Your leads get a reply in seconds on WhatsApp, Instagram or SMS, cold leads start talking to you again and payments are collected right in the chat. You decide how much the AI does on its own.
New leads
1,284
+18%
Close rate
34%
+6%
Monthly revenue
$96.4k
+22%
Weekly revenue
Last 30 days
Sales pipeline
AI receptionist
Replied on WhatsApp, qualified the lead and booked the appointment with Laura.
Trusted by growing businesses
Each agent works inside your CRM, with your data and your rules. When a lead needs a person, it hands it to the right one with the full history.
No lead waits for a reply
Replies instantly on WhatsApp, SMS, email, Messenger, Instagram, TikTok and web chat. Qualifies, saves the data and hands the lead to the right person.
Lead qualified · assigned to Laura · appointment created
Your database starts selling again
Picks up inactive leads, messages them with Meta-approved templates and hands the ones who reply back to the rep.
Replied · handed back to Carlos with the full history
Customers pay without leaving the conversation
Sends the payment link for the installment or the outstanding balance. The amount comes from the CRM, never from the AI.
Amount taken from the CRM · payment recorded on the record
No customer is left without follow-up
When the sale closes or the first payment arrives, the customer moves to the next team (cross-sell or Wallet) with their tasks and what is left to collect.
Sale closed · first payment received
Customer moved to Wallet with 3 tasks and $750.00 outstanding
Cross-sell notified to offer the next service
Agents are included in every plan, with a monthly conversation volume based on your plan. If you need more, we expand it in your quote.
Agents come with controls so nothing goes out unless you decided it should.
The agent only replies to test numbers until you approve it.
Choose which messages go out on their own and which wait for your sign-off.
Daily sending limits per number to protect your reputation with Meta.
No reactivation messages outside the hours you set.
Anyone who wants no more messages is removed instantly.
Some leads get no messages, so you can measure what the agent really adds.
Roll back what the agent did if something did not go as expected.
Conversations, deals, payments and invoices in the same CRM. Your team stops jumping between tools.
WhatsApp, email, SMS, Messenger, Instagram and TikTok in a single timeline per customer.
Every deal in its real stage. Leads are routed by rotation, language or rep profile, and the ones nobody picks up get reassigned.
Collect with Stripe, Authorize.net, PayPal, Square or PayNearMe, and split payments across your accounts based on the rules you set.
Invoices that remind customers when to pay, on their own.
QuickBooks Online syncComing soon
Closary tells Meta which leads end up buying, so your campaigns look for more people like your buyers, not just more clicks.
Meta ad
Facebook or Instagram
Lead comes in
Arrives in Closary with its source
Sale closes
Your team or the agents close it
Meta gets the sale
Through the Conversions API
Closary CRM at a glance
24/7
Instant lead replies
AI receptionist, day and night
7
Channels, one inbox
WhatsApp, SMS, email, Messenger, Instagram, TikTok and web chat
4 wks
To go live
Guided implementation with your team
EN · ES
Bilingual
Product and support in English and Spanish
Most teams do not lose deals because of price. They lose them because the follow up never happened.
01
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The AI listens, scores and acts on every conversation so your team always knows the next best move.
During a live call, Closary suggests objection handling, pricing framing and closing lines based on what the prospect just said.
Every call is transcribed and scored for close probability with clear next actions.
Tasks, reminders and messages generated from conversation context with zero manual entry.
AI reads all interactions to tell you how close each lead really is to signing.
Emails, proposals and campaigns written in your voice and ready to send.
Discover the power of our innovative, user-friendly CRM software, packed with a robust automation engine and AI-driven features to streamline your customer relationship management.
Learn more about Closary CRM →Tareas de hoy
4 pendientes - 2 resueltas por IA
We offer our software at a fair price, ensuring that you only pay for the features and volume you truly need.
Depend on us to provide dedicated support tailored to your specific needs.
Our software adjusts to your business growth for optimal performance.
We use advanced measures to protect your data, providing peace of mind.
Everything you need to manage customers, automate sales pipelines, close deals, and grow your business.
Maximize efficiency in relationship management. Schedule tasks, set reminders, and leverage every opportunity to strengthen client relationships.
Get AI-powered coaching during live calls with real-time suggestions, objection handling, and closing strategies.
Every call is automatically analyzed by AI to evaluate close probability, identify strengths, and provide actionable insights.
AI determines how close each lead is to closing by analyzing all interactions and engagement patterns.
Automatically generates next follow-up tasks, reminders, and action items based on conversation context.
Monitor and manage every stage of services and processes with a clear, visual view of progress.
Accurately identify where your leads come from to refine and optimize your marketing strategies.
Real-time data on sales, leads, and communications with advanced KPI tracking and AI-powered business insights.
“Since we started using Closary CRM, we've seen a significant improvement in our operational efficiency.”
María González
Operations Director
“Its integrations with our other business tools have allowed us to centralize all our customer information in one place, which has been a real game changer for us.”
Carlos Rivera
CEO
“What impresses me most about Closary CRM is its ease of use. Despite all its powerful features, it's incredibly user-friendly.”
Jennifer Smith
Sales Manager
“We doubled our lead response rate in the first month.”
Andres Mora
Sales Director
Closary CRM can integrate with a variety of applications and services, allowing you to centralize all your customer information in one place.
Payments, calls, messaging and e-signature run on the providers your team already uses.
Works with
See the power of Closary CRM by requesting your Demo. Discover how our CRM solution can transform your business.
Tailored plans for your business
A guided rollout run by our team in parallel with your operation, so nothing stops while you migrate.
Dedicated implementation lead assigned from day one.
Get answers to the most common questions about Closary CRM, AI-powered sales automation, and how our platform helps businesses grow faster.
We offer flexible CRM pricing plans to suit the needs of your business. Whether you're a small business or a large corporation, we have a plan for you.
View all pricing plans →