Quick facts
- Best for
- CRM built for fast-moving sales teams.
- Pricing
- Freemium
- Editor rating
- 4.5 / 5
- Community saves
- 0
About Close.com
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.
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
- Manual Task Reduction
- Sales Performance Management
- Lead Pipeline Management
- Task Automation
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