LoginSign Up
← Back to all sparks
Close CRM Blog logo

Close CRM Blog

CRM
Velocity2.5

CRM built for inside sales teams with built-in calling and SMS

www.close.com ↗

Close ships a ChatGPT app, turning the CRM into a callable system for reports, lead research, and customer summaries.

crmai integrationchatgpt appssales workflowsagentic crm
◆Current state
Close's biggest April release is its official ChatGPT app, exposing report generation, lead-list research, customer-interaction summaries, and Workflow creation as things a sales rep can ask ChatGPT to do. Earlier work added Call Tasks (call-typed reminders that auto-complete when a Call activity lands), Smart Views column calculations (sums, averages, min/max instead of a spreadsheet export), and a reworked Opportunities List. February cleaned up Workflows with View-Run shortcuts and per-step communication-schedule overrides.
◆Where it's heading
Close is positioning itself as the CRM that sales operators run through chat rather than through the app shell. The ChatGPT integration is the visible surface for that bet, and recent Workflow improvements have been making Close more controllable from the outside — both pointing at an agent-mediated CRM. Smart Views aggregations also remove the most common reason reps export to spreadsheets, keeping work in-app.
◆Prediction
Expect a native in-app AI assistant matching the ChatGPT app's capability set, more writable API surface to support agentic workflows (likely an MCP server within months), and continued reduction of the cases where reps leave Close to use other tools.

◆Recent moves

  1. 1mo ago

    ChatGPT app

    ⚡ SPARK

    Close's official ChatGPT app makes the CRM addressable from inside ChatGPT — reps ask in chat to generate a custom report, research a lead list, summarize a customer's recent interactions, or create a Workflow. The release where Close commits to chat as a primary CRM surface.

    View source ↗
  2. 3mo ago

    Duplicate Call Tasks announcement

    Duplicate of the Call Tasks announcement (same date, same feature). Likely the formatted blog version of the plain-text entry above.

    View source ↗
  3. 3mo ago

    Call Tasks‍ ‍You can assign Call Tasks to yourself or a member of the team as a reminder to a call a Contact at a specific date and time.

    Call Tasks: a new task type tied to a specific Contact, auto-completed when a matching Call activity occurs. Useful primitive for sales-call follow-up that fits naturally inside Close's existing Tasks UI without requiring a separate cadence tool.

    View source ↗
  4. 3mo ago

    Fragment of Smart Views/Opportunities List announcement

    Fragment of the Smart Views announcement, captured separately. Same content as the parent Mar 6 entry, no new information.

    View source ↗
  5. 3mo ago

    New in Smart Views: Instantly see the sum, average, and more for column data + New Opportunities List

    Smart Views and search results now show inline column calculations (sum, average, min/max, count, % empty) saved with the view. Removes the most common reason reps exported to spreadsheets — solid usability win.

    View source ↗
  6. 3mo ago

    Duplicate Smart Views announcement

    Third copy of the Smart Views column-calculations announcement, dated one day earlier. Same release surface captured multiple times by the crawler.