Close vs Salesmate

Close

• Sales teams that spend most of the day calling, texting and emailing leads
• Solo sellers who want a low-cost CRM with calling built in
• Teams that want an AI agent to call and qualify leads for them

Salesmate

• Small and mid-sized teams that want sales, marketing and support in one CRM
• Sales teams that call and text prospects from inside the CRM
• Teams that want to try every feature with colleagues before paying

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.

Salesmate

• There is no free plan; a paid plan is needed after the 15-day trial.
• Sequences, ticketing, team inbox, SSO and Sandy AI are not in Basic, and the power dialer needs Business.
• Calling, texting, extra Smart flow credits and AI agent credits cost extra on top of the per-user price.
• Salesmate states that all fees are non-refundable, including unused parts of a billing period.

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.

Salesmate

Deal pipelines and contacts

Contacts, companies, deals, activities and conversations are managed in one place, with deal pipeline management and custom fields on every plan.

Email sync, templates and sequences

Full email sync with templates and tracking is in Basic. Automated multi-step sequences and a shared team inbox start on Pro.

Smart flows automation

Sales and marketing automations run as Smart flows on a monthly credit allowance: 5K per user on Basic, 10K on Pro and 15K on Business, with extra credits sold as an add-on.

Calling and texting

A paid add-on for making and receiving calls and texts inside the CRM, with numbers from $1.1 a month. Power dialer and voicemail drop need the Business plan.

Ticketing and support tools

Ticket management arrives on Pro, and Business adds surveys and service level agreements for customer support teams.

Sandy AI and Skara agents

The Sandy AI assistant is included from Pro. Skara AI agents have their own pricing tab and run on a credit system, with credits sold as an add-on.

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.

Salesmate

• Basic$23

  per user / month, billed annually ($29 billed monthly)

  Contacts, deal pipelines, full email sync, meeting scheduler, web forms, standard reports and 5K Smart flow credits per user a month.

• Pro$39

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

  Adds sequences, product and quote management, ticketing, team inbox, custom dashboards with goals, SSO, Sandy AI and 10K credits.

• Business$63

  per user / month, billed annually ($79 billed monthly)

  Adds custom modules, surveys, service level agreements, calculated fields, power dialer, voicemail drop and 15K credits.

• EnterpriseCustom

  Adds audit logs, IP restriction, a dedicated IP, a dedicated account manager and 24x7 support. Onboarding packages start from $1999.

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.

Salesmate

• Annual discount

  Save up to 20% with annual billing

  The pricing page advertises up to 20% off for annual billing: Basic is $23 per user a month billed annually against $29 billed monthly.

• Startups

  Salesmate for Startups discounts

  Early-stage startups, typically pre-seed to Series A, can apply for discounted plan pricing, onboarding help and a sandbox environment. The discount amount is not published.