Close Sales Blog

Close Sales Blog

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Tactically-focused outbound, pipeline, email templates, coaching and CRM implementation.

How to Automatically Qualify and Call Inbound Leads with AI
NewsMay 22, 2026

How to Automatically Qualify and Call Inbound Leads with AI

The article outlines a five‑step process for automating inbound lead qualification using Close’s native forms, workflow engine, and the AI sales teammate Chloe. By capturing leads instantly, triggering a workflow, assigning ownership, and having Chloe place a real‑voice call within...

By Close Sales Blog
3 Ways to Call in Close: Power Dialer, Predictive Dialer, and Chloe
NewsMay 21, 2026

3 Ways to Call in Close: Power Dialer, Predictive Dialer, and Chloe

Close introduces three distinct calling solutions—Power Dialer, Predictive Dialer, and the AI teammate Chloe—to help sales teams scale outbound and inbound outreach. The Power Dialer lets reps fire through filtered lead lists, delivering a reported 60% lift in call volume...

By Close Sales Blog
Build or Buy AI Voice Agents? A Decision Framework for Sales Teams
NewsMar 3, 2026

Build or Buy AI Voice Agents? A Decision Framework for Sales Teams

AI voice agents promise automated, human‑like outreach for sales teams, but deciding whether to build a custom solution or buy a managed platform is complex. The article outlines three decision criteria—engineering risk, speed to market, and competitive advantage—and shows that...

By Close Sales Blog
Data Hygiene: How to Get Your CRM Shit Together
NewsFeb 23, 2026

Data Hygiene: How to Get Your CRM Shit Together

The article stresses that AI‑driven sales tools only succeed when CRM data is clean, warning that duplicates, outdated records, inconsistent fields, and broken ownership rules amplify errors. It outlines three core hygiene fixes: eliminating duplicate accounts, unifying fragmented intent signals,...

By Close Sales Blog
WTF Is N8n, and How Do I Use It for Sales?
NewsFeb 17, 2026

WTF Is N8n, and How Do I Use It for Sales?

n8n is a fair‑code, self‑hosted workflow automation platform that lets sales teams replace per‑task pricing models like Zapier with unlimited actions. Its visual node‑based editor supports branching, loops, and advanced error handling, enabling complex lead‑routing and CRM upsert workflows. By...

By Close Sales Blog
How to Use Close Forms with Workflows (and Never Miss a Lead Again)
NewsFeb 17, 2026

How to Use Close Forms with Workflows (and Never Miss a Lead Again)

Close’s native Forms and Workflow tools let inbound teams capture a prospect’s information and instantly trigger a series of automated actions. When a form is submitted, a lead is created or updated in the CRM, assigned to an owner, set...

By Close Sales Blog