Close CRM | Sales CRM with Built-In AI Sales Agent vs Duvi: Features, Pricing & Which Is Better (2026)
A side-by-side comparison of Close CRM | Sales CRM with Built-In AI Sales Agent and Duvi — features, pricing, and ideal use cases — to help you decide which AI tool fits your workflow.
Close CRM | Sales CRM with Built-In AI Sales Agent
Close
Sales CRM for growing teams with built-in calling, email, SMS and Chloe — an AI sales agent to qualify, follow up, and act on leads.
Key features
- Unified Communication Inbox: Native VoIP calling, tracked email, and SMS messaging all available inside contact records so reps can manage conversations without switching apps and every interaction is automatically logged.
- Chloe — AI Sales Agent: An integrated AI assistant that helps qualify inbound leads, recommends follow-up actions, drafts or automates replies, and surfaces prioritized tasks to accelerate deal progression.
- Email Power Tools: Snippets for templated responses, mail-merge for personalized bulk sends, send-later scheduling, and open/click tracking to time outreach and measure engagement.
- Pipeline & Activity Management: Visual Kanban-style lead boards plus list views that classify prospects by recency and likelihood, with full activity histories and outcome tracking to manage handoffs and pipeline health.
- Workflow Automation: Rules and automations to assign leads, set reminders, update records, and reduce administrative work so teams can scale repeatable sales motions.
- Reporting & Analytics: Conversion and activity reporting to track performance by source, monitor no-show patterns, call outcomes, and tie revenue to specific activities or channels.
- Integrations & Extensibility: API, Zapier connectivity, webhook triggers, and community integrations (e.g., n8n nodes) to connect Close to calendars, marketing stacks, scheduling tools, and other systems.
- Activity Capture & Attribution: Automatic logging of calls, emails, and meetings plus user attribution and custom field support to maintain accurate CRM data and enable attribution analysis.
- Built-in VoIP calling with automatic call logging and outcomes
- Tracked email with snippets, mail merge, send-later, and open tracking
- SMS messaging integrated into contact records and conversation history
- Chloe — built-in AI sales agent for lead qualification, follow-ups, and action suggestions
- Pipeline and deal management (Kanban and list views)
- Activity tracking recording every touchpoint (calls, emails, meetings, SMS)
- Automated workflows for lead assignment, reminders, and repetitive tasks
- REST API surface and community integrations (e.g., n8n node) for automation
- Webhook-based triggers with secure signature verification for event-driven workflows
- Native and third-party integrations (Zapier, Make, Slack, Gmail, community connectors like n8n and iClosed)
Best for
- High-velocity Inside Sales: Equip remote or inside sales teams to handle large volumes of outreach by centralizing calls, emails, and SMS in one interface and using Chloe to prioritize leads and automate follow-ups.
- Lead Qualification & Routing: Use Chloe and automated workflows to qualify inbound leads, route high-value prospects to senior closers, and assign lower-value leads to setters or nurture campaigns.
- Follow-up Automation: Automate multi-step follow-up sequences with scheduled emails, SMS reminders, and AI-drafted responses to reduce manual outreach and recover warm leads.
- Unified Outreach Campaigns: Run personalized mail-merge email campaigns, track opens/clicks, and follow up by phone or text from the same CRM to increase conversion rates.
- Sales Performance Reporting: Monitor conversion rates, revenue by source, call outcomes, and no-show patterns to optimize team processes and coach reps with data-driven insights.
- Stack Integration & Workflow Automation: Connect Close to scheduling tools, payment processors, and marketing systems via Zapier, webhooks, or community nodes (n8n) to create end-to-end sales workflows.
- Remote Team Collaboration: Maintain full conversation histories and activity logs for smooth handoffs between team members and ensure continuity in multi-rep selling motions.
- High-velocity inside-sales teams managing dozens/hundreds of parallel conversations
- Automating follow-ups and lead qualification using Chloe to reduce manual outreach
- Consolidating calling, emailing and SMS into a single CRM inbox to prevent information fragmentation
- Connecting Close to workflow automation platforms (n8n, Zapier, Make) to trigger downstream processes
- Integrating front-end lead capture systems (e.g., iClosed) to sync qualified leads into Close for pipeline management
Duvi
Duvi DigiIQ, Inc.
Build voice and chat support agents by describing them in conversation; one configuration answers on your website, WhatsApp and phone line.
Key features
- Conversational Agent Builder: Creating an agent opens a conversation with a builder that writes the system prompt, picks a model and ingests the websites the agent should answer from, so setup is a dialogue rather than a configuration form.
- Unified Omnichannel Configuration: One agent configuration serves website chat, a WhatsApp number and a phone line, with the same knowledge behind every channel so context is not lost when a customer switches.
- Live Knowledge Lookups: The agent checks your connected store as it answers, so stock and catalogue responses reflect what is actually available at that moment rather than a stale snapshot.
- Website Actions: With the customer's instruction the agent operates the on-page controls you allow, completing the task in front of them instead of handing them a link and instructions.
- Grounded Answering: The agent answers from the pages you point it at and says so when the information is not there, rather than guessing.
- Preview Before Launch: Agents are tested in Preview and only go live once the domain is allowed and a snippet is pasted on your site.
- Broad Connector Library: Sign-in level integrations for Shopify, WooCommerce, Wix, Salesforce Commerce Cloud, Stripe, PayPal, Notion, Airtable, Webflow, Linear, monday.com, Sentry, Supabase, Cloudflare and Zapier.
- Team Workspace: Staff query the day's conversations and orders through their own authorized connection, so the answer reflects the order a customer placed moments ago.
Best for
- Ecommerce Support Deflection: A Shopify store answers stock, shipping and returns questions automatically, with the agent reading live catalogue data instead of a static FAQ.
- Lead Capture With Context: An agent takes a caller's email or number and routes it to the team with the whole conversation attached, so nobody asks the customer to repeat themselves.
- Phone Line Replacement: A small team replaces a recorded phone menu with an agent that answers real questions using the same knowledge base as the website chat.
- WhatsApp Commerce: A brand serving customers primarily on WhatsApp runs the same support agent there without maintaining a separate bot.
- Startup Support Coverage: An early-stage team keeps answering customers around the clock while engineers focus on building the product.
- Enterprise Support Augmentation: An established support operation adds agents to an existing stack via connectors rather than replacing its tooling.