AI-Agents for Sales Development Representatives in Consulting 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

Deliver a territory lead list with links to source records.

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 Imported Lead Status

Identify imported prospects who still need a first email.

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

Works with11 tools
Email Morning Prospect Queue

Find new accounts with timely reasons to start a conversation.

Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.

Works with16 tools
Send Sales Follow-Up Emails

Invite interested prospects to book their first sales conversation.

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

Works with12 tools
Update Lead Status

Log first outreach to new leads and flag follow-ups still owed.

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

Follow up after an initial call without repeating a sent email.

Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.

Works with8 tools
Send Sales Follow-Up Emails

Follow up with prospects who have not answered the last email.

Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.

Works with19 tools
Fill Company Account Gaps

Identify prospects' employers and flag uncertain account matches.

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

Works with19 tools
Build Sales Lead List

Prioritize new companies to approach from a ranked prospect list.

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
Enter Prospecting Leads

Get a follow-up list of new prospects without duplicate contacts.

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

Works with34 tools
Build Prospecting Lists

Build a fresh list of reachable buyers for weekly outreach.

Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.

Works with30 tools
Enrich LinkedIn Prospects

Enrich matched prospects before planning sales outreach.

Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.

Works with12 tools
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