specification: FinOps Framework
specificationVersion: '1.0'
schema: https://www.finops.org/framework/
provider: Close
providerId: close
created: '2026-05-08'
# Provenance stamped 2026-08-11: this artifact was written by the API Evangelist
# bulk sweep dated 2026-05-08, not harvested from the provider. See roadmap#35.
method: generated
modified: '2026-05-08'
reconciled: true
tags:
  - CRM
  - Sales Engagement
  - FinOps
  - FOCUS
description: >-
  Close bills per-seat-per-month subscriptions across Solo, Essentials,
  Growth, and Scale tiers, plus telephony pass-through (calling minutes,
  SMS, premium phone numbers), AI Call Assistant per-minute usage, and
  additional-organization fees. Annual billing earns a discount.
sources:
  - https://www.close.com/pricing
  - https://focus.finops.org/focus-specification/v1-3/
alignedWith:
  framework: FinOps Foundation Framework
  frameworkUrl: https://www.finops.org/framework/
  dataSpec: FOCUS
  dataSpecVersion: '1.3'
  dataSpecUrl: https://focus.finops.org/focus-specification/v1-3/
publisherName: Close
serviceCategory: CRM
billingModel:
  pricingCategory: Subscription Per Seat With Usage
  billingFrequency: Monthly
  billingCurrency: USD
  chargeCategories:
    - Purchase
    - Usage
    - Adjustment
    - Tax
focusColumns:
  ServiceName: Close
  ServiceCategory: CRM
  ProviderName: Close
  PublisherName: Close
  InvoiceIssuerName: Close
  BillingCurrency: USD
  ChargeCategory: Purchase
meters:
  - name: close_seats
    description: Active seats on Solo / Essentials / Growth / Scale tiers.
    unit: seat-month
    aggregation: sum
    dimensions:
      - tier
      - team
      - cost_center
  - name: close_phone_lines
    description: Premium phone numbers leased per month.
    unit: line-month
    aggregation: sum
    dimensions:
      - country
      - team
  - name: close_call_minutes
    description: Inbound + outbound call minutes (separate Twilio pass-through).
    unit: minutes
    aggregation: sum
    dimensions:
      - direction
      - country
      - user
  - name: close_sms_messages
    description: SMS / WhatsApp messages (Twilio pass-through).
    unit: messages
    aggregation: sum
    dimensions:
      - direction
      - country
      - user
  - name: close_ai_call_assistant_minutes
    description: AI Call Assistant minutes billed at $0.02/minute.
    unit: minutes
    aggregation: sum
    dimensions:
      - user
      - cost_center
  - name: close_additional_orgs
    description: Additional Close organizations beyond the included one.
    unit: org-month
    aggregation: sum
    dimensions:
      - workspace
principles:
  - name: Visibility
    description: >-
      Pull Close monthly invoices and Twilio call/SMS pass-through
      reports; track AI Call Assistant minutes against the $50 base.
  - name: Allocation
    description: >-
      Allocate seats by sales team / region; allocate telephony costs to
      the calling user and team.
  - name: Optimization
    description: >-
      Lock annual billing for discount; right-size tier (Growth includes
      Power Dialer, Scale adds Predictive Dialer); audit unused phone
      lines and inactive seats monthly.
  - name: Accountability
    description: >-
      Designate Sales Operations as contract owner; review at renewal.
maintainers:
  - FN: Kin Lane
    email: kin@apievangelist.com