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.
Reconnect with prospective clients as their deals reach follow-up stages.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Build a prospect list around the requested territory and fit.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Record first prospect emails and surface follow-ups you still owe.
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.
Send prospects the next steps agreed on an introductory call.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
Rank new client prospects against the target customer profile.
Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
Keep new prospect statuses current after introductory email batches.
Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.
Count new business deals for a chosen owner and closing window.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.