CRM & RevOps

Close

Sales CRM with built-in power dialer and SMS.

Important Links

Documentation ↗Website ↗Pricing ↗

Key Features

Contact Management

Lead Tracking

Opportunity Management

Activity Logging

How to use this tool

"Claude, use Close API to create 20 leads from this CSV and assign them to the outbound team."

Technical Feature Analysis

Close is built for AI-first teams, specifically for workflows where you want an AI agent to handle your CRM & RevOps tasks. Instead of manual data entry, Close lets your AI "see" and "act" on your data directly through its REST.

Close provides a REST API for managing contacts, leads, opportunities, and activities. The API allows developers to create custom workflows, automate follow-ups, and integrate with other sales tools. Built-in power dialer and SMS capabilities are accessible via API for building custom sales workflows.

The biggest win with Close is the ability to move from **Chat-to-Action**. By connecting it to your AI agent, you can automate Contact Management, Lead Tracking, Opportunity Management without having to build a custom tech stack or hire a developer.

Direct Agent Workflow for Close

• Connect: Give your Close API Key to Claude Code, Cowork, or your favorite AI agent.

• Automate: Your agent handles Contact Management and Lead Tracking directly.

• Execute: No extra software or middleware required for CRM & RevOps automation.

Use Close for

AI Prospecting Tools Sales Workflow Automation Tools

Technical Details

API Type

REST

Authentication

API Key

Pricing Tier

Free Tier Available

SDK Languages

Python, Node.js

Webhooks

Yes

Frequently Asked Questions

What does Close do?

Close is a crm & revops tool that provides Sales CRM with built-in power dialer and SMS.

How do I use Close with AI agents?

Connect Close to agents like Claude Code or Cowork by using its REST and your API Key keys. This allows your agent to perform Contact Management and Lead Tracking directly without needing extra software.