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Close CRM, driven from your conversations
Your agent updates deals, logs activity, and flags the accounts that need a nudge so nothing in the pipeline goes cold.
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Your pipeline, always up to date
Ask what closed or which deals are stalling and the agent pulls it straight from Close.
Just ask, in plain English
Just ask, and the agent handles the rest in Close.
Deal update
Log a call
Pipeline check
#
sales
Gen
9:18 AM
What moved in the pipeline today and what needs attention?
Prim
APP
9:19 AM
Initech signed for 48k closed. Acme moved to proposal after this morning's call, and Globex needs a nudge on their emailed quote.
Gen
9:24 AM
Perfect, nudge Globex too.
#
activity
Dhruv
8:31 AM
Log my Acme call and move them to proposal.
Velvety
APP
8:32 AM
Logged the Acme call and moved the deal to proposal. I also set a follow-up task for Thursday.
Dhruv
8:38 AM
Thanks, that saves me a step.
#
pipeline
Josh
9:00 AM
Give me a recap of this week's calls and closed revenue.
Goldie
APP
9:02 AM
Logged 31 calls this week, moved 3 leads to proposal, and closed 96k across the pipeline, all synced back to Close.
Josh
9:05 AM
Strong week, thank you.
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01
Find
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02
Approve
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03
Done
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