WhatsApp, email & calls
Talk to customers from inside the system — everything is logged.
- Phone calls with customersDial in one click, and get logging, a recording and an AI summary for every call.3 min readAgentManagerAdmin
- WhatsApp with customers — write straight from the systemSee the whole conversation and send a message without leaving CloseUp — every message is saved on the card.4 min readAgentManagerAdmin
- Emailing a customerEmail from the card — sent from your own mailbox, with your signature, and logged on the lead.3 min readAgentManagerAdmin
- Connecting your mailbox (Gmail / Outlook)So customer emails go from your own mailbox and are logged automatically.2 min readAgentManagerAdmin
- My email signatureA signature added automatically to every email you send customers.2 min readAgentManagerAdmin
- Connecting WhatsApp for the company (admins)Two ways to connect a WhatsApp number — Meta's official one (recommended) or Green API (quick).6 min readAdmin
- Connecting a phone system (admins)Calls from your PBX land on lead cards with recordings and analysis.4 min readAdmin
- Leads from Facebook & Instagram (Lead Ads and DMs)Lead-ad forms and Instagram direct messages become leads automatically.4 min readAdmin
- YouTube comments that become leadsComments like "how much is this?" on your videos — in a queue, classified by AI.4 min readAgentManagerAdmin