Training Example: Close – Review the Data, Give Your Score & Compare to the Real AI Evaluation

[H1] This CRM calls  your leads for you
The moment a lead comes in, it gets called. Qualified. Booked. Before your team even sees it.Try for freeNo credit card requiredChloe is free during Beta.
[IMG: Close.com CRM Dashboard]

[H2] What is Close?
Close is a sales CRM built for teams that sell. It
combines calling, email, SMS, pipeline management,
reporting, and an AI sales agent named Chloe into a
single platform. Close helps teams act on their sales
data.
[H2] What is Chloe?
Chloe is an AI sales agent built into Close CRM that
calls leads, qualifies prospects through real
conversations, and can book meetings while updating
your CRM automatically. She is part of the CRM — not
a separate tool or integration.
10,000+Sales teams trust Close2B+Calls, emails, and texts4.7Rated on G2“Our booked appointments per week have gone up ~50% since Chloe went live.
[H2] Built for conversations.Now Close runs them, end-to-end.
Calling, SMS, email, and pipeline. All in one place: working your deals for you.New lead comes in?Contacted instantlyA lead hits your pipeline. Chloe calls within minutes — using Close’s built-in dialer. Transcript, notes, and next steps logged automatically.Start your free trialCold lead sitting in your CRM?Re-engaged automaticallyWhen Chloe finds cold leads she re-opens the conversation and sends warm responses straight to your rep's inbox.Re-engage cold leadsYour rep forgot to follow-up?Followed up and moved forwardChloe instantly writes the follow-up, sends it at the right time, and updates the deal stage so nothing falls through the cracks.Automate follow-upsYour lead is now qualified and ready for salesHandled and routedChloe qualified your lead, booked your meeting, assigned the right rep, and now prepped your notes, before the call even starts.Update your CRM“We've saved over $100,000 in tech costs switching from Salesforce to Close. We're doing things we never dreamed of doing in a CRM.“"If you're worried your clients will be turned off by AI, don't be — it's just noise. Close and Chloe have done nothing but impact my bottom line in a positive way."
[H2] Customers can’t stop talking about how much they love Close
Real customers loving Close and Chloe:
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[IMG: Hipcamp logo]
[IMG: WorkOS logo]
[IMG: Flatiron School logo]
[IMG: Reverb logo]
[IMG: Simpletire logo]
[IMG: Paladin Security logo]
[IMG: Natural Dog Company logo]
[IMG: ClassDojo logo]
[H2] Your CRM has all the data. 
Now it can act on it.
Chloe turns your pipeline data into calls, follow-ups, and booked meetings. Without your reps even lifting a finger.Chloe generates a complete AI summary of every lead — pulling from calls, emails, and meetings. Full transcripts, action items, and key moments are all logged to the CRM automaticallyChloe prepares follow-ups based on call transcripts and sends them or queues them for your rep to review.Every conversation moves your deal forward. Plus, Chloe fills contact fields with rich data insights from LinkedIn and the web.Hot leads waiting for follow-up while other deals stall? Not anymore. Chloe's on top of everything.“Chloe's pricing is dramatically cheaper than an SDR, with faster quality control and instant adjustability.
[H2] Works with the tools you already use
Close connects to your favorite sales, marketing, and support tools. Out of the box.
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See all integrations
Don't take our word for it
[H2] Ask AIabout Close
See an unfiltered review of Close before you come back and start your free trial.

Ask ChatGPT

Ask Claude

Ask Perplexity

Prompt copied — open Claude and paste to get started ✓
Like what you heard?Try for freeBuilt for teams that build
[H2] Build on Close
REST API, webhooks, and MCP server. 
Everything you need to customize Close for the way your team works.Explore the developer platform
[H2] Stop missing leads. Start closing deals.
The best part of sales is still you. Chloe handles the rest.“No matter what business model you’re in, your competition is about to be using this technology.Try for freeNo credit card required. Chloe is free during Beta.

[H1] Close Integrations
Thank you! Your submission has been received!Oops! Something went wrong while submitting the form.99InboundCreate form leads that sync automatically into Close CRMAddtoCRMFind LinkedIn emails and create Close leads in one clickAliceUse the Alice CRM integration for Close in your data migration projectsAppInsightsSync Close metrics to a central business command centerAvinaAvina helps sales teams identify accounts with real-time buying signalsBaltoGive reps live call coaching and conversation insights inside CloseBetter ProposalsCreate, send, and track proposals from inside Close CRMCalendlyInsert links, auto-create contacts, and sync bookings into CloseCentifyTurn your Close pipeline into real-time sales commissions — no spreadsheets neededChatGPTAccess & manage Close using ChatGPTClaudeAutomate manual tasks and workflows using AIClayEnrich, automate, and sync Close data from ClayClonePartnerClonePartner's migration process is built by engineers who understand data deeply and value precision and speed.Close MCPAccess your Close data with any compatible AI model or agentComplilyAnalyze Close calls for compliance using AI-powered auditingConvinLog and analyze call transcripts and insights directly in CloseCopyfactoryGenerate personalized messages and sync AI copy to CloseCOZYROCConnect MS SQL Server with Close using this easy integrationCustifySegment customers and automate actions using Close dataCustomer.ioSend Close contacts to Customer.io for email campaign automationDatabarEnrich Close data with real-time, code-free data collectionDialerSyncSync calls, dispositions, and contacts between Dialer.io and Close in real timeDigiohConvert leads with popups and sync forms to CloseDimedoveAI lead qualification agentsDriftrockCapture, manage, and track more leads with Driftrock and CloseDripSync leads and subscribers between Close and Drip automaticallyDripifySupercharge lead generation on LinkedIn with Close and DripifyDropFunnelsImport DropFunnels leads and update opportunities in CloseEnthu.AIAnalyze calls and coach agents with Close call recordingsFindymailFind verified emails and sync LinkedIn leads to CloseFirefliesLog meetings, transcripts, and AI summaries into Close automaticallyFivetranSend Close data to your warehouse for advanced analyticsFrontRaceUnify tools and analyze team performance inside Close CRMGAConnectorSync Close and GA to track revenue by sourceGeckoboardVisualize and share live Close metrics on team dashboardsGetAcceptTrack contracts and documents directly from Close activity streamGlancesView customer data from other apps directly inside CloseGmailSync Gmail and view all email activity within CloseGongAnalyze Close calls and sales data using Gong’s AI toolsGoogle CalendarSync meetings and reminders from Google Calendar into CloseHelp ScoutView and manage Close lead data inside Help Scout ticketsHelpwiseManage Close contacts, tasks, and opportunities inside HelpwiseHightouchSync warehouse data to Close for smarter lead engagementHotglueBuild native Close integrations with 100+ data sources fastHubSpotSync Close and HubSpot for marketing and sales automationHummingDeckShare decks and proposals via trackable linksHyperiseAdd personalized images and landing pages to Close emailsiClosedConvert more leads with scheduling, routing, and CRM syncInscaliaCommission management and performance monitoringIntegratelyAutomate Close workflows and sync tasks, leads, and activitiesInvoiceBerryAutomate invoicing, follow-ups, and payment tracking inside Close CRMJiminnyAnalyze rep performance and call data from Close CRMjourny.ioTrigger Close playbooks using product-qualified lead (PQL) dataJustCallSync calls, texts, recordings, and voicemails directly into CloseKennected / LinkedFusionBoost prospect engagement and lead generation with KennectedKlavis AIUse, build, and scale MCP with the Klavis AI and Close integrationKlickTippSync Close data to power segmented email campaigns in KlickTippKrispCallLog calls, view KPIs, and personalize outreach from CloseLatenodeAutomate custom Close workflows with no-code logic and scriptingLeadCRM (Sync LinkedIn)Sync your LinkedIn (profiles, companies, conversations) & enrich data in Close CRMLeadFuzeFind prospects and import targeted leads into Close CRMLeadinfoSync web visitor insights, contacts, and firmographics into CloseLead MapperPlan routes, visualize leads, and sync maps into CloseLeadsBridgeConnect Close with 370+ apps to automate data syncingLinked HelperSync LinkedIn leads and conversations directly into CloseLinkMatchCreate and manage Close leads directly from LinkedIn profilesLiveAgentManage tickets and sync customer activity from CloseMagic Sales BotSend sales signals from Magic Sales Bot into Close workflowsMakeBuild custom no-code workflows to automate actions in CloseMaster MetricsBuild custom Close reports and blend data with ad platformsMeetGeekEasily integrate your meeting notes with your CRMMicrosoft 365Sync meetings and tasks between Close and Microsoft 365MissiveAccess and manage Close data directly from your inboxMyCRMBackupMyCRMBackup automatically backs up your Close information to your storage every day or every week. Orbit AIEasily build and automate high-converting formsOutboundSyncTrack all your outbound activity in Close with OutboundSyncOutgrow.coBoost your marketing with quizzes, calculators and formsPabblyAccess email, forms, billing, and automations in one platformPaletteAutomate commission plans and streamline compensation with ClosePepoSmartWe help sales professionals book meetings, capture meeting notes automatically via AI, and streamline follow-upPlectoBoost your team’s performance with real-time dashboard visualizationPoperCreate AI-powered popups and widgets that sync with ClosePrecisionAI powered scorecard and data platform for foundersProcess StreetLink Close contacts to checklists for repeatable sales processesQuotaPathAutomate commission tracking and earnings from Close CRM dealsReachedAccelerate outbound calling with up to five simultaneous calls per agentReformEasily build forms and capture leads to sync back to CloseReplyAutomate outreach and sync leads between Close and ReplyRetoolRetool is a fast way to build custom apps on top of Close dataRingoverSync calls, WhatsApp, and AI insights from Ringover to CloseRobinAutomatic round-robin lead assignment built for CloseRoezanHigh-performance SMS platformSalesmsgBusiness texting and calling platform built for revenue teamsSavvyCalSync bookings to Close and automate scheduling and follow-upsScoop AnalyticsBlend and present synced Close data with Scoop slidesScriptCallerGuide conversations and update Close in real timeSeekWellPush SQL data from your warehouse or database into CloseSegmentSync leads and contacts into Close using Segment eventsSendblueSend iMessages straight from Close for superior response ratesSendsparkSend personalized video messages in your Close email outreach
[H3] Hmm, we don’t have that yet…
Thanks! We’ve logged your request.We’re always adding new integrations and your input helps shape what’s next.Oops, something went wrong.Please try again or refresh the page.
[H2] Popular Integrations
RecommendedMost-used integrations that Close customers rely on every day.CalendlyInsert links, auto-create contacts, and sync bookings into CloseChatGPTAccess & manage Close using ChatGPTClaudeAutomate manual tasks and workflows using AIFivetranSend Close data to your warehouse for advanced analyticsGmailSync Gmail and view all email activity within CloseGoogle CalendarSync meetings and reminders from Google Calendar into CloseHubSpotSync Close and HubSpot for marketing and sales automationMicrosoft 365Sync meetings and tasks between Close and Microsoft 365SavvyCalSync bookings to Close and automate scheduling and follow-upsSegmentSync leads and contacts into Close using Segment eventsZapierConnect Close to hundreds of apps and automate processes with ZapierZoomAccess meetings and recordings directly from Close Lead pages
[H2] New
Recently released integrations bringing new capabilities into Close.CalendlyInsert links, auto-create contacts, and sync bookings into CloseChatGPTAccess & manage Close using ChatGPTClaudeAutomate manual tasks and workflows using AIMicrosoft 365Sync meetings and tasks between Close and Microsoft 365WhatsAppConnect WhatsApp directly into Close for seamless communication
[H2] Powered by AI
AI-driven tools that automate tasks and enhance productivity.ChatGPTAccess & manage Close using ChatGPTClaudeAutomate manual tasks and workflows using AIClose MCPAccess your Close data with any compatible AI model or agentFirefliesLog meetings, transcripts, and AI summaries into Close automaticallyGongAnalyze Close calls and sales data using Gong’s AI toolsReplyAutomate outreach and sync leads between Close and Reply
[H2] Lead Generation
Capture, enrich, and qualify new leads directly in Close.AddtoCRMFind LinkedIn emails and create Close leads in one clickAvinaAvina helps sales teams identify accounts with real-time buying signalsClayEnrich, automate, and sync Close data from ClayCOZYROCConnect MS SQL Server with Close using this easy integrationDatabarEnrich Close data with real-time, code-free data collectionDimedoveAI lead qualification agentsDriftrockCapture, manage, and track more leads with Driftrock and CloseDripifySupercharge lead generation on LinkedIn with Close and DripifyDropFunnelsImport DropFunnels leads and update opportunities in CloseFindymailFind verified emails and sync LinkedIn leads to CloseInscaliaCommission management and performance monitoringKennected / LinkedFusionBoost prospect engagement and lead generation with KennectedKlickTippSync Close data to power segmented email campaigns in KlickTippKrispCallLog calls, view KPIs, and personalize outreach from CloseLeadCRM (Sync LinkedIn)Sync your LinkedIn (profiles, companies, conversations) & enrich data in Close CRMLeadFuzeFind prospects and import targeted leads into Close CRMLeadinfoSync web visitor insights, contacts, and firmographics into CloseLinked HelperSync LinkedIn leads and conversations directly into CloseLinkMatchCreate and manage Close leads directly from LinkedIn profilesMagic Sales BotSend sales signals from Magic Sales Bot into Close workflowsMakeBuild custom no-code workflows to automate actions in CloseOutboundSyncTrack all your outbound activity in Close with OutboundSyncOutgrow.coBoost your marketing with quizzes, calculators and formsPoperCreate AI-powered popups and widgets that sync with CloseReformEasily build forms and capture leads to sync back to CloseSeekWellPush SQL data from your warehouse or database into CloseSetterAI-powered appointment setting with the Setter and Close integrationSetter AIAutomate your appointment setting with AI-powered agentsSnapAddyAdd LinkedIn and Xing leads directly into CloseTAMIGenerate and sync real-time leads from websites into CloseUpLeadImport enriched, verified leads directly into Close CRMVoila NorbertFind and verify email addresses for Close lead generation
[H2] Marketing
AvinaAvina helps sales teams identify accounts with real-time buying signalsClayEnrich, automate, and sync Close data from ClayComplilyAnalyze Close calls for compliance using AI-powered auditingCOZYROCConnect MS SQL Server with Close using this easy integrationDatabarEnrich Close data with real-time, code-free data collectionDigiohConvert leads with popups and sync forms to CloseDimedoveAI lead qualification agentsDripSync leads and subscribers between Close and Drip automaticallyDropFunnelsImport DropFunnels leads and update opportunities in CloseGlancesView customer data from other apps directly inside CloseGongAnalyze Close calls and sales data using Gong’s AI toolsHubSpotSync Close and HubSpot for marketing and sales automationHummingDeckShare decks and proposals via trackable linksHyperiseAdd personalized images and landing pages to Close emailsKlickTippSync Close data to power segmented email campaigns in KlickTippLinkMatchCreate and manage Close leads directly from LinkedIn profilesMakeBuild custom no-code workflows to automate actions in CloseOutgrow.coBoost your marketing with quizzes, calculators and formsPoperCreate AI-powered popups and widgets that sync with CloseReplyAutomate outreach and sync leads between Close and ReplyRoezanHigh-performance SMS platformSiteSeamTurn website traffic into real leads and revenue with AI-generated pages, forms, and moreSnapAddyAdd LinkedIn and Xing leads directly into CloseZidiAI-powered video platform that helps sales teams create, share, and track personalized video messages
[H2] Scheduling
CalendlyInsert links, auto-create contacts, and sync bookings into CloseCOZYROCConnect MS SQL Server with Close using this easy integrationiClosedConvert more leads with scheduling, routing, and CRM syncKrispCallLog calls, view KPIs, and personalize outreach from CloseLead MapperPlan routes, visualize leads, and sync maps into CloseMakeBuild custom no-code workflows to automate actions in CloseMicrosoft 365Sync meetings and tasks between Close and Microsoft 365PepoSmartWe help sales professionals book meetings, capture meeting notes automatically via AI, and streamline follow-upSavvyCalSync bookings to Close and automate scheduling and follow-upsSetterAI-powered appointment setting with the Setter and Close integrationSiteSeamTurn website traffic into real leads and revenue with AI-generated pages, forms, and moreTwinsAITwinsAI brings AI-powered calling directly into Close, letting your team handle both inbound and outbound calls at scale.
[H2] Forms & Surveys
99InboundCreate form leads that sync automatically into Close CRMCOZYROCConnect MS SQL Server with Close using this easy integrationDialerSyncSync calls, dispositions, and contacts between Dialer.io and Close in real timeDigiohConvert leads with popups and sync forms to CloseHelpwiseManage Close contacts, tasks, and opportunities inside HelpwiseKlickTippSync Close data to power segmented email campaigns in KlickTippMakeBuild custom no-code workflows to automate actions in CloseOrbit AIEasily build and automate high-converting formsOutgrow.coBoost your marketing with quizzes, calculators and formsPoperCreate AI-powered popups and widgets that sync with CloseReformEasily build forms and capture leads to sync back to CloseSiteSeamTurn website traffic into real leads and revenue with AI-generated pages, forms, and more
[H2] E-Signature
Better ProposalsCreate, send, and track proposals from inside Close CRMGetAcceptTrack contracts and documents directly from Close activity streamHelpwiseManage Close contacts, tasks, and opportunities inside HelpwiseInvoiceBerryAutomate invoicing, follow-ups, and payment tracking inside Close CRMMakeBuild custom no-code workflows to automate actions in CloseSignableSync contacts and track envelope activity from Signable in CloseSignWellSend contracts with a single click in Close using SignWell

Communication
[H1] Close deals faster with built-in communication
From calls and emails to texts and meetings, Close unifies all your communication channels into one sales workspace. No more tab-hopping, no more tool fatigue—just smarter, faster conversations that lead to more closed deals.Start my free trialSee Close in action
[H2] The dialer built to start more conversations
Close makes calling effortless with built-in tools that scale your outbound, boost call rate, and capture insights automatically.One-Click CallingStart calls instantly from any lead page—no extra software needed.AI-Powered Call SummariesGet transcriptions and action items automatically with AI.Complete Call CoachingWhisper or barge on live calls and review call recordings.Predictive DialingDouble your outbound call volume with smart dialing.
[H2] Every conversation, in one place—out of the box
[H3] Stay in their inbox—and on their radar
Send bulk outreach and personal replies from the same powerful platform. With automation, templates, and AI-powered rewrites, email in Close is faster, smarter, and built to convert.Bulk Emailing Made Simple: Launch personalized campaigns at scale and track opens and clicks in real time.Automate Follow-Ups: Build email workflows that send reminders and nudges for you.Speed Up Personal Outreach: Use templates, snippets, and AI-assisted rewrites to send polished messages in seconds.Learn more
[H3] Follow up fast with texting built into your CRM
Your fastest follow-up channel, now built into Close. Send 1:1 texts or automate SMS alongside email and calling.Text Without Switching Tools: Send and receive texts right inside Close.Template + Schedule: Use SMS templates to save time and schedule your messages for maximum impact.SMS at Scale: Include texts in your workflows or run bulk SMS outreach campaigns to reach more leads faster.Learn more
[H3] CRM-connected meetings, from start to finish
With calendar sync, Zoom integration, and AI notetaking, Close connects and captures every meeting so you can focus on the conversation.Connect Your Calendar: Sync Google, Outlook, Calendly, or SavvyCal to manage meetings in one place.Native Zoom Integration: Join meetings, log recordings, and stay organized.AI-Powered Recaps: Automatically transcribe and summarize meetings for perfect follow-ups.Make Scheduling Easy: Drop calendar links in your email or SMS outreach to increase booking rates.Learn more
[H3] From WhatsApp connection to closed deal
Close connects and captures every WhatsApp interaction so you can focus on the sale, wherever you go. Note: this is a third-party integration.Integrated communication: No Zapier or complex workarounds required.Instant updates: Two-way sync of WhatsApp conversations on the Lead PageNative feel: An intentional integration made with the Close team by our partner.Learn more
[H3] Capture leads the moment they’re ready
Turn website visits into sales conversations instantly. With Close’s no-code Forms, every submission routes directly into your CRM with clean data, built-in spam protection, and zero manual work.No-Code Setup: Build and embed forms in minutes — no engineering or integrations required. Faster Speed-to-Lead: Send submissions straight into Close so reps can respond in real time. Clean, Reliable Data: Automatically map fields, block spam, and keep your CRM organized from day one.Learn more
[H2] Stop overthinking. Start talking to your leads in Close.
Sign up, import your leads, and start more conversations. Try Close free for 14 days. No credit card required.Start my free trialSee Close in action
[H2] Frequently Asked Questions
Nope. Close comes with forms, calling, email, SMS, Notetaker, and even meeting scheduling built-in—out of the box. That means no extra software, no complex setups, and no switching between tabs. Everything happens inside Close, seamlessly.Yes. You can retain your existing phone number or port it into Close, and continue sending/receiving email from your current address. Close also supports getting local phone numbers in over 200 countries.Absolutely. Close Workflows let you build multi-channel sequences using email, SMS, and task reminders. Set up templates, timing, and triggers to handle your follow-ups automatically—while keeping your outreach personal and timely.Many of Close’s communication features—like built-in forms, calling, SMS, email, Notetaker, and calendar integrations—are included in one of our base plans.Advanced tools like the AI Call Assistant, Predictive Dialer, and Premium Phone Numbers are available as add-ons or part of higher-tier plans like Professional or Enterprise. You only pay for what your team needs. Check out our pricing ->The Power Dialer helps reps call through lists quickly by automatically pulling in the next lead—no manual dialing or searching required.The Predictive Dialer, available on the Enterprise plan, goes a step further by dialing multiple numbers at once and only connecting reps when someone answers—dramatically boosting call volume for high-velocity sales teams.

Close Automation
[H1] Automate your sales process. Quit the busywork.
Stop babysitting your CRM. Close automates manual, repetitive tasks so you can focus on closing deals.Start my free trialSee Close in action
[H2] Automation that speeds up deals
Your CRM should be more than just a digital filing cabinet. That's why Close's automations help you sell faster and smarter.Engage leads instantlyCapture and engage leads right away to improve speed-to-lead.Keep your pipeline movingSpot deal slowdowns and take action with tasks and automations.Reduce manual tasksAutomate data entry, communication, CRM admin, tasks, and more.Win with consistent outreachCreate workflows to stop leads from slipping through the cracks.
[H2] Sales automation that keeps your deals moving
AUTOMATED LEAD FOLLOW-UP
[H3] Never let a lead go cold
Send a follow-up the moment a lead clicks, opens, or replies. Trigger texts, assign tasks, or nudge reps to act—so leads stay warm and conversations keep flowing.Pipeline Automation
[H3] Stop chasing deals. Start moving them.
Automatically create Opportunities, update fields, ping AEs, update Leads, or send follow-up reminders when deals stall. Keep your pipeline clean and your close rate climbing.Churn Prevention
[H3] Stay ahead of churn, boost retention
Spot red flags early. Create check-ins, renewals, or upsell workflows based on customer behavior—so you retain more accounts and grow existing ones.
[H2] Automation tools built for action, not admin
[H3] Speed through call lists
Automatically dials the next number in your list. No manual dialing.
[H3] Boost your pickup rate
Call multiple numbers at once, but connect only when a real person answers. High-volume calling, minus the wasted time.
[H3] Leave pre-recorded voicemails
Leave a pre-recorded voicemail with one click. Save your time and energy for the next call.
[H3] Catch up on leads in seconds
Get quick, AI-generated recaps of past interactions so you never start a conversation cold.
[H3] Never take meeting notes
Notetaker transcribes and summarizes meetings and saves everything in the CRM.
[H3] Level up your emails
Tweak tone, tighten messaging, shorten, or rewrite—all with the click of a button.
[H3] Review any call, fast
AI pulls key insights from your calls so you can revisit conversations without rewatching every minute.
[H3] Log everything, without doing anything
Calls, emails, texts, and meetings are automatically logged—no manual input required.
[H3] Stay in the loop with live deal updates
See deal updates and lead activity in real time without chasing reps or digging through notes.
[H3] Never forget a follow-up again
Automate follow-up sequences and reminders so no deal slips through the cracks.
[H3] AI-enriched lead research
Skip Google. Close enriches your leads with key info so you can start conversations faster.
[H2] 3 hours saved per week
98% of users say using Close saves them at least 3 hours each week of admin or manual work.
[H2] Why small businesses love Close.Yes, love. (Really.)
Closes’ automation features, like email workflows and follow-up reminders, significantly reduce manual tasks, enabling me to focus more on closing deals.Whether it’s capturing, nurturing, or following up with leads, Close adapts flexibly to our unique processes and helps us streamline our workflow to a level that few other CRMs can match.
[H2] Automate the hassle out of your hustle
Try Close free for 14 days and see what selling feels like without the busywork. No credit card required.Start my free trialSee Close in action
[H2] Frequently Asked Questions
Close uses forms and automated email sequences, task reminders, and customizable workflows to keep follow-ups on track. You can trigger actions based on lead behavior—like new lead, email opens, or missed calls—so your team stays on top of every opportunity without manual tracking.Absolutely. Close’s automation features are fully customizable. You can set up workflows based on your unique sales pipeline and lead behaviors.Unlike traditional CRMs that require heavy manual input, Close's automations are simple to manage, but powerful in action. You can run both communication Workflows (where you follow-up with leads via call, email, text, and more) and back-end CRM automations that keep your data clean, all in one place.Yes. Close integrates with popular tools like Zapier, Slack, and Gmail, making it easy to connect your automation workflows across your sales stack.Setting up automation is simple, with intuitive workflows and templates to get you started. No technical skills required—just set your triggers, and Close handles the rest.All of Close’s core automation features—workflows, task automation, and outreach sequences are included at no extra cost on the Professional (Growth) and higher plans. Lower plans like Solo/Base do not include these automation tools—so only Professional and Scale users get full automation access as part of their standard pricing.However, some advanced features are available as add-ons or are included only in higher-tier plans. AI Call Assistant is available as a paid add-on. Power Dialer is included in the Professional and Enterprise plans, while the Predictive Dialer is exclusive to Enterprise.For full details on pricing and available features, check out Close’s pricing page.