Integrations Directory 
Close.com
Close is an all-in-one CRM platform with built-in calling, SMS, and email services for startups and SMBs.
- Leads
- Call Activities
- Email Activities
- SMS Activities
- Opportunities
- Pipelines
AI Operation Agent
Company Data
Company Knowledge
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AI Decision Framework
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AI Operation Tools
Your Business Process
Use Close.com for your operation
Daily Operations Checklist
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Module:Operations
Entity:Operations Task / Checklist
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Supplier / Vendor Registration
Onboard and approve new vendors with necessary compliance and financial information.
Module:Operations
Entity:Vendors
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Incident / Accident Report
Record safety incidents, near-misses, or workplace accidents for compliance and analysis.
Module:Operations
Entity:Incident
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Sales Order Request
Initiate the purchase process based on a finalized quote or customer intent.
Module:Sales
Entity:Sales Order Request
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