Close vs Shortcut

Close offers four plans: Solo ($9-19/user/month), Essentials ($35-49), Growth ($99-109), and Scale ($139-149). All include calling, email, SMS, and Chloe AI agent access. Essentials adds unlimited contacts and team collaboration. Growth adds automation, power dialer, and custom activities. Scale adds role-based permissions and unlimited recording. Annual billing saves up to 50%.

Yes, Shortcut offers a free plan for up to 10 users with core features like kanban boards, roadmaps, sprints, and reports. Paid plans start at $8.50 per user per month.

Close charges usage-based fees for calling (~$0.02 per minute), SMS charges per message, and phone number rentals ($1-5/month). The AI Call Assistant add-on costs $50/month plus $0.02 per minute for transcription. Heavy outbound calling teams can see their total costs increase 30-50% beyond the base seat price.

Yes, Shortcut has native GitHub integration that automatically syncs pull requests and commits to stories, and includes GitLab and Bitbucket support as well.

Chloe is an AI sales agent built into Close that automatically calls leads, qualifies prospects through real conversations, and can book meetings while updating the CRM automatically. Chloe features AI-generated call summaries, transcripts, and action items automatically logged to contacts.

Shortcut is built for software teams, though you can customize workflows for other use cases. Linear and Asana may be better suited for non-technical project management.

No. Close does not provide built-in lead lists, company intelligence, or contact enrichment features. Organizations must source leads separately or use third-party data providers. This differs from platforms like HubSpot which include integrated lead databases.

Yes, SSO and SCIM support are available on the Enterprise plan, allowing centralized identity management for large organizations.

Close includes built-in calling with automatic call logging, email templates and bulk email capabilities, SMS messaging with tracking and automation, email syncing with Gmail, and automated follow-up workflows. All communication happens within the CRM platform.

Shortcut is lighter and faster with less setup required, while Jira offers deeper customization and enterprise features. Shortcut works better for modern software teams wanting simplicity; Jira suits enterprises needing extensive configuration.

Close's marketing automation features are limited compared to HubSpot. It includes basic email sequences, task reminders, and workflow automation, but lacks advanced lead scoring, nurturing campaigns, and detailed marketing analytics. Organizations requiring extensive marketing automation need separate tools.