AI-Agents for Sales Managers 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 Pipeline Report

Send a Monday snapshot of team deals with a link to the breakdown.

Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.

Works with47 tools
Notify Deal Owners

Alert your deal owners when rejected proposals need their attention.

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 tools
Send Sales Follow-Ups

See which prospect follow-ups went out and which deals need attention.

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
Answer Sales Pipeline Questions

Give teammates pipeline figures by stage, owner, and date.

Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.

Works with33 tools
Compile CRM Lead List

Turn emailed lead criteria into a prioritized, source-linked CSV.

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
Send Sales Follow-Ups

Review listed deals, send justified follow-ups, and report holds.

Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.

Works with23 tools
Email Morning Prospect Queue

Email reps a vetted morning queue of companies to contact.

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 Call Follow-Up Emails

Keep reps informed when their promised follow-ups go out.

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

Record sent follow-ups and blockers on each prospect activity.

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

Works with19 tools
Reconcile Lead Ad Inquiries

Show the team which ad inquiries still need a lead match.

Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.

Works with36 tools
Answer Pipeline Questions

Report deal counts and amounts by stage in the team's chat.

Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.

Works with34 tools
Compare Quote Totals

See the quote variance before approving revised pricing.

See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.

Works with18 tools
1–12 of 22