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Automate Close with AI Agents.

Automate Close with AI workers to streamline sales workflows, improve pipeline follow-up, and reduce repetitive CRM and outreach admin across revenue teams.

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Your Close AI Worker

Close AI Worker

Active

You: Review every lead that opened our pricing email or replied in the last 72 hours, update the opportunity stage, and draft a personalized follow-up for each rep to send today.

Scanning recent lead engagement in Close...

Prioritizing opportunities by reply and intent signals...

47 hot leads prioritized for same-day follow-up.

The worker grouped engaged prospects by urgency, moved qualified opportunities into the right pipeline stages, and prepared tailored follow-up drafts so reps can respond...

47Leads prioritized

47Follow-ups drafted

3 hours of manual CRM review and email draftingBeforeto8 minWith Toolhouse

Use cases

Sales workflow automation with Close

Use case 1

Automate outreach and pipeline follow-up

Toolhouse AI workers can use Close to support workflows around leads, deals, outreach, and sales pipeline coordination. Workers can monitor activity, trigger follow-up actions, and reduce the manual effort required to keep revenue workflows moving. This helps sales teams improve responsiveness while keeping pipeline operations organized.

Your Close AI Worker

Close AI Worker

Active

You: Find all deals that have had no calls, emails, or notes for 10+ days, flag the ones over $15k ARR, and generate a re-engagement plan for each account owner.

Checking inactive opportunities across the pipeline...

Ranking stalled deals by value and recovery likelihood...

31 stalled deals reactivated before going cold.

The worker identified high-value opportunities with missing follow-up, surfaced the most recoverable accounts first, and created next-step outreach plans so managers can...

31Deals flagged

462000ARR at risk reviewed

half-day manual pipeline auditBeforeto11 minWith Toolhouse

Use case 2

Track deal activity and communication workflows

Sales workflows create the most value when deal or lead changes automatically trigger the right next action. By combining Close with Toolhouse, AI workers can support call follow-up, lead routing, and pipeline management across high-velocity sales operations. That improves conversion speed and helps teams stay disciplined across larger volumes of opportunities.

Your Close AI Worker

Close AI Worker

Active

You: After every completed sales call today, summarize the conversation, log next steps in Close, and create a manager-ready report showing objections, deal risks, and likely close dates.

Organizing call notes and activity logs...

Extracting objections, next steps, and close signals...

22 call summaries turned into actionable pipeline updates.

The worker converted raw call activity into structured CRM updates, highlighted recurring objections, and gave leadership a clear snapshot of deal risk without waiting o...

22Calls summarized

58Next steps logged

2 to 3 hours of rep updates and manager reviewBeforeto14 minWith Toolhouse

Use case 3

Support high-velocity sales teams

Teams often lose time manually checking pipeline status, coordinating outreach, and following up on repetitive CRM tasks. AI workers can use Close to support those recurring workflows, reduce repetitive admin, and maintain stronger visibility into what needs attention. This makes sales operations easier to scale across outbound and inbound programs.

Your Close AI Worker

Close AI Worker

Active

You: Analyze last quarter's won and lost deals in Close, identify the top conversion drop-off points by stage, and recommend where our SDR and AE workflow should change first.

Reviewing stage conversion patterns in Close...

Comparing win-loss trends and follow-up behavior...

3 pipeline bottlenecks identified with the biggest revenue upside.

The worker compared stage progression, loss reasons, and follow-up timing patterns to uncover where deals slow down most. The result is a focused improvement plan for re...

3Bottlenecks identified

684Deals analyzed

1 week of spreadsheet analysisBeforeto19 minWith Toolhouse

Use case 4

Reduce repetitive CRM admin

Organizations also benefit from stronger reporting on pipeline health, rep follow-up, and workflow bottlenecks. Toolhouse can automate Close-based workflows that summarize sales activity, flag stalled deals, and support recurring revenue reviews. That improves oversight without adding more manual reporting work.

Your Close AI Worker

Close AI Worker

Active

You: Automate Close with AI workers to streamline sales workflows, improve pipeline follow-up, and reduce repetitive CRM and outreach admin across revenue teams.

Reading workflow context...

Preparing the next best action...

Reduce repetitive CRM admin

Organizations also benefit from stronger reporting on pipeline health, rep follow-up, and workflow bottlenecks. Toolhouse can automate Close-based workflows that summari...

-Tasks handled

-Actions ready

manualBeforetominutesWith Toolhouse

Use case 5

Report pipeline and conversion trends

Leadership teams benefit from reporting on deal movement, outreach performance, and operational efficiency. AI workers can summarize Close activity into reports on conversion patterns, follow-up coverage, and business impact, helping teams improve revenue execution over time. Better reporting supports stronger sales discipline and smarter pipeline management.

Your Close AI Worker

Close AI Worker

Active

You: Automate Close with AI workers to streamline sales workflows, improve pipeline follow-up, and reduce repetitive CRM and outreach admin across revenue teams.

Reading workflow context...

Preparing the next best action...

Report pipeline and conversion trends

Leadership teams benefit from reporting on deal movement, outreach performance, and operational efficiency. AI workers can summarize Close activity into reports on conve...

-Tasks handled

-Actions ready

manualBeforetominutesWith Toolhouse

Testimonials

What our customers say

1,000,000+ agents· 15,000+ teams· 1,000+ integrations· Start for free

“We built in record time what would have taken weeks otherwise! I can honestly say that without Toolhouse, our team would have been spending much MUCH more time delivering AI features in the products we're building.”

Marcos Ocón

COO @ Develative (Developer Agency)

EngineeringSince 2025

“I built an agent that qualifies my leads and books calls automatically. No developer, no agency. It paid for itself in the first week.”

Andrew Njoo

Founder @ Stack2Sale

MarketingSince 2025

“Our team of 12 was drowning in repetitive tasks. We described what we needed and the agent just worked. We didn't write a single line of code.”

Kristian Freeman

Manager @ Large Engineering Company

InfrastructureSince 2025

Pricing

Simple, transparent pricing

Start free, scale as you grow. No hidden fees, no surprises.

Business

$500/month

Includes FREE unlimited tokens

Credits / month25,000
Workers50
Log retention30 days
Worker email inboxIncluded
OnboardingIncluded
Organizations—
Account engineer—
SupportSlack, Email

Start now →

No credit card needed

For scaling businesses

Business Max

$1,200/month

Includes FREE unlimited tokens

Credits / month80,000
Workers500
Log retention1 year
Worker email inboxIncluded
OnboardingIncluded
OrganizationsIncluded
Account engineerOn demand
SupportPriority (Slack, Email, Phone)

Start now →

No credit card needed

For larger companies

Enterprise

Custom

For scaling needs

Credits / monthVolume pricing
WorkersUnlimited
Log retentionCustom
Worker email inboxIncluded
OnboardingIncluded
OrganizationsIncluded
Account engineerNamed
SupportCustom

Talk to sales →

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FAQ

Using Close with AI workers

Common questions about Close automation with AI workers.

How can Toolhouse automate Close workflows?

Toolhouse lets you build AI workers that use Close to automate lead follow-up, outreach workflows, pipeline coordination, and reporting across revenue teams.

Is Close a good fit for AI workers?

Yes. Close is a strong fit for AI workers because sales workflows are repetitive and benefit from automated follow-up, routing, and visibility.

What teams benefit from Close automation?

Sales, SDR, revenue operations, and customer-facing teams benefit most because they can reduce repetitive CRM admin and manage pipeline workflows more efficiently.

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