ScriptCaller CRM Integration

ScriptCaller is a powerful visual script builder embedded directly into the Close CRM interface.

It turns every call into a guided, effective conversation — helping your team follow consistent scripts, manage CRM records, and capture results without switching tabs or losing focus.

Create sales, support, or survey scripts, import fields from Close, and insert them directly into your scripts — everything you need is right at your fingertips.

Reps can speak with customers while simultaneously editing or creating Leads, Contacts, and Opportunities — all in one place.

During the call, you can easily:

- Create or update Leads, Contacts, and Opportunities;

- Add comments or follow-up Tasks;

- Work with customer data without losing the flow of the conversation.

Manage permissions flexibly — define what each user or group can see, create, edit, or delete.

Organize reps into teams and control access to scripts and records securely and efficiently.

ScriptCaller + Close CRM is more than just an integration — it’s a smarter way to work.

More clarity, more control, more closed deals.