Outbound calling and qualification
Chloe places outbound calls, runs structured qualification, handles objections, leaves voicemails, books meetings, and logs call outcomes directly in Close.
Chloe
Chloe is Close CRM’s built-in AI sales teammate for calling leads, qualifying prospects, booking meetings, following up, and updating records automatically. It helps sales teams work faster without adding a separate tool or seat.
Built-in AI sales support for Close CRM
Chloe is the AI sales teammate built directly into Close CRM. It is designed to take on repetitive sales work such as calling leads, qualifying prospects, booking meetings, following up, capturing notes, and updating CRM records as activity changes.
Because Chloe lives inside Close rather than as a separate integration, it works from the CRM context your team already has: contact history, pipeline stage, prior touchpoints, and notes. That makes it useful for teams that want an AI layer that can act on live CRM data, not just summarize it after the fact.
Key capabilities
Call capture and summaries
She transcribes and summarizes conversations, takes meeting notes, and stores the full call record for review inside the CRM.
CRM enrichment and field updates
Chloe updates lead records with information from calls, emails, and other available context so fields stay current without manual entry.
Email and follow-up automation
The assistant can reply to emails, follow up around the clock, and move leads forward without requiring a rep to handle each touchpoint manually.
Pipeline assistance and chat
Chloe also surfaces suggested next steps, briefs reps before calls, and answers questions about leads, deals, and pipeline activity in plain English.
Common ways teams use Chloe
Outbound lead qualification
Use Chloe to work through lead lists automatically, qualify prospects on the phone, and book meetings into the calendar before a rep steps in.
Automated follow-up
Use Chloe to keep leads warm with follow-ups, voicemails, and email replies when a prospect is not ready to meet immediately.
Rep call preparation
Use Chloe to brief reps before important calls with lead history, prior interactions, open opportunities, and suggested talking points.
Pipeline Q&A
Use Chloe Chat to ask questions about pipeline health, recent activity, or stalled deals without digging through records manually.
CRM hygiene
Use Chloe to update records as conversations happen so CRM fields, notes, and summaries stay current after each interaction.
Pros and Cons
Pros
- Built directly into Close, so it uses CRM context without a separate integration.
- Can handle end-to-end sales tasks such as calls, follow-ups, booking, and CRM updates.
- Includes reviewable transcripts, summaries, and feedback loops for coaching and oversight.
- Free trial includes calling and AI credits, which makes it possible to test real workflows before purchase.
- Setup is described as quick, with Chloe Voice typically ready in under an hour.
Cons
- Chloe is currently available in English only.
- AI features are usage-based, so costs scale with how much the assistant is used.
FAQ
How does Chloe get set up?
Chloe is built directly into Close and is available on all Close plans. The pricing page says AI features are usage-based, and the product page says setup is usually quick, with Chloe Voice typically up and running in under an hour.
What can Chloe do inside Close?
Chloe can make outbound calls, qualify leads, book meetings, leave voicemails, handle objections, send emails, transcribe and summarize calls, enrich CRM fields, log outcomes, and answer questions about your pipeline inside Close.
Does Chloe replace sales reps?
No. Close says Chloe handles the repetitive work so reps can focus on relationships and closing. Reps still handle the human conversations and can review call transcripts, summaries, and feedback.
What languages does Chloe support?
Chloe is currently available in English. Close says additional languages are on the roadmap.
How is Chloe priced?
Close says Chloe is included on all plans, while AI features are usage-based. The free trial includes calling and AI credits so teams can test real conversations and automation before buying.
Quick Facts
- Category
- AI sales assistant
- Product
- Close CRM feature
- Platform
- Built into Close
- Primary use
- Calling, qualifying, booking, and CRM updates
- Pricing model
- Included on all Close plans; AI usage is metered
- Source domain
- close.com
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