CRM & Sales

Let agents run your Close pipeline for you

QX creates leads, logs calls, sends SMS and chases tasks in Close—so your reps spend their day selling, not babysitting the CRM.

@QX What did I forget to follow up on this week?

Three leads have gone quiet—Acme (call on Tuesday, no next step), Northwind (SMS unanswered for 5 days) and Globex (task overdue since Monday). Want me to draft personal nudges and queue them up?

Gmail

Stop logging calls, chasing tasks and re-typing notes into Close. Hand the busywork to an agent.

Lead capture

Every new lead, in cleanly

Inbound emails, form fills and meeting notes get turned into properly-structured leads in Close—company, contacts, status and context all filled in without a single copy-paste.

Activity logging

Calls and SMS, logged for you

Every conversation is captured against the right lead—calls written up with summaries and next steps, SMS threads kept in sync, so your timeline is always the source of truth.

Follow-through

No task ever goes stale

QX watches open tasks and quiet leads, then drafts the right nudge at the right moment—so the deals you care about keep moving, even on your busiest weeks.

Real workflows, built for your team

Build complex workflows in minutes that chain Close together with the rest of your stack. Trigger them on specific events, on a schedule, or on demand.

Sales: Turn every inbound email into a qualified lead

Prospect emails in

Triggered in Gmail

Extract company & intent

Agent step

Enrich the company

in Clearbit

Score against your ICP

Agent step

ICP score ≥ 8

Create the lead with contacts

in Close

Queue a first-touch task

in Close

QX agents can create leads, log calls, send SMS and manage tasks in Close—and a lot more

CREATECreate a new lead

CREATELog a call against a lead

SENDSend or log an SMS

CREATECreate a task on a lead

QUERYPull notes from a lead

DELETERemove a mis-logged call

About Close

Close is a CRM built for high-velocity sales teams, combining pipeline management with native calling, SMS and email outreach in one place. Its well-documented API and activity-first data model make it a natural fit for automation—every lead, call and task is a clean object an agent can read and act on.

About QX Labs

QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.

See Close working inside your stack

Want an AI co-worker that keeps your Close pipeline up to date and your reps following through? Book a demo to walk through your workflows, or get started for free.

Book a demo