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An intelligent sales system for B2B teams

Stop losing leads.
Start closing more

CloseUp connects your lead sources and communication channels in one intelligent sales system. Every call, message, and interaction is captured in context, turned into follow-up tasks and next actions, and translated into the insights reps and managers need to move each opportunity forward
Connect the tools already inside your sales process
WhatsApp Business
Email
Telephony
Google Ads
Lead forms
Where deals slow down

Generating leads is only half the job. The rest is making sure none of them get lost

When context is split across channels and systems, reps respond late, managers find problems after the fact, and prospects receive an inconsistent experience

Context is scattered

A WhatsApp message in one place, an email in another, and a call that was never logged. No one sees the full story

The next step is unclear

Reps spend time searching, reading, and deciding who to contact instead of speaking with the right lead

Follow-ups slip

When follow-up depends on memory, even strong opportunities can go cold before anyone gets back to them

Managers see risk too late

Dashboards show numbers, but not always where a deal stalled or what will move it forward

See it in action

Open a lead and understand the full story in seconds

Watch a short tour of how CloseUp unifies every channel, summarizes the context, and gives the rep a clear next move

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

CloseUp — product tour

How it works

From first touch to next action, one connected sales process

CloseUp captures the data, connects it to the right lead, and turns it into clear daily work
01

Capture every lead

Bring leads in automatically from forms, campaigns, WhatsApp, and other sources, with source and campaign context attached

02

Connect every interaction

Messages, emails, calls, notes, and tasks live in one timeline for each lead

03

Let AI organize the context

CloseUp summarizes what happened, surfaces intent and important details, and creates follow-up tasks, reminders, and next actions

04

Act and improve

Reps see what needs attention today. Managers see what is moving, what is stuck, and where to coach

Less searching. More selling

Start every day with a clear priority list

Each rep gets an up-to-date lead brief, open tasks, and the next best action without switching tabs, logging notes manually, or trying to remember who said what

One timeline per lead

Every message, call, email, note, and task stays in one continuous lead story.

Conversation and interaction summaries

See what happened and what matters without re-reading the full history.

Tasks, reminders, and return dates

Follow-ups become explicit work items instead of something left to memory.

Recommendations and next steps

Get guidance on what to do next so more time goes into selling, not sorting.

Fast search, filtering, and updates

Find the right lead quickly and keep status, notes, and ownership current.

AI connected to the work

CloseUp analyzes relevant sales conversations and CRM context to help your team understand what matters, what is missing, and what to do next. Your people remain responsible for every decision.

Your sales stack

Keep the tools. Connect the context

CloseUp works with the channels your team already uses, bringing the right data into the CRM without manual copying

WhatsApp Business

Incoming and outgoing messages stay on the lead timeline with full conversation context.

Email

Incoming and sent email is matched to the right lead so history stays complete.

Telephony

Call logs, recordings, and transcripts connect to the lead for clearer next steps.

Google Ads

Capture campaign leads and attribution so you can see which sources create opportunities.

Lead forms

Form submissions arrive with source context and flow straight into the sales process.

Google Calendar

Schedule, update, and cancel meetings — including Google Meet links — from CloseUp.

Google Workspace data is used only for scheduling functionality, as described in our Privacy Policy.

Manage what is happening now

See where deals stall before the month is over

CloseUp connects rep activity, pipeline movement, and lead sources so managers can see stalled opportunities, missed follow-ups, and where timely coaching can improve the chance of closing

Lead flow and closed deals

Track inflow, movement, and closed business without waiting for end-of-day updates.

A clearer picture of what is moving now.

Conversion and time to close

See conversion rates and average time to close across the pipeline.

Spot slowdowns before the month ends.

Stalled deals and missed follow-ups

Surface opportunities that need attention and follow-ups that did not happen.

Intervene while the deal is still recoverable.

Performance by rep, team, and source

Compare execution by people and channels, with daily insights for better coaching.

Manage with facts instead of end-of-day status.
Control by role

Give each person the access they need

Role-based permissions, workspace separation, user management, and privacy controls help teams stay organized as they grow

Permissions for managers, team leads, and reps

Each role sees the views and actions needed for daily sales work.

Data separation between companies and workspaces

Keep customer and company data isolated across workspaces.

Authorized export and deletion controls

Export and delete information according to permissions and privacy requirements.

Usage and plan governance

Keep usage and plan limits visible as the team scales.

Plans

A plan that fits your team and activity level

Pricing depends on team size, usage, and required integrations. Tell us how your sales process works and we will provide a clear proposal for your team

2 months free

Start

For a small team that needs lead management, tasks, and a basic shared view.
/ month
Leads
WhatsApp / mo
AI jobs / mo
Seats
  • Lead and task management
  • Shared timeline per lead
  • Core dashboards
  • CSV import support
  • CSV import
Recommended

Growth

For teams that need AI, WhatsApp, multi-channel follow-up, and analytics.
/ month
Leads
WhatsApp / mo
AI jobs / mo
Seats
  • Everything in Start
  • AI summaries and next actions
  • WhatsApp and multi-channel follow-up
  • Analytics for reps and managers
  • 500 AI jobs / mo
  • AI insights & campaigns
  • Email outreach & bulk ops

Business

For companies that need API access, deeper integrations, and advanced management.
/ month
Leads
WhatsApp / mo
AI jobs / mo
Seats
  • Everything in Growth
  • Advanced management views
  • API access
  • Deeper integration options
  • 2,000 AI jobs / mo
  • Sales booster & telephony
  • API access & audit log

Enterprise

For organizations that need tailored limits, security review, and dedicated support.
Leads
WhatsApp / mo
AI jobs / mo
Seats
  • Everything in Business
  • Custom limits and onboarding
  • Security review as needed
  • Dedicated commercial support
  • Custom SLA & security review
  • Dedicated account manager
  • From ₪6,000 / mo

Ready to stop losing leads and start closing more?

Tell us where leads come from and where follow-up breaks down. We will show you how CloseUp connects every interaction, creates the next actions, and gives reps and managers the tools they need
A tailored walkthrough, with time for your questions