Overview

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.

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Close.comInitial

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Initial release

August 8, 2024

Initial release of Close.com.

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Pros and Cons

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

Email and SMS in one

Communication and Automation Integration

100+ native integrations

Actionable Sales Insights

Coaching and Collaboration Features

Automates tedious parts of sales

Optimized for clarity and correctness

One-click fresh data enrichment

Replaces third-party data enrichment tools

Writes emails automatically

Produces actionable lead summaries

Concise lead summaries

Live-call monitoring

Integrated dialer and phone system

Call recording

Full ownership and control of data

MCP server for custom requests

Can connect to Claude, ChatGPT, n8n

View 25 more pros

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

View 3 more cons

Q&A

What is Close.com's Notetaker AI and how does it work?

Notetaker AI is a feature of Close.com that automatically joins your Zoom calls to listen, transcribe and generate smart summaries right in your CRM. It eliminates the need for another note-taking tool freeing you to focus more on the conversation.

How does the Call Assistant feature of Close.com enhance my Zoom calls?

Close.com's Call Assistant feature enhances your Zoom calls by first joining the call automatically, then transcribing the entire conversation. It further simplifies your task by creating intelligent synopses of those conversations directly in your CRM.

What is AI Enrich and how does it find updated lead data from the web?

AI Enrich is a feature of Close.com that automatically scours the internet to find and pull up-to-date lead data. It eliminates the need for third-party data enrichment tools, finding fresh data like LinkedIn profiles, industry info, and other publicly available information.

What is the MCP Server in Close.com?

The MCP Server in Close.com brings artificial intelligence driven research, analysis, and action directly into the CRM. It allows the user to find answers, uncover insights, and take action without switching tabs or losing momentum.

Can Close.com's AI Drafts suggest personalized follow-up emails and messages?

Yes, Close.com's AI Drafts has the capability to suggest personalized follow-up emails and messages. After each call or meeting, AI Drafts is designed to generate relevant and timely follow-up communication, helping to maintain regular and efficient contact with leads.

How can I gain instant context and jump into meaningful conversations with AI Summaries?

AI Summaries in Close.com create succinct, useful summaries of past lead activity. This provides sales representatives with instant context and crucial background information, enabling them to jump straight into high-value conversations with leads effectively and efficiently.

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Do Close.com's AI features need additional extensions or complex setup?

No, Close.com's AI features do not require additional extensions or complex setup. As native features, they work straight out-of-the-box and are designed to seamlessly integrate into the existing CRM environment.

How does Close.com boost sales productivity and optimize workflows?

Close.com boosts sales productivity and optimizes workflows by integrating artificial intelligence to automate administrative tasks like note-taking, drafting emails, and enriching leads. The AI functions prioritize real sales workflows and offer actionable insights, focusing on tasks that help boost sales performance.

How can Close.com help reduce manual, time-consuming tasks?

Close.com helps reduce manual, time-consuming tasks by automating them using built-in AI. Tasks such as note-taking, email drafting, and lead enrichment are handled by the AI, leaving sales teams free to focus on selling.

How is Close.com integrated with Zoom?

Close.com is integrated with Zoom with the help of its Notetaker AI and Call Assistant. These features join Zoom calls to transcribe and summarize conversations, directly saving those summaries in your CRM, making it seamless for you.

What kind of research and analysis does Close.com's MCP Server do?

Close.com's MCP Server carries out AI-driven research and analysis directly within the CRM. This includes finding answers, uncovering insights, and taking action informed by data, all without the need to switch platforms.

Why doesn't Close.com need third-party data enrichment tools?

Close.com doesn't need third-party data enrichment tools because of its AI Enrich feature. This feature autonomously searches and retrieves lead data from across the web, returning updated information straight into the CRM.

Can I see a summarised version of past lead activity in Close.com?

Yes, with the AI Summary feature of Close.com, you can see a summarised version of past lead activity. This feature provides a concise and effective summary of past activities such as calls, emails, and notes, enabling a quick understanding of lead history and current context before diving into meaningful conversations.

How can Close.com help enhance sales team performance?

Close.com enhances sales team performance through its suite of AI integrated functions. From automating manual tasks such as note-taking, email drafting, and lead enrichment to offering actionable insights based on real sales workflows, Close.com provides the tools necessary for sales teams to work faster, smarter, and more efficiently.

What makes Close.com's built-in AI functions prioritize real sales workflows?

The built-in AI functions of Close.com prioritize real sales workflows by being trained specifically on sales conversations and workflows. This approach ensures they provide powerful automation and insights, becoming an effective extension of your sales team that provides support where it's most needed.

How does Close.com's Notetaker AI join my Zoom calls?

Close.com's Notetaker AI can join Zoom calls by automatically initiating its services at the commencement of the call. It listens to the conversations, transcribes them in real time, and summarizes the key points, doing all this directly within the CRM platform.

Does Close.com's MCP Server allow users to find answers and draw insights without switching platforms?

Yes, Close.com's MCP Server allows users to find answers and draw insights without switching platforms. It brings AI-driven research, analysis, and action into the CRM, resulting in efficient workflow management and insights generation without the need to hop across multiple tabs or platforms.

Can Close.com's AI features automate administrative tasks like note-taking, email drafting, and lead enrichment?

Yes, Close.com's AI features are designed to automate the administrative tasks such as note-taking, email drafting, and lead enrichment. These are performed in the background, saving time, and allowing the sales team to focus on selling rather than administrative work.

How can Close.com ensure timely and consistent communication?

Close.com ensures timely and consistent communication through its AI Drafts feature. Post each call or meeting, AI Drafts automatically suggest relevant follow-up emails or messages. As a result, communication with leads stays timely, consistent, and meaningful, strengthening the relationship with the lead and pushing the sales process forward.

Can Close.com's AI Drafts automatically suggest personalized follow-up emails and messages after calls or meetings?

Yes, Close.com's AI Drafts feature can automatically suggest personalized follow-up emails and messages after calls or meetings. AI Drafts saves time and ensures a consistent and relevant reach-out to leads, making sure no potential customer falls through the cracks.

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