AI Agent Solutions for Close

Close is the go-to CRM for ambitious sales teams, streamlining lead management, calls, emails, and sales workflows. With Runbear’s AI agent platform, your team can access Close data, automate CRM tasks, and collaborate—all from Slack or Teams. By integrating Close with Runbear, teams unlock unprecedented automation, simpler processes, and real-time sales intelligence where collaboration happens.

About Close

Close is a powerful, communications-centered CRM built for modern inside sales teams. With built-in calling, emailing, and SMS, Close helps teams manage leads, track conversations, and streamline their sales pipeline without relying on clunky add-ons or external tools. Its Power Dialer, predictive calling, real-time coaching, and auto-logging dramatically increase sales efficiency. Teams choose Close for its blend of simplicity, robust automation, and unified communication, making it a leader among sales-focused CRMs for startups to scaling enterprises alike. By delivering everything reps need in one place, Close empowers sales teams to move faster, close more deals, and collaborate seamlessly throughout the sales process. It’s especially adopted by teams who value high-velocity outreach and crave tools that minimize administrative friction.

Use Cases in Practice

When sales teams connect Close with Runbear, their day-to-day work transforms. Imagine your team receiving automated daily sales summaries in Slack every morning, crafted by an AI agent that understands both Close data and your team’s workflow. Need info on a key lead? Instead of digging through CRM tabs, simply ask the AI agent in chat—who instantly surfaces the latest details. For sales leaders, AI-powered analysis scans team calls and emails, sharing concise insights about what’s working (and what’s not). Want to update deal stages, add notes, or assign leads? No need to open Close: just give the AI agent your instructions in Slack or Teams, and watch your CRM update itself—freeing your team for higher-value work. This intersection of conversational AI, CRM automation, and team-centric chat is the next leap in sales efficiency. For teams wanting even more, Runbear’s approach pairs well with AI agent-driven KPI reporting automation and business analytics, enabling a seamless flow of insight and action across all your revenue operations.

Close vs Close + AI Agent: Key Differences

Integrating Close with Runbear revolutionizes team productivity by embedding AI agents directly in Slack or Teams. With Close alone, sales teams rely on manual data checks, isolated updates, and delayed reporting. By leveraging Runbear, teams enjoy instant access to Close data, automated reporting, and unified collaboration—all without leaving their primary chat tool. This transition from classic CRM workflows to AI-powered automation streamlines sales processes, keeps everyone in sync, and minimizes busywork that slows your team down.

Implementation Considerations

When adopting the Close-Runbear integration, teams should plan for initial setup—connecting Close to Runbear and configuring the AI agent’s permissions for CRM access. Training team members to use natural language with the AI agent ensures active adoption and minimizes friction. Leaders must consider data governance: ensuring only authorized users can update or retrieve sensitive Close data. Ongoing review of AI-generated reports is key for accuracy and trust. From a cost perspective, balance the investment in automation with the value gained from faster insights and reduced manual work. Finally, organizations should manage change thoughtfully by setting clear expectations around the new workflow, providing documentation, and encouraging feedback so the integration aligns with actual team needs.

Get Started Today

With Runbear’s AI agent embedded in your team’s Slack or Teams, Close becomes more than a CRM—it transforms into a truly collaborative, intelligent sales hub. Your team can focus on selling, not navigating tools or digging for data. As your sales processes grow more complex, integrating Close with Runbear ensures your workflows stay nimble, your insights stay sharp, and your collaboration stays effortless. Get started today to see how AI agent automation can elevate your team’s Close experience.