Company Facts
Industries Served
Core Services
- CRM and Lead Management
- Power Dialer, Calling, and SMS
- Sales Automation and AI Sales Agent (Chloe)
What They Do
Close is a sales CRM built for teams that sell. It combines calling, email, SMS, pipeline management, automation, reporting, and an AI sales agent into a single platform that acts on your data, not just stores it.
About Close
Close was built with a clear conviction: a CRM should not just store your data, it should act on it. Most sales tools are passive. They hold your contacts, log your history, and wait for you to do the rest. It was designed from the ground up for teams that actually sell, combining calling, email, SMS, pipeline management, and automation into one platform, with no integrations required to make the core communication tools work.
Trusted by over 10,000 customers and backed by more than 2 billion sales interactions processed through the platform, Close has become a go-to CRM for small businesses and scaling teams who need speed, simplicity, and results.
The newest addition to the platform is Chloe, an AI sales agent built directly into Close that calls leads, qualifies prospects through real conversations, books meetings, and updates your CRM automatically. Not a separate tool. Not an add-on integration. Built in.
Why We Recommend Close
Fractional leaders and consultants often wear the seller hat while also doing the work. That means your CRM either saves you time or costs you time, and there is no middle ground when your calendar is already full.
This platform is built for exactly that reality. It brings everything you need to run a sales process into one place, so you are not toggling between a dialer, an email tool, a task manager, and a separate CRM just to follow up with a prospect. The built-in automation handles follow-ups, sequences, and lead routing so your pipeline keeps moving even when your attention is elsewhere.
For Fractionals managing client pipelines or running business development on top of delivery work, it removes the overhead and keeps the focus where it belongs: on closing.
What They Offer
- CRM and Lead Management. Gives you a clean, fast interface to organize, prioritize, and route leads through your pipeline. Everything from contact history to deal stages to activity tracking is in one place, built to help you move quickly without losing context.
- Power Dialer, Calling, and SMS. Built-in VoIP, power dialing, and SMS mean you can reach more leads without switching tools or paying for a separate calling platform. Every call is logged, transcribed, and summarized automatically.
- Sales Automation. Automates follow-up sequences, task creation, lead routing, and qualifying workflows so your pipeline keeps moving without manual effort at every step.
- Chloe, AI Sales Agent. Calls lead within minutes of them entering your pipeline, qualifies them through real conversations, books meetings, and updates your CRM before your rep even picks up the phone. One user reported 30 new bookings in less than a week.
- Reporting and Coaching. Sales dashboards, leaderboards, and call coaching tools give you visibility into what is working and where deals are stalling, so you can make smarter decisions faster.
What Makes Them Different
- Communication is built in, not bolted on. Most CRMs require integrations to add calling, SMS, or email sequences. Includes all of it natively, which means fewer tools, fewer logins, and fewer things to break.
- Chloe changes what is possible for lean teams. An AI agent that calls leads, qualifies them, and books meetings is the kind of leverage that used to require a full SDR team. Close makes that accessible to solo operators and small teams, with Chloe available free during Beta.
- Built for action, not administration. Holds a 4.8 rating on G2, and the consistent theme in customer feedback is speed. The platform is designed to reduce the time between getting a lead and having a real conversation with them.
How It Helps the Hey CMO Community
For Fractional leaders, the ability to run a clean, efficient sales process without a dedicated sales team is a competitive advantage. Whether you are managing your own client pipeline or helping a client stand up their sales motion, Close gives you the infrastructure to do it without the overhead.
The automation and AI capabilities inside Close are particularly valuable for solopreneurs and consultants who need their pipeline to keep moving even when they are heads-down on client work. Leads get contacted, follow-ups go out on time, and your CRM updates itself. You stay focused on strategy and delivery without dropping the ball on business development.
For Fractionals supporting clients who are building or rebuilding their sales process, Close is a platform you can recommend with confidence. It is straightforward to set up, easy for small teams to adopt, and designed to show results quickly.
Hey CMO Customer Feedback
I love that Close shows me my meetings and helps me stay organized. I really enjoy the follow-up prompts and the ability to do value-added follow-up with text messages, emails, and phone calls. It’s great that I can create tasks to stay on top of my leads. – Elle C.
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