Engage leads instantly
Capture and engage leads right away to improve speed-to-lead.
Close Automation
Automate your sales process. Quit the busywork.
Stop babysitting your CRM. Close automates manual, repetitive tasks so you can focus on closing deals.
Automation that speeds up deals
Your CRM should be more than just a digital filing cabinet. That's why Close's automations help you sell faster and smarter.
Keep your pipeline moving
Spot deal slowdowns and take action with tasks and automations.
Reduce manual tasks
Automate data entry, communication, CRM admin, tasks, and more.
Win with consistent outreach
Create workflows to stop leads from slipping through the cracks.
Sales automation that keeps your deals moving
AUTOMATED LEAD FOLLOW-UP
Never let a lead go cold
Send a follow-up the moment a lead clicks, opens, or replies. Trigger texts, assign tasks, or nudge reps to act—so leads stay warm and conversations keep flowing.
Pipeline Automation
Stop chasing deals. Start moving them.
Automatically create Opportunities, update fields, ping AEs, update Leads, or send follow-up reminders when deals stall. Keep your pipeline clean and your close rate climbing.
Churn Prevention
Stay ahead of churn, boost retention
Spot red flags early. Create check-ins, renewals, or upsell workflows based on customer behavior—so you retain more accounts and grow existing ones.
Automation tools built for action, not admin
Speed through call lists
Automatically dials the next number in your list. No manual dialing.
Boost your pickup rate
Call multiple numbers at once, but connect only when a real person answers. High-volume calling, minus the wasted time.
Leave pre-recorded voicemails
Leave a pre-recorded voicemail with one click. Save your time and energy for the next call.
Catch up on leads in seconds
Get quick, AI-generated recaps of past interactions so you never start a conversation cold.
Never take meeting notes
Notetaker transcribes and summarizes meetings and saves everything in the CRM.
Level up your emails
Tweak tone, tighten messaging, shorten, or rewrite—all with the click of a button.
Review any call, fast
AI pulls key insights from your calls so you can revisit conversations without rewatching every minute.
Log everything, without doing anything
Calls, emails, texts, and meetings are automatically logged—no manual input required.
Stay in the loop with live deal updates
See deal updates and lead activity in real time without chasing reps or digging through notes.
Never forget a follow-up again
Automate follow-up sequences and reminders so no deal slips through the cracks.
AI-enriched lead research
Skip Google. Close enriches your leads with key info so you can start conversations faster.
3 hours saved per week
98% of users say using Close saves them at least 3 hours each week of admin or manual work.
Why small businesses love Close.
Yes, love. (Really.)
Closes’ automation features, like email workflows and follow-up reminders, significantly reduce manual tasks, enabling me to focus more on closing deals.
Whether it’s capturing, nurturing, or following up with leads, Close adapts flexibly to our unique processes and helps us streamline our workflow to a level that few other CRMs can match.
Automate the hassle out of your hustle
Try Close free for 14 days and see what selling feels like without the busywork. No credit card required.
Frequently Asked Questions
How does Close automate sales follow-ups?
Close uses forms and automated email sequences, task reminders, and customizable workflows to keep follow-ups on track. You can trigger actions based on lead behavior—like new lead, email opens, or missed calls—so your team stays on top of every opportunity without manual tracking.
Can I customize automation rules to fit my sales process?
Absolutely. Close’s automation features are fully customizable. You can set up workflows based on your unique sales pipeline and lead behaviors.
How does Close’s automation compare to traditional CRMs?
Unlike traditional CRMs that require heavy manual input, Close's automations are simple to manage, but powerful in action. You can run both communication Workflows (where you follow-up with leads via call, email, text, and more) and back-end CRM automations that keep your data clean, all in one place.
Does Close’s automation work with my existing tools?
Yes. Close integrates with popular tools like Zapier, Slack, and Gmail, making it easy to connect your automation workflows across your sales stack.
How difficult is it to set up automation in Close?
Setting up automation is simple, with intuitive workflows and templates to get you started. No technical skills required—just set your triggers, and Close handles the rest.
Do any of Close’s automation features cost extra?
All of Close’s core automation features—workflows, task automation, and outreach sequences are included at no extra cost on the Professional (Growth) and higher plans. Lower plans like Solo/Base do not include these automation tools—so only Professional and Scale users get full automation access as part of their standard pricing.
However, some advanced features are available as add-ons or are included only in higher-tier plans. AI Call Assistant is available as a paid add-on. Power Dialer is included in the Professional and Enterprise plans, while the Predictive Dialer is exclusive to Enterprise.
For full details on pricing and available features, check out Close’s pricing page.