Closing
Move a prospect from Setting to Closing as soon as the first meeting is booked. Built-in pipeline, post-quote follow-ups, win/loss analysis. All the data flows back into your dashboard.
As soon as a meeting is booked, whether through Manual Setting or AI Setting, the prospect automatically moves into Closing. This is where the conversation becomes a real sales opportunity.
Closing gives you a dedicated sales pipeline: you track every opportunity from the first meeting through to signature, with a clear view of where each deal stands.
You can manage post-quote follow-ups, attach documents, and handle signatures directly from the tool, with no need to juggle multiple pieces of software.
Every won or lost opportunity is analyzed, helping you understand what's working in your sales approach and what needs adjusting.
All this data flows automatically into your Dashboard, for a complete view of your sales performance, from prospecting through to the sale.
As soon as a meeting is confirmed via Manual Setting or AI Setting, the prospect is automatically moved into Closing.
Yes, each opportunity is handled independently in the pipeline, even if it involves the same prospect or company.
Not necessarily. Closing can work on its own, or alongside your CRM via CRM Integration, to sync your data automatically.
They're based on the opportunities currently in your pipeline, weighted according to their stage.
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