Lead to Close
Automate your sales journey from first contact to closed dealLead to Close eliminates friction in your sales process, automating every key step from initial interest to signed agreement so your team can focus on what actually moves deals forward. We streamline the journey from new lead to signed client with automated workflows that qualify prospects, generate proposals and schedule meetings — all with minimal lift from your team.
SaaS
Online Services
Design Studios
Professional Services
Automation & Outcomes
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Inbound Lead Routing
Auto-assign leads based on rules like geography, service or sales rep availability.
AI-Powered Lead Nurturing
Send personalized follow-ups and reminders that keep prospects warm and moving toward a decision.
Proposal Generator
Auto-fill templated proposals with client data, pricing and scope to generate custom documents in seconds.
Appointment Scheduling
Eliminate back-and-forth emails with AI agents that offer real-time booking links and calendar sync.
Deal Intelligence Engine
Analyzes past sales cycles to forecast likelihood to close and suggest the next best action for each opportunity.
Smart Objection Handling Agent
Surfaces responses to common pushbacks using case studies, reviews and tailored messaging based on deal context.
Document Personalization AI
Adjusts tone, offer framing and visuals based on industry, persona or lead behavior—automatically enhancing conversion rates.
Revenue Attribution Tracker
Connects touchpoints to outcomes, revealing which automations, channels and messages actually close deals.
