AI-Agents for Revenue Operations 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.
Log weekly deal totals by stage with the filters used.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
47 toolsReport deal counts and values with their pipeline scope.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
33 toolsApply CRM lead rules and flag gaps in the requested export.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
25 toolsPreserve later sales stages while reconciling imported lead outreach.
See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
11 toolsKeep lead contact status current when 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.
11 toolsKeep ad inquiries linked to the right lead when the match is clear.
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.
36 toolsKeep campaign delivery and lead follow-up status aligned.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
34 toolsCalculate pipeline totals using the team's deal rules.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
34 toolsKeep quote price changes visible against approved amounts in deal notes.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsKeep company accounts usable across outreach by flagging conflicting facts.
Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
19 toolsKeep qualified lead handoffs from creating duplicate sales records.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
23 toolsKeep new prospect records complete for sales outreach.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
30 tools
