Plugin · crm

Whip Computer + Close

Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.

Request an invite

How a Bot uses Close

6 Close tools. Connect under Plugins. The Bot still asks before anything leaves the thread.

Look up the accounts you name in Close. Return a short health read.
Draft a follow-up. Do not create or close records until you approve.
Cite the CRM fields. If a number is missing, it says so.

Never without you

Create or delete records
Email the customer from the CRM

First message

Look up these accounts in Close. Health, last touch, risk. Do not email anyone.

Tools a Bot can call

A sample from the Close toolkit. The Bot calls these after you connect. Writes that would go live still wait for approval.

Create Call
Create Lead
Create SMS Message
Create Task
Delete Call
Get Notes

Jobs that use Close

Sales outbound — Draft follow-ups from the account list. Do not send. Ask before anything leaves the thread.
Lead generation — Build a sourced shortlist from the ICP you name. Enrich what you can. Never cold-email without you.
Lead qualification — Score inbound against your rubric. Draft the route note. Do not change CRM stage until you say so.