Close pipeline kept current from every conversation

Ideas to put to work

A pipeline that reflects every conversation, without anyone typing it up.

• C

  Leads captured from inbound email

  Sofia reads new inquiries in Outlook and, with your approval, creates the lead and contact in Close with a note on what they asked for.

• CF

  Meetings recorded on the opportunity

  Sofia reads the Fireflies transcript of a prospect meeting and, with your approval, logs a note and updates the opportunity's stage and next step.

• C

  Where deals stall

  Sofia reads opportunities, pipelines and activities, builds a pipeline workbook in Excel, and charts where deals sit longest by stage and owner.

• C

  Leads nobody has followed up

  Sofia finds leads with no recent activity and creates a follow-up task for each owner, with your approval.

• C

  Account history before a call

  Sofia reads every activity and note on a lead and drafts a short briefing in Word before the next call.

Works well with

• Microsoft OutlookMicrosoft's email and calendar
• FFirefliesAI notetaker that records and transcribes meetings
• Microsoft ExcelSpreadsheets for numbers, models and trackers
• Microsoft WordWord processor for letters, reports and contracts
• SalesforceCRM for accounts, contacts and sales pipeline
• HubSpotCRM and marketing platform for growing businesses
• PPipedriveSales CRM built around the deal pipeline
• Zoho CRMCRM for leads, contacts and deals