CRM & Sales

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.

Get started →How it works

$350/mo · Set up in 5 minutes · Cancel anytime

Agents

Cody

Orchestrator

Connected to Close CRM

Pulled pipeline summary from Close CRM →

Close CRM Agent

by Cody · Active in Slack

PipelineLeadsReports

Close CRM agent deployed

Start using agent

$350/mo · Set up in 5 minutes · Cancel anytime

Answers questionsSurfaces insightsDrafts updatesMonitors changesSummarises dataSpots problems

Use cases

What Cody does with Close CRM

Real tasks your team can delegate to Cody — no setup beyond connecting Close CRM.

Pipeline copilot

Ask an AI assistant to summarise open deals in Close CRM, flag stalled opportunities, and suggest the next best action for each rep.

Call and email memory

Turn messy notes, email threads, and meeting transcripts into structured CRM updates inside Close CRM — with owners, risks, and follow-ups clearly captured.

Exec-ready reporting

Generate a weekly revenue digest from Close CRM: new pipeline, slipped deals, forecast risk, and what changed since last week.

Examples

Ask Cody anything about Close CRM

Type these directly in Slack — Cody handles the rest.

@codyWhich deals haven't had activity in 2 weeks?

@codySummarise what happened with [Company] this month

@codyDraft a follow-up email for the stalled [Company] deal

@codyWhich new leads came in this week and what's the priority?

Setup

Close CRM AI assistant
in 3 steps

No technical skills needed. Cody connects to Close CRM and starts working in minutes.

Create your Cody account

Connect your Slack workspace

One click to add Cody to Slack. It gets its own dedicated server.

Start asking about Close CRM

Mention @cody in any channel or DM. Ask about Close CRM data, request summaries, or delegate tasks — Cody replies in seconds.

Get started →

< 5 min

Average setup time

24 / 7

Always available

Slack

Works where you work

$350

Per month, all-in

About the tool

About Close CRM

Close is a CRM designed for inside sales teams with built-in calling, emailing, and SMS. Connecting it to OpenClaw means your reps can check lead status, review activity history, and query pipeline data from Slack.

Common
questions

What can Cody actually do with Close CRM?

Cody can answer questions about your Close CRM data, summarise records, surface trends, draft content or updates, and flag issues — all inside Slack. It works as a conversational layer on top of Close CRM, so your team gets answers without switching tabs or learning new dashboards.

Does Cody replace Close CRM?

No. Cody is an assistant layer that sits on top of Close CRM. It makes Close CRM easier to use for the whole team by letting people ask questions and get useful answers in natural language, without needing to be power users of the tool itself.

How long does it take to set up?

Under 5 minutes. You subscribe, connect your Slack workspace, and Cody spins up its own dedicated server. There's no complex configuration required to get started.

Is my Close CRM data safe?

Yes. Every Cody customer gets a private, dedicated EC2 instance — your data is never on shared infrastructure. Credentials are encrypted at rest using AES-256-GCM, and your data never trains any model.

Can I use Cody with Close CRM and other tools at the same time?

Yes. Cody can work across multiple tools simultaneously. If your team uses Close CRM alongside other platforms, Cody can answer questions that span multiple systems and pull context from wherever it's relevant.

Get started today

Close CRM AI assistant
in your Slack

Cody has Close CRM integration built in. Query deals and activity history from Slack without API configuration.