AI-Agents for Account Executives in Sales Operations working with Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

Notify Deal Owners

Email you a link when a proposal on your deal is rejected.

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 tools
Send Sales Follow-Ups

Send a relevant prospect follow-up when a deal reaches the next stage.

Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.

Works with31 tools
Update Imported Lead Status

Mark prior outreach on imported prospects before the next touch.

See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.

Works with11 tools
Update Lead Status

Show first contact and follow-ups for leads in your pipeline.

Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.

Works with11 tools
Send Call Follow-Up Emails

Turn discovery call notes into a relevant prospect email.

Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.

Works with8 tools
Compare Quote Totals

See how a revised customer quote compares with the approved deal.

See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.

Works with18 tools
Fill Company Account Gaps

Fill company gaps before reaching out to new prospects.

Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.

Works with19 tools
Build Prospecting Lists

Find decision-makers at target accounts for direct outreach.

Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.

Works with30 tools
Route Lead Ad Inquiries

Receive ad inquiries for owned accounts with the buyer's request.

Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.

Works with12 tools
Enrich LinkedIn Prospects

Gather available contact and company details for prospecting.

Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.

Works with12 tools
Update Lead Status

Flag bounced introductions before reaching out to prospects again.

Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.

Works with10 tools
Find Inside Sales Leads

Find new buying-role contacts within assigned accounts to call.

Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.

Works with13 tools
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