Chloe

What is Chloe?

Chloe is the AI layer built directly into Close CRM. It is designed to help sales teams handle routine pipeline work inside the CRM by calling leads, qualifying prospects, booking meetings, replying to emails, enriching contact records, taking notes, and updating CRM fields automatically.

Unlike a separate tool that must be connected afterward, Chloe works inside Close and uses the customer and deal context already stored in the CRM. It can also answer questions in plain English about leads, deals, and next steps, making it a support layer for both outbound activity and rep preparation.

Key Features

• Outbound calling and qualification: Chloe can call leads, run structured discovery, handle objections, and qualify prospects based on your criteria.
• Meeting booking and follow-up: She can book meetings directly and continue follow-up work so leads are not left unattended.
• Automatic CRM updates: Chloe logs calls, outcomes, transcripts, summaries, and other activity back into Close without manual data entry.
• Lead enrichment and field filling: She enriches leads and fills CRM fields based on what she learns during conversations.
• Rep briefing before calls: Chloe pulls live context such as prior interactions, deal stage, and notes so reps can start calls prepared.
• Natural-language assistance: Users can ask Chloe questions about their pipeline, leads, activity, or next steps in plain English.
• Feedback-driven improvement: Calls are reviewable, and feedback can be used to coach and improve how Chloe handles future conversations.

How to Use Chloe

A typical setup starts with a conversation where Chloe asks about the business, sales process, and goals, then configures herself from that discussion. After that, she can be connected to a lead list or workflow trigger inside Close.

From there, Chloe begins calling leads, logging the results, enriching records, and updating the pipeline automatically. Sales reps can review call summaries and transcripts, listen back to calls, and use the information Chloe captured to follow up with more context.

Use Cases

• Outbound lead qualification: A sales team uses Chloe to call new leads, identify fit, and move qualified prospects toward a meeting without requiring a rep to make every initial call.
• After-hours follow-up: Chloe continues working when the team is unavailable, ensuring leads receive timely callbacks, voicemails, and follow-up actions.
• Rep call preparation: Before a scheduled call, a rep checks the lead record Chloe has already enriched with background, prior touchpoints, and suggested talking points.
• Pipeline hygiene: Teams use Chloe to keep CRM records current by capturing transcripts, summaries, notes, and field updates automatically after conversations.
• Workflow-based outreach: Chloe is triggered from a lead list or workflow and handles the calling and logging steps as part of the existing sales process.

FAQ

What is Chloe built for?
Chloe is built to handle sales tasks inside Close CRM, especially calling leads, capturing conversation details, and keeping records updated.

Does Chloe work as a separate app?
No. The page describes Chloe as built directly into Close, rather than a separate tool you connect afterward.

What does Chloe do during a call?
She can qualify leads, handle objections and questions, book meetings, leave voicemails, and log the conversation in Close.

Can Chloe answer questions about my pipeline?
Yes. The source says you can ask Chloe about your pipeline, leads, activity, and next steps in plain English.

Does Chloe replace sales reps?
No. The page says Chloe handles repetitive work so reps can focus on relationship-driven conversations and closing.

Alternatives

• Standalone AI calling agents: These tools focus mainly on voice outreach and qualification, but they sit outside the CRM and may require more integration work.
• Sales engagement platforms with automation: These products often help with sequences, follow-up, and activity management, but they may not include a built-in AI voice agent.
• Human-only outbound sales workflows: Teams can continue using reps for all calling and follow-up, which gives more manual control but requires more time for repetitive tasks.
• General-purpose CRM automation tools: These can move data and trigger actions across systems, but they usually do not provide a sales-specific conversational agent like Chloe.