Win more with Close

See emails in Close and your external email client, no matter where the email was sent from.

Import past email communication with your Leads to keep and share historical context.

Emails that can be reused to save time. They can be used to send individual emails or in bulk emails.

Connect multiple email accounts within your Close account, such as a personal email and a sales email.

Schedule emails to send at a future date/time.

Use AI to draft and edit emails directly within Close

Let users send emails on your behalf.

Automatically filter out any intra-organization emails, selected external email addresses, or domains by request.

Calling is charged based on usage. Your free trial includes $5 of calling and enrichment credits.

After a call is completed in Close, it will be automatically added to the Lead page (including time and duration).

When enabled, calls completed through Close will be recorded and can be replayed directly on the Lead page.

Upgrade to business phone capabilities with lead-based call routing, customizable phone menu (IVR), and round-robin routing to sales reps. $19/month per line.

Record, summarize, and transcribe calls synced to Close. Add-on cost is $50 per month, per organization, plus a usage fee of $.02 per minute.

Click to leave a pre-recorded voicemail.

Close supports SMS sending to over a dozen countries, including the US, CA, GB, and AU. Note: A2P 10DLC registration is required for sending SMS to US phone numbers.

Reusable blocks of text, like frequently used sentences or paragraphs, that you can easily insert into text templates.

Draft and schedule texts to send at a later time or date.

Include SMS/MMS.

Automatically call through any list of contacts without touching your keyboard or mouse.

Built-in calling automation software that allows your team to dial multiple numbers at once and get automatically connected once someone picks up.

Lines with Close starting at $1/line/month.

Use a shared inbound phone number that, when dialed, rings a group of phones simultaneously, stopping when any one of them is picked up.

Redirect incoming calls to another phone number.

Listen to in-progress calls for your team

Coach the salesperson without the lead hearing.

Jump into a call with your salesperson and lead.

When a new lead comes in, automatically assign a rep to work the deal.

Automatically update the status of a lead based on outcome of a call or email.

Automatically set follow up tasks for yourself or your teammates.

Set goals and exit criteria to remove.

Join and track meetings from within Close. Supports Google Calendar and Microsoft Outlook.

Close will automatically remind you about upcoming meetings.

Record, transcribe, and summarize all meetings synced to Close from Zoom, Teams, and Meet.

@mention users and groups to alert and collaborate with coworkers.

Add comment directly on activities and objects in Close to keep discussions about your contacts all in one place.

Control a user's accessibility within Close by assigning them to one of four predefined roles. On Scale only, create a custom role with unique permissions.

Control which leads different users can see.

See all of your team's activity (calls, emails, won deals, etc.), updated in real-time.

Analyze your Pipeline health with KPIs like conversion rates, time to close, and sales velocity.

Analyze the effectiveness of your email, call, and SMS Workflows.

Join Zoom meetings and watch past recordings directly within Close.

Create or update Leads and Contacts with Close as a Segment Destination.

Connect with 2000+ third-party apps through Zapier.

Get answers to your technical questions.

Connect with our support team via email.

Close securely manages your data to protect the interests and privacy of your organization.

Add additional security with 2FA.

Sign up and log in to Close using your authenticated Google account.