Blog
Roles
Sales Reps
Managers
Customer Success
Features
3-Click Follow Ups
Activity Logging
Intelligent Workflows
Notifications
Team Performance Review
Update CRM through Slack
How it works
Pricing
Support
Add to 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……..
Send
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.
Send
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
Send
Closer.bot
to:
Me
You've changed a deal status of DealX to won
See Closer.Bot in action
Select your CRM system
Hubspot
Salesforce
Agile
amoCRM
Apptivo
Copper
MS Dynamics
Zoho
Close.io
Base
None
Streak
Other
Get Started
Your email, please:
OK
Тhank you for signing up
Before the launch, would you like a free consultation to see how closer bot can match your needs?
Schedule a call
Launch