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AI-Agents for Sales 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.

Fill Company Account Gaps

Fill missing CRM company details and queue disputed facts for review.

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

Build Sales Lead List

Turn revised target criteria into a ranked list without active accounts.

Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.

Enter Prospecting Leads

Check prospect batches and add usable contacts to the sales tracker.

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

Add Qualified Leads

Check lead details and duplicates before adding prospects to the CRM.

Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.

Build Prospecting Lists

Add reachable prospects to the CRM without duplicate email contacts.

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

Route Lead Ad Inquiries

Match ad leads to CRM records and assign the right sales owners.

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

Enrich LinkedIn Prospects

Match prospect records and surface CRM link conflicts.

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

Update Lead Status

Keep lead statuses aligned with first-email delivery results.

Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.

Build Sales Pipeline Reports

Build filtered CRM reports with figures teams can trace to deals.

Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.

Find Inside Sales Leads

Apply prospecting rules and flag accounts with missing contacts.

Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.