What does Closingly integrate with?

It integrates with Google Meet, Zoom and Microsoft Teams for call capture.

Is there a free trial for Closingly?

Access is provided through a free beta program rather than a traditional trial period.

How does Closingly compare to alternatives?

Closingly combines call transcription, proposal generation and engagement tracking in one workflow, which many separate tools handle individually, though it remains in beta and may lack the polish of mature competitors.

Closingly

Name: Closingly
Availability: OnlineOnly
Author: agentadmin

Closingly captures sales conversations, turns them into deals, generates proposa

Sales & MarketingPaidVerified Oct 15, 2026No reviews yet· write a review8 views

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About this agent

Closingly is an AI‑powered sales assistant that records sales calls, extracts key details, and automatically creates a structured deal entry with client, project, value, stage and next‑step information.

The tool can generate proposals directly from call context, track how recipients interact with each proposal section, and suggest follow‑up messages based on engagement signals such as multiple views of the investment portion. It also includes a scope‑protection feature that flags client requests that fall outside the agreed terms, and an “Ask Closingly” query bar that answers questions about any deal using data from calls, proposals and activity. Integrations with Google Meet, Zoom and Microsoft Teams let it capture conversations from the most common video platforms. Closingly is offered as a free beta, with 170 free spots remaining in its founding cohort of 200 users.

Target users are freelancers, consultants, agencies, coaches and other service‑based businesses that regularly conduct sales calls and need to move proposals through a pipeline without manual data entry.

What it does

Deal pipelineCalls are processed into organized deals with client, project, stage, value and next step attached.
Proposal generationUses call context and business setup to draft proposals automatically.
Proposal engagement trackingShows which proposal sections clients view and how often.
Follow‑up suggestionsDrafts next‑move messages based on client activity and deal context.
Scope protectionChecks new client requests against agreed scope and flags out‑of‑scope work.
Ask ClosinglyAnswers questions about deals using data from calls, proposals and activity.

Who it's for

Freelancers, consultants, agencies, coaches and service businesses that regularly take sales calls and send proposals.

Freelancer
Agency
Small team

How people use it

Turn a sales call into an organized deal automatically
Generate a proposal directly from call transcript
See which sections of a proposal a client has viewed
Receive AI‑suggested follow‑up messages based on engagement
Check new client requests against the original scope

Why it was built

Closingly was built as an AI sales assistant to help people who sell their own work capture calls, draft proposals and keep deals moving forward.

Pricing

Essentials
$23.92/mo
(10 clients minimum) || Per client / Per Month
Everything you need to capture, process, and manage bookkeeping accurately for business and self-employed clients.
- Data capture & management
- Data automation
- Dext AI Assist
- Expense management
- Client deadline dashboard
- Marketplace Integrations (Shopify, WooCommerce, etc)
Book a demo
Advanced
$25.64/mo
(10 clients minimum) || Per client / Per Month
Advanced automation, insights, and controls for scaling high-performing practices.
- Data capture & management
- Data automation
- Dext AI Assist
- Expense management
- Practice productivity
- Data health & insights
- Marketplace Integrations (Shopify, WooCommerce, etc)
Book a demo

FAQs

Closingly is offered as a free beta with no publicly listed pricing tiers.

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