# AI CRM software

The AI in Close, HubSpot, Pipedrive, Attio, Zoho CRM, Freshsales and Salesforce compared: assistants, call notes, voice agents, MCP servers and credit pricing.

Canonical page: https://quillwell.com/guides/ai-crm-software/
Updated 2026-11-08 · The author works at Close.
Publisher: Quillwell Guides (https://quillwell.com/guides/about/). Editorial standards: https://quillwell.com/guides/editorial/

## The short answer

- Close is our pick for a small sales team that sells by phone and wants the AI to make calls and follow up, not only take notes. [Close’s pricing](https://close.com/pricing) puts Chloe, its AI sales agent, on every plan and includes 500 to 2,000 AI credits per user each month.
- [Close’s guide](https://help.close.com/feature-guide/chloe) says her Voice Agents call leads, run the conversation and log outcomes, summaries and transcripts to the lead record. Close’s guide states the limits: outbound calls only, English only, and United States and Canadian numbers.
- HubSpot’s AI spans its customer platform and uses credits. [HubSpot’s catalog](https://legal.hubspot.com/hubspot-product-and-services-catalog/products) includes 500 credits a month on Starter and 3,000 on Professional, and [HubSpot’s prospecting agent](https://knowledge.hubspot.com/prospecting/use-the-prospecting-agent) spends credits on every lead it writes to.
- Attio is the choice for a team that runs on data and agents rather than calls. [Attio’s pricing](https://attio.com/pricing) lists Call Intelligence, AI agents and an MCP server by plan, with separate seat and workspace credits.
- [Pipedrive’s AI guide](https://support.pipedrive.com/en/article/pipedrive-ai) keeps AI email writing on Premium and above, and [Zoho’s Ask Zia](https://help.zoho.com/portal/en/kb/crm/zia-artificial-intelligence/conversational-ai/articles/ask-zia) starts at the Professional edition.
- [Freshsales](https://www.freshworks.com/crm/pricing/) sells its Freddy AI Agent as an add-on at $49 per 100 sessions, and [Salesforce](https://www.salesforce.com/sales/pricing/) prices Agentforce for Sales from $125 per user per month on top of a Sales Cloud edition.

## Products we checked

Each one has its own page, read against the vendor’s pricing and help pages.

- **** [AttioData-led CRM with AI agents, Call Intelligence and an MCP server.](https://quillwell.com/guides/software/attio/)
- **** [CloseSales CRM with native calling, email, SMS and plan-dependent Workflows.](https://quillwell.com/guides/software/close/)
- **** [FreshsalesCRM with native calling and plan-dependent sales sequences.](https://quillwell.com/guides/software/freshsales/)
- **** [HubSpotCRM with connected-inbox sequences on eligible subscriptions.](https://quillwell.com/guides/software/hubspot/)
- **** [PipedrivePipeline-led CRM with plan-dependent field rules.](https://quillwell.com/guides/software/pipedrive/)
- **** [Zoho CRMBroad CRM with low edition prices, built-in calling and Zia AI from Professional.](https://quillwell.com/guides/software/zoho-crm/)

### Compare them

- [Close vs Pipedrive: native sales communication or a pipeline with connected calling](https://quillwell.com/guides/compare/close-vs-pipedrive/)
- [Close vs HubSpot: a focused sales workflow or the existing HubSpot operation](https://quillwell.com/guides/compare/close-vs-hubspot/)
- [Close vs Freshsales: compare the complete phone-led sales workflow](https://quillwell.com/guides/compare/close-vs-freshsales/)
- [HubSpot alternatives](https://quillwell.com/guides/compare/hubspot-alternatives/)
- [Pipedrive vs Freshsales](https://quillwell.com/guides/compare/pipedrive-vs-freshsales/)
- [HubSpot vs Pipedrive](https://quillwell.com/guides/compare/hubspot-vs-pipedrive/)
- [Pipedrive alternatives](https://quillwell.com/guides/compare/pipedrive-alternatives/)

## Four jobs the AI can do, and which one you are buying

AI in a CRM does four kinds of work. It assists a person with drafts, summaries and answers about the pipeline. It automates a step, such as a call summary that fills fields or a workflow that enrolls a lead. It acts on its own, as an agent that calls, qualifies or researches. And it connects, so the AI tools you already use can operate the CRM through an MCP server.

Vendors use the same words for different things. Close’s assistant is Chloe Chat, HubSpot’s is Breeze Assistant, Zoho’s is Ask Zia and Attio’s is Ask Attio. Decide which of the four jobs matters this quarter, then read each vendor’s documentation for that job alone.

What each product documents, read November 8, 2026

| Product | Assistant in the CRM | Call or meeting notes | Agents that act | MCP server |
| --- | --- | --- | --- | --- |
| Close | Chloe Chat on all plans (beta) | Notetaker for Zoom, Teams and Meet on all plans; Call Assistant add-on for phone calls | Chloe Voice Agents on all plans; AI Agents in alpha | Yes: mcp.close.com with three scopes |
| HubSpot | Breeze Assistant on all products and plans | Call recording and transcription with a Sales or Service seat | Prospecting, data and customer agents; custom agents on Professional and Enterprise | Yes: mcp.hubspot.com over OAuth |
| Pipedrive | Sales Assistant (beta) on all plans | Meeting intelligence listed from Lite | Not documented in the pages we read | Yes: native MCP on every plan, with token limits |
| Attio | Ask Attio with seat credits on all plans | Call Intelligence from Pro | Custom agents and a Web Agent in Workflows | Yes: mcp.attio.com over OAuth; reads auto-approved |
| Zoho CRM | Ask Zia from Professional | Not verified in the pages we read | Zia Agents on paid plans; AI agents listed on Professional | Yes: four pre-built servers that use API credits |
| Freshsales | Freddy AI Copilot | Not verified in the pages we read | Freddy AI Agent add-on, a chat agent at $49 per 100 sessions | Not documented in the pages we read |
| Salesforce | Built-in AI from the Core edition | Not verified in the pages we read | Agentforce for Sales add-on from $125 per user per month | Not verified in the pages we read |

Source: [Close: plans, pricing and AI credits](https://close.com/pricing), [Close: AI credits](https://help.close.com/docs/ai-credits), [Close: put AI to work with Chloe and AI Agents](https://close.com/ai), [Close: MCP server](https://developer.close.com/mcp), [HubSpot: use Breeze Assistant](https://knowledge.hubspot.com/ai/use-breeze-assistant), [HubSpot: manage call settings and preferences](https://knowledge.hubspot.com/calling/manage-call-settings-and-preferences), [HubSpot: understand Agent Hub](https://knowledge.hubspot.com/ai/understand-breeze), [HubSpot: using the HubSpot MCP server](https://developers.hubspot.com/docs/build-with-ai/remote-mcp-server), [Pipedrive: Pipedrive AI](https://support.pipedrive.com/en/article/pipedrive-ai), [Pipedrive: Pricing](https://www.pipedrive.com/en/pricing), [Pipedrive: MCP server](https://www.pipedrive.com/en/features/mcp-server), [Attio: plans and pricing](https://attio.com/pricing), [Attio: Workflows and revenue agents](https://attio.com/blog/orchestrate-revenue-agents), [Attio: Attio MCP](https://docs.attio.com/mcp/overview), [Zoho CRM: Ask Zia](https://help.zoho.com/portal/en/kb/crm/zia-artificial-intelligence/conversational-ai/articles/ask-zia), [Zoho CRM: Zia Agents in Zoho CRM](https://help.zoho.com/portal/en/kb/crm/zia-artificial-intelligence/agentic-ai/articles/zia-agents-in-zoho-crm), [Zoho CRM: pricing and editions](https://www.zoho.com/crm/zohocrm-pricing.html), [Zoho CRM: MCP servers](https://www.zoho.com/crm/developer/docs/mcp/overview.html), [Freshsales: Freddy AI for sales](https://www.freshworks.com/crm/freddy-ai/), [Freshsales: pricing and plans](https://www.freshworks.com/crm/pricing/), [Salesforce: Sales Cloud pricing](https://www.salesforce.com/sales/pricing/)

The table reads from the vendors’ documentation on November 8, 2026. Not documented means we did not find the capability in the pages we read, which is weaker than a vendor saying it does not exist.

## Our pick: Close puts the AI on the phone

Close is a sales CRM with calling, email and SMS built in, and its AI works inside that record. For a small B2B team that works leads by phone and text, it is the product whose AI does the job the team is short of hands for: the first call.

[Close’s AI page](https://close.com/ai) describes Chloe as an assistant that answers questions about leads and pipeline and takes action, such as changing a Workflow or building an Agent. AI Agents handle jobs on their own, such as qualifying after-hours leads; the page marks them as currently in alpha.

[Close’s Chloe guide](https://help.close.com/feature-guide/chloe) says Voice Agents call leads, run real conversations and log outcomes, summaries and transcripts back to the lead record. It also lists what Chloe is not: she places outbound calls only, speaks English only, and calls United States and Canadian numbers only.

[Image: Close's own image: workflow builder with a Call step assigned to Chloe for an initial qualification call after a form submission]
A Workflow step assigned to Chloe: after a form submission, the Call step runs as an initial qualification call, with a voicemail if nobody answers. From [Close’s inbound lead guide](https://close.com/blog/ai-inbound-lead-funnel). Close’s own image from close.com, fetched November 8, 2026. [Source page](https://close.com/blog/ai-inbound-lead-funnel).

Close includes AI credits with each plan. [Close’s pricing](https://close.com/pricing) includes 500 AI credits per user per month on Solo, 1,000 on Essentials, 1,500 on Growth and 2,000 on Scale, pooled across the account. [Close’s AI credits article](https://help.close.com/docs/ai-credits) caps the included pool at 10 users and sells more credits in subscriptions from $20 a month for 1,200.

[Close’s AI credits article](https://help.close.com/docs/ai-credits) separates free AI from metered AI. Notetaker, Chloe Chat and AI Search cost nothing on any plan. Lead Summaries, email thread summaries and AI email rewrites are free from Growth. Chloe Voice Agents, Enrichment and Auto Updates draw credits, and a Voice Agent call also pays the normal per-minute telephony rate.

Phone calls get their own add-on. [Close’s Call Assistant](https://help.close.com/docs/call-assistant) transcribes and summarizes recorded calls longer than 30 seconds for $50 a month plus $0.02 per recorded minute, works in 20 languages, and keeps transcripts after the recording itself expires.

[Image: Close's own image: call Assistant recording and transcript view with speaker labels, timestamps and transcript search]
Call Assistant’s recording and transcript view: speaker labels, timestamps and a search box over the transcript. From [Close’s Call Assistant guide](https://help.close.com/docs/call-assistant). Close’s own image from help.close.com, fetched November 8, 2026. [Source page](https://help.close.com/feature-guide/calling/call-assistant).

Structured records beyond leads, contacts and opportunities are Scale territory. [Close’s Custom Objects](https://help.close.com/docs/custom-objects) allow up to 50 fields per object type and 100 instances per lead, and [Close’s pricing page](https://close.com/pricing) lists them on Scale only.

## Connecting your own AI: the MCP servers compared

An MCP server lets an assistant you already use, such as Claude or ChatGPT, read and change CRM records in plain language. Five of the seven products document one. Check the permissions before connecting an assistant.

[Close’s MCP server](https://developer.close.com/mcp) runs at mcp.close.com over HTTP Streamable with OAuth 2.0 or an API key, and a Close-Scope header picks read-only, read-and-write, or read-write-and-delete access. [Close’s pricing](https://close.com/pricing) lists the Claude and ChatGPT connectors on every plan.

[Image: Close's own image: MCP Tools list in Cursor showing the Close server]
The Close server listed in Cursor’s MCP tools, one of the clients [Close’s MCP documentation](https://developer.close.com/mcp) walks through. Close’s own image from developer.close.com, fetched November 8, 2026. [Source page](https://developer.close.com/mcp).

[HubSpot’s remote MCP server](https://developers.hubspot.com/docs/build-with-ai/remote-mcp-server) at mcp.hubspot.com connects over OAuth and powers HubSpot’s own connectors for Claude, ChatGPT, Copilot and Gemini. [Pipedrive’s native MCP](https://support.pipedrive.com/en/article/mcp) is governed by each user’s permissions, and [Pipedrive’s feature page](https://www.pipedrive.com/en/features/mcp-server) makes it available on every plan with token limits and a change log of every action.

[Attio’s MCP](https://docs.attio.com/mcp/overview) at mcp.attio.com authenticates as your Attio user, auto-approves reads, asks before writes, and exposes meeting and call tools. [Zoho CRM](https://www.zoho.com/crm/developer/docs/mcp/overview.html) ships four pre-built servers for insights, data operations, module customization and workflow automation, and their calls consume API credits.

What to test: connect one assistant read-only, ask which open deals went quiet last week, and check the answer against the CRM. Grant write access only after that.

## What the other six document, and where each beats Close

[HubSpot’s Agent Hub](https://knowledge.hubspot.com/ai/understand-breeze) gathers pre-built and custom agents in one place; a Professional or Enterprise subscription is required for some HubSpot-built agents and for agentic workflows. [HubSpot’s prospecting agent](https://knowledge.hubspot.com/prospecting/use-the-prospecting-agent) watches intent signals, writes personalized outreach and spends HubSpot Credits for each enrolled lead, whether the agent found it or a rep added it.

[HubSpot’s credits page](https://www.hubspot.com/products/artificial-intelligence/credits) prices additional credits at $10 per 1,000 and lists the prospecting agent at 100 credits per lead; [HubSpot’s catalog](https://legal.hubspot.com/hubspot-product-and-services-catalog/products) includes 500, 3,000 and 5,000 credits a month on Starter, Professional and Enterprise. HubSpot wins when marketing and inbound email already live there and the agents extend that record.

[Image: HubSpot's own image: prospecting agent email preview for a contact, with the Regenerate control on the Day 1 automated email]
The prospecting agent’s email preview for a contact, with a regenerate control on the Day 1 email. From [HubSpot’s prospecting agent article](https://knowledge.hubspot.com/prospecting/use-the-prospecting-agent). HubSpot’s own image from knowledge.hubspot.com, fetched November 8, 2026. [Source page](https://knowledge.hubspot.com/prospecting/use-the-prospecting-agent).

[Attio’s Workflows](https://attio.com/blog/orchestrate-revenue-agents) run research agents and a Web Agent across accounts, and Ask Attio drafts a workflow from a sentence. [Attio’s pricing](https://attio.com/pricing) lists Plus at $35 and Pro at $79 per user per month billed annually, with 500 and 1,000 seat credits for Ask Attio and 1,500 and 10,000 workspace credits for automations. Attio beats Close for a team whose selling runs on enrichment and signals rather than calls.

[Pipedrive’s AI guide](https://support.pipedrive.com/en/article/pipedrive-ai) lists the Sales Assistant (beta), AI report creation and the AI import assistant on every plan, and AI email creation, email summaries and suggested replies on Premium and above. [Pipedrive’s pricing](https://www.pipedrive.com/en/pricing) puts Premium at $59 per seat per month billed annually. Pipedrive wins for a pipeline-first team that does little calling.

[Image: Pipedrive's own image: pipedrive AI settings page listing released AI features with their enabled or disabled state]
Pipedrive’s AI settings page, where an admin turns each released AI feature on or off. From [Pipedrive’s AI guide](https://support.pipedrive.com/en/article/pipedrive-ai). Pipedrive’s own image from support.pipedrive.com, fetched November 8, 2026. [Source page](https://support.pipedrive.com/en/article/pipedrive-ai).

[Zoho’s Zia Agents](https://help.zoho.com/portal/en/kb/crm/zia-artificial-intelligence/agentic-ai/articles/zia-agents-in-zoho-crm) deploy SDR, sales coach and quote agents into CRM on paid plans, as a connection or as a Digital Employee with its own identity. [Zoho CRM’s Ask Zia](https://help.zoho.com/portal/en/kb/crm/zia-artificial-intelligence/conversational-ai/articles/ask-zia) answers questions and configures workflows from the Professional edition, which [Zoho’s editions page](https://www.zoho.com/crm/complete-feature-list.html) lists at $23 per user per month billed annually. Zoho wins on breadth per dollar for a team whose day is spent outside the phone.

[Freshsales’ Freddy AI](https://www.freshworks.com/crm/freddy-ai/) scores contacts, removes duplicate records and drafts emails. [Freshsales’ email guide](https://crmsupport.freshworks.com/support/solutions/articles/50000006086-how-to-use-freddy-to-generate-sales-emails) marks email generation as a beta for Pro and Enterprise, and [Freshsales’ pricing](https://www.freshworks.com/crm/pricing/) sells the Freddy AI Agent as an add-on at $49 per 100 sessions, with Growth at $9 per user per month billed annually. Freshsales wins when the seat price decides.

[Salesforce’s Sales Cloud pricing](https://www.salesforce.com/sales/pricing/) starts built-in AI at the Core edition, $195 per user per month billed annually, and sells Agentforce for Sales from $125 per user per month on top. [Salesforce’s Agentforce pricing](https://www.salesforce.com/agentforce/pricing/) also offers Flex Credits at $500 per 100,000 and conversations at $2 each. Salesforce suits a company that already runs on Salesforce.

## Price the AI, not the seat

What AI adds to the bill, list prices read November 8, 2026

| Product | Entry plan with the AI you want | What the AI costs beyond the seat |
| --- | --- | --- |
| Close | Essentials, $35 per user per month billed annually, includes Chloe and 1,000 credits per user | Voice Agent calls use credits plus telephony at around $0.02 per minute; Call Assistant $50 a month plus $0.02 per minute; extra credits from $20 for 1,200 |
| HubSpot | Sales Hub Starter, $20 per month per Core Seat, with 500 credits | Additional credits $10 per 1,000; prospecting agent 100 credits per lead; some agents need Professional at $100 per Sales Seat |
| Pipedrive | Premium, $59 per seat per month billed annually, for the AI email tools | No separate AI charge documented; MCP use has token limits by plan |
| Attio | Plus, $35 per user per month billed annually | 500 seat credits and 1,500 workspace credits a month included; 5,000 more workspace credits for $70 a month on annual billing |
| Zoho CRM | Professional, $23 per user per month billed annually, for Ask Zia and AI agents | MCP calls consume API credits; agent usage not priced in the pages we read |
| Freshsales | Pro, $39 per user per month billed annually, for Freddy email generation (beta) | Freddy AI Agent $49 per 100 sessions |
| Salesforce | Core, $195 per user per month billed annually | Agentforce for Sales from $125 per user per month, or Flex Credits at $500 per 100,000 |

Source: [Close: plans, pricing and AI credits](https://close.com/pricing), [Close: AI credits](https://help.close.com/docs/ai-credits), [Close: Call Assistant](https://help.close.com/docs/call-assistant), [HubSpot: product and services catalog](https://legal.hubspot.com/hubspot-product-and-services-catalog/products), [HubSpot: HubSpot Credits](https://www.hubspot.com/products/artificial-intelligence/credits), [Pipedrive: Pricing](https://www.pipedrive.com/en/pricing), [Pipedrive: MCP server](https://www.pipedrive.com/en/features/mcp-server), [Attio: plans and pricing](https://attio.com/pricing), [Zoho CRM: Compare all features of Zoho CRM editions](https://www.zoho.com/crm/complete-feature-list.html), [Zoho CRM: MCP servers](https://www.zoho.com/crm/developer/docs/mcp/overview.html), [Freshsales: pricing and plans](https://www.freshworks.com/crm/pricing/), [Freshsales: how to use Freddy to generate sales emails](https://crmsupport.freshworks.com/support/solutions/articles/50000006086-how-to-use-freddy-to-generate-sales-emails), [Salesforce: Sales Cloud pricing](https://www.salesforce.com/sales/pricing/), [Salesforce: Agentforce pricing](https://www.salesforce.com/agentforce/pricing/)

Two questions settle most of the budget. Does the AI you want run on the entry plan, or on the plan above it? And is its usage metered in credits, minutes or sessions you have to forecast? Close and HubSpot both meter. Close publishes the included credits per plan and a usage dashboard, which is what makes a forecast possible.

[Image: Close's own image: AI credit usage dashboard showing 96,594 of 1,000,000 credits used in the billing period and the reset date]
Close’s AI credit usage dashboard: credits used against the monthly allowance, with the reset date. From [Close’s AI credits article](https://help.close.com/docs/ai-credits). Close’s own image from help.close.com, fetched November 8, 2026. [Source page](https://help.close.com/account-management/variable-usage-costs-calling-sms-phone-numbers-ai-tools/ai-credits).

## Three workflows to run in a trial

1. **Inbound lead to booked meeting, with no rep on the phone.** Build a form, trigger a Workflow on submission, set the status and owner, add a Call step assigned to Chloe, and set Meeting booked as the goal. [Close’s inbound guide](https://close.com/blog/ai-inbound-lead-funnel) walks through exactly this, with follow-up steps if the call does not book.
2. **Recorded call to updated record.** With Call Assistant on, make one recorded call longer than 30 seconds, then read the summary and search the transcript for a phrase, as [Close documents](https://help.close.com/docs/call-assistant). On Growth, check whether Auto Updates filled the outcome and custom fields, which [Close’s AI credits article](https://help.close.com/docs/ai-credits) lists as a credit-based feature.
3. **Your assistant asking the CRM.** Connect Claude or ChatGPT to the MCP server read-only and ask which deals above a value have gone quiet. [Close’s AI page](https://close.com/ai) shows that prompt answered through find_opportunities and activity_search; repeat the same question against HubSpot or Attio for a fair comparison.

Record the model, the date and the credits each run consumed. The credit count from one real workflow tells you more than a feature list.

## Where another CRM is the better answer

Choose HubSpot when marketing, inbound email and service already run there and the agents extend that record. Choose Attio when the motion is data-led and the work is research and routing rather than calling. Choose Salesforce when you already run on it. For a team whose day is calls and texts, start the trial with Close.

## Watch the vendor walkthroughs

These are vendor-published walkthroughs. They illustrate the product; they are not our independent tests. Use the written analysis and current documentation to check plans and availability.

### How to Set Up Chloe: Close's AI Voice Agent

Close’s own walkthrough of setting up Chloe, its AI voice agent, before she calls real leads. Check current plan terms and limits in the documentation. Published April 30, 2026. [Watch on YouTube](https://www.youtube.com/watch?v=fVN79lEHZL4).

### AI Sales Agent That Calls, Qualifies & Books Meetings | Close CRM

Close’s overview of Chloe calling leads, qualifying them and booking meetings inside the CRM. A vendor illustration of the workflow described above. Published July 20, 2026. [Watch on YouTube](https://www.youtube.com/watch?v=qSV3n1K_YJA).

### HubSpot Prospecting Agent: Build Pipeline with AI (6 min)

HubSpot Academy’s explanation of the prospecting agent finding accounts, researching them and drafting outreach. Credit use and plan requirements are in HubSpot’s documentation. Published June 22, 2026. [Watch on YouTube](https://www.youtube.com/watch?v=2KRhZyP--TY).

### Attio Workflows | How to use Attio's AI Research agent

Attio’s walkthrough of a research agent inside Workflows. Plans and credits have changed since this video; read the current pricing page. Published November 12, 2024. [Watch on YouTube](https://www.youtube.com/watch?v=YsW-VE4oOHA).

## Common questions

### Is Close an AI-native CRM?

Close builds the AI into the record rather than beside it. [Close’s AI page](https://close.com/ai) lists voice agents, a chat assistant, lead enrichment, call and meeting notes, summaries, follow-ups and an MCP server. The AI Agents are in alpha and Chloe Chat is in beta, so test the pieces you need.

### Which CRMs have an AI voice agent that calls leads?

Among the seven products here, Close documents one: [Close’s Voice Agents](https://help.close.com/feature-guide/chloe) place outbound calls to United States and Canadian numbers and log the transcript to the lead. Aircall and JustCall sell voice agents as phone-system products, which [the sales dialer guide](https://quillwell.com/guides/sales-dialer-software/) covers.

### Which CRM has an MCP server?

Close, HubSpot, Pipedrive, Attio and Zoho CRM document hosted MCP servers. [Close’s](https://developer.close.com/mcp) uses OAuth or an API key with three scopes, [Attio’s](https://docs.attio.com/mcp/overview) approves reads and asks before writes, and [Pipedrive’s](https://support.pipedrive.com/en/article/mcp) applies each user’s existing permissions.

### What is the best AI CRM for a small sales team?

Choose Close for a team that sells by phone and text: Chloe is on every plan and the included credits start at 1,000 per user on Essentials, per [Close’s pricing](https://close.com/pricing). For a team that sells by inbound email inside HubSpot, HubSpot. For a data-led team, Attio.

### Does HubSpot’s AI cost extra?

[HubSpot’s Breeze Assistant guide](https://knowledge.hubspot.com/ai/use-breeze-assistant) says the assistant itself does not consume credits, but the agent runs it triggers do. [HubSpot’s credits page](https://www.hubspot.com/products/artificial-intelligence/credits) prices additional credits at $10 per 1,000 and the prospecting agent at 100 credits per lead.

### How much does Close’s AI cost?

[Close’s pricing](https://close.com/pricing) includes 500 to 2,000 credits per user per month depending on the plan and says Chloe access is free on all plans. [Close’s AI credits article](https://help.close.com/docs/ai-credits) sells more credits from $20 a month for 1,200, and Voice Agent calls also pay the per-minute telephony rate.

## Sources and scope

This guide is based on the linked vendor documentation and pricing pages, checked November 8, 2026, and on the vendors’ own videos. We have not tested the products hands-on.

Recommendations are editorial judgments about documented fit. Prices are USD list prices; credits, usage charges and plan eligibility change, so confirm them with the vendor before buying.

Sponsorship never changes this page. [How we research](https://quillwell.com/guides/editorial/).

## Sources

36 source pages · Source checks: November 2, 2026 – November 8, 2026

[Close: plans, pricing and AI credits](https://close.com/pricing)
Checked 2026-11-08. Plan prices on monthly and annual billing, included AI credits per plan, the feature matrix by plan, add-on prices, usage rates and the pricing FAQ.

[Close: Chloe](https://help.close.com/feature-guide/chloe)
Checked 2026-11-08. What Chloe does (Voice Agents, Chloe Chat), what she is not, credits and telephony charges, beta status of Chat and the current limitations.

[HubSpot: product and services catalog](https://legal.hubspot.com/hubspot-product-and-services-catalog/products)
Checked 2026-11-08. Seat prices by tier, included HubSpot Credits, onboarding fees and included calling minutes.

[HubSpot: set up and use the prospecting agent](https://knowledge.hubspot.com/prospecting/use-the-prospecting-agent)
Checked 2026-11-08. Intent signals, plays, permissions, and credit use for every enrolled lead.

[Attio: plans and pricing](https://attio.com/pricing)
Checked 2026-11-08. Plan prices on monthly and annual billing, seat limits, seat and workspace credits, credit top-ups and the plan matrix for Call Intelligence, agents and the MCP server.

[Pipedrive: Pipedrive AI](https://support.pipedrive.com/en/article/pipedrive-ai)
Checked 2026-11-08. Which AI features are on which plans, beta status of the Sales Assistant, and the Premium requirement for AI email features.

[Zoho CRM: Ask Zia](https://help.zoho.com/portal/en/kb/crm/zia-artificial-intelligence/conversational-ai/articles/ask-zia)
Checked 2026-11-08. What Ask Zia does, its three message intents and its edition availability; text read from the rendered page.

[Freshsales: pricing and plans](https://www.freshworks.com/crm/pricing/)
Checked 2026-11-08. Plan prices billed annually, phone on Growth, sales sequences on Pro, the Freddy AI Agent add-on and bot session rules.

[Salesforce: Sales Cloud pricing](https://www.salesforce.com/sales/pricing/)
Checked 2026-11-08. Edition prices per user per month, which editions include built-in AI, and the Agentforce for Sales add-on price.

[Close: AI credits](https://help.close.com/docs/ai-credits)
Checked 2026-11-08. Which AI features are free and which use credits, included credits by plan and the cap, credit subscription tiers, trial credits and what pauses when credits run out.

[Close: put AI to work with Chloe and AI Agents](https://close.com/ai)
Checked 2026-11-08. What Chloe and AI Agents do, the alpha status of Agents, the ChatGPT and Claude connections and the MCP example; vendor illustrations, not tests.

[Close: MCP server](https://developer.close.com/mcp)
Checked 2026-11-08. Server URL, transport and authentication, the three scopes, and client setup for Claude, Claude Code, ChatGPT, n8n, Cursor and VS Code.

[HubSpot: use Breeze Assistant](https://knowledge.hubspot.com/ai/use-breeze-assistant)
Checked 2026-11-08. Availability on all products and plans, no credit use by the assistant itself, and the Professional or Enterprise requirement to create agents.

[HubSpot: manage call settings and preferences](https://knowledge.hubspot.com/calling/manage-call-settings-and-preferences)
Checked 2026-11-08. Pooled calling minutes, the subscription needed to add minutes, and the seat needed to transcribe calls.

[HubSpot: understand Agent Hub](https://knowledge.hubspot.com/ai/understand-breeze)
Checked 2026-11-08. Which agents Agent Hub manages, subscription requirements for HubSpot-built agents and agentic workflows, and that HubSpot Credits are required.

[HubSpot: using the HubSpot MCP server](https://developers.hubspot.com/docs/build-with-ai/remote-mcp-server)
Checked 2026-11-08. The remote server endpoint, OAuth connection, and that it powers the Claude, ChatGPT, Copilot and Gemini connectors.

[Pipedrive: Pricing](https://www.pipedrive.com/en/pricing)
Checked 2026-11-02. Published plan prices; features; trial and add-ons.

[Pipedrive: MCP server](https://www.pipedrive.com/en/features/mcp-server)
Checked 2026-11-08. Official connector status in Claude and ChatGPT, availability on every plan, token limits by plan and permission handling.

[Attio: Workflows and revenue agents](https://attio.com/blog/orchestrate-revenue-agents)
Checked 2026-11-08. Workflows that run AI agents across accounts, drafting from Ask Attio and tool connections; vendor blog.

[Attio: Attio MCP](https://docs.attio.com/mcp/overview)
Checked 2026-11-08. The hosted MCP server, OAuth authentication, approval behavior for reads and writes, and meeting and call tools.

[Zoho CRM: Zia Agents in Zoho CRM](https://help.zoho.com/portal/en/kb/crm/zia-artificial-intelligence/agentic-ai/articles/zia-agents-in-zoho-crm)
Checked 2026-11-08. Edition availability, example agents and the two deployment methods; text read from the rendered page.

[Zoho CRM: pricing and editions](https://www.zoho.com/crm/zohocrm-pricing.html)
Checked 2026-11-08. Which edition lists built-in calling, AI agents and extended Zia capabilities; prices come from the editions comparison.

[Zoho CRM: MCP servers](https://www.zoho.com/crm/developer/docs/mcp/overview.html)
Checked 2026-11-08. The four pre-built MCP servers, supported clients and API credit consumption.

[Freshsales: Freddy AI for sales](https://www.freshworks.com/crm/freddy-ai/)
Checked 2026-11-08. Vendor description of Freddy AI Copilot: contact scoring, duplicate resolution and email drafting.

[Close: how to automatically qualify and call inbound leads with AI](https://close.com/blog/ai-inbound-lead-funnel)
Checked 2026-11-08. A five-step inbound Workflow with a Call step assigned to Chloe and a Meeting booked goal; vendor blog, with its own claims about response time left out.

[Close: Call Assistant](https://help.close.com/docs/call-assistant)
Checked 2026-11-08. Transcripts and summaries for recorded calls over 30 seconds, the add-on price, languages, searchable transcripts, retention after recordings expire and the processing partner.

[Close: Custom Objects](https://help.close.com/docs/custom-objects)
Checked 2026-11-08. Plan availability, field and instance limits, how custom object types and instances are created and referenced.

[Pipedrive: native Model Context Protocol (MCP)](https://support.pipedrive.com/en/article/mcp)
Checked 2026-11-08. What the native MCP does, how access is governed, and the setup guides for ChatGPT and Claude.

[HubSpot: HubSpot Credits](https://www.hubspot.com/products/artificial-intelligence/credits)
Checked 2026-11-08. Credit price for additional credits and example credit costs per agent action.

[Zoho CRM: Compare all features of Zoho CRM editions](https://www.zoho.com/crm/complete-feature-list.html)
Checked 2026-11-02. Lists USD prices and compares edition features.

[Freshsales: how to use Freddy to generate sales emails](https://crmsupport.freshworks.com/support/solutions/articles/50000006086-how-to-use-freddy-to-generate-sales-emails)
Checked 2026-11-08. Beta status and plan availability of Freddy email generation, and how it works.

[Salesforce: Agentforce pricing](https://www.salesforce.com/agentforce/pricing/)
Checked 2026-11-08. Flex Credit and per-conversation pricing, employee-facing add-on prices and the Agentforce 1 editions.

[Close: How to Set Up Chloe: Close's AI Voice Agent](https://www.youtube.com/watch?v=fVN79lEHZL4)
Checked 2026-11-08. Official Close YouTube video; publisher confirmed by YouTube oEmbed and the watch page. Publication date read from the watch page. Vendor illustration, not independent testing.

[Close: AI Sales Agent That Calls, Qualifies & Books Meetings](https://www.youtube.com/watch?v=qSV3n1K_YJA)
Checked 2026-11-08. Official Close YouTube video; publisher confirmed by YouTube oEmbed and the watch page. Vendor illustration, not independent testing.

[HubSpot: HubSpot Prospecting Agent: Build Pipeline with AI](https://www.youtube.com/watch?v=2KRhZyP--TY)
Checked 2026-11-08. Official HubSpot Academy YouTube video; publisher confirmed by YouTube oEmbed and the watch page. Vendor illustration, not independent testing.

[Attio: how to use Attio's AI Research agent](https://www.youtube.com/watch?v=YsW-VE4oOHA)
Checked 2026-11-08. Official Attio YouTube video; publisher confirmed by YouTube oEmbed and the watch page. Vendor illustration, not independent testing.

### Images in this guide

[Workflow builder with a Call step assigned to Chloe for an initial qualification call after a form submission](https://close.com/blog/ai-inbound-lead-funnel)
Close’s own image from close.com, fetched November 8, 2026. Figures in it are the vendor’s examples, not our results.

[Call Assistant recording and transcript view with speaker labels, timestamps and transcript search](https://help.close.com/feature-guide/calling/call-assistant)
Close’s own image from help.close.com, fetched November 8, 2026. Figures in it are the vendor’s examples, not our results.

[MCP Tools list in Cursor showing the Close server](https://developer.close.com/mcp)
Close’s own image from developer.close.com, fetched November 8, 2026. Figures in it are the vendor’s examples, not our results.

[Prospecting agent email preview for a contact, with the Regenerate control on the Day 1 automated email](https://knowledge.hubspot.com/prospecting/use-the-prospecting-agent)
HubSpot’s own image from knowledge.hubspot.com, fetched November 8, 2026. Figures in it are the vendor’s examples, not our results.

[Pipedrive AI settings page listing released AI features with their enabled or disabled state](https://support.pipedrive.com/en/article/pipedrive-ai)
Pipedrive’s own image from support.pipedrive.com, fetched November 8, 2026. Figures in it are the vendor’s examples, not our results.

[AI credit usage dashboard showing 96,594 of 1,000,000 credits used in the billing period and the reset date](https://help.close.com/account-management/variable-usage-costs-calling-sms-phone-numbers-ai-tools/ai-credits)
Close’s own image from help.close.com, fetched November 8, 2026. Figures in it are the vendor’s examples, not our results.

[Suggest a correction or send a vendor fact update](https://quillwell.com/guides/request/?type=correction&page=/ai-crm-software/)