Automate + accelerate your outreach

Close’s automation tools double the productivity of every sales rep.

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Multi-channel sales outreach. Engage email, call, and SMS steps on your Workflows to increase reach rate. Easily identify and optimize outreach steps with a KPI-based report dashboard.

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No learning curve. Workflows are designed for busy salespeople who don’t have time to learn complex new tools. Once you’re in Close, create your first Workflow right away.

Hone + repeat your best formulas. As your reps build experience, they can clone and edit proven templates to grow their sales skills—plus save and share in just one click.

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Boost win rates + customer engagement. Workflows help you reach more qualified leads in less time. Automate your workflow to re-engage opportunities, increase referrals, and grow customer lifetime value.

Search + Smart Views

Prioritize the right leads with intuitive, user-friendly contact filtering. Find exactly who you’re looking for and automate outreach accordingly.

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Prospecting one at a time, or reviving a cold lead? Close has a built-in search function that helps reps find who they're looking for––fast. Search important phrases, contract mentions, past conversations, and more.

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Smart Views

Create dynamic Smart Views that match your top priority lead data like recent email opens, up for renewal, or specific industries. Then, automate outreach workflows around them. Identify your hottest leads, those who have suddenly gone dark, and more. Plus, share the most enlightening saved searches with your team.

Power + Predictive Dialers

Use call automation to bring speed and simplicity to your sales workflow. Built-in Power and Predictive Dialer features supercharge your outreach, out of the box.

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The Power Dialer lifts KPIs. Period.

Call through lead lists automatically, without switching apps. Start a Power Dialer session on any Smart View in just one click, then sit back and wait for a connect or work on your daily sales tasks until the next lead answers. Lead history is displayed with each call, so you always have context. Reps can pause and resume as needed.

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The Predictive Dialer surges reach rates.

No more dialing. And no more hanging up because of a voicemail, 1-800 number, or busy signal. The Predictive Dialer allows sales teams to dial multiple numbers at once—and when a real human answers, it routes an available rep to the call. This is next-level call automation.

Call Assistant

Never take notes on a sales call again.


Close’s built-in Call Assistant automatically transcribes and summarizes each phone call. Your reps can focus on the conversation, and rely on Close to produce an accurate, searchable summary with action items.

Multi-language Support

Call Assistant supports over 20 languages and will provide the transcription and summary based on the language it detects.

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Your team can use Call Assistant on desktop – or on-the-go with the Close mobile app.

Automation via integrations

Close integrates with the existing automation software in your tech stack to deliver a streamlined workflow and pain-free data sharing experience.

Zapier + Close

This no-code integration gives you more flexibility with the tools you can connect to Close, and allows you to build unique automations inside Close.


Calendly + Close

Manage meetings and view prospect history—all inside Close. Sync your Calendly links into Close to add them to email and SMS templates in 1-click.


HubSpot + Close

Seamlessly sync your marketing and sales stack. If your marketing team prefers to work in HubSpot, no worries. HubSpot's native integration automatically syncs Lead data between the two systems.

ryan groth avatar
Smart Views have had the biggest impact on our business. We make views of prospects who open our emails so we’re focusing on our warmest leads, then use texting and the Power Dialer to connect with them that day.
Ryan Groth
CEO at Sales Transformation Group, Inc.
conal maguire avatar
The Workflows on Close have been invaluable. They have enabled us to streamline and more efficiently manage our workflows, and have personally allowed me to improve my productivity by at least 50%.
Conal Maguire
Head of Business Operations at TalentPool
sarah haselkorn avatar
After moving our team to Close’s built-in Power Dialer, we saw a 60% increase in outbound call volume and 28% increase in outbound call duration.
Sarah Haselkorn
Head of Sales at MakeSpace