Close is a sales CRM built around calling, email and SMS, priced per seat. Pitch2Sale also puts the call first, then keeps going after the deal is won: proposals, contracts, projects and invoices on the same record, priced per workspace.
Close details as of Oct 2026 · verify before publishing
Who should pick which
Both are good tools. They are built for different teams.
If your team lives in high-volume outbound and hands delivery to other tools, Close is hard to beat. If your team sells on the phone and then has to deliver and bill the work, read the right-hand column.
Pick Close if
Volume outbound is the job
You need a power dialer or a predictive dialer. Close has both on its higher plans. Pitch2Sale dials one call at a time.
You want a long integration list today, Zapier included. Pitch2Sale has a REST API, webhooks and a short list of live integrations; Zapier is still coming.
You want AI agents and an AI assistant that come with every seat, paid for in usage credits. Pitch2Sale's AI Team is a separate add-on.
Delivery and billing already live in other tools, and you only need the CRM up to "won".
Pick Pitch2Sale if
Your team sells, then delivers
Calls that cross languages. Browser calling with outcomes and callbacks, recordings with AI summaries, live translation in 43 languages, and listen, whisper and barge for managers.
Won is not the finish line. Proposals, contracts, projects with timesheets, invoices and Stripe or Razorpay payments sit on the same record as the deal.
You want AI that places outbound calls, with a human gate. AI voice agents that place calls on your Retell account, and an AI Team add-on whose risky actions wait in an approval inbox.
You do not want a bill per seat. You pay per workspace; each plan includes 1, 5, 25 or unlimited users.
Side by side
What each one does natively
Native means built in, without a marketplace app. Where Close needs a higher plan, the note says so.
Pitch2Sale20 / 23
Close17½ / 23
Running tally of the rows you have scrolled past. Full = 1, partial = ½. The rows were chosen for a team that sells and delivers, so this is not a neutral score.
Capability
Pitch2Sale
Close
Selling
Leads, contacts and custom fieldsCustom objects too
All plans. Custom objects from Growth.
Custom fields and activities; custom objects on Close Scale.
Multiple pipelines
From Essentials.
Pipelines with opportunity statuses.
Email from Gmail or OutlookWith open and click tracking
All plans.
Built-in email with Gmail and Outlook.
Outreach sequencesMulti-step, can skip when the lead replies
From Essentials. A/B test on reply rate.
Sequences and workflows; automated workflows on Close Growth and up.
WhatsApp on the lead
From Essentials, via WhatsApp Cloud API.
WhatsApp is a supported channel.
SMS on the lead
From Essentials.
Built in.
Calling
Browser callingOutcomes, notes, callbacks
From Essentials. Warm and cold transfer, voicemail drop.
Built-in calling with transfer and voicemail drop.
Recordings and AI call summary
Play recording on the timeline, AI Summary from the transcript.
Recording built in; extended recording on Close Scale.
Listen, whisper, bargeFor managers on live calls
Reporting → Live Calls.
Live call coaching on Close Scale.
Live translation on calls43 languages
Pick one of 43 languages in the dialer.
Not listed among Close's calling features.
Inbound ring groups and routing
Simultaneous, round robin or sequential; rules by lead status, owner or field.
Group numbers and lead routing.
AI
AI assistant and email drafts
AI deal coach and email drafts from Essentials.
Chloe Chat, on every plan with AI credits.
AI voice agents that place callsCampaigns with quiet hours and pacing
Growth and Scale. Places outbound calls on your Retell account.
Chloe voice agent calls inbound leads to qualify and book; US and Canada; credit-based.
AI agents that work the pipelineSource, reach out, triage, book
AI Team add-on. Risky actions wait in an approval inbox.
Agents built in, paid with AI credits.
After the saleproposals, contracts, projects, invoices
Proposals from the deal
From Essentials. Accepted proposal can become a contract.
Through integrations such as PandaDoc.
Contracts with e-signature
From Essentials. Clients sign in the client portal.
Through integrations.
Projects and timesheetsBudget and time-based billing
From Essentials.
Not a delivery tool.
Invoices and credit notes
Invoices on all plans; credit notes from Essentials.
Through integrations such as Stripe.
Online payments
Stripe and Razorpay on your own accounts. INR invoices route to Razorpay.
Through the Stripe integration.
Support tickets and knowledge base
Growth and Scale.
Not a help desk; integrates with Help Scout.
Dialing and ecosystemwhere Close leads
Power dialerWorks through a list
One call at a time from the lead.
On Close Growth and Scale.
Predictive dialerSeveral lines at once
Not offered.
On Close Scale.
Integrations
REST API, webhooks and a short list of live integrations. Zapier coming.
Zapier, Slack, Calendly, Stripe, PandaDoc and more, plus MCP.
Pricing modelnot scored
How you pay
Per workspace. Plans include 1, 5, 25 or unlimited users.
Per user, with monthly AI credits per user.
Free option
No free tier.
14-day trial, no card. No free plan.
Starting price
placeholder
placeholder verify on close.com/pricing
Billing in INR
INR or USD. INR prices plus 18% GST.
Check close.com for your currency.
NativePartial, add-on or appNot native
Close features and plans as of Oct 2026, from close.com and Close's public pricing page; verify before publishing. Close and Pitch2Sale use the same plan names; "Close Growth" means Close's plan. Pitch2Sale entries list the lowest Pitch2Sale plan that includes each feature.
Switching
Moving from Close, directly
Close is the one CRM Pitch2Sale imports from directly. Paste a Close API key under Settings → Import from CRM and choose what comes across. No spreadsheets.
01
Connect Close
Settings → Import from CRM. Pick Close, paste your Close API key and click Test connection. The key is encrypted at rest with AES-256-GCM.
02
Choose what to import
Leads, secondary contacts, activities (notes, emails, calls, SMS, meetings), tasks and opportunities. You can also enrich leads with client status, owner and address.
03
Start, and re-run safely
Imports are idempotent, so running one again won't duplicate data. Activities and opportunities can take 30 to 60 minutes; the history table shows each run.
!
What to check after
Smart views, workflows, sequences and custom objects are set up again by hand in Pitch2Sale. Talk to us if you have a large account.
Settings · Import from CRMConnected
Source CRMClose
✓Leads
✓Secondary contacts
✓Activities (notes, emails, calls, SMS, meetings)
✓Tasks
✓Opportunities
✓Enrich leads (is_client, owner, address)
Imports are idempotent — re-running won't duplicate data.Start import
“We liked Close for calling. We moved because the proposal, the project and the invoice now hang off the same deal.”
Founder, agencyplaceholder quote
Questions
Before you switch
Can I import my Close data directly?
Yes. Settings → Import from CRM connects to Close with your API key and brings over leads, secondary contacts, activities, tasks and opportunities. Re-running an import won't duplicate data.
Does Pitch2Sale have a power dialer?
Not in the app today. Reps call one lead at a time from the lead page or the dialer, with outcomes, callbacks, transfers and voicemail drop. If list dialing at volume is your main job, Close is the better fit.
Is Pitch2Sale priced per user?
No. You pay per workspace, and each plan includes users: Solo 1, Essentials 5, Growth 25, Scale unlimited. Adding a teammate does not change your bill until you pass the plan limit.
Your plans have the same names as Close's. Are they the same?
No. Only the names match. Pitch2Sale plans are priced per workspace and include a set number of users; Close plans are priced per user.
Do the AI voice agents cost extra?
Voice agents are included on Growth and Scale. They run on your own Retell account and Twilio SIP trunk, so call minutes are billed by those providers. The AI Team is a separate add-on, enabled per workspace.
Can calls be translated live?
Yes. Pick one of 43 languages from the Live translation menu in the dialer before or during a call.
Try it on your own pipeline.
Connect your Close account and see your first deal end-to-end.