Close CoachingJump into calls, guide reps live, and sharpen your team’s performance—right from your CRM.
Whether you’re onboarding new reps or leveling up veterans, Close helps you coach with clarity, consistency, and confidence, all within your CRM.
Guide live calls and give real-time feedback.
Train new hires inside real sales conversations.
Build winning habits that fuel repeatable success.
Turn your sales philosophy into everyday rep behavior.
Targeted feedback
Use call recordings and transcripts to review sales conversations, identify coaching moments, and help reps improve objection handling and closing. Stronger calls, stronger conversions.
Onboard new reps faster
Use Smart Views, shared templates, and call recordings to get new reps selling, not just learning. The faster teammates onboard, the faster you’ll see pipeline impact.
Spot low performers early
Track rep activity across calls, emails, and meetings in Close to catch performance issues early and take action—before missed quotas or slipped deals become a pattern.
Clone your top performers
Tag standout calls, proven workflows, and winning templates to share across the team. Reinforce what works, and turn your best reps into a repeatable blueprint for closing more deals.
Automatically record every sales call so you can review conversations, give feedback, and coach with context every time.
Review searchable transcripts and call summaries to quickly find coaching opportunities.
Silently listen in on live calls without disrupting the flow of the call. Your reps stay focused and you get all the context.
Coach reps on live calls by whispering guidance only they can hear—or join a call instantly when a rep needs support.
Track rep activity across calls, emails, and tasks to ensure consistent outreach, balanced workloads, and stronger pipeline coverage.
Uncover drop-offs in your funnel to coach reps with data, not guesswork. Track meeting outcomes to see how successful their conversations are.
See how reps use workflows and automations to move leads through your pipeline.
Save and share the reports your team actually uses to stay on track and hit goals.
Create filtered lead views so reps always know the right leads to contact, at the right time.
Give reps high-performing email and SMS templates that save time, stay on-brand, and drive responses.
Design custom workflows your team can use, refine, and optimize. Share the workflows that convert best.
Highlight and share standout calls to scale best practices and help reps learn from real conversations.
(out of 700+ CRMs)
Close has every feature that a young sales team needs to succeed. This includes a power dialer, live call-coaching, an opportunities tracker, and activity metrics.
I love how user friendly Close is. It integrates with all our other systems and makes it easy to review calls as a team.
Use Close’s built-in coaching tools to ramp faster, close better, and coach with clarity—free for 14 days. No credit card required.
Yes! With Live Call Listening, Whisper and Barge modes, you can join active calls to observe or coach in real time—without interrupting the conversation.
Every call is automatically recorded and transcribed, making it easy to review key moments, leave feedback, and even share standout examples with the team.
Use built-in Activity and Funnel reports to monitor call volume, email activity, meeting booking rates, and lead conversion—so you can spot trends and coach more effectively.
Absolutely. Smart Views, shared templates, and automated workflows provide structure and guidance, while recordings and call examples help them learn by doing.
Features like call recordings, live listening, and whisper coaching are included on the Enterprise plan—there’s no separate add-on or coaching-specific fee. Just choose the plan that fits your team’s needs.
