{
  "schema_version": 1,
  "product": "Closefinch",
  "vendor": "Ask Lou LLC",
  "currency": "USD",
  "updated": "2026-11-05",
  "url": "https://www.closefinch.com/pricing",
  "markdown_url": "https://www.closefinch.com/pricing.md",
  "billing_periods": [
    "annual",
    "monthly"
  ],
  "plans": [
    {
      "id": "free",
      "name": "Free",
      "summary": "For a small team trying it on real work.",
      "price_per_month": {
        "annual_billing": 0,
        "monthly_billing": 0
      },
      "billed_per": "workspace",
      "seats": {
        "min": 1,
        "max": 3
      },
      "included": {
        "recording_hours": {
          "amount": 5,
          "per": "workspace",
          "period": "month",
          "pooled": true
        },
        "ai_credits": {
          "amount": 500,
          "per": "workspace",
          "period": "month",
          "pooled": true
        }
      },
      "features": [
        "CRM: accounts, contacts, deals, leads, tasks, pipelines and custom fields",
        "Email and calendar capture from Gmail or Microsoft 365",
        "Meeting transcripts imported from Zoom, Google Meet, Teams and notetakers",
        "Meeting recorder bot for Zoom, Meet, Teams and Webex",
        "Agents with approvals: nothing leaves without a person, by default",
        "REST API, MCP server and CLI"
      ],
      "available": true,
      "availability": "Available now. No card needed. Until billing launches, AI use has a daily trial cap instead of credits."
    },
    {
      "id": "team",
      "name": "Team",
      "summary": "For a sales team that wants the CRM to keep itself up to date.",
      "price_per_month": {
        "annual_billing": 35,
        "monthly_billing": 44
      },
      "billed_per": "seat",
      "seats": {
        "min": 1,
        "max": null
      },
      "included": {
        "recording_hours": {
          "amount": 10,
          "per": "seat",
          "period": "month",
          "pooled": true
        },
        "ai_credits": {
          "amount": 1000,
          "per": "seat",
          "period": "month",
          "pooled": true
        }
      },
      "features": [
        "Everything in Free, with no seat cap and more recorder hours",
        "Two-way sync with Salesforce, HubSpot, Attio and Pipedrive; write-through to Close, Zoho, Affinity and DealCloud",
        "Agent templates, schedules and event triggers",
        "Slack app, knowledge connectors, deal risk and next steps"
      ],
      "available": false,
      "availability": "Opens when billing launches. Until then, new workspaces start on Free."
    },
    {
      "id": "pro",
      "name": "Pro",
      "summary": "For teams that run forecasts and coaching on the same data.",
      "price_per_month": {
        "annual_billing": 79,
        "monthly_billing": 99
      },
      "billed_per": "seat",
      "seats": {
        "min": 1,
        "max": null
      },
      "included": {
        "recording_hours": {
          "amount": 20,
          "per": "seat",
          "period": "month",
          "pooled": true
        },
        "ai_credits": {
          "amount": 2500,
          "per": "seat",
          "period": "month",
          "pooled": true
        }
      },
      "features": [
        "Everything in Team",
        "Forecasting: evidence-based commit test, roll-ups, scenarios",
        "Call coaching scorecards and roleplay practice",
        "Slack deal rooms, win/loss analysis and dollar-valued risk roll-ups",
        "More recording hours and AI credits"
      ],
      "available": false,
      "availability": "Opens when billing launches. Until then, new workspaces start on Free."
    }
  ],
  "usage": [
    {
      "id": "recording_hour",
      "name": "Bot-recorded meeting hour beyond the plan's hours",
      "price": 1.25,
      "quantity": 1,
      "unit": "hour",
      "note": "Only meetings the recorder bot joins use hours. Meetings whose platform transcript we import (Zoom, Meet, Teams) don't."
    },
    {
      "id": "ai_credit_pack",
      "name": "AI credit pack",
      "price": 50,
      "quantity": 5000,
      "unit": "credit",
      "note": "Credits pay for the AI work agents and features do. Each run's trace shows what it used."
    }
  ],
  "faq": [
    {
      "question": "What is a seat?",
      "answer": "A person who can sign in to the workspace. Agents aren't seats."
    },
    {
      "question": "What uses recording hours?",
      "answer": "Only meetings the recorder bot joins. Transcripts imported from Zoom, Google Meet or Teams, uploads and notetaker imports don't use hours. Hours are pooled across the workspace and reset monthly."
    },
    {
      "question": "What are AI credits?",
      "answer": "Credits pay for model usage: summaries, drafts, field filling, answers and agent runs. One credit is $0.01 of usage at our list rates, which include our margin over the model providers' prices. Every run's trace shows its cost, and owners can set daily and monthly budgets; runs pause when one is reached."
    },
    {
      "question": "Is there a trial of the paid plans?",
      "answer": "Not yet. Paid plans open when billing launches. Until then every workspace starts on Free, with trial limits on sending, recording and AI use."
    },
    {
      "question": "Do prices include sales tax or VAT?",
      "answer": "Prices are in US dollars before tax. Paddle, our merchant of record, adds the sales tax or VAT that applies where you're billed, collects it, and shows it on each invoice. The billing page in the app shows totals with tax for your country before you pay."
    },
    {
      "question": "Do you train AI models on our data?",
      "answer": "No. We don't sell customer data or use it to train models. See the privacy policy and subprocessor list."
    }
  ]
}