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Close.com ✓

CRM built for fast-moving sales teams.

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CRM Task Automation Sales Productivity
More categories (4)
Workflow Optimization Lead Enrichment AI Drafts Sales
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Trial; then from $35/mo

Verdict

A quick read before you dig into the full page.

Best if
CRM built for fast-moving sales teams
Skip if
Limited to certain markets
Pick this when
Automates administrative tasks

Considering Jason AI instead? Compare side by side

Overview

This CRM tool integrates artificial intelligence to enhance sales productivity by automating administrative tasks such as note-taking, email drafting, and lead enrichment.

The built-in AI functions prioritizing real sales workflows and offers actionable insights. Key features include the Notetaker AI and Call Assistant, which join Zoom calls to transcribe conversations and generate smart summaries directly in your CRM.

The AI Enrich component searches for up-to-date lead data from the web, eliminating the need for third-party data enrichment tools. Meanwhile, the MCP Server introduces AI-driven research, analysis, and action into the CRM, allowing users to find answers and draw insights without switching platforms.

AI Drafts automatically suggests personalized follow-up emails and messages post-calls or meetings, ensuring timely and consistent communication. AI Summaries provides concise, useful summary of past lead activity, enabling sales reps to gain instant context and jump into meaningful conversations.

The AI features are typically native to the CRM, requiring no additional extensions or complex setup. The software is designed to boost sales productivity and optimize workflows by cutting down on manual, time-consuming tasks.

Close.com website

Access & connections

Where you can use Close.com, and what it plugs into.

Platforms

Web

Integrations

Zoom MCP

Capabilities

What this tool accepts, produces, and is strongest at.

Input

  • API
  • Tabular
  • Text

Output

  • API
  • Text

Pros & cons

Pros

  • Automates administrative tasks
  • Enhances sales productivity
  • Prioritizes real sales workflows
  • Transcribes Zoom calls
  • Generates smart summaries
  • Eliminates third-party data tools
  • MCP Server
  • Instant context for sales reps
Show 22 more
  • Manual Task Reduction
  • Sales Performance Management
  • Lead Pipeline Management
  • Task Automation
  • Email and SMS in one
  • Communication and Automation Integration
  • 100+ native integrations
  • Actionable Sales Insights
  • Coaching and Collaboration Features
  • Automates tedious parts of sales
  • Optimized for clarity and correctness
  • One-click fresh data enrichment
  • Replaces third-party data enrichment tools
  • Writes emails automatically
  • Produces actionable lead summaries
  • Concise lead summaries
  • Live-call monitoring
  • Integrated dialer and phone system
  • Call recording
  • Full ownership and control of data
  • MCP server for custom requests
  • Can connect to Claude, ChatGPT, n8n

Cons

  • No specified offline mode
  • Limited third-party integrations
  • No standalone mobile app
  • May require high-speed internet
  • No concurrent user support
  • Possible data privacy concerns
  • No free or freemium version
  • Limited to certain markets

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Releases 1

Initial release August 8, 2024 Current
Initial release of Close.com.

FAQ 12

What is Close.com's Notetaker AI and how does it work?
Notetaker AI is a feature of Close.com that automatically joins your Zoom calls to listen, transcribe and generate smart summaries right in your CRM. It eliminates the need for another note-taking tool freeing you to focus more on the conversation.
How does the Call Assistant feature of Close.com enhance my Zoom calls?
Close.com's Call Assistant feature enhances your Zoom calls by first joining the call automatically, then transcribing the entire conversation. It further simplifies your task by creating intelligent synopses of those conversations directly in your CRM.
What is AI Enrich and how does it find updated lead data from the web?
AI Enrich is a feature of Close.com that automatically scours the internet to find and pull up-to-date lead data. It eliminates the need for third-party data enrichment tools, finding fresh data like LinkedIn profiles, industry info, and other publicly available information.
What is the MCP Server in Close.com?
The MCP Server in Close.com brings artificial intelligence driven research, analysis, and action directly into the CRM. It allows the user to find answers, uncover insights, and take action without switching tabs or losing momentum.
Can Close.com's AI Drafts suggest personalized follow-up emails and messages?
Yes, Close.com's AI Drafts has the capability to suggest personalized follow-up emails and messages. After each call or meeting, AI Drafts is designed to generate relevant and timely follow-up communication, helping to maintain regular and efficient contact with leads.
How can I gain instant context and jump into meaningful conversations with AI Summaries?
AI Summaries in Close.com create succinct, useful summaries of past lead activity. This provides sales representatives with instant context and crucial background information, enabling them to jump straight into high-value conversations with leads effectively and efficiently.
Do Close.com's AI features need additional extensions or complex setup?
No, Close.com's AI features do not require additional extensions or complex setup. As native features, they work straight out-of-the-box and are designed to seamlessly integrate into the existing CRM environment.
How does Close.com boost sales productivity and optimize workflows?
Close.com boosts sales productivity and optimizes workflows by integrating artificial intelligence to automate administrative tasks like note-taking, drafting emails, and enriching leads. The AI functions prioritize real sales workflows and offer actionable insights, focusing on tasks that help boost sales performance.
How can Close.com help reduce manual, time-consuming tasks?
Close.com helps reduce manual, time-consuming tasks by automating them using built-in AI. Tasks such as note-taking, email drafting, and lead enrichment are handled by the AI, leaving sales teams free to focus on selling.
How is Close.com integrated with Zoom?
Close.com is integrated with Zoom with the help of its Notetaker AI and Call Assistant. These features join Zoom calls to transcribe and summarize conversations, directly saving those summaries in your CRM, making it seamless for you.
What kind of research and analysis does Close.com's MCP Server do?
Close.com's MCP Server carries out AI-driven research and analysis directly within the CRM. This includes finding answers, uncovering insights, and taking action informed by data, all without the need to switch platforms.
Why doesn't Close.com need third-party data enrichment tools?
Close.com doesn't need third-party data enrichment tools because of its AI Enrich feature. This feature autonomously searches and retrieves lead data from across the web, returning updated information straight into the CRM.
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