Close partner Close Services

Every call, email, text and LinkedIn message on one lead.

We connect all of your communication channels to one single source of truth. We build Close.com for you, and AI sets the next step after every call.

Done for you · One-time setup · Your team runs the outreach
The inbox in Close.com
The problem

Your sales work is in too many places

“We are so system and tool heavy that I get overwhelmed on what we can use and don’t even utilize at all.” A sales leader told us that. If it sounds like you, this is for you.

Calls are in one tool, email in another, and LinkedIn is in someone's inbox.
I can't tell what happened with a lead without asking around.
Nobody trusts the pipeline.
After a call, the next step gets lost.
We bought a CRM, but nobody set it up right.
I don't have time to learn it and build it myself.
What we do

Each problem, and how we fix it

Our channels are all over the place.
Calls, email, SMS and LinkedIn all logged on one lead record.
I can't tell what happened with a lead.
Open the lead. Every touch is there, in order.
Nobody trusts the pipeline.
Clean lead statuses and a clean pipeline. Set up so your team uses them the same way.
The next step gets lost.
AI reads every call transcript and sets the next step.
Reps don't know who to call next.
Call lists and the dialer, built for you.
I don't have time to build it.
We build it for you. Done for you, not do-it-yourself.
My team won't know how to use it.
We train your team on the system we built.
What we build

The setup we run our own outbound on

We run our outbound in Close.com every day. We build the same kind of setup for your team.

Every channel on one lead

Calls, email, SMS and LinkedIn, all logged on the lead. Anyone can open it and know what happened.

  • Calls. Logged on the lead, with notes.
  • Email and SMS. Sent and received, on the lead.
  • LinkedIn. Messages logged in the same place.
A lead in Close.com with activity

Call lists and the dialer

Your team opens the list and starts calling. No hunting for who is next.

  • Lists built for you. Grouped the way your team works.
  • The dialer, set up. Calls log to the lead on their own.
A call list and the dialer in Close.com

Clean statuses and pipeline

Lead statuses that mean one thing, and a pipeline you can trust.

  • Clear statuses. Everyone uses them the same way.
  • A pipeline view. See every deal and where it stands.
Sales pipeline in Close.com

AI on every call

AI reads every call transcript and sets the next step. Nothing gets lost after the call.

  • Every call read. Not just the ones someone remembers.
  • The next step, set. Right on the lead.
An AI call summary in Close.com
Why it works

One place to look, less work to keep it clean

What you get, why it works, how long, and what you have to do.

What you get

One source of truth

Every channel on one lead, with the next step already set.

Why it works

Built the way we run it

The same kind of setup we use for our own outbound, every day.

How long

One setup

A one-time build, then your team is trained and running.

What you do

Tell us how you sell

We build and connect it. You show up for the training.

What's included

Everything in Close Services

  • One lead record. Calls, email, SMS and LinkedIn, all logged on the lead.
  • Call lists and the dialer. Ready for your team to call from.
  • Clean lead statuses and pipeline.
  • AI on every call. Reads every transcript and sets the next step.
  • Training for your team. On the system we built.

Your team runs the outreach. We don't.

Writing an email in Close.com
Price

One-time setup, priced on a call

Done for you

Close Services

We build Close.com for you, with AI that reads every call and sets the next step. Your team runs the outreach.

On a call
one-time setup
One-timeSetup and training
Book a call
  • All channels on one lead record
  • Call lists and the dialer
  • Clean statuses and pipeline
  • AI on every call
  • Training for your team
  • We don't do your outreach

Want us to run the outreach too? That is Fractional Services.

Fit

Who this is for

A good fit if

  • Your team does its own outreach on more than one channel.
  • You want one place to see every lead and every touch.
  • You want it built for you, not a how-to course.
  • Your team will use it every day.

Not a fit if

  • You want us to do the outreach. Fractional Services does that.
  • You want to learn and build it yourself.
  • You only send a few emails a week. You don't need this yet.
FAQ

Questions

Do you run our outreach?

No. We build the system and train your team. Your team runs the outreach. If you want us to run it, that is Fractional Services.

What does the AI do?

It reads every call transcript and sets the next step on the lead.

Which channels end up on the lead?

Calls, email, SMS and LinkedIn, all logged on one lead record.

Do you train my team?

Yes. Training is part of the setup.

What does it cost?

It is a one-time setup, priced on a call once we know how you sell.

Why Close.com?

It is what we run our own outbound in, every day.

Want every lead in one place?

Book a 30-minute discovery call. Tell us how your team sells today, and we will tell you straight if Close Services fits.

Book a discovery call

Already a client? Book a sync-up

Corey Leon
Corey LeonFounder, go-to-market engineer