AI Team
Your Built-In Sales Operators
Specialized AI agents embedded directly in your CRM workflows. Automate the busywork—qualify, follow up, and close faster, without switching tools.
Sales teams waste hours on repetitive tasks: qualifying leads, updating records, following up, and searching for information. Most tools add friction or require context-switching. Closer's AI agents work inside your CRM, handling the details so you can focus on closing.
How It Works
- SDR Agent: Automatically identifies hot leads from your LinkedIn connections and delivers a curated list based on your ideal customer profile and custom prompt. Sends leads weekly and displays them on the Hot Leads page.
- Analyzer Agent: Continuously enriches your contacts, companies, and deals with summaries, activity insights, and engagement data. Appears inside every CRM record to keep information current and actionable.
- Followuper Agent: Embedded across contact, company, and deal timelines. Suggests next steps, writes follow-up emails, books meetings, and creates tasks based on your input. Runs daily or on demand.
- Researcher Agent: Accessible from your home dashboard. Answers CRM-related questions and can find relevant information from Google Docs, Sheets, and Drive. Supports complex deal prep and team analysis.
Each agent accepts prompt customization and document uploads to tailor its output to your workflow and sales style. Closer's AI isn't a separate tool; it's part of the workflow.