Close

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 by automatically logging every call, email, and meeting so reps can focus on selling instead of data entry.

Who is it for?

Close is best for outbound sales teams that make lots of calls, founders and solo reps who need a real CRM instead of a spreadsheet, and growing teams wanting to reduce admin work with AI and automation. It may not suit low-call-volume businesses or teams that need deep customization without coding.

Key Use Cases

Use Close to automate lead outreach with Chloe, who calls new leads within minutes, qualifies prospects through real conversations, and books meetings. Reps can manage the full sales cycle — dialing, texting, emailing, and tracking deals — all from one dashboard. The CRM auto-logs activities and provides reporting to improve conversion.

• Chloe AI Sales Agent — Calls, qualifies, follows up, and books meetings automatically.
• Built-In Calling — Dial leads directly from the CRM with calls logged instantly.
• SMS Integration — Send and receive texts inside the CRM.
• Email & Sequences — Send emails and automated, timely follow-ups.
• Call Recording & Transcription — Records, summarizes, and transcribes calls synced to Close.
• Custom Pipelines — Build sales stages that match your process.
• Reporting & Insights — Track calls, emails, and conversion metrics.