Close CRM
UnknownSales CRM for growing teams with calling, email, SMS, pipeline tools, and built-in AI sales agent Chloe.
工具信息
什么是 Close CRM？
Close CRM is a sales CRM platform for growing teams that sell. It unifies calling, email, SMS, pipeline and lead management, reporting, automation, and a built-in AI sales agent named Chloe into one place so teams can contact, qualify, follow up, and act on every lead without juggling separate tools.
核心功能
Chloe AI Sales Agent
Built-in AI sales agent that calls leads, qualifies prospects through real conversations, books meetings, and updates the CRM automatically. It is part of the CRM, not a separate tool or integration.
Sales Communication
Unified handling of email, calls, and SMS in one inbox.
Built-in Power Dialer
Enables faster calling with automatic call logging.
Lead and Pipeline Management
Visibility into every deal and every stage of the pipeline.
Sales Automation
Workflows that automate tasks and help unlock the sales team.
Native Forms
Capture leads directly into Close.
Reporting
Pipeline, activity, and forecasting reports.
AI Call Capture and Summaries
Generates complete AI summaries of every lead from calls, emails, and meetings, with full transcripts, action items, and key moments logged automatically to the CRM.
Automatic Follow-ups
Prepares follow-ups based on call transcripts and sends them or queues them for rep review at the right time.
Self-Updating CRM
Moves deals forward from conversations and fills contact fields with rich data insights from LinkedIn and the web.
Daily Action Items
Surfaces hot leads needing follow-up and other stalled deals.
Developer Platform
REST API, webhooks, and MCP server for customization and building on Close.
使用场景
- #1
Instant New Lead Outreach
When a lead hits the pipeline, Chloe calls within minutes using the built-in dialer, with transcript, notes, and next steps logged automatically.
- #2
Cold Lead Re-engagement
Automatically re-opens conversations with cold leads and sends warm responses to the rep's inbox.
- #3
Automated Follow-up and Stage Progression
Writes and sends follow-ups at the right time while updating the deal stage so nothing falls through the cracks.
- #4
Lead Qualification, Meeting Booking, and Routing
Qualifies the lead, books the meeting, assigns the right rep, and preps notes before the call starts.
- #5
Pipeline Action Without Manual Effort
Turns pipeline data into calls, follow-ups, and booked meetings so reps can focus on higher-value work.
定价方案
Free trial available; no credit card required.
替代工具
常见问题
What is Close CRM?
What is Chloe AI Sales Agent?
What communication channels does Close support?
Does Close offer a free trial?
Can I customize or build on Close?
Who is Close CRM for?
Close CRM 联系方式与社交媒体
- 公司Close
- 电话
- 网站：
- Twitter
- YouTube
- LinkedIn