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
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
  • 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
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