What Is Chloe in Close CRM and What Does It Do?

Updated

Chloe is an AI sales agent built directly into Close CRM. She calls leads, qualifies prospects through real conversations, books meetings, and updates your CRM automatically. Because she is part of the CRM itself rather than a separate tool or integration, the work she does — calls, transcripts, notes, deal stages — lands in the same system your team already uses.

What Chloe actually does

Close describes Chloe as an AI teammate that works alongside your sales team. Her core actions:

  • Calls leads using Close's built-in dialer, typically within minutes of a new lead entering the pipeline.
  • Qualifies prospects through real conversations rather than forms or scripts alone.
  • Books meetings when a lead is qualified.
  • Logs everything automatically — transcript, notes, and next steps — so reps don't have to reconstruct what happened.
  • Re-engages cold leads by reopening the conversation and routing warm responses back to a rep's inbox.
  • Handles missed follow-ups by writing the follow-up, sending it at the right time, and moving the deal stage forward.

The four scenarios Close highlights

Close frames Chloe's value around four situations that commonly stall a pipeline:

Situation What Chloe does
New lead comes in Calls within minutes via the built-in dialer; transcript, notes, and next steps logged automatically
Cold lead sitting in your CRM Reopens the conversation; sends warm responses to the rep's inbox
Rep forgot to follow up Writes and sends the follow-up at the right time; updates the deal stage
Lead is qualified and ready Books the meeting, assigns the right rep, and preps notes before the call starts

The through-line is that Chloe acts on data already in the CRM rather than waiting for a rep to notice a lead or remember a follow-up.

Where Chloe fits in the Close platform

Close positions itself as a sales CRM built for calling, emailing, texting, automation, and action. Calling, email, SMS, pipeline management, and reporting live in one platform, with Chloe as the AI layer on top. That matters for two reasons:

  1. No integration to maintain. Chloe is not a bolt-on AI tool connected through an API — she is part of the CRM, so there is no separate system to sync or reconcile.
  2. The CRM's data becomes actionable. As Close puts it, your CRM has all the data — Chloe is what lets it act on that data.

What customers report

Close cites a few outcomes from teams using Chloe:

  • Dana Derricks, Founder at FollowUp.com: booked appointments per week up roughly 50% since Chloe went live.
  • Zac Muir, VP of Revenue at Sisu: over $100,000 saved in tech costs after switching from Salesforce to Close.
  • Ben Pace, President at ClientMatchmaking.com: on concerns that clients would be put off by AI — "it's just noise," with a positive impact on the bottom line.

These are vendor-published testimonials, so treat them as directional rather than independently verified.

Who this is for

Chloe is relevant if your team sells primarily through conversations — calls, email, and SMS — and loses deals to slow first contact or forgotten follow-ups. She is less relevant if your sales motion is purely self-serve or if you need an AI agent that operates outside a CRM.

Close offers a free trial with no credit card required, and pricing details are available on Close's pricing page.