Closingly is an AI-powered sales assistant designed to streamline the process from sales call to closed deal. It integrates seamlessly with your existing sales workflow, connecting calls, deals, proposals, follow-ups, pipeline management, scope definition, and revenue visibility into a single, cohesive flow.

• Automated Deal Creation: Upon processing a sales call, Closingly automatically transforms it into an organized deal, capturing essential context such as client information, project details, deal stage, value, activities, and the next steps.
• Efficient Proposal Generation: Leverage call context and your business setup to generate tailored proposals that accurately reflect the client's opportunity, moving beyond generic templates.
• Insightful Proposal Engagement Tracking: Monitor how clients interact with your proposals, including which sections they view, the frequency of their visits, and areas of strongest interest. This data informs your subsequent actions.
• Context-Aware Follow-ups: Receive AI-driven suggestions for follow-up actions, especially when a proposal is viewed multiple times without a response. These suggestions are based on real engagement data, ensuring timely and relevant communication.
• Scope Protection: Prevent scope creep by pasting new client requests into Closingly. The tool analyzes these requests against your agreed-upon scope, alerting you to potential out-of-scope items before you commit, thus preserving your time and budget.
• Intelligent Deal Insights: Ask Closingly questions about your deals, such as what's causing delays or who requires immediate follow-up. The AI draws answers from call transcripts, proposals, and activity logs to provide context-rich insights.
• Seamless Call Integration: Closingly's notetaker can join sales calls on platforms like Google Meet, Zoom, and Microsoft Teams, capturing conversations and extracting key details. For calls recorded elsewhere, you can paste the transcript for similar analysis.
• Founding Beta Program: Join a select cohort of 200 founding users (freelancers, consultants, agencies, coaches, and service businesses) to gain early access, influence product development, and receive priority support.

Closingly aims to reduce busywork and provide a simpler, more effective way to move from initial conversation to final close, ensuring your next move is always informed and strategic.