# Close vs SugarCRM

**Leader by vioscaleAI score:** Close

| Attribute | Close | SugarCRM |
|---|---|---|
| **vioscaleAI score** | 71.9 (76% (high)) | 60.1 (72% (medium)) |
| content.faq | `[{"answer":"Close is a sales CRM platform that integrates multiple communication and sales management tools into a single system. It's designed for sales teams of any size, from solo operators to larger organizations, combining contact management, pipeline tracking, and reporting capabilities.","source":"https://close.com","question":"What is Close and who is it designed for?","confidence":0.95},{"answer":"Close enables sales teams to communicate with prospects and customers through multiple channels including phone calling, email messaging, and SMS text messages. All these communication methods are integrated directly within the CRM, allowing teams to manage all interactions from a single interface.","source":"https://close.com","question":"What communication channels does Close support?","confidence":0.95},{"answer":"Close uses a per-user subscription model with flexible billing available on monthly or annual terms. The pricing is designed to be cost-effective for small teams and solo operators, with plans scaling based on team size and feature requirements.","source":"https://close.com","question":"How is Close priced?","confidence":0.92},{"answer":"Close offers a free tier for basic usage and a 30-day free trial for new users to explore the platform's full capabilities before committing to a paid plan.","source":"https://close.com","question":"Does Close offer a free tier or trial?","confidence":0.95},{"answer":"Close integrates with over 100 applications including popular tools like Slack, ChatGPT, Claude, WhatsApp, and Salesforce. This allows teams to connect their existing workflow and data systems to streamline operations.","source":"https://close.com","question":"What integrations does Close support?","confidence":0.95},{"answer":"Close combines contact and company management, email and SMS communication tools, and sales pipeline tracking within one platform. It also includes workflow automation to streamline repetitive tasks, performance dashboards with reporting and sales forecasting, API access for custom integrations, and support for custom fields tailored to your business needs.","source":"https://close.com","question":"What are Close's main capabilities?","confidence":0.95},{"answer":"Close includes an AI sales assistant called Chloe that automates certain sales tasks and activities. The assistant is integrated directly within the platform to help streamline team workflows and boost productivity.","source":"https://close.com","question":"Does Close include an AI sales assistant?","confidence":0.9},{"answer":"Close is a web-based platform accessible through standard web browsers, eliminating the need for desktop software installation. This allows sales teams to work from anywhere with an internet connection.","source":"https://close.com","question":"How does Close deploy—is it web-based or desktop software?","confidence":0.9}]` | `[{"answer":"A sales platform enhanced with machine learning to help teams manage customer data, streamline selling processes, and identify growth opportunities. It provides guidance on next steps and flags at-risk deals to help sales representatives succeed. It is indexed under CRM Software.","source":"https://www.sugarcrm.com","question":"What is SugarCRM?","confidence":0.6},{"answer":"SugarCRM is a paid product; published pricing starts at $59 per user per month. It is sold across 3 plans (Standard, Advanced and Premier). There is no free tier. Prices are published openly on the vendor's own pricing page. Pricing changes often, so verify at source before relying on it.","source":"https://www.sugarcrm.com","question":"How much does SugarCRM cost?","confidence":0.6},{"answer":"We have confirmed browser-based access to SugarCRM. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.sugarcrm.com","question":"What platforms does SugarCRM support?","confidence":0.6},{"answer":"Yes. SugarCRM can be deployed cloud / SaaS and on-premise, so it does not have to run on the vendor's infrastructure.","source":"https://www.sugarcrm.com","question":"Can SugarCRM be self-hosted?","confidence":0.6},{"answer":"We have confirmed 10 integrations for SugarCRM, including Dropbox, DocuSign, Microsoft Office, SharePoint, ZoomInfo, Epicor, NetSuite and Sage, plus 2 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.sugarcrm.com","question":"What does SugarCRM integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2 for SugarCRM. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as SugarCRM not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.sugarcrm.com","question":"What security certifications does SugarCRM have?","confidence":0.48}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true,"on_prem":true}` |
| description.long | A cloud-based sales CRM combining built-in calling, email, and SMS with workflow automation and an embedded AI sales agent that proactively calls leads, qualifies prospects, and automates follow-ups. | A sales platform enhanced with machine learning to help teams manage customer data, streamline selling processes, and identify growth opportunities. It provides guidance on next steps and flags at-risk deals to help sales representatives succeed. |
| features.capabilities | `{"api_access":true,"mobile_app":true,"forecasting":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` | `{"forecasting":true,"lead_scoring":true,"custom_fields":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"reporting_dashboards":true}` |
| integrations.count | 100 | 180 |
| integrations.list | `[{"name":"Fivetran"},{"name":"Zapier"},{"name":"Zoom"},{"name":"Calendly","native":false,"category":"scheduling","direction":"bidirectional"},{"name":"LinkedIn","native":false,"category":"sales","direction":"inbound"},{"name":"ChatGPT","native":false,"category":"ai","direction":"bidirectional"},{"name":"Gmail","native":false,"category":"email","direction":"bidirectional"},{"name":"HubSpot","native":false,"category":"crm","direction":"bidirectional"},{"name":"monday.com","native":false,"category":"productivity","direction":"bidirectional"},{"name":"Shopify","native":false,"category":"ecommerce","direction":"inbound"},{"name":"Ringover","native":false,"category":"communications","direction":"bidirectional"},{"name":"Customer.io","native":false,"category":"email","direction":"outbound"},{"name":"Segment","native":false,"category":"cdp","direction":"inbound"},{"name":"Help Scout","native":false,"category":"support","direction":"bidirectional"},{"name":"Helpwise","native":false,"category":"support","direction":"bidirectional"},{"name":"KlickTipp","native":false,"category":"email","direction":"outbound"},{"name":"Dialer.io","native":false,"category":"calling","direction":"bidirectional"},{"name":"Driftrock","native":false,"category":"lead_generation","direction":"inbound"},{"name":"Drip","native":false,"category":"email","direction":"bidirectional"},{"name":"LeadFuze","native":false,"category":"lead_generation","direction":"inbound"},{"name":"Convertmax","native":false,"category":"analytics","direction":"outbound"},{"name":"Aura","native":false,"category":"lead_scoring","direction":"inbound"},{"name":"Avina","native":false,"category":"sales_intelligence","direction":"inbound"},{"name":"Magic Sales Bot","native":false,"category":"automation","direction":"inbound"},{"name":"LeadCRM","native":false,"category":"recruitment","direction":"inbound"},{"name":"Lead Mapper","native":false,"category":"mapping","direction":"bidirectional"},{"name":"Truto","native":false,"category":"integration","direction":"bidirectional"},{"name":"WhatsApp","native":true,"category":"messaging","direction":"bidirectional"},{"name":"Reply","native":true,"category":"sales_automation","direction":"bidirectional"},{"name":"Signable","native":true,"category":"document_signing","direction":"bidirectional"},{"name":"Hunter","native":true,"category":"email_finder","direction":"inbound"},{"name":"RocketReach","native":true,"category":"contact_data","direction":"inbound"},{"name":"UpLead","native":true,"category":"email_verification","direction":"inbound"},{"name":"Unbounce","native":true,"category":"forms","direction":"inbound"},{"name":"AppInsights","native":true,"category":"analytics","direction":"bidirectional"}]` | `[{"name":"Dropbox"},{"name":"DocuSign"},{"name":"Microsoft Office"},{"name":"SharePoint"},{"name":"ZoomInfo"},{"name":"Epicor"},{"name":"NetSuite"},{"name":"Sage"},{"name":"SYSPRO"},{"name":"LinkedIn Sales Navigator"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":["US","CA","GB","AU"],"notAvailableCountries":[]}` | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"cli":true,"ios":true,"mac":true,"web":true,"android":true,"windows":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Starter","summary":"$9/user/mo (billed annually)","features":["Unlimited contacts & leads","Built-in forms, email, calling & SMS"],"components":[{"kind":"per_unit","unit":"seat","amount":9,"period":"month","currency":"USD"}],"description":"For small teams that want one place for every call, email, and deal","contactSales":false,"includedLimits":{"ai_credits":"500/month","opportunities_per_lead":"300"}},{"free":false,"name":"Growth","summary":"$35/user/mo (billed annually)","features":["All Starter features","Automated workflows","Chloe AI workflows","Contact enrichment"],"components":[{"kind":"per_unit","unit":"seat","amount":35,"period":"month","currency":"USD"}],"description":"For scaling teams with automation and workflows","contactSales":false,"includedLimits":{"ai_credits":"1000/month"}},{"free":false,"name":"Scale","summary":"$99/user/mo (billed annually)","features":["All Growth features","Role-based access & permissions"],"components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"contactSales":false,"includedLimits":{"ai_credits":"1500/month"}},{"free":false,"name":"Enterprise","summary":"$139/user/mo (billed annually)","features":["All Scale features"],"components":[{"kind":"per_unit","unit":"seat","amount":139,"period":"month","currency":"USD"}],"contactSales":true,"includedLimits":{"ai_credits":"2000/month"}}],"addOns":[{"name":"Call Recording","components":[{"kind":"fixed","amount":50,"period":"month","currency":"USD"},{"per":{"qty":1,"unit":"minute"},"kind":"metered","amount":0.02,"currency":"USD"}]},{"name":"Phone Numbers","components":[{"kind":"fixed","unit":"number","amount":1,"period":"month","currency":"USD"}]},{"name":"Calling","components":[{"per":{"qty":1,"unit":"minute"},"kind":"metered","amount":0.02,"currency":"USD"}]}],"summary":"From $9/user/month (annual billing). 14-day free trial. Usage-based pricing for calling, SMS, and call recording.","currency":"USD","freeTier":true,"sourceUrl":"https://close.com/pricing","retrievedAt":"2026-09-22T14:38:34.376Z","freeTrialDays":14,"startingPrice":{"unit":"seat","amount":9,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | `{"type":"subscription","plans":[{"free":false,"name":"Standard","summary":"$59/user/month billed annually, 15 user minimum","features":["Accounts & contact management","Lead & opportunity management","Quote management","Activity management","Pipeline management","Business process management","Reporting & analytics","Mobility","Mail & calendar integration","Basic support"],"minSeats":15,"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":59,"period":"month","currency":"USD"}],"description":"Foundational CRM with guided sales processes and opportunity tracking","contactSales":false},{"free":false,"name":"Advanced","summary":"$85/user/month billed annually, 15 user minimum","features":["All Standard features","Case management","Bug tracking","Sugar Intelligence","sales-i","Smart Guides","Standard support"],"minSeats":15,"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":85,"period":"month","currency":"USD"}],"description":"Standard plus case management, AI insights, and workflow customization","contactSales":false},{"free":false,"name":"Premier","summary":"$135/user/month billed annually, 15 user minimum","features":["All Advanced features","Geo mapping","Discover","2x file managed storage","2x data managed storage","LinkedIn connector","Enhanced support"],"minSeats":15,"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":135,"period":"month","currency":"USD"}],"description":"Advanced plus geo mapping, enhanced forecasting, and premium support","contactSales":false}],"summary":"From $59/user/month billed annually. 15 user minimum.","currency":"USD","freeTier":false,"sourceUrl":"https://www.sugarcrm.com","retrievedAt":"2026-08-05T12:44:41.328Z","startingPrice":{"amount":59,"period":"month","currency":"USD"},"billingPeriods":["year"]}` |
| pricing.free_tier | yes | no |
| pricing.model | freemium | commercial |
| pricing.price_level | low | mid |
| pricing.starting_price | `{"amount":9,"currency":"USD"}` | - |
| pricing.transparent | yes | yes |
| reliability.status_page | yes | yes |
| security.certifications | `[{"name":"SOC 2 Type II","level":"Type II","status":"active"}]` | - |
| security.gdpr | yes | - |
| security.soc2 | yes | yes |
| security.trust_center | https://close.com/security | - |

## Capabilities (CRM Software)

| Capability | Close | SugarCRM |
|---|:--:|:--:|
| **Core** |  |  |
| Contact & account management | ✓ | ✓ |
| Deal / pipeline management | ✓ | ✓ |
| Lead scoring | - | ✓ |
| **Communication** |  |  |
| Email sync & tracking | ✓ | - |
| **Automation** |  |  |
| Marketing automation | ✓ | - |
| Workflow automation | ✓ | ✓ |
| **Insight** |  |  |
| Reporting & dashboards | ✓ | ✓ |
| Sales forecasting | ✓ | ✓ |
| **Access** |  |  |
| Native mobile app | ✓ | - |
| **Extensibility** |  |  |
| Public API | ✓ | - |
| Custom fields & objects | ✓ | ✓ |

*Source: vioscaleAI. Generated 2026-10-20T16:45:48.738Z. "-" = undocumented, not absent.*