Closefinch at launch
The first public release. A CRM that fills itself in from your team's email, calendars and meetings, and agents that ask before they act.
Closefinch captures a team's email, calendars, meetings and Slack into accounts, contacts and deals. A value it fills in links back to the email or call it came from, so you can check it. Keep your current CRM and sync with it, or use ours.
Agents work from those records. They run on a schedule, on an event or when you ask, and show every step they took. Emails, texts and other actions outside the app pass the policy checks and, by default, wait for a person's approval. Website chat and phone agents answer live, within the limits you set.
Your records and agents are also open to your own tools: a REST API, a hosted MCP server, a command line and webhooks.
What's in it
- CRM and data capture: accounts, contacts, deals, leads, tasks and notes, with custom fields and objects, filled in from connected email, calendars, meetings and Slack.
- Research and signals: account and person research with cited sources, and enrichment that fills only empty fields.
- Prospecting and outbound: ideal customer profiles, lists and sequences, with do-not-contact rules and sending limits on every send.
- Inbound and scheduling: a chat agent for your website, forms, lead routing and a meeting scheduler.
- Meetings: transcripts from Zoom, Google Meet and Microsoft Teams or from the recorder bot, with notes and follow-ups after each call.
- Deals and forecasting: deal risk, next steps, coaching scorecards and forecasts, from what buyers said on calls and in email.
- Voice, SMS and messaging: AI phone agents and two-way SMS on your own Telnyx account. Outbound AI calling is off by default.
- Agents: agents from templates or from a goal you describe.
- Quotes and RFPs: quotes drafted from a deal description with your products, prices and approval rules, and questionnaire answers from a reviewed answer library.
- Customer success: renewals, churn signals, onboarding handoffs and surveys, with outreach drafted for a person to approve.
- Analytics: questions answered in plain English with citations, and dashboards.
- Security, admin and compliance: roles, an audit log of every action, two-step sign-in and passkeys, and scoped API keys.
- Apps, API and MCP: the web app, the Slack app, a REST API, a hosted MCP server, a command line and webhooks.
- Industry packs: packs for industrial distribution, equipment dealers and rental, consumer goods, home services and fundraising.
Everything, item by item, is on the product pages. API and MCP server versions are in the developer changelog.
