## Give AI agents **all** your data.

Plug Claude, ChatGPT + Gemini into every system you run - SaaS, IT, OT, IoT, files - anything. Get AI agents that can finally see _all_ your business.

# Close integration that reaches the systems other tools can't.

Connect Close CRM to every system + workflow your business runs on

turn inside-sales activity + telephony data into real-time operational intelligence.

240+
deployments live

600+
pre-built connectors

3 wks

average deploy

66%
faster than DIY

★★★★★ **5/5** · 140+ reviews**Australian-built** · sovereign deploy**99.9%** platform uptime

+

Live demo · Claude querying Close + ops via Rayven MCP

What's the status of the Close → ERP + accounting flow today?

**All flowing.** Won opportunities to invoice is live. No blockers flagged.

## Close automations that touch every system you run.

6 examples of what Rayven customers run on Close + integrated systems. Built in weeks, not months.

### Won opportunities to invoice

Won opportunities create invoices in your ERP or accounting platform in real-time. Inside-sales-claimed revenue + finance-booked revenue reconcile automatically.

U

Booked revenue vs Close closed-won this month?

AI

**$2.41M booked**, $2.39M closed-won. Two deals awaiting invoice - flagged.

### Pipeline triggers operations

Won opportunities create work orders in your operational systems. Operations starts the moment the deal closes - not after the inside-sales handover call.

U

Any production delays linked to open opportunities?

AI

**2 delays.** Line 3 down 4 hrs, batch 88 short 14 units.

### Activity events drive cross-system action

Power Dialer calls, SMS exchanges + email opens flow into ERP, support + ops systems. The whole team sees the engagement state, not just the rep.

U

Call quality scores by team this month?

AI

**SDR team 4.2/5**, AE team 4.6/5. Outliers attached.

### Funnel alignment for inside sales

MQLs + campaign engagement flow into Close leads in real-time. Reps act on live intent - not yesterday's exported list - and dial the right contacts first.

U

Which campaign source converts fastest to closed-won?

AI

**Referral · industrial.** 28 days avg, 44% close rate.

### Close data, AI-ready

Call patterns, SMS engagement, pipeline velocity + activity-stream data flow into Rayven's AI data fabric - ready for talk-time optimisation, call-quality scoring + agentic workflows.

U

Any production delays linked to open opportunities?

AI

**2 delays.** Line 3 down 4 hrs, batch 88 short 14 units.

### Inside-sales 360

One portal showing Close activity + ERP customer balance + open service tickets + product usage - so reps prep with the full account picture before they dial.

U

Reconcile duplicate accounts across the stack.

AI

**4 duplicates resolved.** Canonical record published. Audit logged.

## Integration is the start. Here's what comes with it.

Rayven isn't just a Close connector. It's the operational software platform underneath - so once Close is connected, four more capabilities come online by default.

1. **AI-ready data layer (AI Data Fabric)**

Close data joined with ERP, IoT + legacy - contextualised, unified + structured so AI models, agents + tools can use it without ETL prep work.

2. **Live AI access (Rayven MCP)**

Claude, ChatGPT + Gemini get live, governed access to Close + every other connected system. Your AI stops guessing - cites real Close records + numbers.

3. **Automation + AI agents**

Workflows + AI agents act on Close data without human intervention - escalate at-risk accounts, trigger operational work, auto-update forecasts, draft customer comms.

4. **Custom apps + portals**

Unified customer portals, ops dashboards, mobile field apps, partner portals - built on top of integrated Close data. No separate BI tool, no separate dev stack.