AI-Agents for Sales 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 the lead a Monday view of open deals by stage and value.

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

Email deal owners a link when their proposals are rejected.

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

Send stage-based prospect follow-ups and log replies on deals.

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 the team current deal counts or values from the CRM.

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 a manager's email into a lead list ready for outreach.

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

Show reps which imported leads still need personal follow-up.

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
Send Sales Follow-Ups

Follow up on stalled deals and flag those needing a decision.

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

Send the team a morning prospect queue checked against active accounts.

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

Follow up with interested leads and brief their sales rep on each result.

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

Show which leads reps contacted and which need personal follow-up.

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

Send prospect follow-ups from completed call notes.

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

Send due prospect follow-ups and flag conversations needing a rep.

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

Works with19 tools
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