How to Start Using the New Close GPT
Posted: Tue Jan 28, 2025 8:16 am
We’ve created our own GPT—a custom version of ChatGPT that you can use to analyze data from Close and turn it into actions. Quickly generate prospecting lists, create meeting agendas, summarize customer relationships, and access call transcriptions and summaries. Learn more about how to get the most out of this powerful new AI functionality.
Early in 2023, we were sitting around the table (it was a big table) at our annual team retreat, reflecting on why we’re still building Close—and someone asked a very important question… what do our customers want more than anything else? Time.
Some days, it’d be pretty nice to have a time machine, right? More time to send emails, make cold calls, or watch Arrested Development reruns. You do you.
While we don’t have a time machine (yet), we do have a brand new tool to add to your sales arsenal that can give you back time and level up your sales game in one fell swoop. We’re super excited to announce that Close is now the first CRM to offer a custom GPT—combining the power of AI with the data in your favorite CRM, and making it that much more powerful..
With the Close GPT, you can access to all the information within your Close organization. That includes emails, notes, meetings, custom activities, call notes, transcriptions, tasks, and more. It’s like having your very own sales assistant with a PhD in data analysis. Pretty damn cool, if you ask me.
So, if you’ve been on the fence about trying AI in your sales process, we’re here to show you how these tools are already changing the possibilities in selling, forever.
Ready to roll out the red carpet and welcome AI into mexico telegram data your sales process?
First things first—log into your ChatGPT account, and make sure you’re signed up for ChatGPT Plus. That way, you’ll be able to access all the custom GPTs available in the GPT Store.
How to Get the New Close ChatGPT Plugin - Make Sure You Are Subscribed to ChatGPT Plus
Now that’s out of the way, head to the “Explore GPTs” tab in the sidebar menu to start surfing the GPT Store.
But don’t get distracted just yet! Type “Close CRM” into the search bar to find what you’re looking for.
Early in 2023, we were sitting around the table (it was a big table) at our annual team retreat, reflecting on why we’re still building Close—and someone asked a very important question… what do our customers want more than anything else? Time.
Some days, it’d be pretty nice to have a time machine, right? More time to send emails, make cold calls, or watch Arrested Development reruns. You do you.
While we don’t have a time machine (yet), we do have a brand new tool to add to your sales arsenal that can give you back time and level up your sales game in one fell swoop. We’re super excited to announce that Close is now the first CRM to offer a custom GPT—combining the power of AI with the data in your favorite CRM, and making it that much more powerful..
With the Close GPT, you can access to all the information within your Close organization. That includes emails, notes, meetings, custom activities, call notes, transcriptions, tasks, and more. It’s like having your very own sales assistant with a PhD in data analysis. Pretty damn cool, if you ask me.
So, if you’ve been on the fence about trying AI in your sales process, we’re here to show you how these tools are already changing the possibilities in selling, forever.
Ready to roll out the red carpet and welcome AI into mexico telegram data your sales process?
First things first—log into your ChatGPT account, and make sure you’re signed up for ChatGPT Plus. That way, you’ll be able to access all the custom GPTs available in the GPT Store.
How to Get the New Close ChatGPT Plugin - Make Sure You Are Subscribed to ChatGPT Plus
Now that’s out of the way, head to the “Explore GPTs” tab in the sidebar menu to start surfing the GPT Store.
But don’t get distracted just yet! Type “Close CRM” into the search bar to find what you’re looking for.