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AI-Powered Sales Execution CRM

Every sales interaction,
in one execution layer

One unified workspace

CloseUp unifies leads and conversations from every channel — WhatsApp, Email, Telephony, and ads — into one timeline per lead, adding AI context and next actions so your team acts faster on the right lead.

Connected to the channels and lead sources your team already uses
WhatsApp
Email
Telephony
Google Ads
Google Lead Forms
The Challenge

Your sales are scattered across too many places

When every conversation lives in a different channel, things slip through the cracks.

Scattered conversations

WhatsApp, emails, phone calls, and ads — with no single unified picture per lead.

Missed follow-ups

Without prioritization and reminders, hot leads cool off and follow-ups fall through the cracks.

Weak management visibility

Managers can't see pipeline health, conversion rates, and stuck deals in real time.

Wasted time

Reps burn time gathering information across screens instead of selling.

See it in action

Watch CloseUp turn scattered conversations into closed deals

A 90-second tour of how your team unifies every lead and channel, gets AI context, and acts on the right deal faster — no slides, just the product.

Upload a video from the admin panel to show it here.

CloseUp — product tour

How It Works

From scattered to executed, in four steps

CloseUp turns scattered interactions into one execution layer with actionable context.
01

Capture

Leads and interactions are captured automatically from every channel — WhatsApp, Email, Telephony, Google Ads, and lead forms.

02

Centralize

Every interaction is matched to the right lead and centralized into one clear timeline.

03

Prioritize

Dashboards and tasks surface what's urgent — stuck leads, follow-ups, and pipeline gaps.

04

Act

Your team gets AI summaries, recommendations, and next actions — and acts faster on the right lead.

Capabilities

Everything your sales team needs to execute

Proven capabilities already shipping in the product — not a roadmap.

Lead & pipeline execution

Full lead management: statuses, assignment, notes, tasks, status history, and return dates. Filtering, search and sorting, CSV import/export, and bulk operations in the CMS.

Campaign ingestion & attribution

Campaign CRUD and status lifecycle, a dedicated ingestion token and webhook per campaign with token rotation, agent/team assignment rules, and UTM and external IDs.

Tasks & follow-up control

Manual and automated tasks with priorities, due dates, and quick actions — so no follow-up falls through the cracks.

Sales Booster

An analytics module with four views: Today, Performance, Campaigns, and Insights — to sharpen each rep's daily execution.

AI summaries & next actions

Queue-based AI processing for every interaction (calls, emails, WhatsApp, notes): summaries, recommendations, next actions, and rep feedback — with context continuity from prior summaries.

Permissions & tenant governance

Multi-tenant architecture with company scoping, role-based permissions (RBAC/ReBAC), user and team management, and compliance actions.

Integrations

Connected to your channels and lead sources

Secure webhook ingestion and reliable sync loops — inbound and outbound.

WhatsApp

WhatsApp Cloud API webhook ingest with signature verification and tenant routing, plus outbound sending with plan-based quota gating.

Email

Inbound webhook processing and IMAP sync (inbound and sent) matched to leads, plus outbound via a configured provider — company or per-agent.

Telephony

Webhook/poll flow for call logs and recordings, with a transcription pipeline.

Google Ads

OAuth connect and sync of campaigns, performance metrics, and search-term insights.

Google Lead Forms

Lead Form webhook ingestion with campaign-to-tenant resolution.

Secure webhook handling, signature verification, and reliable sync — by default.

Dashboards

Four operational surfaces, one goal: execution

For every role — manager, team lead, or rep — a clear view of what matters now.

Management Dashboard

Live KPIs: lead inflow, closed deals, conversion, avg days to close, funnel, source conversion, leaderboard, and stuck deals.

Full management visibility at a glance.

Leads Dashboard

Focused on daily execution and follow-up pressure.

Every rep knows exactly what to work on today.

Tasks Dashboard

Manual and automated tasks, priorities, due dates, and quick actions.

No follow-up falls through the cracks.

Sales Booster

Four views: Today, Performance, Campaigns, and Insights.

Sharpen rep performance over time.
Trust & Control

Control, permissions, and compliance from the ground up

Built for teams that need real governance, not just features.

Multi-tenant scoping

Multi-tenant architecture with company-level scoping and super-admin controls.

Role-based permissions

RBAC/ReBAC controls in server actions and routes — access by role, plus user and team management.

Compliance actions

Data export, erasure, and restore, plus DPA acceptance — audit-oriented operations.

Plan & usage governance

Plan-based feature gating and monthly quotas, including read-only behavior when billing is suspended.

Pricing

Simple, Transparent Pricing

Choose the plan that fits your team. No hidden fees.

2 months free

Basic

Perfect for small teams getting started with CRM.
249
per user / month
500
Leads
200
WhatsApp / mo
AI jobs / mo
3
Seats
  • Up to 3 team members
  • Lead management
  • Basic analytics
  • Email tracking
  • Mobile app access
Most Popular

Professional

For growing teams that need AI-powered insights.
899
per user / month
5,000
Leads
2,000
WhatsApp / mo
500
AI jobs / mo
25
Seats
  • Up to 25 team members
  • AI-powered insights
  • Multi-channel tracking
  • Advanced analytics
  • WhatsApp integration
  • Sales coaching engine
  • Priority support

Enterprise

For large organizations with custom requirements.
2,490
per user / month
25,000
Leads
10,000
WhatsApp / mo
2,000
AI jobs / mo
50
Seats
  • Up to 50 team members
  • Custom AI models
  • API access
  • Dedicated account manager
  • Custom integrations
  • SLA guarantee
  • On-premise option
  • 24/7 premium support

Enterprise

Custom limits, SSO & SLA for large organizations.
Custom
Unlimited
Leads
Unlimited
WhatsApp / mo
Unlimited
AI jobs / mo
Unlimited
Seats
  • Everything in Business
  • Unlimited seats & leads
  • Unlimited WhatsApp & AI
  • SSO & dedicated infrastructure
  • Custom SLA & security review
  • Dedicated account manager
  • From ₪6,000 / mo

Want to see CloseUp on your own data?

Built for Israeli B2B sales leaders, team leads, and RevOps — and for reps who need a clear daily execution tool.
Or start a trial and request an onboarding call · Full Hebrew RTL experience
CloseUp — AI-Powered Sales Execution CRM for Israeli B2B Teams