Close CRM

Get AI-powered suggestions for email responses and content optimization.

Get machine learning-driven recommendations to improve sales performance.

Control team member access with customizable role-based permissions.

Automatically assign leads to team members based on custom rules.

Automate repetitive tasks like email sequences and follow-up reminders.

Create if-then workflows to automate complex business processes.

Stay updated on team activities and customer interactions in real-time.

Add notes and comments on deals and contacts for team coordination.

Create custom data fields to track information specific to your business.

Import large lists of contacts and leads into the system efficiently.

Automatically identify and merge duplicate contact records.

Export reports and data in CSV or PDF format for external analysis.

Create reusable email templates with dynamic variables and conditional content.

Set up automated multi-step email campaigns with delay options.

Track when emails are opened and link clicks to monitor engagement.

Integrate Close with custom applications using REST and GraphQL APIs.

Automatically sync meetings and follow-ups to your calendar.

Trigger workflows in other applications based on CRM events.

Access CRM data and manage sales activities on iOS and Android devices.

Store and manage proposal, contract, and sales documents within deals.

Create and assign tasks to keep team members aligned on priorities.

Track opportunities through stages with customizable deal properties.

Organize and prioritize leads with customizable pipelines and lead scoring.

Automatically score leads based on engagement and activity levels.

Customize sales pipelines and stages to match your sales process.

Create dynamic contact lists that automatically update based on criteria.

Track all user actions and changes for compliance and security monitoring.

Single sign-on support for enterprise security requirements.

Secure team accounts with two-factor authentication.

Listen in on live calls and provide real-time guidance to team members.

Create internal wiki and documentation for team training and support.