Close vs Slant

Close confirms 7 of the features we check on its own site; Slant confirms 4. Starting prices: Close not published, Slant USD 150/mo · per seat per month, billed annually.

Close

Sales teams that sell by calling, emailing and texting.

Watch out: Plan prices are not visible in the fetched text.

Slant

Financial advisors and RIAs who want an AI-first relationship CRM with a notetaker.

Watch out: Built only for financial advisors; annual billing at $150 per seat.

	Close	Slant
Overview & pricing
Category	CRM & Sales	CRM & Sales
Specialty	CRM for sales teams	AI CRM for advisors
Based in	Unconfirmed	Unconfirmed
Best for	All sizes	All sizes
Starting price	Unconfirmed	USD 150/mo · per seat per month, billed annually
Free plan	Unconfirmed	✕No
Free trial	✓14 days	Unconfirmed
Features confirmed on each vendor’s site
Visual sales pipeline · Core features	✓Lead and pipeline management	Unconfirmed
Contact & company management · Core features	Unconfirmed	✓Client and prospect management
Shared omnichannel inbox · Core features	✓Email, calls, SMS in one inbox	Unconfirmed
Workflow automation · Core features	✓Sales automation workflows	✓Automations and follow-ups in one place
Lead capture forms · Core features	✓Native forms capture leads into Close	Unconfirmed
Built-in calling · Core features	✓Built-in power dialer	Unconfirmed
Sales reports & forecasts · Core features	✓Reporting: pipeline, activity, forecasting	Unconfirmed
AI assistant / AI agent · Core features	✓Chloe AI agent calls leads and books meetings	✓AI Chat, AI agents and AI nudges
SOC 2 · Security & compliance	Unconfirmed	✓Described as SOC 2-compliant
Integrations
Listed on its site	ChatGPT, Claude, WhatsApp	Unconfirmed

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Every ✓ / ✕ comes from the vendor’s own website (sources on each product page). Unconfirmed means the site doesn’t say — not that the feature is missing.