# Close vs Teamwork CRM

**Leader by Vioscale score:** Teamwork CRM

| Attribute | Close | Teamwork CRM |
|---|---|---|
| **Vioscale score** | 70.8 (75% (high)) | 86.7 (73% (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":"Teamwork CRM is an AI-powered Professional Services Automation platform that enables teams to manage client projects, allocate resources, and track profitability. It combines project management tools with resource planning to support service-oriented businesses in delivering client work.","source":"https://www.teamwork.com/crm","question":"What is Teamwork CRM?","confidence":0.95},{"answer":"The platform is built for professional services teams and agencies managing client-facing projects. It offers plans tailored to both small teams seeking improved project tracking and growing teams that need workflow automation and capacity planning capabilities.","source":"https://www.teamwork.com/crm","question":"Who should use Teamwork CRM?","confidence":0.95},{"answer":"Teamwork CRM uses a subscription model with per-user monthly pricing billed annually, available in GBP. It supports both monthly and annual billing periods, with multiple plan tiers to fit different team sizes and complexity needs.","source":"https://www.teamwork.com/crm","question":"What is the cost structure?","confidence":0.95},{"answer":"Yes, Teamwork CRM provides a free tier for ongoing use and a 30-day free trial, allowing prospective users to test the platform before purchasing.","source":"https://www.teamwork.com/crm","question":"Can I try Teamwork CRM free before committing?","confidence":1},{"answer":"The platform supports over 150 integrations, including HubSpot, QuickBooks, Claude, and ChatGPT. It also offers API access for developers to build custom integrations with other business tools.","source":"https://www.teamwork.com/crm","question":"Which systems can integrate with Teamwork CRM?","confidence":0.95},{"answer":"Teamwork CRM is a web-based application accessed through browsers and does not include a dedicated mobile app. Mobile users can access the platform through responsive web design, though native mobile functionality is not available.","source":"https://www.teamwork.com/crm","question":"Does Teamwork CRM include a mobile app?","confidence":1},{"answer":"The Basics plan is designed for small teams needing core project management, time tracking, and project templates. The Accelerate plan for growing teams adds smart work request forms, workflow automation up to 20,000 workflows, and team capacity planning features.","source":"https://www.teamwork.com/crm","question":"How do the pricing plans differ?","confidence":0.9},{"answer":"Teamwork CRM is SOC 2 compliant and offers data hosting in both US and EU regions. The platform meets established security standards for managing sensitive business and client information.","source":"https://www.teamwork.com/crm","question":"Is Teamwork CRM secure and compliant?","confidence":1}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":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 professional services automation solution for managing client projects, team resources, and financial performance in a unified workspace. It combines project tracking, time logging, budget management, and AI-assisted features with reporting to help services firms optimize profitability and team utilization. |
| features.capabilities | `{"api_access":true,"mobile_app":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"reporting_dashboards":true}` | `{"api_access":true,"mobile_app":true,"forecasting":true,"lead_scoring":false,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":false,"reporting_dashboards":true}` |
| integrations.count | 100 | 150 |
| integrations.list | `[{"name":"Fivetran"},{"name":"Zapier"},{"name":"Zoom"}]` | `[{"name":"Claude"},{"name":"ChatGPT"},{"name":"HubSpot"},{"name":"QuickBooks"},{"name":"Salesforce"},{"name":"Netsuite"},{"name":"Xero"},{"name":"Dropbox"},{"name":"Zoom"},{"name":"Teams"},{"name":"BI tools"},{"name":"Chat tools"}]` |
| market.availability | `{"primaryMarkets":["US","CA"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"hqCountry":"IE","primaryMarkets":["US","EU"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"ios":true,"web":true,"android":true}` | `{"web":true,"android":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Solo","summary":"$9/user/mo (annual) or $19/user/mo (monthly)","features":["Limited to 1 user","Up to 10k leads","500 AI credits per month","Chloe AI access","Workflows not included"],"minSeats":1,"components":[{"kind":"per_unit","unit":"user","amount":9,"period":"month","currency":"USD"}],"description":"Core CRM for solo operators and individual sales reps","contactSales":false,"includedLimits":{"leads":"10k","ai_credits_monthly":"500"}},{"free":false,"name":"Essentials","summary":"$35/user/mo (annual) or $49/user/mo (monthly)","features":["Unlimited contacts & leads","Team collaboration features","Built-in forms, email, calling & SMS","Centralized inbox & task list","1,000 AI credits per month","Workflows not included"],"components":[{"kind":"per_unit","unit":"user","amount":35,"period":"month","currency":"USD"}],"description":"System of action for small teams","contactSales":false,"includedLimits":{"leads":"unlimited","contacts":"unlimited","ai_credits_monthly":"1000"}},{"free":false,"name":"Growth","summary":"$99/user/mo (annual) or $109/user/mo (monthly)","features":["Automated workflows","Use Chloe in Workflows","Power dialer","Custom activities","Send bulk email","1,500 AI credits per month"],"components":[{"kind":"per_unit","unit":"user","amount":99,"period":"month","currency":"USD"}],"description":"Leveraging AI and automation for growing teams","contactSales":false,"includedLimits":{"ai_credits_monthly":"1500"}},{"free":false,"name":"Scale","summary":"$139/user/mo (annual) or $149/user/mo (monthly). Custom pricing available.","features":["Role-based access & permissions","Lead visibility rules","Predictive dialer","Unlimited call recording retention","Live call coaching","2,000 AI credits per month","Custom pricing available for complex needs"],"components":[{"kind":"per_unit","unit":"user","amount":139,"period":"month","currency":"USD"}],"description":"Advanced control for scaling organizations","contactSales":true,"includedLimits":{"ai_credits_monthly":"2000"}}],"summary":"From $9/user/mo (annual billing). Free 30-day trial. All plans include AI agent features and credits.","currency":"USD","freeTier":true,"sourceUrl":"https://close.com/pricing","retrievedAt":"2026-08-14T10:16:52.711Z","freeTrialDays":30,"startingPrice":{"amount":9,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | `{"type":"subscription","plans":[{"free":true,"name":"Free","summary":"Free forever. Up to 5 projects and 5 users.","features":["Task, list, board & Gantt table views","Time logging","Organize by client","Chat tool integration","Role-based permissions","Two-factor authentication"],"components":[{"kind":"fixed","amount":0,"period":"month","currency":"USD"}],"description":"For small teams starting to bring more structure to their work","contactSales":false,"includedLimits":{"users":"5","projects":"5","automations":"100"}},{"free":false,"name":"Basics","summary":"$9.99/user/mo billed annually. 14-day free trial.","features":["Gantt, table, list & board views","Unlimited project templates","Time tracking & reporting","AI integrations (Claude, ChatGPT)","AI project wizard","Personal assistant 'Scout'","Project assistant 'Flo'"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":9.99,"period":"month","currency":"USD"}],"description":"For small teams needing to deliver projects and track time reliably","contactSales":false},{"free":false,"name":"Accelerate","summary":"$24.99/user/mo billed annually. 14-day free trial.","features":["Everything in Basics plus:","Smart form routing","20,000 automations","Capacity planning & visibility","Time budgets & retainers","Client invoice generation","HubSpot & QuickBooks integration","AI operations & chat assistant","Resource planning assistant 'Remi'"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":24.99,"period":"month","currency":"USD"}],"description":"For growing teams needing to automate work and manage capacity","contactSales":false,"includedLimits":{"automations":"20000"}},{"free":false,"name":"Optimize","summary":"Custom pricing per user/month. Book a demo.","features":["Everything in Accelerate plus:","Quote generation","100,000 automations","CRM pipeline conversion to projects","Tentative work planning","Resource scheduling by role/skill","Multi-currency budgets","Revenue & profitability dashboards","Salesforce & Netsuite integration","AI profitability forecasting","Financial assistant 'Kash'","Custom AI teammates"],"commitment":"annual","description":"For services businesses managing resources, budgets and profitability","contactSales":true,"includedLimits":{"automations":"100000"}},{"free":false,"name":"Enterprise","summary":"Custom pricing. Contact sales.","features":["Everything in Optimize plus:","Advanced security controls","Single sign-on","Dedicated success manager","Priority support","Expert implementation support"],"commitment":"annual","description":"For complex services businesses needing advanced security and controls","contactSales":true}],"addOns":[{"name":"Onboarding Services"},{"name":"Teamwork Connect"},{"name":"Premium Support"},{"name":"Desk"},{"name":"SSO"}],"summary":"From $9.99/user/mo (billed annually). Free tier with up to 5 users. 14-day free trial on paid plans.","currency":"USD","freeTier":true,"sourceUrl":"https://www.teamwork.com/pricing/","retrievedAt":"2026-08-14T11:09:07.265Z","freeTrialDays":14,"startingPrice":{"amount":9.99,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | yes | yes |
| pricing.model | freemium | freemium |
| pricing.price_level | low | low |
| pricing.transparent | yes | yes |
| reliability.sla_pct | - | 99.9 |
| reliability.status_page | yes | yes |
| security.disclosure_policy | - | yes |
| security.gdpr | yes | yes |
| security.iso27001 | - | yes |
| security.soc2 | yes | yes |

## Capabilities (CRM Software)

| Capability | Close | Teamwork CRM |
|---|:--:|:--:|
| **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: Vioscale. Generated 2026-09-01T17:26:04.326Z. "-" = undocumented, not absent.*