🤖 Introduction: The AI Sales Revolution Has Arrived
For more than a decade, Close has helped sales teams engage leads and move deals forward with built-in calling, SMS, email, and automation . However, in 2026, the company took its biggest leap yet. They launched Chloe—an AI sales agent built directly into the CRM .
Unlike standalone AI SDR tools that sync information between systems, Chloe already has access to customer history, previous conversations, deal context, and workflow automation . Consequently, this means she can do more than just place calls—she can actually run your sales process.
In this article, I’ll explore what Chloe does, how it works, and why it matters for small businesses and sales teams.
🎯 What Is Chloe?
Chloe is an AI sales agent that works directly inside Close CRM . She can call leads, qualify prospects, answer questions, book meetings, follow up automatically, enrich customer records, update CRM data, and help teams work inside Close through Chloe Chat .
Key Capabilities:
Chloe is available to all U.S. customers on every Close plan . Additional markets and languages are coming soon .
📊 The Numbers Behind Chloe’s Success
Before general availability, 306 businesses tested Chloe during beta. The results were impressive:
| Metric | Number |
|---|---|
| Calls made | 818,787 |
| Prospects reached | 111,915 |
| Hours of conversations | 6,424+ |
| Equivalent days of nonstop calling | 268 |
Beta customers used Chloe to qualify inbound leads, re-engage old opportunities, recover missed calls, answer questions, and schedule meetings automatically .
Real Customer Results:
“In our first week with Chloe, we booked 30 meetings and increased total meetings booked by more than 50%.” — Ben Pace, Founder, ClientMatchmaking.com
“Chloe is the first AI calling agent I tried that actually fits the way a sales team works. It handles repetitive phone work, navigates real-world call scenarios, and gets the conversation to the right human at the right time.” — Pedro Ponciano, CEO & Founder, Close Accelerate
🛠️ How Chloe Works
Voice Agent Setup
Setting up a Voice Agent starts with a short conversation with Chloe, where she learns about your business and builds your first prompt . The setup happens through a voice call and takes about 3-5 minutes. Chloe asks about what you do, who you’re selling to, and how leads should move forward. She then calls you back so you can hear her in action, and you can give feedback to refine the prompt in real time .
Skills (Actions Chloe Can Take)
Skills are the capabilities Chloe can use during a call. Each skill can be toggled on or off per Voice Agent :
| Skill | What It Does | Setup Required |
|---|---|---|
| Transfer Call | Transfers the call to a specified user, group, or number | Choose transfer target and fallback |
| Alert Users | Notifies team members during or after a call | Choose users to notify |
| Send Scheduling Link | Sends a scheduling link via email or SMS | Configure link and message template |
| Book Meeting | Books a meeting directly during the call | Requires calendar booking permissions |
| Create Task | Creates a follow-up task | Configure task description and assignee |
Chloe is required to disclose at the start of every call that she is a virtual AI assistant and that the call is being recorded. This cannot be disabled or overridden .
Chloe Chat
Chloe Chat is a conversational interface where you can ask questions, summarize activity, find information, and work with customer data using natural language . Available worldwide .
💡 Why Chloe Matters for Small Businesses
Steli Efti, Founder and CEO of Close, explained the vision:
“The biggest opportunity with AI isn’t replacing salespeople. It’s giving small businesses leverage they couldn’t afford before. For most of the last twenty years, if you wanted faster lead response, more follow-up, or more sales activity, you hired more people. AI changes that. Small businesses can now operate with a level of speed and consistency that previously required much larger teams.”
Close has always focused on being a system of action rather than a system of record . Most CRMs store information about your sales process. Close helps you run it .
For some customers, Chloe changed how they thought about their sales technology stack entirely:
“I was probably going to build my own CRM. Then I saw Chloe. It’s such a high-quality addition that I decided to stick with Close.” — Sean Smith, Co-Founder, Freedom10
💰 Pricing: AI on the $9 Plan
One of the most remarkable aspects of Chloe is how accessible it is. The Solo plan starts at $9/seat/month (annual billing) and includes Chloe AI with 500 credits .
| Plan | Price (Annual) | Best For |
|---|---|---|
| Solo | $9/seat/month | Individual reps, solo founders |
| Essentials | $35/seat/month | Small teams needing calling + SMS |
| Growth | $99/seat/month | Teams needing automation + AI |
| Scale | $139/seat/month | Advanced permissions + predictive dialing |
Close offers the most accessible entry pricing in the inside-sales CRM category. Individual sales reps and founders get the full platform with AI sales agent capabilities and no seat-minimum commitments .
🔍 Key Benefits and Limitations
Based on independent reviews, here’s a balanced look at what Chloe offers :
Pros
Limitations
🎯 Is Chloe Right for You?
Try Chloe if:
- Your team spends significant time on outbound calls
- You want to automate repetitive sales tasks (qualifying, follow-ups, scheduling)
- You’re a small team (1-25 reps) looking for affordable AI leverage
- You want an AI assistant that understands your CRM context
Pass on Chloe if:
- Your team doesn’t make outbound calls
- You need enterprise territory management or complex deal hierarchies
- You’re outside the U.S. and Canada (for now)
Ready to try Chloe and experience AI-powered sales for yourself?
Start a free 14-day trial (no credit card required) and see what it’s like to have an AI sales teammate:
👉 Try Close with Chloe for Free
Want to discover more AI tools for your business?
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