AI SDR

Close

by Close.com

★4.3

173 reviews

Sales CRM built for SMBs with built-in calling, email, and SMS automation plus AI-powered features for high-velocity sales

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📌Key Takeaways

1Close is a ai sdr AI agent by Close.com, founded in 2013.
2Sales CRM built for SMBs with built-in calling, email, and SMS automation plus AI-powered features for high-velocity sales
3Top strengths: AI Voice Calling: Close's AI calling feature revolutionizes outbound prospecting by conducting autonomous phone conversations with prospects using advanced natural lang...; Intelligent Lead Scoring: Close's machine learning-powered lead scoring system analyzes hundreds of data points including prospect engagement patterns, company demographics, in....
4Rated 4.3/5 based on 173 reviews.

Overview

Close is a comprehensive AI-powered sales engagement platform and customer relationship management system specifically engineered for high-velocity sales teams that need to maximize their outreach efficiency while maintaining personalized prospect interactions. Unlike traditional CRM systems that simply store contact information, Close integrates artificial intelligence throughout the entire sales workflow—from initial prospecting and lead qualification through multi-channel engagement and deal closure. The platform's architecture centers on reducing the administrative burden that typically consumes 30-40% of a sales representative's day, allowing teams to focus on revenue-generating conversations rather than data entry and manual follow-ups. At its core, Close combines a powerful built-in dialer with AI-driven call coaching capabilities that provide real-time guidance during live conversations, helping sales representatives navigate objections, identify buying signals, and maintain optimal call flow. The platform's intelligent lead scoring engine continuously analyzes prospect behavior patterns, engagement metrics, and firmographic data to surface the highest-probability opportunities, ensuring sales teams invest their limited time in prospects most likely to convert. This predictive capability learns from historical conversion data, becoming increasingly accurate as it processes more sales interactions. Close's multi-channel outreach capabilities unify email sequences, SMS campaigns, calling, and social messaging within a single interface, eliminating the context-switching that fragments productivity in traditional sales tech stacks. The automated email sequencing engine creates personalized multi-touch campaigns that dynamically adjust timing and content based on individual prospect engagement patterns—automatically pausing sequences when prospects reply and triggering appropriate follow-up actions based on specific behaviors. This intelligent automation maintains consistent outreach cadences across hundreds or thousands of prospects while preserving the personalized touch that drives response rates. The platform serves sales teams across industries including SaaS, professional services, real estate, financial services, and technology startups, with particular strength in inside sales environments where high call volumes and rapid lead cycling are essential to success. Close's unified inbox aggregates all inbound communications regardless of channel, providing sales representatives with complete conversation history and context for every prospect interaction. For sales leaders, the platform delivers comprehensive analytics and reporting on team performance, pipeline health, and conversion metrics, enabling data-driven coaching and resource allocation decisions.

🎯 Key Differentiator

AI-Extracted

AI-powered lead qualification and automated outreach sequencing that learns from sales interactions to prioritize high-value prospects and automatically adjust engagement strategies in real-time

Close's AI engine analyzes conversation data and engagement patterns to automatically score leads and recommend next best actions. The platform uses machine learning trained on millions of sales interactions to optimize outreach timing and messaging based on historical conversion data. According to Close's documentation, their AI can identify buying signals from email opens, click patterns, and response sentiment to dynamically reprioritize leads and adjust sequence cadences—enabling sales teams to focus on the most promising opportunities without manual lead scoring or constant pipeline review.

This differentiator was AI-extracted from competitive research.

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Last verified: January 27, 2026

Key Features

AI Voice Calling

Close's AI calling feature revolutionizes outbound prospecting by conducting autonomous phone conversations with prospects using advanced natural language processing. The system dials through prospect lists, engages in natural dialogue, handles common objections with trained responses, and qualifies leads based on your specific criteria—all without human intervention. Every call is automatically transcribed in real-time, with key information like budget, timeline, and decision-maker status extracted and logged directly to the CRM. This enables sales teams to scale their outreach to hundreds of prospects daily while ensuring human reps only spend time on pre-qualified opportunities. Scale prospecting 24/7 without hiring additional SDRs while ensuring reps only engage with pre-qualified leads.

Intelligent Lead Scoring

Close's machine learning-powered lead scoring system analyzes hundreds of data points including prospect engagement patterns, company demographics, industry signals, and historical interaction data to predict conversion likelihood with remarkable accuracy. The system continuously learns from your actual deal outcomes, adapting its scoring models to reflect your specific sales patterns and ideal customer profile. Leads are automatically ranked and prioritized, with transparent scoring explanations that help reps understand why certain prospects are flagged as high-value. This eliminates guesswork from prospecting and ensures your team focuses energy on opportunities most likely to close. Identify high-probability opportunities before they're contacted and continuously improve targeting based on actual results.

Multi-Channel Email Sequences

Create sophisticated multi-step email campaigns with AI-optimized subject lines, personalized content, and intelligent send-time optimization based on historical engagement data. Close's sequence engine automatically adjusts the cadence based on prospect behavior—skipping steps when prospects respond, accelerating outreach for engaged leads, or pausing sequences when negative signals are detected. Built-in A/B testing capabilities allow you to experiment with different approaches while comprehensive analytics track open rates, click-through rates, reply rates, and conversion metrics across all campaigns. The system learns from performance data to continuously improve recommendations. Scale personalized outreach while improving engagement rates through AI-driven optimization and behavioral triggers.

Unified CRM Platform

Close eliminates the fragmentation that plagues sales teams by combining contact management, deal tracking, activity logging, and multi-channel communication into a single unified platform. Every email, call, SMS, and task is automatically captured and associated with the appropriate contact record, creating a complete audit trail of all customer interactions accessible to the entire team. Custom fields, configurable pipelines, and flexible workflows can be tailored to match your specific sales process, while role-based permissions ensure appropriate access control. The platform's architecture ensures zero data silos and complete context for every customer interaction. Eliminate context-switching between tools and maintain complete visibility into all customer interactions across your team.

Real-Time Call Analytics

Close's AI-powered call analytics engine automatically analyzes every phone conversation to extract actionable insights about sales performance. The system measures talk-to-listen ratios, identifies objection patterns, tracks keyword mentions, and predicts call outcomes based on conversation dynamics. Individual rep scorecards compare performance against team benchmarks, highlighting specific coaching opportunities with timestamped examples from actual calls. Managers can quickly identify winning techniques from top performers and replicate them across the team, while struggling reps receive targeted feedback based on concrete data rather than subjective impressions. Transform call recordings into actionable coaching insights that systematically improve team performance and conversion rates.

Pros & Cons

Pros

+AI Voice Calling: Close's AI calling feature revolutionizes outbound prospecting by conducting autonomous phone conversations with prospects using advanced natural lang...
+Intelligent Lead Scoring: Close's machine learning-powered lead scoring system analyzes hundreds of data points including prospect engagement patterns, company demographics, in...
+Multi-Channel Email Sequences: Create sophisticated multi-step email campaigns with AI-optimized subject lines, personalized content, and intelligent send-time optimization based on...
+Unified CRM Platform: Close eliminates the fragmentation that plagues sales teams by combining contact management, deal tracking, activity logging, and multi-channel commun...
+Real-Time Call Analytics: Close's AI-powered call analytics engine automatically analyzes every phone conversation to extract actionable insights about sales performance. The s...

Cons

−Learning curve for advanced automation features - optimal configuration may require experimentation and iteration.
−Data accuracy varies by region - international markets may have less comprehensive or current contact information.
−AI-generated content requires human review to ensure accuracy and brand voice consistency.

Use Cases

Explore all AI SDR use cases →

Outbound Sales Development: AI-Powered Prospecting at Scale→

Sales development representatives face the daily challenge of reaching enough prospects to fill the pipeline while maintaining personalization that drives responses. Traditional manual prospecting limits SDRs to 30-50 meaningful touches per day, creating a bottleneck that constrains growth regardless of how many leads marketing generates. The repetitive nature of initial outreach—researching prospects, crafting emails, making calls, logging activities—consumes hours that could be spent on actual conversations. Many SDR teams struggle with inconsistent follow-up, letting promising leads go cold because representatives lose track of where each prospect stands in the outreach sequence. This inefficiency becomes particularly acute during growth phases when companies need to rapidly scale pipeline generation without proportionally increasing headcount.

Account Executive Pipeline Management: Accelerating Deal Velocity→

Account executives managing complex B2B sales cycles often struggle to maintain momentum across dozens of active opportunities simultaneously. Each deal requires personalized attention, timely follow-up, and strategic touchpoints that move prospects toward decisions. Without systematic processes, AEs default to reactive selling—responding to inbound inquiries while neglecting proactive outreach that could accelerate stalled deals. The cognitive load of tracking multiple opportunities across different stages leads to dropped balls, missed follow-ups, and deals that go dark without clear reason. Sales managers lack visibility into representative activities, making it difficult to coach effectively or forecast accurately. The result is extended sales cycles, lower win rates, and unpredictable revenue that hampers business planning.

Sales Team Scaling: Onboarding and Ramping New Representatives→

Growing sales organizations face a critical challenge when onboarding new representatives: the time from hire to full productivity directly impacts revenue attainment and growth trajectory. Traditional onboarding relies heavily on shadowing experienced reps, reviewing recorded calls, and gradually building a book of business through trial and error. New hires often struggle to adopt consistent processes, leading to wide performance variance across the team. Without systematic playbooks embedded in their tools, representatives develop idiosyncratic approaches that may or may not align with proven best practices. Sales managers spend disproportionate time coaching new hires on basic processes rather than strategic selling skills. The result is extended ramp times—often 6-12 months—during which new representatives underperform while consuming management attention.

High-Volume Lead Follow-up: Speed-to-Contact Optimization→

In industries where inbound leads require rapid response, the difference between connecting in five minutes versus five hours can determine whether a deal is won or lost. Research consistently shows that lead response time is one of the strongest predictors of conversion, yet most sales teams lack the infrastructure to consistently achieve sub-five-minute response times. Manual processes create delays as leads sit in queues waiting for assignment, representatives finish current tasks before checking for new inquiries, and contact information requires verification before outreach begins. During high-volume periods, leads accumulate faster than teams can process them, creating backlogs that guarantee slow response times. The challenge intensifies for companies generating leads across multiple channels—web forms, chat, phone calls, partner referrals—each requiring different handling processes.

Multi-Channel Outreach: Coordinated Email, Phone, and SMS Campaigns→

Modern B2B buyers engage across multiple communication channels, yet most sales tools force representatives to manage each channel separately, creating fragmented experiences for both sellers and prospects. Email-only sequences miss prospects who prefer phone conversations, while call-heavy approaches fail to reach buyers who screen unknown numbers. Without coordination, representatives may inadvertently contact the same prospect via multiple channels simultaneously, creating an unprofessional impression. Tracking engagement across channels requires manual effort, making it difficult to understand which combination of touchpoints drives the best results. Sales teams often default to single-channel approaches simply because multi-channel execution is too complex to manage manually, leaving significant engagement opportunities untapped.

Sales Coaching and Performance Management: Data-Driven Team Development→

Sales managers responsible for team performance often lack the visibility and tools needed for effective coaching. Traditional approaches rely on ride-alongs, deal reviews, and anecdotal feedback—methods that sample a tiny fraction of representative activities and provide delayed, incomplete pictures of performance. Without systematic activity tracking, managers cannot identify whether underperformance stems from insufficient effort, poor targeting, weak messaging, or skill gaps in specific selling situations. Call coaching requires scheduling dedicated sessions and manually reviewing recordings, creating bottlenecks that limit coaching frequency. Performance conversations often devolve into debates about activity levels rather than constructive discussions about improvement opportunities. High performers' successful patterns remain locked in their individual approaches rather than systematically captured and transferred to the broader team.

Customer Success Handoff: Seamless Transition from Sales to Onboarding→

The transition from closed deal to active customer represents a critical moment that often suffers from poor information transfer between sales and customer success teams. Sales representatives accumulate rich context about customer needs, concerns, decision criteria, and stakeholder dynamics throughout the sales process, but this intelligence frequently fails to reach the teams responsible for onboarding and ongoing success. Customer success managers start relationships at a disadvantage, asking questions that customers already answered during sales conversations. Implementation teams miss important requirements discussed during discovery. Customers experience jarring transitions that undermine the trust built during the sales process. The disconnect leads to slower time-to-value, lower satisfaction scores, and increased churn risk—particularly for complex products requiring significant onboarding investment.

Territory Management: Geographic Sales Organization and Routing→

Sales organizations covering geographic territories face unique challenges in ensuring equitable distribution, preventing overlap, and optimizing travel efficiency for field representatives. Manual territory assignment often results in imbalanced workloads—some representatives inherit territories rich with opportunities while others struggle with sparse markets. Without systematic routing, field sales representatives waste hours planning visits and driving inefficient routes between prospects. Territory conflicts arise when unclear boundaries lead multiple representatives to contact the same accounts. Managers lack visibility into territory performance, making it difficult to identify underserved markets or reallocate resources as conditions change. The complexity multiplies for organizations with multiple product lines, customer segments, or sales roles operating in overlapping geographies.

Frequently Asked Questions

Close is a comprehensive AI-powered sales engagement and CRM platform that fundamentally transforms how sales teams prospect, engage, and close deals. Unlike traditional CRM systems that merely store customer data, Close actively participates in the sales process through intelligent automation, AI-driven calling capabilities, and sophisticated lead qualification algorithms that work around the clo...

Close offers: AI Voice Calling: Close's AI calling feature revolutionizes outbound prospecting by conducting autonomous phone conver. Intelligent Lead Scoring: Close's machine learning-powered lead scoring system analyzes hundreds of data points including pros. Multi-Channel Email Sequences: Create sophisticated multi-step email campaigns with AI-optimized subject lines, personalized conten. Unified CRM Platform: Close eliminates the fragmentation that plagues sales teams by combining contact management, deal tr. Real-Time Call Analytics: Close's AI-powered call analytics engine automatically analyzes every phone conversation to extract .

1. AI Voice Calling: Close's AI calling feature revolutionizes outbound prospecting by conducting autonomous phone conversations with prospects using advanced natural lang... 2. Intelligent Lead Scoring: Close's machine learning-powered lead scoring system analyzes hundreds of data points including prospect engagement patterns, company demographics, in... 3. Multi-Channel Email Sequences: Create sophisticated multi-step email campaigns with AI-optimized subject lines, personalized content, and intelligent send-time optimization based on...

1. Learning curve for advanced automation features - optimal configuration may require experimentation and iteration. 2. Data accuracy varies by region - international markets may have less comprehensive or current contact information. 3. AI-generated content requires human review to ensure accuracy and brand voice consistency.

Close was founded in 2013. The company has raised $15M+. This varies based on your specific requirements, industry, company size, and use case. For detailed information tailored to your situation, consult with the vendor or implementation partner who can provide guidance based on their experience with similar organizations. Most providers offer demos, trials, or consultations to help you evaluate fit before committing.

Close uses a paid pricing model. This varies based on your specific requirements, industry, company size, and use case. For detailed information tailored to your situation, consult with the vendor or implementation partner who can provide guidance based on their experience with similar organizations. Most providers offer demos, trials, or consultations to help you evaluate fit before committing.

Common use cases for Close include: Built-in calling and SMS, Email sequences. This functionality is designed to streamline workflows and improve efficiency. Features may include automation, analytics, reporting, and collaboration tools. Specific capabilities depend on the plan level and product version you choose. Advanced features may require add-ons or enterprise plans.

AI-powered calling and voicemail automation with natural language processing. Close's AI calling feature automatically qualifies leads through natural conversations, transcribes calls, and logs outcomes without manual data entry. The system can handle objections, evaluate responses against predefined qualification criteria, and route qualified leads to sales reps while logging unqualified prospects for nurturing. This differentiates Close from traditional SDR tools by providing autonomous calling capabilities that handle initial prospect outreach at scale—enabling 24/7 prospecting without hiring additional SDRs. Call recordings and transcripts are automatically stored and analyzed, with real-time transcription extracting key information like budget, timeline, and decision-making authority.

Close serves various industries including: SaaS & Technology, Professional Services, Financial Services, Real Estate, Healthcare & Medical Devices. Close is particularly well-suited for SaaS and technology companies where sales cycles involve multiple touchpoints, product demonstrations, and technical discussions. The platform's AI calling capabilities excel at qualifying inbound leads from free trials or demo requests, while email sequences nurture prospects through consideration phases. Integration with tools like Slack, Zapier, and various marketing platforms creates seamless workflows for tech-savvy sales teams. The call recording and analytics features help SaaS companies refine their pitch and handle common objections around pricing, implementation, and competitive differentiation.