Close

Overview

Close is a sales CRM designed for growing sales teams. It integrates communication channels like calling, email, and SMS with pipeline management, reporting, and an AI sales agent named Chloe. The platform aims to streamline sales processes and improve lead engagement.

Key Features

• Built-in Communication — Provides integrated calling, email, SMS, and meeting management within a single platform.
• Chloe AI Sales Agent — An AI agent that qualifies prospects, books meetings, and automates lead follow-ups.
• Sales Workflow Automation — Automates repetitive tasks such as lead engagement, follow-ups, and CRM data entry.
• AI-Powered Summaries — Generates AI summaries of calls and meetings, including transcripts, action items, and key moments.
• Predictive Dialer — Increases outbound call volume with smart dialing capabilities.
• Multi-Channel Follow-ups — Enables automated follow-up sequences across email, SMS, and task reminders.

Who It's For

Close is designed for sales teams, particularly those in growing businesses, who need to manage and automate their sales communication and lead nurturing processes. It targets sales representatives and managers looking to improve efficiency and conversion rates through integrated tools and AI assistance.

Notable Strengths

A notable strength of Close is its comprehensive, built-in communication suite, which eliminates the need for multiple third-party integrations for calling, emailing, and texting. The integration of the Chloe AI sales agent directly into the CRM provides a distinct advantage by automating lead qualification and follow-up, freeing up sales reps for more complex tasks. The platform also emphasizes workflow automation to reduce manual administrative work, allowing teams to focus on closing deals.