closeio/close
v0.1.0MIT
Use the Close plugin to search, manage, or analyze CRM records and communication activities. The plugin also includes tools to create Workflows, manage Voice Agents, and more.
account-brief
Build a Close account brief when preparing for a call or researching a lead, using recent activity, contacts, opportunities, and tasks.
close-crm
Use Close CRM data to research leads, review pipeline and activity, prepare follow-ups, and safely create or update CRM records.
follow-up-plan
Prepare a follow-up plan when the user wants next steps for a Close lead, based on its latest conversations and open tasks.
pipeline-review
Review the Close pipeline when the user wants to assess opportunity risk, find stale deals, or prioritize next actions.