Every signal, drawn into focus.
Move your cursor. You are holding the AI lens.
Leads come in. Too many never get called.
When leads and conversations live in six different places, revenue slips through the cracks.
Leads everywhere
Leads arrive from ads, forms, WhatsApp and calls, and some are never called back.
Slow first response
A slow first response kills conversion, and nobody measures it.
No view of the floor
Managers can't see what reps actually did today, or which deals are stuck.
Ad spend without proof
Marketing can show leads, but not which campaign produced revenue.
Put any deal under the lens.
This is the rep's screen. Everything outside the lens is noise. Move the lens over the queue, the call and the coach to see what CloseUp sees.
Your queue · 6
Summary: runs 3 clinics, leads from Meta go cold over the weekend. Objection: price vs current tool. Buying signal: asked about WhatsApp.
Pricing overview for 3 locations.
AI coach
If it works with our WhatsApp, we're in.
Compare the cost of leads nobody called last weekend.
Demo data. Names and conversations are examples.
From infinity to one deal.
Turn the focus ring. Every lead travels the same five moves, from a scattered signal to a closed loop.
Leads from Meta and Google lead ads, your website, WhatsApp, calls, email, CSV and any webhook land in one queue in seconds. Duplicates are merged and returning leads flagged.
- 10lead intake paths
- 7languages of ready-made webhook snippets
- UTMand click IDs kept for attribution
Everything your sales floor needs, in one tab
Live in the product today, not a roadmap.
Every lead source, one queue
Meta and Google lead ads, website forms, WordPress, WhatsApp, phone calls, email, CSV and any webhook. Duplicates are merged by phone and email, and returning leads are flagged.
Smart routing
Assign by source, campaign and more: a specific rep, round-robin across a team, equal split or a shared pool. Reps, team leads and managers each see their own scope.
Speed-to-lead you can see
Pressure colours on every lead, response-time buckets from under 5 minutes to never, push alerts for new leads, and email alerts when a lead goes stale.
AI coach and lead memory
A running profile of each customer, a talk track, likely objections with answers, the next best action with the customer's own quote, deal temperature, and a 0-100 close-chance score with the reasons behind it.
Every call recorded and analysed
Calls from your telephony provider or PBX are transcribed and summarised, with objections, buying signals and feedback for the rep.
WhatsApp inbox and AI bot
A WhatsApp inbox per lead, templates and voice-note transcription, plus an AI WhatsApp bot that answers only from your own knowledge and hands off to a person when unsure.
Meetings and booking pages
Connect each rep's calendar and Zoom, create meeting links automatically, and share public booking pages, including paid bookings.
Outreach at scale
Bulk email, WhatsApp and SMS to segments of your own leads, with marketing consent per lead and one-click unsubscribe.
Ad ROI down to the won deal
Won deals are sent back to Google, Meta, LinkedIn and TikTok as conversions, so your campaigns optimise for revenue, not form fills.
Repeat deals and commissions
A customer can buy more than once, and each deal is tracked on its own. Commission rules per rep, with approval and payout statuses.
Reports on a schedule
11 report types, from pipeline health to response time. On the Business plan, delivered by email daily, weekly or monthly.
YouTube comments to leads
CloseUp watches comments on the videos you choose, spots buying intent, turns real prospects into leads and drafts a reply.
Your CRM in your pocket
Install CloseUp on your phone's home screen. Get push alerts for new leads, messages, follow-ups and meetings, and work the queue with swipe actions.
Less admin. More room to sell.
Leads keep coming. Your team is drowning.
Hundreds of leads, calls and messages—and a team expected to remember it all. See how CloseUp captures conversations, prioritizes leads and creates follow-up tasks, so your people can focus on selling.
Every lead. In your hand. Wherever you are.
The context and the next step, on desktop and mobile—even when you’re away from your desk.
Read the video transcript
Busy all day. When do they actually sell? Hundreds of leads. Endless messages. One person. Logging calls, finding details and remembering who to call next—the work around selling fills the day. Let the system carry the load. CloseUp captures conversations, prioritizes leads and creates follow-up tasks. Every lead in your hand, wherever you are. Let them sell. CloseUp handles the work around it.
Revenue flows back to your ads.
When a deal closes, CloseUp sends it back to the ad platform as a conversion. Your campaigns learn from revenue, not from form fills, and you see cost per won deal and ROAS for every campaign.
Live views for managers, team leads and reps
Each role sees what matters now, updated live.
Management Dashboard
Leads in, closed deals, conversion, revenue, average days to close, funnel, source conversion, stuck deals, agent leaderboard, and a daily pulse of calls, talk time and messages per rep.
Sales Booster: Today
Pulse vs yesterday, a prioritised call queue with reasons, at-risk deals, overdue tasks and speed-to-lead buckets. Business plan.
Sales Booster: Performance & Campaigns
Win rate, pipeline, forecast and a weekday-by-hour heatmap for you or the team, plus spend, cost per lead, cost per won deal and ROAS per campaign. Business plan.
Tasks Dashboard
Manual and automatic tasks, priorities, due dates and quick actions.
Plugged into every place a lead can come from.
Lead sources
- Meta Lead Ads
- Google Ads lead forms
- YouTube
WhatsApp & messaging
- WhatsApp Cloud API
- ManyChat
- Instagram DMs
- Web Push
Telephony
- OmniTelecom
- Connect Telecom
- Twilio
- Any PBX
- Tracked phone lines
Email & calendar
- IMAP / SMTP
- Resend, SendGrid, Mailgun
- Outlook / Teams calendar
- Zoom
- Google Calendar
- Gmail / Outlook mail
Ads & attribution
- Google Ads
- Meta Ads
- LinkedIn Ads
- TikTok Ads
Website & automation
- Website snippet
- WordPress plugin
- Zapier, Make, n8n
AI & transcription
- Call transcription & AI analysis
- ChatGPT / Claude via MCP
Payments
- SUMIT
Every inbound connection is verified: signed requests, per-campaign tokens and encrypted integration secrets.
All integrationsCalm, deliberate, locked down.
Permissions, security and data control your IT team can review line by line.
Security details for technical teams- 13 roles, team-based visibility
- From admin and manager to agent, finance and analyst. Each rep sees their own leads, and team leads see their team.
- Read-only viewer
- A viewer role that truly can't change anything, enforced on the server.
- Two-factor authentication
- Authenticator app and backup codes, and you can require it for the whole company.
- Session timeouts
- Idle and absolute timeouts, and the option to sign out a session remotely.
- Login history and activity log
- See who signed in and what changed.
- 30-day restore
- Deleting a lead needs manager approval, and deleted leads can be restored for 30 days.
- Data export and erasure
- Export your company data, or have it erased, on request.
- AI on your terms
- Switch AI processing and call transcription off for your company.
Close every loop. Convert every signal.
See CloseUp on your own leads, channels and team. Interface in English, Spanish and Hebrew.
Book DemoOr start a trial and request an onboarding call.