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.
Share stage totals across the team's open pipeline each Monday.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Report pipeline figures with the deal criteria behind each total.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Track first outreach across reps without overwriting later lead stages.
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.
Calculate deal totals under the team's pipeline rules.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
See pricing changes against approved amounts in deal notes.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Keep marketing handoffs from creating duplicate sales prospects.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Keep new outreach contacts aligned with the team's target profile.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
Apply account ownership to ad leads before sales follows up.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Show deal value by currency for the requested pipeline slice.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.