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Close CRM vs Relate

See how their public offers line up before you choose your own position. Prices stay in the currency, billing schedule, and charged unit each vendor publishes.

USD · US · source: close.com

Plan Pricing Charged by Offer type
Solo
USD 19 monthly · USD 9 / month with annual commitment

$19 per user / month $9 per user / month

Seat · per user / month Standalone · Fixed
Essentials
USD 49 monthly · USD 35 / month with annual commitment

$49 per user / month $35 per user / month

Seat · per user / month Standalone · Fixed
Growth Highlighted
USD 109 monthly · USD 99 / month with annual commitment

$109 per user / month $99 per user / month

Seat · per user / month Standalone · Fixed
Scale
USD 149 monthly · USD 139 / month with annual commitment

$149 per user / month $139 per user / month

Seat · per user / month Standalone · Fixed
Custom
Contact sales

Custom pricing: Growing fast or have more complex sales needs? We can help. Start with a custom demo.

Other Standalone · Contact sales

USD · US · source: www.relate.so

Plan Pricing Charged by Offer type
Personal Plan — Free
Free

Free

Flat Standalone · Free
Personal Pro — Paid
USD 15 monthly · USD 12 / month with annual commitment

$15 billed monthly or $12 per user / month billed annually

Flat · $15 / month Standalone · Fixed
Team Plan — Free
Free

Free

Flat Standalone · Free
Business Plan — Paid Highlighted
USD 60 monthly · USD 51 / month with annual commitment

$60 billed monthly or $51 per user / month billed annually

Seat · $60 / month per user Standalone · Fixed

What each plan includes

Feature names follow each vendor’s own pricing page, so verify the wording before treating them as exact equivalents.

Close CRM

Solo

Chloe & AI Features

Chloe & AI credits

500 per user/month

Included

Core Features (CRM)

Users

1

Limited

Core Features (CRM)

Leads

Up to 10,000

Limited

Collaboration + Admin Tools

Team collaboration features

Excluded

Automated Workflows

Automated workflows

Excluded

Chloe & AI Features

Use Chloe in Workflows

Excluded

Core Features (CRM)

Custom activities

Excluded

Email

Email connected accounts

3

Included

Email

Send bulk email

Excluded

Calling & SMS

Call recording retention

30 days

Limited

Calling & SMS

Power Dialer

Excluded

Calling & SMS

Predictive Dialer

Excluded

Calling & SMS

Live call coaching

Excluded

Collaboration + Admin Tools

Role-based access & permissions

Excluded

Collaboration + Admin Tools

Lead visibility rules

Excluded

Essentials

Chloe & AI Features

Chloe & AI credits

1,000 per user/month (shared pool up to 10,000/month)

Included

Core Features (CRM)

Leads

Unlimited

Included

Collaboration + Admin Tools

Team collaboration features

Included

Core Features (CRM)

Built-in forms, email, calling & SMS

Included

Core Features (CRM)

Centralized inbox & task list

Included

Automated Workflows

Automated workflows

Excluded

Chloe & AI Features

Use Chloe in Workflows

Excluded

Core Features (CRM)

Custom activities

Excluded

Email

Email connected accounts

3

Included

Email

Send bulk email

Excluded

Calling & SMS

Call recording retention

30 days

Limited

Calling & SMS

Power Dialer

Excluded

Calling & SMS

Predictive Dialer

Excluded

Calling & SMS

Live call coaching

Excluded

Collaboration + Admin Tools

Role-based access & permissions

Excluded

Collaboration + Admin Tools

Lead visibility rules

Excluded

Growth

Chloe & AI Features

Chloe & AI credits

1,500 per user/month (shared pool up to 15,000/month)

Included

Core Features (CRM)

Leads

Unlimited

Included

Automated Workflows

Automated workflows

Included

Chloe & AI Features

Use Chloe in Workflows

Included

Calling & SMS

Power Dialer

Included

Core Features (CRM)

Custom activities

250

Included

Email

Send bulk email

Included

Email

Email connected accounts

10

Included

Calling & SMS

Call recording retention

90 days

Limited

Calling & SMS

Predictive Dialer

Excluded

Calling & SMS

Live call coaching

Excluded

Collaboration + Admin Tools

Role-based access & permissions

Excluded

Collaboration + Admin Tools

Lead visibility rules

Excluded

Scale

Chloe & AI Features

Chloe & AI credits

2,000 per user/month (shared pool up to 20,000/month)

Included

Core Features (CRM)

Leads

Unlimited

Included

Automated Workflows

Automated workflows

Included

Chloe & AI Features

Use Chloe in Workflows

Included

Calling & SMS

Power Dialer

Included

Core Features (CRM)

Custom activities

250

Included

Email

Send bulk email

Included

Email

Email connected accounts

10

Included

Collaboration + Admin Tools

Role-based access & permissions

Included

Collaboration + Admin Tools

Lead visibility rules

Included

Calling & SMS

Predictive Dialer

Included

Calling & SMS

Call recording retention

Unlimited

Included

Calling & SMS

Live call coaching

Included

Custom

Relate

Personal Plan — Free

Highlights

Unlimited contacts

Included

Highlights

LinkedIn integration

Included

Highlights

Import and export

Included

Highlights

30-days email and note history

Included

Highlights

Invite 10 guests

10 guests

Included

Highlights

Integrate with Zapier, Google Mail, Outlook, & more

Included

Highlights

Up to 250 enrichments + pay-as-you-go

Up to 250 enrichments + pay-as-you-go

Included

Personal Pro — Paid

Highlights

Everything in Personal Free

Included

Highlights

Full email and note history

Included

Highlights

Unlimited file uploads

Included

Highlights

Invite 50 guests

50 guests

Included

Highlights

Up to 250 enrichments + pay-as-you-go

Up to 250 enrichments + pay-as-you-go

Included

Team Plan — Free

Highlights

Unlimited contacts

Included

Highlights

LinkedIn integration

Included

Highlights

Import and export

Included

Highlights

30-days email and note history

Included

Highlights

Invite 10 guests

10 guests

Included

Highlights

Integrate with Zapier, Google Mail, Outlook, & more

Included

Highlights

Up to 250 enrichments + pay-as-you-go

Up to 250 enrichments + pay-as-you-go

Included

Business Plan — Paid

Highlights

Everything in Team Free

Included

Highlights

Full email and note history

Included

Highlights

Unlimited qualified deals

Included

Highlights

Invite 50 guests

50 guests

Included

Highlights

Reporting & Dashboards

Included

Highlights

Up to 250 enrichments + pay-as-you-go

Up to 250 enrichments + pay-as-you-go

Included

How their prices changed

Each date shows when a public price was observed, not when it took effect. An archived region or currency can differ, so a currency change is not necessarily a price increase.

Close CRM

    • Solo: USD 19 monthly · USD 9 / month with annual commitment
    • Essentials: USD 49 monthly · USD 35 / month with annual commitment
    • Growth: USD 109 monthly · USD 99 / month with annual commitment
    • Scale: USD 149 monthly · USD 139 / month with annual commitment
    • Custom: Contact sales
    • Solo — primary: USD 19 monthly · USD 9 / month with annual commitment
    • Essentials — primary: USD 49 monthly · USD 35 / month with annual commitment
    • Growth — primary: USD 109 monthly · USD 99 / month with annual commitment
    • Scale — primary: USD 149 monthly · USD 139 / month with annual commitment

Relate

    • Personal Plan — Free: Free
    • Personal Pro — Paid: USD 15 monthly · USD 12 / month with annual commitment
    • Team Plan — Free: Free
    • Business Plan — Paid: USD 60 monthly · USD 51 / month with annual commitment