A Close AI Agent That Makes Sure Every Lead Gets A Follow-Up
Your team lives in calls and emails. The agent writes up what was said, schedules the next touch and tells you which leads are going cold.
From $10/month 30 days free No credit card
What Your Agent Does In Close
-
Logs Call Notes
Dictate a summary after a call and the agent saves it on the lead, updates the status and adds a task for Thursday’s callback.
-
Drafts Follow-Up Emails
It reads the lead’s history and writes a short email that picks up where the last one stopped, ready for you to review.
-
Spots Cold Leads
Each Monday it lists opportunities with no call or email in ten days, grouped by who owns them.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Close for you, with your own login, and reports back in the thread.
- Log a call with Brightside Dental: they want a quote by Friday.
- Draft a follow-up for every lead I emailed last week who has not replied.
- Which of my opportunities have no task scheduled?
Use Close With Octopus Prime
- Open Settings › Connections, choose Close and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Close for you without ever seeing your password.
- Choose which agents can use Close: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Close And Your Agents
Can the agent send emails from Close?
It drafts them for you. Sending stays behind an OK unless you decide a certain kind of follow-up can go out on its own.
Does it use our smart views?
Yes. Point it at a saved smart view by name and it works through the leads in it.
Does my agent see my Close password?
No. Your Close login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Close, at any time in Settings.
More CRM And Sales Apps
All CRM Apps-
Salesforce
Opportunities updated after every call. -
HubSpot
Contacts, deals and follow-ups kept current. -
Pipedrive
A pipeline that updates itself after every call. -
Apollo.io
Tasks, replies and account research handled. -
Attio
Records and lists that update themselves. -
Capsule CRM
Contacts, notes and tasks kept current.
Put An Agent To Work In Close. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
Close is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
