Close CRM

Chloe AI Agent

Chloe is an AI sales teammate built directly into Close. She calls leads within minutes, has real qualifying conversations, books meetings, and updates the CRM automatically. She can also re-engage cold leads, send follow-ups at the right time, and update deal stages.

Reps focus on closing while Chloe handles outreach, follow-ups, and admin work.

Built-in Calling, Email, SMS & WhatsApp

Close includes a native dialer, two-way email sync, SMS, and WhatsApp integration. You can make/receive calls worldwide, send bulk email, use templates, and track opens. Power and predictive dialers are available on higher plans.

All conversations happen in one place, with automatic logging and full context.

Workflows & Automation

Close lets you automate outreach (SMS, emails, calls), update CRM fields, assign leads, and create follow-up tasks. You can also use Chloe in workflows, set blackout dates, and schedule texts.

Manual, repetitive tasks are eliminated, so your team can focus on selling.

Lead & Pipeline Management

Manage leads, opportunities, pipelines, and custom fields. Use dynamic list building (Smart Views), duplicate lead management, and lead/contact activity timelines. Data import/export and API access are included.

Your pipeline stays organized and up-to-date, with full visibility into every deal.

Reporting & Analytics

Close provides activity reports, dashboards, opportunity funnel reports, email template performance, workflow performance, leaderboards, and custom graphs (Explorer).

Make data-driven decisions with real-time insights into your sales performance.

100+ Integrations

Close connects out of the box with tools like Claude, ChatGPT, Zoom, Segment, Zapier, and Calendly. Over 100 apps integrate with Close, plus a REST API, webhooks, and MCP server for custom builds.

Works with your existing stack, so you can keep your favorite tools and add Close.

• All-in-One Sales CommunicationClose combines calling, email, SMS, and pipeline management into a single platform, with a built-in power dialer and native forms. This eliminates the need for multiple tools and ensures all sales activities are tracked automatically.
• Chloe AI Sales AgentChloe is an integrated AI agent that calls leads, qualifies prospects, books meetings, and updates the CRM automatically. It also re-engages cold leads, sends follow-ups, and summarizes calls, helping teams increase booked appointments by up to 50%.
• Automation and WorkflowsClose offers powerful workflow automation that handles follow-ups, lead routing, and deal stage updates. This reduces manual work and ensures no lead falls through the cracks, allowing reps to focus on closing.
• Strong Customer SatisfactionClose is rated 4.7 on G2 with 2000+ reviews and trusted by 11,500+ teams. Customers report significant cost savings (e.g., $100,000 saved switching from Salesforce) and positive business impact from using Close and Chloe.

• Pricing and Plan LimitationsClose's Solo plan is limited to 1 user and 10,000 leads, and does not include workflows. Essentials also lacks workflows. Only Growth and Scale plans include automated workflows and Chloe in Workflows. Additional AI credits are available for purchase, but credits do not roll over monthly.
• AI Credits UsageChloe's features consume AI credits, which are included per user per month (ranging from 500 to 2,000 depending on plan). Heavy usage may require purchasing additional credits, and unused credits expire monthly.
• Custom Pricing for Complex NeedsFor organizations with more complex sales needs or high volume, Close recommends a custom demo and custom pricing. The Scale plan offers advanced controls but may not be sufficient for all enterprise requirements.
• Integration and Developer FeaturesClose integrates with 100+ tools including ChatGPT, Claude, and WhatsApp, and offers REST API, webhooks, and MCP server. However, not all integrations may be native or fully featured; some may require additional setup or third-party services.

Instant Lead Response

Close's Chloe AI agent automatically calls new leads within minutes of them hitting your pipeline, using the built-in dialer. Transcripts, notes, and next steps are logged automatically, so no lead goes cold.

Automated Follow-Ups

Chloe instantly writes and sends follow-up emails at the right time, updates deal stages, and re-engages cold leads with warm responses sent to your rep's inbox. This ensures nothing falls through the cracks.

AI-Powered Call Summaries

Every call is captured and summarized by Chloe, pulling from calls, emails, and meetings. Full transcripts, action items, and key moments are logged to the CRM automatically, saving reps hours of manual data entry.

Lead Qualification & Routing

Chloe qualifies leads, books meetings, assigns the right rep, and preps notes before the call even starts. This end-to-end automation lets your team focus on closing deals instead of administrative work.

Define the exact AI Automation & Workflow Tools workflow Close CRM should support.

Compare it with closely related AI tools in the same category before committing.

Set review rules for accuracy, privacy, brand voice, compliance, and final approval.

Connect useful outputs to the wider stack instead of leaving them inside the AI tool.