ChatGPT CRM Integration

Leverage the power of AI to navigate your company's relationships with prospects and customers faster than ever before. 

The new ChatGPT Plugin for Close helps you do 2 powerful things in Close: 

  1. Building filtered lists of Leads & Contacts: Ask ChatGPT to filter your database down to a very specific set of folks you want to see, such as qualified Leads that haven't been contacted in 30 days. ChatGPT will provide you with the list––already built in Close––in seconds.
  2. Summarization: Ask ChatGPT to review the information on any Lead in Close and provide a summary of your relationship with this account in a short, well-organized way. This is perfect for quickly evaluating upcoming renewals. ChatGPT can even tell you if the Lead is Qualified or going to buy using this context, draft you an agenda for a renewal call, and more.

Watch our full overview of the ChatGPT CRM plugin for Close here in a helpful video.