Pilot vs Close
A head-to-head comparison to help you pick the right tool
Last updated: April 30, 2026
Close is our recommended pick for most teams — inside sales teams doing high-volume outbound calling and emailing.
Try Close →Read our full Close review →Pilot
Pilot is a managed accounting service that combines software with a dedicated team of bookkeepers to handle your books each month. Built for startups and small businesses that want accounting done for them.
Close
Close is a CRM built specifically for inside sales teams that do high-volume outreach via phone, email, and SMS. It has built-in calling, emailing, and SMS so sales reps can reach out to prospects without switching tools. Close is designed to maximize sales productivity for teams that rely on outbound sales.
Pros
- ✓Fully managed bookkeeping service
- ✓Dedicated finance experts included
- ✓Built specifically for startups
- ✓Integrates with common startup tools
- ✓Good for venture-backed companies
Cons
- ✗More expensive than DIY software
- ✗Less control over day-to-day bookkeeping
- ✗Not suited for businesses wanting to manage their own books
- ✗US-focused
Pros
- ✓Best-in-class built-in calling and email sequencing
- ✓Designed specifically for high-volume inside sales teams
- ✓Strong reporting on sales activity and performance
- ✓Fast and efficient interface for power users
Cons
- ✗Expensive compared to general-purpose CRMs
- ✗Overkill for teams that do low-volume or inbound-only sales
- ✗Limited marketing automation features
Pilot vs Close: Side by Side
| Factor | Pilot | Close |
|---|---|---|
| User Rating | N/A | 4.3/5 ★ |
| Category | Accounting Software | CRM Software |
| Pricing Model | Paid | Paid |
| Starting Price | Contact for pricing | $49/user/mo |
| Best For | Startups and small businesses wanting fully managed bookkeeping with a dedicated team rather than DIY software | Inside sales teams doing high-volume outbound calling and emailing |
| Our Pick | — | 🏆 Recommended |
Pilot Features
- ✓Bookkeeping
- ✓tax preparation
- ✓financial reporting
- ✓dedicated bookkeeper
- ✓cash flow management
- ✓integrations
Close Features
- ✓Built-in calling
- ✓email sequences
- ✓SMS
- ✓lead management
- ✓pipeline management
- ✓reporting
- ✓workflow automation
- ✓power dialer
Pricing Comparison
Close
PaidStarts at $49/user/mo
Free: $0 · Starter: $49/user/mo · Basic: $99/user/mo · Professional: $149/user/mo
See full pricing →Best Use Cases
Close
- →Inside sales teams making high volumes of calls
- →SaaS companies with outbound sales motions
- →Startups wanting CRM with built-in calling and email
Who Should NOT Use These Tools
Close is NOT ideal for:
- ✗Field sales teams needing mobile-first tools
- ✗Companies needing complex territory management
- ✗Businesses without a dedicated sales team
Integrations
Close
Zapier, Slack, Zoom, Gmail, Outlook, HubSpot, Salesforce, Twilio
Our Take
Choose Pilot if startups and small businesses wanting fully managed bookkeeping with a dedicated team rather than diy software. Choose Close if inside sales teams doing high-volume outbound calling and emailing.
Best For
Startups and small businesses wanting fully managed bookkeeping with a dedicated team rather than DIY software
Best For
Inside sales teams doing high-volume outbound calling and emailing
Also Consider
If neither Pilot nor Close is the right fit, Dext is worth evaluating.
Dext
Bookkeepers, accountants, and businesses with high receipt volumes wanting to eliminate manual data entry
From $15/mo
Frequently Asked Questions
What is the difference between Pilot and Close?
Pilot is best for startups and small businesses wanting fully managed bookkeeping with a dedicated team rather than diy software. Close is best for inside sales teams doing high-volume outbound calling and emailing.
Which is better, Pilot or Close?
Choose Pilot if startups and small businesses wanting fully managed bookkeeping with a dedicated team rather than diy software. Choose Close if inside sales teams doing high-volume outbound calling and emailing.
How much does Pilot cost?
Visit Pilot website for current pricing.
How much does Close cost?
Close starts at $49/user/mo. Pricing model: Paid.
Who should use Pilot?
Startups and small businesses wanting fully managed bookkeeping with a dedicated team rather than DIY software
Who should use Close?
Inside sales teams doing high-volume outbound calling and emailing