AI-Agents for Financial Advisors 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-Up Emails
Invite interested prospects to talk about their financial inquiry.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
Works with
12 tools
12 tools
Send Call Follow-Up Emails
Follow up on the needs a prospect raised in an initial call.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
Works with
8 tools
8 tools
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