Integrations
CloseWise is an integration-first product.
CloseWise works from the activity your team already records. The areas below are the ones named in the product's initial direction. Everything here is planned — no named provider integrations are live yet, and we will announce them as they are built rather than promise them early.
CRM platforms
PlannedDeals, their stages, and stage changes.
Email
PlannedEmail activity and response times.
Calendar and meetings
PlannedMeetings that took place or were missed.
Calls
PlannedCalls logged against a deal.
Notes
PlannedNotes and updates added to deals.
Inactivity
PlannedThe gaps in activity that suggest a deal has gone quiet.
Have a system you need CloseWise to read?
Join the design group and tell us where your deal activity actually lives. That is how the integration list is decided.