Close

Upload lead list to Close.

Enroll leads in a Multi-channel Sequence (Email/SMS).

Launch the Power Dialer on a targeted Smart View.

Use AI summaries to quickly log call outcomes.

Connect webform via Zapier to Close.

Trigger a Workflow to assign lead to a rep based on territory.

Automatically enroll lead in an 'Instant Follow-up' sequence.

Notify rep via Slack for immediate manual follow-up if lead clicks email link.

Access the Live Activity feed to see active calls.

Use 'Listen' mode to monitor calls for quality assurance.

Use 'Whisper' to give the rep tips without the lead hearing.

Review AI-generated call transcripts for weekly performance reviews.

Set up Custom Activities for different client campaigns.

Use Smart Views to isolate leads by client project.

Generate automated reports for clients based on 'Call Duration' and 'Pipeline Value'.

Export clean JSON data for client-side reporting.

Create a Smart View for leads with no activity in 90 days.

Auto-enroll those leads into a 'Check-in' email sequence.

Set a Workflow to alert a rep only if the lead replies.

Rep uses the Power Dialer to call the subset of 'engaged' leads.

Incorporate SMS steps into an automated Sequence.

Use Template tags to personalize the text message.

Manage replies in the 'Inbox' view alongside emails.

Log all SMS history automatically on the lead timeline.

Use 'Multiple Contacts' per Lead record.

Tag stakeholders with specific roles (Decision Maker, Gatekeeper).

Visualizing the Pipeline with custom stages for the deal cycle.

Tracking all historical internal notes and external communications in one thread.