Close
Calling, SMS, and email in one CRM — the backbone of a managed outbound offer
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What Close is
Close is a sales-engagement CRM with calling, SMS, email, and automated workflows built in — no separate dialer or sequencing tool required. It's built for SMB sales teams that live in outreach volume, and now ships with Chloe, its AI sales agent, plus AI credits on every plan. For operators, it's the platform to run a client's entire outbound motion from one login.
Key features
- Built-in calling with power dialer and call coaching (Growth+)
- Email, SMS, and multichannel workflow sequences
- Chloe AI sales agent with AI credits included on every plan
- Pipeline views, custom activities, and granular reporting
- Call recording and conversation intelligence
- Fast API and integrations for lead-routing automations
💰 Sell it as a service
The offer
A managed outbound sales system for SMBs hiring their first reps: Close setup with dialer, sequences, and pipeline, plus ongoing campaign management and call-coaching reviews.
What to charge
$2,000–$5,000 implementation, then $1,000–$2,500/mo to manage campaigns and reporting. Anchor against the cost of a sales-ops hire ($70K+/yr).
How it gets delivered
Week 1: pipeline, lead statuses, templates, and sequences. Week 2: dialer setup, integrations from lead sources (Apollo, Instantly), and rep training. Monthly: workflow tuning plus a KPI report.
This is one offer. AI Operator Academy is where operators build the full stack — packaging, pricing, fulfillment, and a peer group selling the same services. $999/yr.
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Ready to build with Close?
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