Capabilities
Lead, contact, opportunity, pipeline, task, custom-field, and activity management, Centralized activity timelines for calls, emails, SMS, meetings, notes, and deals, Native outbound and inbound calling with automatic call logging, recording, voicemail, and phone-number provisioning, SMS sending and receiving within Close, Individual and bulk email, templates, and automated email sequences, Multi-channel workflows across email, SMS, calls, and tasks, Inbound web forms that create or update CRM records, Meeting scheduling with Google Calendar or Microsoft Calendar, plus Google Meet, Microsoft Teams, or Zoom links, Notetaker transcription, recording, summaries, and searchable meeting transcripts, AI sales-agent features through Chloe, including lead calling, qualification, meeting booking, CRM updates, and enrichment, Reporting for activity, email performance, pipeline, opportunity funnels, and sales-team performance, Call coaching with listen, whisper, and barge modes on eligible plans, API keys, OAuth, and third-party integration options
