Sales
Close with an AI agent. No setup.
Sign in to Close once and a Dae works in it for you. No API keys, no MCP server, nothing to install. Find and update leads, contacts and opportunities in Close.
Close is connectedOne sign-in
Or ask
- Add a lead and contact to Close
- Draft a follow-up email in Close
- Look up a Close lead
- Log a note or task in Close
- Update a Close opportunity
What a Dae knows how to do in Close
8 ready skills. Ask for any of them in your own words, or for something else.
- Report sales activity in CloseCounts calls, emails, meetings and notes by user and period, and shows who is active and which leads got no touch.Reads only
- Add a lead and contact to CloseCreates a new Close lead with its contact and an optional opportunity, after searching for an existing lead.Waits for your OK
- Draft a follow-up email in CloseWrites a follow-up email draft for a Close lead from its history and saves it as a Close draft without sending it.Writes a draft, sends nothing
- Look up a Close leadFinds a Close lead and answers from its contacts, opportunities, notes and recent activity, read only.Reads only
- Log a note or task in CloseAdds a note or a follow-up task to an exact Close lead after reading it, with approval.Writes
- Update a Close opportunityChanges the status, value, close date or note of a Close opportunity after reading it.Waits for your OK
- Review the Close pipelineSummarizes open Close opportunities by stage, value and age, and flags stale deals, read only.Reads only
- List Close tasks and calls dueLists your due and overdue Close tasks and call tasks with the lead, contact and last activity, so you knows who to call or write first.Reads only
Questions
Do I need an API key or an MCP server to use Close with AI?
No. In daework you sign in to Close once and choose which Daes may use it. There is no API key to paste, no MCP server to run and no workflow to build. You can disconnect it any time.
What can a Dae do in Close without asking?
It reads and searches on its own. Each skill above says whether it changes anything. A payment, a post or a message to a person waits for your OK on a card in the chat.
Can a Dae use Close with my other Apps?
Yes. One Dae can read Close, look something up in Gmail or Stripe, build a page and post to Slack in one job. Every plan includes every App.
Can it run on its own?
Yes. Ask a Dae to do the job every morning, every Monday or when an email arrives, and it makes a routine. It keeps going while your laptop is closed.