AI-Agents for Handoffs working with Close

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

Works with29 tools

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

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

Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.

Works with25 tools

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

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

Works with12 tools

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

Works with12 tools

Your customers get a text reply from the wording you choose when it fits, while your team sees questions that need a person.

Works with13 tools

Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.

Works with