Use Close with AI
Connect nowUpdate leads and log follow-ups.
CRM & pipeline
Using Close in an agency
Close is a calling CRM. Logging the outcome of a vendor call, and the next task, is the note that stops the next person ringing them again with the same question. The call itself is still made by a person.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadFind leads and contacts
- Update recordsAdd notes, tasks and updates
Before you connect
- Account you’ll need
- A Close account
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Connect with browser login
Use browser login for compatible tasks in your CRM. We’ll check what your assistant can do after you connect.
Questions
What account does Close need?
A Close account
Will a bot change Close without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Close partner?
No. You connect an account you or your agency already have, through Close’s own sign-in, where that connection is in the catalogue.