Close is a sales CRM built for sales teams, bringing calling, email, SMS, sales pipeline management, reporting, and an AI sales agent named Chloe together into a single platform, helping teams take action based on sales data.
Its main capabilities center on the built-in AI sales agent Chloe. The use cases described by the company include: instant contact when new leads arrive - after a lead enters the pipeline, Chloe calls within minutes using Close's built-in dialer and automatically records call transcripts, notes, and next steps; waking dormant leads - when Chloe discovers cold leads, it reopens the conversation and sends positive customer responses directly to the sales rep's inbox; follow-up reminders - if a sales rep forgets to follow up, Chloe immediately drafts the follow-up content, sends it at the right time, and updates the deal stage; qualification and routing - Chloe completes lead qualification, books meetings, assigns the corresponding sales rep, and prepares notes before the call begins.
Chloe can also generate a complete AI summary for each lead, extracting content from calls, emails, and meetings, and automatically record full transcripts, action items, and key moments into the CRM; prepare follow-up content based on call transcripts, which can be sent directly or queued for sales rep review; automatically fill in contact fields, supplementing them with rich data insights from LinkedIn and the web; and generate daily action items to help teams focus on hot leads waiting for follow-up. The company emphasizes that Chloe is part of the CRM, not a separate integration tool.
For developers and customization needs, Close provides a REST API, webhooks, and an MCP server, making it easy for teams to customize Close to the way they work. The official page provides an entry point for a free trial and notes that no credit card is required.
The main use cases are sales-oriented teams that rely on outbound calling, email, and SMS to reach leads and need timely follow-up. In terms of limitations, the materials do not provide specific pricing plans, feature differences between versions, or supported regions or language ranges; this information is not currently available.
