- Category
- Operations
- Developer
- Elastic, Inc.
- Website
- (opens in a new window)
How it works
Close stores every call, email, SMS, and meeting your team touches, not just contact records. Connect it to ChatGPT and your conversation history becomes something you can actually work from. Ask ChatGPT to catch you up on a deal, summarize recent calls, draft follow-ups, update records, or build outreach workflows without bouncing between tools. Close is built around communication. Calls, emails, SMS, and meetings are all logged and searchable, giving ChatGPT far more context than traditional CRMs built mostly for record-keeping. Close also includes Chloe, a built-in AI sales teammate embedded directly into your workflows. Together, ChatGPT and Chloe help teams stay on top of follow-up, prioritize outreach, and keep deals moving.
What else can you do?
Prepare an account brief
Close Prepare a brief for this account using its records, notes, and recent interactions. Highlight open opportunities, unresolved questions, and the next follow-up.
Prioritize deal follow-ups
Close Review my open deals and identify the ones most in need of follow-up. Explain the signals in the records and draft a next step for each without sending anything.
Update relationship records
Close Apply these approved meeting notes to the matching account and deal records. Flag ambiguous matches and summarize exactly which records changed.
What’s included
App
Close
Skill
- Close CRM
Resources
Add the Close plugin in a few clicks
Availability depends on the plugin, your plan, and workspace settings. Some connections require admin setup or approval. Contact your workspace admin if access is blocked.
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