What is Close CRM?
Close CRM isn’t just another place to store leads—it’s a sales CRM that actually does the work for you. Built for sales teams that want to move fast, Close combines calling, email, SMS, pipeline management, and AI automation into one seamless platform. Instead of juggling five different tools, your team gets everything in one place—so you can focus on closing deals, not data entry.
What really sets Close apart is Chloe, its built-in AI sales agent. Chloe doesn’t just send emails—she makes real phone calls, qualifies leads through natural conversations, books meetings, and updates your CRM automatically. The result? Faster follow-ups, fewer missed opportunities, and more revenue without hiring extra staff.
What are the features of Close CRM?
- Built-in Power Dialer & Calling: Make calls directly from Close with VoIP—no third-party apps or integrations needed.
- Chloe AI Sales Agent: An AI that calls leads, qualifies prospects, books meetings, and logs everything back to your CRM in real time.
- Sales Automation: Automate follow-ups, lead routing, task creation, and re-engagement sequences based on behavior or deal stage.
- Unified Communication: Handle calls, emails, and SMS all within Close—no switching between tabs or tools.
- Smart Reporting & Coaching: Track rep performance with dashboards, call recordings, and leaderboards to improve results.
- 100+ Integrations: Works out of the box with popular tools like Zapier, Slack, Gmail, and more—plus native no-code options.
- Self-Updating CRM: Chloe auto-fills contact details, summarizes calls, and logs action items so your data stays fresh.
What are the use cases of Close CRM?
- A startup uses Chloe to instantly call every new lead from their website, qualifying them before a human rep even sees the record.
- A scaling sales team automates cold lead re-engagement—Chloe reaches out to stale contacts and routes warm replies to the right rep.
- An agency replaces outsourced SDRs with Chloe during beta, saving over $100K while increasing booked meetings by 50%.
- A solo founder manages their entire sales process in Close: calls, follow-ups, pipeline tracking, and reporting—all without leaving the app.
- A B2B company uses Close’s automation to ensure no lead falls through the cracks after trade shows or webinars.
How to use Close CRM?
- Sign up for the free trial (no credit card required) and import your leads or connect a form.
- Turn on Chloe to start auto-calling and qualifying new leads as they come in.
- Set up automated sequences for follow-ups, lead routing, or re-engaging inactive contacts.
- Use the built-in dialer to make calls directly from contact records—calls log automatically.
- Review AI-generated call summaries and action items in each lead’s timeline to stay informed.
- Explore the Sales Playmaker to build a custom sales process tailored to your team’s workflow.
