Close CRM
AI Assistant
Get a Close CRM AI assistant that lives in Slack. Ask questions, get summaries, and handle Close CRM tasks without leaving your workflow.
$350/mo · Set up in 5 minutes · Cancel anytime
$350/mo · Set up in 5 minutes · Cancel anytime
Example questions
Ask Cody things like
Which Close CRM opportunities are most likely slipping this month, and which ones have weak recent activity or no clear next step?
Summarise everything that happened for [Company or lead] in Close CRM across contacts, opportunities, calls, emails, SMS, and notes.
Which open Close CRM leads or opportunities have not had a meaningful call, email, or SMS touch in the last 14 days?
Draft a Close CRM pipeline update for Slack with stage movement, stale follow-ups, and the reps or leads that need attention first.
Use cases
What Cody does with Close CRM
Lead, opportunity, and pipeline-review copilot
Use an AI assistant with Close CRM to review lead and opportunity movement, flag deals that look stalled, explain what changed in the pipeline, and draft the sales update a manager actually needs without living inside Close all day.
Call, email, SMS, and activity-context assistant
Ask Cody to pull together Close CRM lead history across contacts, calls, emails, SMS, notes, and recent activities so reps can understand account context and next steps before they jump into the next follow-up.
Follow-up drafting and stale-lead cleanup assistant
Use Cody to surface Close CRM leads or opportunities with weak recent activity, no clear next step, or overdue follow-up, then turn that CRM context into cleaner rep follow-ups and manager-ready pipeline summaries from Slack.
Track Cody's progress in taskboards that it creates for Close CRM!
Tutorial
How to create a Close CRM AI assistant
Build a fully customised Close CRM assistant in minutes — no engineering required. Just drag, configure, and deploy.
Give Cody access to your messaging app
Connect your Slack workspace with one click. Cody gets its own dedicated server and appears as a bot in your workspace, with no shared infrastructure and no setup beyond the OAuth flow.
- One-click Slack OAuth, done in 30 seconds
- Dedicated server spun up automatically
- Cody appears in Slack as @cody, ready to use
Connect GitHub to Cody
Connect Close CRM to Cody
Connect Notion to Cody
Enable the Close CRM integration
Head to the Integrations panel and connect your Close CRM account in one click. Cody securely stores your credentials and uses them to act on your behalf, reading data, drafting outputs, and surfacing insights directly in Slack.
- Find Close CRM in the integrations list
- Click Connect and authorise access
- Credentials are encrypted and stored securely
Drag agents onto the canvas
Open Cody's visual canvas and drag pre-built agent blocks into your workspace. Choose a Close CRM agent, a summariser, a notifier, or combine several. Each block is a self-contained AI worker that handles a specific job, so your assistant only does exactly what you need.
- Pick a Close CRM agent from the library
- Arrange blocks to model your workflow
- Connect agents with a single drag
Set up your agent's skills
Give each agent the skills it needs. Connect your Close CRM account, define what the agent should look for, and tune its behaviour with plain-English instructions, no code and no YAML. Cody handles the prompting and API calls for you.
- Integrate directly with Close CRM
- Write instructions in plain English
- Preview responses before going live
About the tool
About Close CRM
Close CRM is built for inside sales teams, with leads, contacts, opportunities, and built-in calling, email, and SMS activity in one place. Cody turns that Close CRM context into fast answers, follow-up drafts, and pipeline visibility from Slack.
Category
CRM & SalesPrivate & secure
- Dedicated EC2 instance, nobody else's data
- Slack tokens encrypted with AES-256-GCM
- Your data never trains any model
Related AI assistants
Other tools your team might want Cody to help with.
FAQ
Common
questions
What can Cody actually do with Close CRM?
Cody can answer questions across Close CRM leads, contacts, opportunities, calls, emails, SMS activity, notes, and pipeline movement, then turn that CRM context into clear answers and updates in Slack.
Can Cody help review pipeline risk and stale follow-ups in Close CRM?
Yes. Cody can surface opportunities or leads that look stalled, weak recent activity, or no clear next step, then point reps and managers toward the follow-ups that deserve attention first instead of forcing everyone to rebuild the same filter views in Close.
Can Cody pull together calls, emails, SMS, and lead history from Close CRM in Slack?
Yes. Cody can gather the useful Close CRM context around a lead or company, including contacts, opportunities, call and email history, SMS activity, and notes, so reps can understand what happened before they send the next message or make the next call.
Can Cody help draft follow-ups and pipeline updates from Close CRM context?
Yes. Cody can use Close CRM activity history and pipeline context to draft rep follow-ups, manager updates, handoff notes, and next-step summaries while keeping a human in the loop for the final send or approval.
Does Cody replace Close CRM or our existing sales workflow?
No. Close CRM stays the source of truth. Cody sits on top of it as a faster interface for reviewing lead and opportunity context, searching activity history, and drafting updates without living inside every record and activity feed all day.
Get started today
Close CRM AI assistant
in your Slack
Cody gives your team a Close CRM AI assistant in Slack, so reps can review lead history, opportunity risk, calls, emails, and next steps without wrangling API auth or custom CRM glue.
Get started →$350/mo · Cancel anytime