Partner spotlight: Close

Close is a CRM built for small and mid-sized sales teams, with calling, email, and SMS built directly into the platform. OutboundSync writes into Close as a beta, one-way integration.

Who’s behind Close

Close was founded in 2013 by Steli Efti (CEO), Anthony Nemitz (COO), and Thomas Steinacher. The company is bootstrapped, profitable, and fully remote. Since 2013 it has focused on one idea: a CRM built around communication, without the manual data entry and heavy setup that bog sales reps down.

What Close does

Close’s strength is that it’s built for salespeople who spend their day reaching out. Calling, email, and SMS are native, so reps can work leads without bouncing between tools, and the setup stays light. That makes it a favorite with SMB sales teams and startups that want to sell fast without administering a complex system.

How Close structures your data

Close organizes everything around Leads. A Lead is the company or organization — Contacts (the people), Opportunities (the deals), and Activities all hang off it. Activities are the communication log: calls, emails, SMS, meetings, notes, and custom activities you define. OutboundSync writes synced email sends and replies as Email Activities on the matched Lead, and other outbound events (including social) as Note Activities, so outreach sits on the same timeline as the calls and texts the team already logs in Close.

On the automation side, Workflows and Sequences fire follow-ups across email, phone, and SMS when a Lead’s status or activity changes. Chloe, Close’s built-in AI sales agent, can call leads, qualify them, book meetings, and log notes and next steps on the record. Built-in reports and dashboards — plus Smart Views — give teams near-real time views of pipeline, activity, and conversion.

How it works with OutboundSync

OutboundSync syncs outbound email and social activity onto your Close Lead records — one-way, in beta — so the outreach your team runs in tools like Smartlead, Instantly, or HeyReach shows up where your reps work. Close onboarding is guided by the OutboundSync team while the beta expands.

For the latest status, see the Close integration page. We also walked through the integration when it launched, in this announcement.

Related integrations

Outbound tools like Smartlead, Instantly, EmailBison, HeyReach, and Clay can sync into Close through OutboundSync. The full list is on our integrations page.