All communication happens in your CRM. Close logs every touchpoint, transcribes and summarizes every call, and gives you one place to review it all.
No more manual dialing or repeating voicemails all day. Close queues up calls and drops messages automatically—so your reps stay in flow and move faster.
Send the right message to the right leads, fast. Use templates and Smart Views to run targeted, high-volume outreach without sacrificing personalization.
Take busywork off your reps’ plates. With automated workflows, Close handles the follow-ups, reminders, and task handoffs, so your team can stay focused on selling.
See where every deal stands at a glance. Prioritize the right accounts, forecast confidently, and jump in before deals go cold.
Everything tied to a lead—calls, emails, texts, notes, and tasks—all on one page, fully organized and easy to review.
Track rep activity in real time—so you can hold your team accountable, identify coaching opportunities, and recognize top performers early.
Get the clarity you need to lead with data. Understand deal value by source, stage, or rep so you can set priorities, hit goals, and avoid surprises.
Set up pipelines and lead statuses that match your sales stages—so you can track progress in your own sales language.
Build dynamic lists of leads, deals, and accounts with Smart Views—so reps, managers, and teams stay synced without micromanagement.
Don’t settle for default data fields. Track the data that matters most to your team, from industry and size to call outcomes or renewals.
Tailor dashboards by role so every stakeholder—from reps to managers to the CEO—sees exactly the numbers they need. No more digging for relevant data.
With Listen, Whisper, and Barge, you can guide reps on live calls in real time and fix issues before they cost you the deal.
Get right to the moments that matter. AI call transcripts and summaries help you spot objections, missed cues, and follow-up gaps in minutes.
Replay call recordings so you coach with facts, not memory. Use the transcript to jump straight to the moments that need feedback—with full context.
Take busywork off your reps’ plates. With automated workflows, Close handles the follow-ups, reminders, and task handoffs, so your team can stay focused on selling.
How does Close help me gain visibility into my team’s performance?
Close gives you real-time access to rep activity, deal stages, and pipeline movement—all in one place. With activity reports, call recordings, and opportunity dashboards, you’ll always know what’s happening and where your team needs support.
Can I coach my reps directly in Close?
Yes! Close includes built-in coaching tools like Listen, Whisper, and Barge modes for live calls. You can also review AI-generated call transcripts, summaries, and recordings to identify coaching opportunities and scale what’s working.
How customizable is Close for our unique sales process?
You can customize pipelines, lead statuses, fields, and Smart Views to reflect your exact sales stages and workflows. Close adapts to how your team sells—not the other way around.
Can Close replace multiple tools we’re using today?
Yes. Close combines calling, emailing, SMS, automation, coaching tools, notetakers, and reporting in one platform. That means fewer integrations, less context switching, and a more focused sales workflow for your entire team.
Will we outgrow Close as our team scales?
Not at all. Close is built to grow with you. From flexible pipelines and role-based dashboards to group calling, advanced reporting, and workflow automation—Close supports small teams just getting started and fast-scaling orgs that need structure, visibility, and control. You can start simple and scale your setup as your team and process evolve.
