Sign in Start free

AI-Agents for Sales Coordinators in Software 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.

Compile CRM Lead List

Prepare a clean lead list from the manager's email request.

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Update Imported Lead Status

Update outreach fields for imported leads with clear matches.

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

Send Sales Follow-Up Emails

Send follow-ups to interested leads and flag held emails for review.

Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.

Update Lead Status

Keep lead contact status current after reps send first emails.

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.

Update First-Email Status

Keep first-email status current for sales follow-up.

Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.

Fill Company Account Gaps

Assign account conflicts to the right rep before outreach.

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

Enter Prospecting Leads

Prepare new contacts for sales follow-up from ready prospect batches.

Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.

Add Qualified Leads

Place qualified leads in the CRM with a reason to follow up.

Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.

Route Lead Ad Inquiries

Log ad inquiries with account matches and clear owners for follow-up.

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

Update Lead Status

Keep the team's lead list current with delivery and bounce results.

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