AI software · Close
Promote Close CRM
Close CRM
The sales CRM that calls, qualifies, and books your leads for you with a built-in AI sales agent.
Partner summary
The offer at a glance
A quick read on buyer fit, pitch, economics, and promotion fit.
Best buyer
SMB sales teams
Main outcome
Booked appointments per week increased by roughly 50% after Chloe went live.
Commission
To be confirmed
Best channels
Content Marketing And SEO, Comparison And Review Content, Email Newsletters, Organic Social Media
Terms
Partner program is referenced publicly as earning recurring revenue for referred customers, but no rates, payout, checkout, or tracking terms are published. Commission, payout, checkout, tracking, and founder approval rules require founder confirmation. Customer metrics and ratings are website-extracted and not independently verified.
Main pitch
Pitch Close as the sales CRM that does the work for you: built-in calling, email, SMS, pipeline, automation, and reporting in one platform, plus Chloe, an AI sales agent that...
Economics
Partner terms
Commission, pricing model, and review timing for this listing.
Commercial terms
Partner terms
Founder confirmation required before partners promote this listing.
- Commission
- To be confirmed
- Pricing
- Subscription
- Duration
- —
- Review period
- 30 days
Pricing tiers
Solo
Primary$9.00/ month
Tracks Subscription
- 1 user
- Up to 10,000 leads
- Built-in forms, email, calling and SMS
- Pipelines and centralized inbox
- Workflows not included
Essentials
$35.00/ month
Tracks Subscription
- Unlimited contacts and leads
- Multiple pipelines
- Advanced lead and activity filters
- Built-in forms, email, calling and SMS
- Centralized inbox and task lists
Growth
$99.00/ month
Tracks Subscription
- Everything in Essentials
- Chloe AI sales agent
- Automated workflows
- Power Dialer
- AI Email Assistant
Scale
$139/ month
Tracks Subscription
- Everything in Growth
- Role-based access and permissions
- Lead visibility rules
- Predictive Dialer
- Unlimited call recording
Who this converts for
The buyers this offer is shaped for. Match your reach to the strongest audience fit.
SMB sales teams
Small business sales teams wanting calling, email, SMS, pipeline, and reporting in one CRM without bloat.
Pain points
- Sales communication and data scattered across many tools
- Inbound leads going cold before anyone responds
- Manual, inconsistent, or forgotten follow-up
- Limited pipeline visibility and rep coaching
- Heavy or expensive CRMs reps avoid using
Desired outcomes
- Consolidate the sales stack into one platform
- Contact and qualify every lead fast
- Keep follow-up consistent and automated
- Get clear pipeline and rep visibility
- Lower CRM and tooling cost
Scaling sales teams
Fast-growing teams automating follow-up, routing, and qualification, including with an AI sales agent.
Sales leaders and RevOps
Leaders and operations needing pipeline visibility, forecasting, and rep coaching.
Founders and solo sellers
Individuals and very small teams organizing leads and communication on the Solo plan.
SMB and scaling sales teams that sell over calls
Help sales teams contact, qualify, and convert more leads by acting on pipeline data automatically inside one CRM.
Help sales teams contact, qualify, and convert more leads by acting on pipeline data automatically inside one CRM
Help sales teams contact, qualify, and convert more leads by acting on pipeline data automatically inside one CRM.
Why partners convert here
When to pitch this, and the outcomes the buyer actually gets.
Use cases
- Consolidate the sales stack into one CRM
- Consolidate the sales stack into one CRM
- Instant speed-to-lead with the Chloe AI sales agent
- Instant speed-to-lead with the Chloe AI sales agent
- Automate follow-ups and re-engage cold leads
- Automate follow-ups and re-engage cold leads
- Pipeline reporting and rep coaching
- Pipeline reporting and rep coaching
- Migrate off a heavy or fragmented CRM
- Migrate off a heavy or fragmented CRM
Outcomes
Consolidate the sales stack into one platform
Contact and qualify every lead fast
Keep follow-up consistent and automated
Get clear pipeline and rep visibility
Lower CRM and tooling cost
Trusted by 10,000+ sales teams
EvidenceHighly rated by users
EvidenceSaves users meaningful admin time
EvidenceCustomer story: more booked appointments with Chloe
EvidenceCustomer stories: cost savings and growth
EvidenceBefore · After
Consolidate the sales stack into one CRM
Before
Sales communication and data are split across a dialer, email client, texting tool, and CRM, creating tool fatigue and lost context.
After
Every conversation and deal lives in one CRM with automatic logging, so reps work faster and nothing slips through the cracks.
Expected outcome: Fewer tools, lower software cost, and faster selling
What makes this different
Where this offer beats the alternatives.
Calling, email, SMS, pipeline, automation, and reporting built in, no integrations required
Chloe AI sales agent native to the CRM that calls, qualifies, and can book meetings
Fast setup with reps selling within an hour and within the first week
Lower cost and simpler than Salesforce or HubSpot for SMB and scaling teams
Promotion strategy
Partner playbook
Angles, questions, objections, and inputs to keep outreach sharp.
Value proposition
The sales CRM that calls, qualifies, and books your leads for you with a built-in AI sales agent.
How to pitch
Pitch Close as the sales CRM that does the work for you: built-in calling, email, SMS, pipeline, automation, and reporting in one platform, plus Chloe, an AI sales agent that calls inbound leads within minutes, qualifies them in real voice conversations, can book meetings, re-engages cold leads, and logs everything to the CRM. Lead with speed-to-lead, tool consolidation, and lower cost versus Salesforce or HubSpot; reinforce with a 14-day free trial, no credit card, Solo plans from $9/month billed annually, and Chloe free during Beta.
Positioning
Close is the all-in-one sales CRM for SMB and scaling teams that turns pipeline data into calls, follow-ups, and booked meetings, with an AI sales agent built into the CRM rather than bolted on.
Best angles to test
- Chloe AI sales agent and instant speed-to-lead
- All-in-one CRM versus a fragmented dialer plus email plus CRM stack
- Cost savings and simplicity versus Salesforce and HubSpot
- Solo plan from $9 for founders and solo sellers
- Automated follow-up and reviving cold leads
- Close is a sales CRM with built-in calling, email, and SMS
- Chloe is an AI sales agent built into Close that calls, qualifies, and can book meetings
- Chloe is free during Beta
- Paid plans start at $9/month for the Solo plan, billed annually
- 14-day free trial with no credit card required
- 100+ native, no-code, and Zapier integrations
- REST API, webhooks, and MCP server available for developers
Angles to avoid
- Do not claim guaranteed revenue or ROI
- Do not claim results are typical
- Do not claim an official partnership before founder approval
- Do not claim Stripe-verified payouts
- Do not claim managed checkout is ready
- Do not state specific commission rates before founder confirmation
- Do not present customer-reported metrics as guaranteed outcomes
Discovery questions
- How many tools does your team use today for calling, email, SMS, and CRM?
- How fast do inbound leads get a first contact?
- How consistent is follow-up on stalled or cold leads?
- What CRM are you on now and what frustrates you about it?
- Would an AI agent calling and qualifying inbound leads help your pipeline?
Disqualifiers
- Organizations that require deep enterprise customization and a heavily bespoke CRM architecture.
Target keywords
Objections & responses
“Will our clients be turned off by AI calling and qualifying them?”
Response: Close customers report AI has not hurt and has helped their bottom line; one president noted concerns about AI were just noise. Chloe handles speed and follow-up while reps stay in control of relationships.
“Is Close expensive, especially adding an AI agent?”
Response: Paid plans start at $9/month for Solo billed annually, Chloe is free during Beta, and customers report large savings by consolidating tools and replacing Salesforce; one director said Chloe is dramatically cheaper than an SDR.
“Migrating from Salesforce, HubSpot, or Pipedrive will be painful.”
Response: Close supports data import and export and many customers describe switching from Salesforce, HubSpot, Pipedrive, or spreadsheets, with reps selling within an hour and within the first week.
“Is Chloe a separate tool or another integration to manage?”
Response: Chloe is built into Close CRM, not a separate tool or integration, and updates the CRM automatically as she calls, qualifies, and follows up.
“Will this require heavy setup or technical work?”
Response: Close advertises easy setup with no-code forms, built-in calling, email, and SMS out of the box, templated workflows, and reps starting within their first week.
Rules
Promotion rules
Where you can promote, what is restricted, and what the founder requires.
Allowed channels
Restricted channels
- AI-generated content
- Yes
- Content reuse
- No
- Founder approval
- Yes
Approved claims
- Close is a sales CRM with built-in calling, email, and SMS
- Chloe is an AI sales agent built into Close that calls, qualifies, and can book meetings
- Chloe is free during Beta
- Paid plans start at $9/month for the Solo plan, billed annually
- 14-day free trial with no credit card required
- 100+ native, no-code, and Zapier integrations
- REST API, webhooks, and MCP server available for developers
Claims to avoid
- Do not claim guaranteed revenue or ROI
- Do not claim results are typical
- Do not claim an official partnership before founder approval
- Do not claim Stripe-verified payouts
- Do not claim managed checkout is ready
- Do not state specific commission rates before founder confirmation
- Do not present customer-reported metrics as guaranteed outcomes
Compliance notes
- Partner program is referenced publicly as earning recurring revenue for referred customers, but no rates, payout, checkout, or tracking terms are published. Commission, payout, checkout, tracking, and founder approval rules require founder confirmation. Customer metrics and ratings are website-extracted and not independently verified.
Evidence
Proof & trust signals
Claims, evidence links, and operational trust signals partners can lean on.
Proof points
- Booked appointments per week increase: 50 percent
- Hours saved per week: 3 hours
- Reported tech cost savings: 100,000 USD
- MRR growth multiple: 5 x
- Consolidate the sales stack into one platform
- Contact and qualify every lead fast
- Keep follow-up consistent and automated
- Get clear pipeline and rep visibility
- Lower CRM and tooling cost
- Average sales cycle: 9 days
- Trusted by 10,000+ sales teams
- Highly rated by users
- Saves users meaningful admin time
- Customer story: more booked appointments with Chloe
- Customer stories: cost savings and growth
Proof links
- Close CRM brand image
Close CRM open graph brand image
- Chloe AI sales agent
Chloe, the AI sales agent built into Close
- Close CRM product view
Close CRM lead and pipeline view
About Close
Close is a sales CRM with built-in calling, email, SMS, pipeline management, automation, and reporting, plus Chloe, an AI sales agent that calls inbound leads within minutes, qualifies them through real voice conversations, can book meetings, re-engages cold leads, times and writes follow-ups, and logs transcripts and next steps to the CRM automatically, so SMB and scaling sales teams can act on their pipeline instead of just storing it.
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