Every deal, followed up on time.
Closewise is an AI agent that reads your CRM and call notes, then drafts the follow-up, the proposal, or the nudge — before a deal has the chance to go cold.
Free during early access · No credit card needed
Call notes & CRM
Closewise's follow-up
Backed by Entrepreneurs First. Building in the open with a small group of early design-partner sales teams.
Deals don't die from rejection. They die from silence.
The pipeline is full. The follow-through is the bottleneck.
Every follow-up starts from zero
A blank email, a blinking cursor — even right after a call where you already know what to say.
Context is scattered across tools
Call notes, CRM fields, and old threads all hold half the picture; stitching them together eats the morning.
Deals go quiet without anyone noticing
A lead goes cold for two weeks and nobody flags it until the pipeline review.
Everything you need to keep deals moving, not just logged
One agent to summarize, draft, and follow up — grounded in your own CRM and calls.
Instant call summaries
Feed it a call recording or notes and get a structured summary with next steps in seconds.
Follow-ups that sound like you
Get on-brand email and proposal drafts you can send with one edit, not a rewrite.
Source-grounded, not invented
Every claim traces back to your CRM or call notes — no invented pricing, no hallucinated commitments.
Works with your CRM
Connects to Salesforce, HubSpot, and Gmail — nothing has to be copy-pasted by hand.
Flags deals going quiet
Get a nudge the moment a deal stalls, before it falls out of the pipeline unnoticed.
Private by default
Your calls, notes, and CRM data are never used to train models. Full stop.
From call to follow-up in four steps
No templates to maintain, no manual CRM updates.
Connect your CRM and calls
Point Closewise at Salesforce, HubSpot, or your call recorder — no manual copy-paste.
Ask in plain English
"Draft a follow-up for the Acme call" or "summarize this week's stalled deals."
Get a grounded first draft
Closewise structures and writes a draft — sourced from your actual calls and CRM notes.
Refine and send
Edit inline, or send straight from your inbox — the CRM updates itself.
Built for teams where follow-through is the differentiator
Wherever the deal is won or lost in the days after the call.
Account executives
Turn every call into a same-day follow-up, without stealing an hour from the next one.
Sales & RevOps leaders
See which deals are going quiet across the whole team, before the pipeline review does.
Founders selling solo
Get enterprise-grade follow-through without hiring a full sales ops function.
*Illustrative — based on early internal testing, not yet independently verified.
Sales teams are already asking for this
A mix of real conversation happening in the industry, and early feedback from design partners.
A perspective on AI agents and how they're reshaping day-to-day work — worth a read.
— Aaron Levie (@levie) via X
"I used to lose an hour after every call just writing the recap. Now it's already in my inbox."
Illustrative — design partner feedback
"It's the first tool that actually flags the deals I forgot were even in my pipeline."
Illustrative — design partner feedback
Be first to try Closewise
We're onboarding a small group of early teams before general availability. Tell us a bit about you.
Mail sent!
Thanks — we'll reach out soon with next steps.
Built by someone who's lived this problem
Building Closewise in stealth. Full founder bio coming soon.
Questions, answered
No. Your calls, notes, and CRM data are never used for model training, full stop.
Salesforce, HubSpot, and Gmail today, with more integrations on the way during early access.
Closewise is free during early access. Pricing for general availability hasn't been finalized yet.
We're onboarding a small group of early teams on a rolling basis — join the waitlist above and we'll reach out.
Both — you choose per deal whether Closewise sends automatically or hands you a draft to approve.