Changelog
What's New
Capabilities shipped in CloseUp.
Every lead source in one queue
Meta and Google lead ads, website snippet, WordPress plugin, WhatsApp, calls, email, ManyChat, CSV import with duplicate preview, and inbound webhooks for Zapier, Make and n8n.
Smart routing and team visibility
Rule-based routing with round-robin, equal split and shared pools, plus a team hierarchy with visibility levels.
AI coach and lead memory
Call and chat analysis, a living customer profile, the next best action with the customer quote behind it, and a close-chance score with its reasons.
WhatsApp inbox and AI WhatsApp bot
A WhatsApp inbox per lead, and a bot that answers only from your knowledge base and hands off to a person.
Meetings and booking pages
Outlook / Teams calendar and Zoom per rep, public booking pages, and paid bookings through SUMIT.
Outreach
Bulk email, WhatsApp and SMS to your own leads, with marketing consent and one-click unsubscribe.
YouTube comments to leads
Buying-intent comments on your videos become leads, with an AI-drafted reply.
Sales Booster
Today, Performance and Campaigns views, updated live. Business plan.
Closed-loop ad ROI
Won deals sent back to Google Ads, Meta, LinkedIn and TikTok as conversions.
Repeat deals and commissions
Each deal round is its own record, with commission rules, approvals and payout periods.
Mobile app and push notifications
Install CloseUp on your phone and get push alerts for new leads, messages, follow-ups and meetings.
Scheduled reports
11 report types, delivered by email as HTML, CSV or PDF on the Business plan.