AI-Agents for Business Development Managers 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.

Send Sales Follow-Ups

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.

Works with31 tools
Compile CRM Lead List

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.

Works with25 tools
Update Lead Status

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.

Works with11 tools
Send Call Follow-Up Emails

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.

Works with8 tools
Build Sales Lead List

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.

Works with21 tools
Update Lead Status

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.

Works with10 tools
Build Sales Pipeline Reports

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.

Works with8 tools
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