Close CRM | AI Agent Tools

Close CRM is designed to help businesses, particularly startups and small to medium-sized businesses, manage their sales processes efficiently. It integrates multiple communication channels such as calls, emails, and SMS, allowing teams to interact with leads and customers seamlessly. The platform automates administrative tasks, enabling sales teams to focus on closing deals. It also provides features like workflow automation, AI call assistance, and video meeting integration, which enhance sales productivity. By keeping all sales tools in one place, Close CRM simplifies the sales workflow and improves team performance.

AI Agent use cases for Close CRM

AI agents can leverage Close CRM to automate routine sales tasks such as sending follow-up emails or scheduling calls based on predefined workflows. They can also analyze sales data to identify the most effective outreach strategies and optimize them for better results. Additionally, AI agents can utilize Close's AI call assistant to transcribe and summarize calls, generating actionable insights that help refine sales approaches and improve customer engagement.

Agent Actions with Close CRM

These are the specific actions that AI agents can perform with this tool

Create Lead

Create a new lead with specific details

6 inputs

Delete Lead

Delete a lead from the system using its unique identifier.

1 input

List Contacts

Retrieve a list of contacts from the API

3 inputs

List Leads

List leads in the system with optional filtering and field selection.

3 inputs

Update Lead

Update the details of a lead in the Close application

4 inputs