Stop losing leads.
Start closing more
Generating leads is only half the job. The rest is making sure none of them get lost
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
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.
From first touch to next action, one connected sales process
Capture every lead
Bring leads in automatically from forms, campaigns, WhatsApp, and other sources, with source and campaign context attached
Connect every interaction
Messages, emails, calls, notes, and tasks live in one timeline for each lead
Let AI organize the context
CloseUp summarizes what happened, surfaces intent and important details, and creates follow-up tasks, reminders, and next actions
Act and improve
Reps see what needs attention today. Managers see what is moving, what is stuck, and where to coach
Start every day with a clear priority list
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.
Keep the tools. Connect the context
WhatsApp Business
Incoming and outgoing messages stay on the lead timeline with full conversation context.
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.
See where deals stall before the month is over
Lead flow and closed deals
Track inflow, movement, and closed business without waiting for end-of-day updates.
Conversion and time to close
See conversion rates and average time to close across the pipeline.
Stalled deals and missed follow-ups
Surface opportunities that need attention and follow-ups that did not happen.
Performance by rep, team, and source
Compare execution by people and channels, with daily insights for better coaching.
Give each person the access they need
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.