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Sync Gmail, Outlook, and more
Centralize your workflow in just one place: your CRM. Close talks seamlessly to your email providers to pull all conversations into one place.
Bulk email
Specify which leads you want to receive your emails based on the Smart View, and enroll accordingly. With emails sent via Close, you can always customize send times and track engagement—especially useful for bulk blasts.
Powerful automation
Employ multi-channel Workflows to streamline outreach. Use templates, set triggers, and track cadences.
Additional features
Close's email tools include powerful features like our AI email editor, sharable templates, undo send, and one-click snooze. Plus, toggle between multiple email accounts, and gain dynamic lead data via Template Tags.
Call
More calling, less effort
Simplify your tech and lower spend with. Our calling features offer customizable settings that mold to your team seamlessly, with no additional fees.
Inclusive core features
Drop one-click voicemails via existing numbers, prospect globally, track and record calls—and so much more. All calling activity is captured and converted into insightful reports.
Powerful advanced features
Power Dialer: Double your outbound call volume when you burn through lead lists automatically, without switching apps.
Predictive Dialer: Dial multiple numbers at once. An available sales rep takes the call, only when a human answers.
Call Coaching: Real-time support for sales reps in-call. Listen, whisper, or barge based on a rep’s needs.
Call Assistant + Notetaker
Never take notes again. Close will automatically transcribe your meeting and call conversations and produce an accurate summary and replay––right in your CRM.
Explore NotetakingSMS
Streamline your workflow and engage contacts faster with built-in SMS.
Texting features in Close are built to complement your email and calling outreach, while optimizing the unique sales opportunities of SMS.
Read and respond to SMS without leaving your Close Inbox.
Include SMS in multi-channel Workflows to automate prospect follow-up and outreach.
Simple pricing starts at just $0.01 per outgoing message in the U.S. and Canada.
Zoom
Video selling is essential for any remote sales team, so it shouldn’t disrupt your workflow. Empower your team’s remote selling in Close.
Zoom + Close Sync
Once you connect your Zoom account, your previous cloud recordings will come to Close automatically.
Seamless meeting cadence
Close will give you a 5-minute meeting reminder before your next Zoom call, save your call recordings, and you can join a Zoom call right from the Lead view in Close.
Calendar Sync
Close syncs your Google and Outlook calendars to simplify your day.
Keep your calendar and meetings all in one window. Close also talks to your tech stack with native Calendly and SavvyCal integrations.
Collaboration
Assign tasks
Delegate sales activities to the person who can best provide support—especially when handling unique actions outside the normal routine.
Team overview
See what everyone is working on, track per-user revenue and skill improvement, and watch key sales prospects move through the pipeline.
Unified direction
Make the most of centralized communication, lead context, and collaboration. Give your team clear sales benchmarks and future-focused leadership.
On-demand demo
Learn the how + why of Close in just a few minutes.
Talk to a real human
Get the gist of Close with a guided, B.S.-free tour.
