Stop babysitting your CRM. Close automates manual, repetitive tasks so you can focus on closing deals.
How does Close automate sales follow-ups?
Close uses automated email sequences, task reminders, and customizable workflows to keep follow-ups on track. You can trigger actions based on lead behavior—like email opens or missed calls—so your team stays on top of every opportunity without manual tracking.
Can I customize automation rules to fit my sales process?
Absolutely. Close’s automation features are fully customizable. You can set up workflows based on your unique sales pipeline and lead behaviors.
How does Close’s automation compare to traditional CRMs?
Unlike traditional CRMs that require heavy manual input, Close automates repetitive tasks like data entry, follow-ups, and call tracking, allowing sales teams to focus on closing deals.
Does Close’s automation work with my existing tools?
Yes. Close integrates with popular tools like Zapier, Slack, and Gmail, making it easy to connect your automation workflows across your sales stack.
How difficult is it to set up automation in Close?
Setting up automation is simple, with intuitive workflows and templates to get you started. No technical skills required—just set your triggers, and Close handles the rest.
Do any of Close’s automation features cost extra?
All of Close’s core automation features—workflows, task automation, and outreach sequences are included at no extra cost on the Professional (Growth) and higher plans. Lower plans like Solo/Base do not include these automation tools—so only Professional and Scale users get full automation access as part of their standard pricing.
However, some advanced features are available as add-ons or are included only in higher-tier plans. AI Call Assistant is available as a paid add-on. Power Dialer is included in the Professional and Enterprise plans, while the Predictive Dialer is exclusive to Enterprise.
For full details on pricing and available features, check out Close’s pricing page.
