AI chatbot for Close CRM: answer leads instantly, capture more

A visitor lands on your pricing page. They have a quick question about your onboarding process. They type it into the chat box and hit send. Then they wait. And wait. After 20 minutes with no reply, they close the tab. That lead – and the deal behind it – is gone.

Close CRM helps you track every deal, but it can’t answer chats on your site. An AI chatbot that connects to Close CRM can. It answers questions the moment they come in. It captures contact details and pushes them straight into your CRM. And when a conversation needs a human, your team can step in without leaving their workflow.

Chatref is that chatbot. It learns your business, answers in your brand’s voice, and works alongside Close CRM to turn more website visitors into qualified leads. Here’s how the two fit together.

How an AI chatbot fits into your Close CRM workflow

The chatbot sits on your website through a simple snippet of code. When someone asks a question, it replies instantly using your own help docs, site pages, and uploaded files. If the visitor is new, the chatbot can ask for a name and email at the right moment. That information flows directly into Close CRM as a new lead, with the full chat transcript attached.

Your sales team sees the conversation history inside the lead record. They know exactly what the prospect asked and what the chatbot already covered. No one wastes time repeating questions. The handoff from marketing to sales stays smooth and informed.

Answer leads the moment they reach out

Speed matters. A lead who gets a reply in seconds is far more likely to stay and explore. A chatbot never sleeps, never takes a lunch break, and never gets stuck in a meeting. It answers common questions about pricing, features, or setup right away.

That instant reply keeps the lead warm. It moves them closer to booking a demo or starting a trial. Your team can focus on high-value conversations while the chatbot handles the first touch. No more missed opportunities because everyone was busy.

Capture contact details without manual entry

You can set the chatbot to ask for contact info after it has answered a question or when the visitor shows buying intent. The moment a name and email are shared, the chatbot creates a new lead in Close CRM.

There’s no copy-pasting. No data entry errors. The chat history is saved against that lead, so your team picks up right where the bot left off. This turns a casual website chat into a trackable, actionable lead in your CRM – automatically.

Let your team jump in when a human touch is needed

Not every question fits a script. Sometimes a prospect needs reassurance, a custom quote, or a nuanced answer. Chatref’s shared inbox lets your team watch live chats and take over with one click.

A salesperson using Close CRM can see the full conversation, step in, and continue the chat without the lead ever noticing a switch. The handoff is seamless. Your team stays in control, and the lead feels heard from the first message to the close.

The real value is not just speed – it’s that every conversation feeds into Close CRM, so your team never loses context.

Keep answers accurate with your own knowledge base

The chatbot learns from your own content. You point it to your help center, website pages, and any files you upload. It pulls answers from those sources, so replies stay factual and on-brand.

You can update the knowledge base anytime. Add a new product detail, change a policy, or clarify a common question. The chatbot reflects those changes instantly. Customers get consistent, trustworthy answers without guesswork.

One chatbot, many channels: web, Slack, email, WhatsApp

Chatref works across your website, Slack, email, and WhatsApp. A lead who messages you on WhatsApp gets the same instant reply and is captured in Close CRM just like a website visitor.

All conversations – no matter where they start – feed into one shared inbox. Your team can monitor and join chats from any channel. This keeps your lead capture consistent and your CRM data complete, without juggling separate tools.

Pay only for what you use, no per-seat fees

You buy prepaid credits and use them as conversations happen. There are no per-seat charges, so your whole sales team can monitor chats without adding cost.

This makes it easy to scale up during a product launch or busy season, then scale back when things quiet down. You pay for the conversations you actually have, not for seats that sit empty.

Get started in minutes with a simple code snippet

You don’t need a developer. Add one snippet to your site and the chatbot goes live. The setup to connect with Close CRM is straightforward – no complex integrations or long onboarding calls.

You can customize the chat widget to match your brand colors and logo without any code. Most teams go from sign-up to a working chatbot on their site in under an hour.

Key takeaways

• An AI chatbot answers website leads instantly, keeping them engaged while your team is busy.
• Lead capture sends contact details and chat transcripts directly into Close CRM, saving manual work.
• Your team can take over any live chat from a shared inbox, so no lead feels ignored.
• The chatbot learns from your own content, giving accurate answers that match your brand voice.
• Pay-as-you-go pricing with no per-seat fees makes it affordable for teams of any size.

Frequently asked questions

Does the chatbot automatically create leads in Close CRM?

Yes. When the chatbot collects a visitor’s name and email, it can create a new lead in Close CRM with the conversation history attached. You control when and how it asks for that information.

Can my sales team see chatbot conversations in real time?

Absolutely. The shared inbox shows every live chat. Team members can watch, join, or take over conversations right from their browser, even while working inside Close CRM.

What if the chatbot gives a wrong answer?

Because