Close vs Planhat (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 Planhat if

• Fits if you sell to other businesses and want sales and renewals in one system
• Works for account teams that manage customers over years, not one-off deals

Look elsewhere if

• Not for you if you want a price before talking to sales, as none is published
• Skip it if you have no budget for add-ons, because AI, advanced service, email marketing and portals cost extra
• Not for you if you are a very small team or sell to consumers, as it is built for account-based B2B
• Watch out: onboarding, technical deployment and AI deployment are separate paid services

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.

Planhat

• No prices are published: every plan and add-on on the pricing page is an enquiry.
• Several capabilities are paid add-ons: upgraded AI platform, advanced service, email marketing and advanced portals.
• Onboarding, technical deployment and AI deployment are sold as separate services.
• It is built for account-based B2B work rather than very small teams or consumer sales.

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.

Planhat

Pipeline and forecasting

The CRM page lists pipeline management, lead routing, lead scoring, deal rooms, funnel analytics and forecasting.

Email sequencing

Email sequences and email analytics are listed for sales and account management teams.

Pi, the customer agent

Planhat's AI agent works across sales, success, renewals and professional services using your connected customer data.

Auto-enriched records

Records are filled in with firmographic, intent and product-usage data to cut manual entry, according to the vendor.

Automations and playbooks

Templated and advanced automations, task management and custom pages are in the plan comparison.

Customer portals

An Advanced Portals add-on provides a shared space for collaboration with prospects and customers.

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.

Planhat

Pricing could not be confirmed. See planhat.com.

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.

Planhat

No public discounts listed.