• Skip it if you want a free plan, as there's a 14-day trial and then a paid subscription
• Not for you if you want a fixed bill, because calls, texts and numbers are charged by usage
• Tight if you're on Solo: 1 user, 10,000 leads, no workflows and no email open tracking
• Watch out: call transcripts are a $50 a month add-on, and the dialers don't run on the phone app

Pick CRM.io if

• Fits if you used Agile CRM and want the same team's newer product
• Works for a small team that wants to start on a free plan with no card

Look elsewhere if

• Skip it if you need to know prices first, as there is no pricing page
• Watch out: telephony needs a Twilio connection and AI voice uses ElevenLabs, both with their own charges
• Not for you if you need SSO or audit logs, as they're listed for Enterprise only
• Tight if you want a long track record, since the product is new and lists few integrations

Close

• There is no free plan; the 14-day trial is followed by a paid subscription.
• Calling, SMS and phone numbers are billed by usage on top of the per-user price.
• Workflows and the power dialer need Growth; the predictive dialer and role-based permissions need Scale.
• Solo is limited to 1 user and 10,000 leads, and does not include email open tracking.

CRM.io

• No pricing page exists; plan names, prices and the free plan's limits were not found.
• Telephony needs a Twilio connection and AI voice uses ElevenLabs, so those carry their own charges.
• SSO and audit logs are listed only for the Enterprise tier.
• The product is new, rebuilt from Agile CRM, and its site lists few integrations.

Close

Built-in calling and SMS

Calls and texts are made from the CRM and logged on the lead. Usage is billed at cost on top of the plan: most outbound calls are about $0.02 a minute and phone numbers start at about $1 a month.

Chloe, the AI teammate

Chloe calls and qualifies leads, books meetings and drafts follow-ups. Each plan includes monthly AI credits, from 500 on Solo to 2,000 per user on Scale, which do not roll over.

Email and automated workflows

Email is sent and tracked from Close alongside calls and texts. Growth and Scale add automated workflows, which Chloe can take part in, and bulk email sending.

Power and predictive dialers

Growth includes a power dialer and Scale a predictive dialer for working through call lists. Both need the desktop version; the mobile app cannot run them.

Pipelines and reporting

Opportunities are tracked through pipelines next to the calls, emails and texts behind them, with reports on leads and activity. Not every report is available in the mobile app.

Call Assistant add-on

Transcribes and summarizes voicemails and recorded calls longer than 30 seconds. It costs $50 a month per organization plus $0.02 per transcribed minute.

CRM.io

Contacts and companies

A shared contact database with smart segments, CSV import and export, social enrichment and bulk account actions.

Deals and pipelines

Multiple pipelines with custom stages, table and kanban views, lost-reason capture and bulk actions.

Tasks, cadences and calendar

Task lists, follow-up cadences and SLA reminders, with Google Calendar sync and team availability views.

Automations and marketing

Round-robin assignment, email bots and AI workflows, plus email campaigns, drips and reusable templates.

Telephony and AI voice

A browser dialer with calling campaigns through Twilio, WhatsApp and SMS, and ElevenLabs-based AI voice agents.

LinkedIn Chrome extension

A Chrome extension captures LinkedIn leads into the pipeline in one click.

Close

• Solo$9

  per user / month, billed annually ($19 billed monthly)

  Core CRM for a single user and up to 10,000 leads, with 500 AI credits a month. Workflows are not included.

• Essentials$35

  per user / month, billed annually ($49 billed monthly)

  Unlimited contacts and leads, team collaboration, built-in forms, email, calling and SMS, and 1,000 AI credits per user a month.

• Growth$99

  per user / month, billed annually ($109 billed monthly)

  Adds automated workflows, Chloe in workflows, the power dialer, custom activities and bulk email, with 1,500 AI credits per user a month.

• Scale$139

  per user / month, billed annually ($149 billed monthly)

  Adds role-based permissions, lead visibility rules, the predictive dialer, live call coaching and unlimited call recording retention.

CRM.io

Pricing could not be confirmed. See crm.io.

Close

• Annual discount

  Lower per-user price with annual billing

  Billed annually, Solo is $9 per user a month instead of $19, Essentials $35 instead of $49, Growth $99 instead of $109 and Scale $139 instead of $149.

• Other savings

  Discounts for 10+ seats on a 12-month term

  Close's help center says it offers discounts to customers with 10 or more seats who commit for 12 months or longer. The amount is not published; it is quoted by Close's team.

• Other savings

  30-day money-back guarantee

  The pricing page promises a full refund within 30 days, no questions asked, in addition to the free trial.

CRM.io

No public discounts listed.