Email to CRM - Closer.Bot - Easy CRM updates through Slack

Step 1

Email your proposal to the client and get a deal created automatically in your CRM

Create a CRM deal from your email, just BCC closer.bot

You
to: Ben Johnson

3:23 PM View details
Subject: DealX
BCC: [email protected]

Hey Ben, Thank you so much for taking the time to chat today. Here is the proposal……..

Closer.bot
to: Me

You've created a deal "DealX"

Step 2

Add notes to your deal without leaving your inbox

Update any deal by forwarding your notes or email to closer.bot

You
to: [email protected]

3:37 PM View details

Spoke with [email protected] and he is happy with how we addressed his needs. Ben should make a decision next week.

Closer.bot
to: Me

You've updated a deal "DealX"

Step 3

Move the deal through your sales pipeline until it’s closed, without ever leaving your email

Change deal status from your email, just BCC closer.bot

You
to: Ben Johnson

3:58 PM View details
Subject: DealX
BCC: [email protected]

Thank you for your payment. We can start right away. We are ready to start

Closer.bot
to: Me

You've changed a deal status of DealX to won