Put AI to work. From first lead to closed deal.
Sell more and scale faster with AI built into Close. Give your team an assistant that takes action, AI Agents that take on real sales jobs, and intelligence throughout your CRM to help every rep sell more.
2,000+ five-star reviews on G2Free trial includes AI creditsAgents currently in Alpha
Your AI shouldn’t need a crash course on your customers.
AI is only as useful as what it knows and what it can do.
In Close, your calls, emails, texts, and customer history are already connected. Chloe and AI Agents use that context to prepare for conversations, personalize follow-up, update your pipeline, and take action on opportunities.
No piecing together tools or starting from scratch. Your AI works where your team sells.
Meet Chloe, your AI assistant that takes action.
Ask Chloe about your leads, pipeline, or what happened on the last call. Then put her to work building reports, updating workflows, creating Agents, and taking action in Close.
Chloe doesn’t just give you answers. She helps you get things done.
“That’s a lot of information that would previously take me maybe an hour or two, going through, trying to get a report, trying to count. Now it’s just a few prompts.”
Hi, Maya.
What can we work on together?
What’s the latest update with Pinecrest Roofing before I call them back?
You
Here’s where things stand with Amanda:
- Last callTue · 12 min
- Open questionCrew size
- Pricing emailOpened twice
She asked about setup time — lead with that.
Chloe
Currently in Alpha
Give AI Agents a job on your sales team.
Put AI Agents to work qualifying leads, coaching reps, re-engaging prospects, and keeping your data accurate. Agents work independently to help your team sell more and scale faster.
An after-hours Agent in Close: it calls a new lead at 9:05 PM, books a demo at 9:12 PM, and hands the updated lead to the rep at 8:30 AM. Turn new leads into qualified meetings.
When a lead comes in after hours, an Agent calls them, asks your qualifying questions, and books the meeting while they’re still interested.
A closed-lost Agent in Close: for each deal lost to budget, timing or a competitor, it drafts a check-in, schedules a follow-up or sets a renewal reminder. Give lost deals another chance.
An Agent checks back in with deals you lost to timing or budget, when the situation might have changed.
“We’re not using AI to replace people. We’re doing it so that the people we have are unlocked to do more. Close’s AI agents are not just innovation. They are actually creating the work we need to do.”
Make every sales conversation count.
Close uses AI to research leads, capture conversation notes, draft follow-ups, and automatically update CRM fields as your team sells.
Know who you’re selling to.
Enrichment fills in company details, roles, and contact info, so reps don’t have to go digging.
Every call and meeting gets written down.
The notetaker captures what was said and adds a summary and next steps to the lead.
Catch up on any lead in seconds.
Lead summaries turn the full history into a few lines you can read before you dial.
The follow-up is already drafted.
Close drafts the email from what was said on the call. You edit it and send it.
Know which deals to focus on.
Pipeline guidance points out deals going quiet and the ones showing buying signals.
Fields fill themselves in.
Details like budget and timeline move from the conversation into the right fields.
98%
of users say Close saves them at least three hours of admin or manual work each week.
Close customer survey
Bring Close into ChatGPT and Claude.
Connect Close to ChatGPT and Claude to analyze your pipeline, uncover opportunities, and take action using your real sales data.
Close connectedWhy small sales teams trust Close
Top 1%
4.7
rating across 2,000+ G2 reviews
Customer outcomes
“I learned that I could build the CRM, but after putting a V1 test with the team, it would take me 40-plus hours a week just to maintain it, fix it, and develop it.”
About 95% of event operations and deployment automated which saves 40–60 hours of manual coordination in busy weeks.
Build more with Close’s API and MCP server.
Close’s MCP server and API let you build custom tools that use your customer data and take action in Close. Connect your own AI agents, create custom reports, or bring Close into the tools your team already uses.
Frequently asked questions
What is an AI CRM?
An AI CRM is a CRM with AI built into how your team sells. It captures and summarizes conversations, keeps records up to date, and can take action on leads. Close is an AI CRM for small sales teams. Calling, email, SMS, and your customer history are already in one place, so Chloe and AI Agents work from the full record instead of a partial copy.
Does Close have AI built in?
Yes. AI is built into everyday sales work in Close, including agents, voice agents, chat assistant, lead enrichment, call and meeting notes, summaries, and follow-ups. Chloe is an AI assistant that answers questions and takes action, while AI Agents independently handle jobs across your sales operation.
What’s the difference between Chloe and AI Agents?
Chloe is Close’s AI sales assistant, and she helps you. Ask her questions, get help with your sales work, or have her take action, like updating workflows and building reports. Your AI Agents work for you: each one handles an ongoing job on its own, such as qualifying leads, coaching reps, and maintaining customer data.
Do I need to connect other tools for the AI to work?
No. Calling, email, SMS, and the customer record are built into Close. You can connect tools like Notion or Granola to give Chloe more context, but you don’t have to.
Can I control what the AI does in Close?
Yes. Every Agent keeps a log of what it did, on which leads, and why. You set handoff rules for when a person takes over, and you can pause or turn off an Agent at any time. AI usage runs on credits you can monitor.
Which plans include AI, and how is it priced?
Chloe and Agents run on AI credits. Every plan includes a monthly credit allowance, and different jobs use different amounts of credits. You can see your usage in Close, and you can add more credits when you need them.
See plans and pricingCan I use Close with ChatGPT or Claude?
Yes. Connect Close to ChatGPT or Claude to ask about your pipeline and conversations, and take action, from the tools you already use.
Can I try it for free?
Yes. Start a free trial of Close. Your free trial includes AI credits to get your first Agent running.
Sell like a much bigger team.
Start your free trial of Close and put AI to work on your own sales process. Try Chloe, explore AI Agents, and see what your team can accomplish.