CRM & sales

AI teammates for Close

Keep call notes, new leads, and follow-ups in order.

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Example task

Your Mate

Your result

The request

List stalled deals and the next follow-up needed

Result and follow-up

Review the work with your Mate.

More work to hand off

Log call summaries against the relevant lead
Create lead records from incoming customer inquiries

Give your agents a job.

Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.

How approvals work

In Safe mode, your Mate can use connected Close tools without asking each time. Payments, refunds, and other financial actions still need your approval.

Connecting Close

Connection: API key
Setup: About 5 minutes

Setup instructions

Create an API key at Settings → Developer → API Keys in your Close account.

Close setup guide

Connect Close to your Mate

Choose a task and review the first result.

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