Running Close as a service, CRM Tools

Close Agency Implementation, AI-Powered Sales Automation for Retainer Clients

Learn how to deploy Close's AI lead qualification and unified communication stack as a retainer service for B2B clients. This course covers configuring Chloe for inbound lead handling, setting up multi-channel workflows, and structuring recurring revenue around Close's per-user pricing tiers.

Open the decision record for Close

What does running Close for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Startup plan at $59/mo plus initial setup time of 5-10 hours
Time to first value
Medium setup complexity, within a week to value
Payback
Breakeven by Month 2 with 1 client at $297/mo covering the $59/mo tool cost plus time
Guided implementation
16 hours

Is Close worth running as a client service?

Close offers a solid opportunity for agencies to deliver managed sales CRM services with AI-driven lead qualification. The lack of white-labeling means client sees Close branding, but the built-in automation and integration ecosystem justify the markup.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Close CRM account with Startup plan ($59/mo) or higher
  • Gmail or Microsoft 365 email account for integration
  • Calendly account for meeting scheduling
  • Zapier subscription for custom integrations

People and inputs

  • 5-10 hours for initial setup and workflow configuration
  • Access to Close's REST API documentation and webhooks
  • Knowledge of B2B sales processes and lead qualification

Included with the course

6 working documents for delivering this service.

  • Close Retainer Pricing & Margin Calculatorworksheet
  • Chloe AI Agent Configuration Checklistchecklist
  • Multi-Channel Workflow Setup Templatetemplate
  • Client Onboarding SOP for Close Implementationsop
  • Lead Qualification Prompt Library for Chloeguide
  • Close Integration Mapping with HubSpot and Zapiertemplate

Listed by name. These documents are not yet published as individual downloads.