Weave AI into your workflow to handle time-wasting CRM tasks—call notes, email drafting, lead enrichment, and more. AI handles the admin, you focus on closing.
From writing follow-ups to summarizing calls, Close’s AI automates the tedious parts of sales so your team can stay focused on closing.
You’re selling to a human on the other end of your sales calls and meetings. Let AI handle the notes and action items while you focus on the conversation.
Notetaker automatically joins your Zoom calls, transcribes every conversation, and generates smart summaries—right in your CRM. So you can ditch other notetaker tools and lighten your tech stack.
With one click, pull fresh data—like LinkedIn profiles, industry info, and other public info—straight from the web, not outdated databases. Ditch your third-party data enrichment tools because AI Enrich is fully integrated into Close, with cleaner data to power better automation and reporting.
After each call or meeting, AI suggests personalized follow-up emails and messages, saving you time while keeping your outreach fast, relevant, and consistent.
Close AI creates concise, actionable lead summaries from past activity—calls, emails, notes—so reps can ramp up fast, get context instantly, and jump straight into high-value conversations with zero time wasted.
What AI features are included in Close?
Close includes built-in AI tools like the Close Notetaker for transcribing and summarizing calls, automatic email drafting, follow-up suggestions, lead summaries, and autofill for CRM fields—all designed to save time and boost sales productivity.
Do I need to install or integrate anything to use AI in Close?
Close is an all-in-one CRM platform built specifically for small and scaling sales teams. It combines contact management, built-in communication (calling, emailing, SMS), automation, and reporting—so you can manage leads, work deals, and close faster without relying on a messy tech stack.
Can I trust the accuracy of AI-generated summaries and emails?
Close is an all-in-one CRM platform built specifically for small and scaling sales teams. It combines contact management, built-in communication (calling, emailing, SMS), automation, and reporting—so you can manage leads, work deals, and close faster without relying on a messy tech stack.
Is Close’s AI available on all plans?
Close is an all-in-one CRM platform built specifically for small and scaling sales teams. It combines contact management, built-in communication (calling, emailing, SMS), automation, and reporting—so you can manage leads, work deals, and close faster without relying on a messy tech stack.
How does AI in Close protect my data and privacy?
Close is an all-in-one CRM platform built specifically for small and scaling sales teams. It combines contact management, built-in communication (calling, emailing, SMS), automation, and reporting—so you can manage leads, work deals, and close faster without relying on a messy tech stack.