Cloze CRM Review (2026)Email-First CRM for Small Teams
By Daan Haket · Researched and written with an AI assistant · who does what
The pricing page does not name the currency and shows no free plan limits.
- Best for Solo consultants and freelancers with a messy inbox
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Is Cloze CRM right for you?
Your pain“Client emails, notes and follow-ups sit in different places and I forget who I owe a reply.”
Does Cloze CRM solve it?YesPricing page, read 13 Nov 2026: the Pro plan lists email with open tracking, templates and mail merge next to contact management, in one account.
Your planCloze Pro, $17 a month billed yearly or $19.99 month to month
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Your pain“Everyone keeps their own contact list, so two of us call the same lead.”
Does Cloze CRM solve it?PartlyPricing page, read 13 Nov 2026: team work, assigned responsibility and privacy controls start on Business Silver; custom fields and team analytics need Gold.
Your planBusiness Silver, $21 per user a month billed yearly; Gold is $29 per user
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Your pain“I have years of contacts in a spreadsheet and I cannot afford a cleanup week after the import.”
Does Cloze CRM solve it?PartlyOur test (31 Oct 2026): the importer detected no columns on its own, we mapped four by hand, and it merged each pipe-separated tag pair into one hyphenated tag.
Your planAny plan; the free trial is enough to test an import first
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- you need a ready-made pipeline board for a large sales team, you want a published free plan with known limits, or you need an export we have verified.
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Pricing (2026)
✓ Pricing re-verified 13 Nov 2026
Cloze has four paid plans and a 14 day free trial with no credit card. Cloze Pro for individuals costs $17 a month billed yearly or $19.99 month to month. Business Silver costs $21 per user a month billed yearly or $24.99 month to month, Business Gold $29 or $34.99, and Business Platinum $42 or $49.99. Pro lists smart AI, business-grade email with open tracking, templates and mail merge, and contact management.
Silver adds team work, assigned responsibility and privacy controls. Gold adds smart custom fields, advanced integrations, text message syncing, partner tracking and team analytics. Platinum adds a matching engine, smart templates, lead capture, campaign automation, marketing mail, generative AI, lead routing and sub-team hierarchies. A Concierge Service add-on costs $20 per user a month with a $500 monthly minimum. The page says that after the trial you can move to a free plan with contact management and an email inbox, but it shows no price or limits for it.
We did not buy a plan, so we do not know the tax added or the free plan limits. Plans change, so check the live price on their site before you buy.
Category context: Sales & CRM. Across the 20 tools in this category that we researched with a public US-dollar price, the median entry price is about $34 a month (lowest paid plan as listed, per seat where the vendor prices per seat). Cloze CRM’s entry price of $17 a month sits below that median. Compare pricing conditions in the Software Cost Atlas →
What the pricing page doesn’t say
The importer needed manual column mapping and changed our tag format. The onboarding said it was analysing email history while no mailbox was connected.
What Cloze CRM does
Email-first CRM for freelancers and small teams: contacts, notes and follow-ups built from your inbox, with open tracking, templates and mail merge.
Gold is where a team gets custom fields and analytics
Silver gives a team shared work and privacy controls, but the page puts custom fields, text message syncing and team analytics on Gold. Campaign automation, marketing mail and lead routing sit on Platinum, which is $42 per user a month billed yearly.
How to actually use Cloze CRM
Sign up for the 14 day trial, pick the industry setup (we chose sales and services) and connect your email account so Cloze can build contacts from your messages. Then import your contact file under People. We ran a small import and kept the mailbox unconnected, so we cannot say how well the email-based contact building works on a real inbox.
Distilled from Cloze pricing page, read on 13 November 2026, and our own short account test on 31 October 2026 (import and settings only). Cloze CRM at cloze.com is a different product from Cloze at cloze.bot. We use a plain vendor link here and have no affiliate arrangement.
Cloze CRM vs HubSpot, side by side
Each column shows the vendor’s own published entry price, read on the date shown. Entry prices can cover different services or units, so check what each one buys. We do not average them into a score.
The Cloze CRM link above is an affiliate link: we may earn a commission if you sign up, at no extra cost to you. The other column is a plain link. Neither changes what this table says.
The natural comparison is HubSpot: HubSpot offers a free CRM with a large app marketplace. Compare it if you want deal pipelines first and email tracking second.
Frequently asked questions
How much does Cloze CRM cost?
Per the pricing page read on 13 November 2026, Pro is $17 a month billed yearly ($19.99 month to month). Business plans run $21 to $42 per user a month billed yearly.
Is there a free trial?
Yes. The page says 14 days with no credit card, and a free plan with contacts and an inbox after that, with no limits shown.
Does it need my email connected?
It builds contacts from connected accounts such as Google, Microsoft 365, Exchange, iCloud and Yahoo. We tested without one connected.
Is this the same as Cloze on Shopify?
No. That is a separate product at cloze.bot.
What do we not know?
The free plan limits, the currency, and how accurate the email-based contact building is on a real inbox.
Is this a hands-on review of Cloze CRM?
This is a researched assessment, not a hands-on test. Where we've used a tool ourselves, we say so explicitly. We name what each tool is good and bad at, and we earn a commission only if you sign up, at no cost to you.
- Read 2026-11-13 on cloze.com/app/pricing, "$" shown without a currency name.
- A dated screenshot of that pricing page, kept on this site as the receipt.
Bottom line
In one line: Email-first CRM with contacts, tracking and mail merge; Pro from $17 a month billed yearly.
Best for: solo consultants and freelancers with a messy inbox.
The Try button is an affiliate link; we may earn a commission at no extra cost to you.
Others in this category
Reviewed sales & crm tools that share ground with Cloze CRM. They are comparable in what they do, not drop-in swaps:
New reviews, price changes we recorded, and the cost conditions we found. No sponsored placements. Unsubscribe anytime.
This is our researched assessment, not a paid placement. The “Visit” links on this page are affiliate links: we may earn a commission if you sign up, at no extra cost to you, and it never changes our take. How we review →