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Coaching to grow your team—and grow results

Whether you’re onboarding new reps or leveling up veterans, Close helps you coach with clarity, consistency, and confidence, all within your CRM.

Coach with clarity

Guide live calls and give real-time feedback.

Ramp reps faster

Train new hires inside real sales conversations.

Drive consistent performance

Build winning habits that fuel repeatable success.

Scale your sales playbook

Turn your sales philosophy into everyday rep behavior.

Built-in coaching tools to sell smarter on every call

targeted feedback

Give precise coaching with call reviews and transcripts

Use call recordings and transcripts to review sales conversations, identify coaching moments, and help reps improve objection handling and closing. Stronger calls, stronger conversions.

Onboard new reps faster

Skip the slide decks—ramp new hires through real calls

Use Smart Views, shared templates, and call recordings to get new reps selling, not just learning. The faster teammates onboard, the faster you’ll see pipeline impact.

Spot low performers early

Get ahead of performance problems before they impact pipeline

Track rep activity across calls, emails, and meetings in Close to catch performance issues early and take action—before missed quotas or slipped deals become a pattern.

Clone your top performers

Don’t just celebrate success—scale it

Tag standout calls, proven workflows, and winning templates to share across the team. Reinforce what works, and turn your best reps into a repeatable blueprint for closing more deals.

The coaching toolbox built for high-performing sales teams

Call Recording

Automatically record every sales call so you can review conversations, give feedback, and coach with context every time.

Call Transcripts

Review searchable transcripts and call summaries to quickly find coaching opportunities.

Live Call Listening

Silently listen in on live calls without disrupting the flow of the call. Your reps stay focused and you get all the context.

Whisper & Barge Coaching

Coach reps on live calls by whispering guidance only they can hear—or join a call instantly when a rep needs support.

Activity Reporting

Track rep activity across calls, emails, and tasks to ensure consistent outreach, balanced workloads, and stronger pipeline coverage.

Conversion Metrics

Uncover drop-offs in your funnel to coach reps with data, not guesswork. Track meeting outcomes to see how successful their conversations are.

Lead & Workflow Reporting

See how reps use workflows and automations to move leads through your pipeline.

Saved & Shared Reports

Save and share the reports your team actually uses to stay on track and hit goals.

Smart Views

Create filtered lead views so reps always know the right leads to contact, at the right time.

Shared Templates

Give reps high-performing email and SMS templates that save time, stay on-brand, and drive responses.

Workflows

Design custom workflows your team can use, refine, and optimize. Share the workflows that convert best.

Call Recordings & Sharing

Highlight and share standout calls to scale best practices and help reps learn from real conversations.

Why small businesses love Close.
Yes, love. (Really.)

Close has every feature that a young sales team needs to succeed. This includes a power dialer, live call-coaching, an opportunities tracker, and activity metrics.

David F

Account Executive

I love how user friendly Close is. It integrates with all our other systems and makes it easy to review calls as a team.

Kevin T

Client Development Specialist

Frequently Asked Questions

Can I listen to my reps calls live in Close?

Yes! With Live Call Listening, Whisper and Barge modes, you can join active calls to observe or coach in real time—without interrupting the conversation.

How can I review and give feedback on rep calls?

Every call is automatically recorded and transcribed, making it easy to review key moments, leave feedback, and even share standout examples with the team.

How can I review and give feedback on rep calls?

Use built-in Activity and Funnel reports to monitor call volume, email activity, meeting booking rates, and lead conversion—so you can spot trends and coach more effectively.

Can I help new reps ramp faster with Close?

Absolutely. Smart Views, shared templates, and automated workflows provide structure and guidance, while recordings and call examples help them learn by doing.

Are Close’s coaching features like call recordings and live listening included in my plan?

Features like call recordings, live listening, and whisper coaching are included on the Enterprise plan—there’s no separate add-on or coaching-specific fee. Just choose the plan that fits your team’s needs.

Build a team of closers, not just callers

Coaching to grow your team—and grow results

Built-in coaching tools to sell smarter on every call

Give precise coaching with call reviews and transcripts

Skip the slide decks—ramp new hires through real calls