For Agencies and B2B Service Businesses

Turn Website Visitors
Into Qualified Sales Meetings

ClosingDealz is lead capture software for agencies and B2B service businesses. Use smart forms, an AI chatbot, and online booking forms to qualify website visitors, schedule meetings, and keep every lead organized in one CRM.

Get Started For Free

No credit card required • Set up in under 10 minutes

One System for Website Lead Capture, Qualification, and Booking

Give agencies and B2B service teams a clearer path from first website inquiry to an organized lead, an informed sales conversation, or a booked meeting.

AI Lead Chatbot

Answer visitor questions, collect owner-defined fields, qualify intent, and offer meeting booking during the active website conversation.

Smart Forms

Create contact, qualification, lead magnet, or booking forms and store every submission as a structured lead.

Appointment Booking

Let qualified visitors choose from your availability with Google Calendar and Google Meet synchronization.

Lead CRM

Keep contact details, lead source, captured fields, conversations, meetings, deals, and tasks organized in one lead record.

Lead Analytics

Review form and chatbot activity, captured lead data, conversation history, and team performance from one dashboard.

Team Workspaces

Give your team shared visibility into leads and pipeline activity, with Slack and Discord notifications for important events.

Developer API

Connect ClosingDealz to custom websites and internal tools when your lead capture workflow needs a tailored integration.

Follow-up Options

Built-in follow-up channels and more ways for teams to continue chatbot conversations are planned for a future release.

Early Access
cloud1

Prospects book meetings… then don’t show up?

cloud2

Prospects stop responding

cloud3

Spending money on leads that aren’t qualified?

cloud4

Lead details scattered across tools?

Capture the Context Behind Every Website Lead

ClosingDealz brings form submissions, chatbot conversations, qualification fields, lead sources, and scheduled meetings into one lead record so your team knows what happened before responding.

Choose the Right Lead Capture Experience

Pick the lead capture format that fits your offer, your traffic, and how much qualification you want before a prospect reaches your calendar.

Booking Form

Turn high-intent visitors into scheduled sales meetings

Qualify prospects before they reach your calendar so your sales team spends time with serious buyers.

Filter out low-fit leads before they can book

Collect the context your team needs before every call

Let qualified prospects schedule instantly

Perfect for demos, sales calls, and consultations

How ClosingDealz Turns Website Traffic Into Actionable Leads

Add the right capture experience to your website, collect the information your sales process needs, and keep the resulting lead activity visible to your team.

Website Lead Capture

Add a Form or AI Chatbot to Your Website

Choose a booking form, standard form, lead magnet, or AI chatbot and add it to your existing website.

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Structured Lead Data

Create a Lead With the Right Context

A submission or chatbot session creates or updates a CRM lead with its source, contact details, qualification fields, and activity history.

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In-Session AI Qualification

Qualify Visitors During the AI Conversation

The chatbot answers questions, explores fit and intent, and collects the fields you define while the visitor is actively chatting.

Get Started
Booking and Notifications

Offer a Meeting and Notify Your Team

Qualified visitors can choose an available time. The meeting is recorded and your team can receive Slack or Discord notifications for important lead, chatbot, booking, and deal events.

Get Started
Choose a booking form, standard form, lead magnet, or AI chatbot and add it to your existing website.
Website Lead Capture

Add a Form or AI Chatbot to Your Website

Choose a booking form, standard form, lead magnet, or AI chatbot and add it to your existing website.

Get Started
A submission or chatbot session creates or updates a CRM lead with its source, contact details, qualification fields, and activity history.
Structured Lead Data

Create a Lead With the Right Context

A submission or chatbot session creates or updates a CRM lead with its source, contact details, qualification fields, and activity history.

Get Started
The chatbot answers questions, explores fit and intent, and collects the fields you define while the visitor is actively chatting.
In-Session AI Qualification

Qualify Visitors During the AI Conversation

The chatbot answers questions, explores fit and intent, and collects the fields you define while the visitor is actively chatting.

Get Started
Qualified visitors can choose an available time. The meeting is recorded and your team can receive Slack or Discord notifications for important lead, chatbot, booking, and deal events.
Booking and Notifications

Offer a Meeting and Notify Your Team

Qualified visitors can choose an available time. The meeting is recorded and your team can receive Slack or Discord notifications for important lead, chatbot, booking, and deal events.

Get Started

1. Connect your lead capture.

2. Contact new leads within seconds.

3. Qualify leads automatically.

4. Book meetings with qualified leads.

5.
Grow without growing your sales team.

Try the AI Lead Qualification Chatbot

See how an AI chatbot can answer questions, collect owner-defined lead fields, qualify a visitor during the active conversation, and offer a booking option when appropriate.

One connected workflow

Keep Every Lead Conversation Connected to the Next Sales Step

ClosingDealz brings captured details, AI conversations, meetings, and team alerts together so everyone can work from the same lead context.

Capture the Fields That Matter

Choose the contact and qualification information each form or chatbot should collect, including email, mobile, WhatsApp, social profiles, service needs, budget, timing, and custom fields.

See the Full AI Conversation

Open the lead overview or chatbot analytics to review what the visitor asked, how the AI responded, and which qualification details were captured during the session.

Send the Right Alerts to Slack or Discord

Notify a selected channel about generated leads and their source, form submissions, new chatbot sessions, scheduled meetings, and deal events such as created, closed, or lost.

Who it is built for

Turn More Website Interest Into Qualified Sales Conversations

Website lead capture software for agencies and B2B service businesses that need more than a name and email address from an inbound inquiry.

Lead Generation Agencies

Capture leads for client campaigns, retain the original source and qualification data, and keep each opportunity connected to the right workspace and team.

Marketing and AI Agencies

Add branded forms, AI chatbots, and appointment booking to client websites while giving clients a clear view of captured conversations and leads.

Consultants and Coaches

Ask about goals, fit, timing, and intent before offering a consultation, then enter every call with the prospect's answers already available.

B2B Service Teams

Bring website inquiries, qualification details, meetings, pipeline activity, and team notifications into one focused sales workspace.

ClosingDealz captures roofing website inquiries, creates lead records, and starts follow-up automatically
Roofing company using ClosingDealz
Built with ClosingDealz Roofing customer
Website inquiry Lead created Team notified
Customer story

Every website inquiry now goes straight into their inbox

A roofing company uses ClosingDealz to capture website inquiries and notify the owner instantly, so new leads can be called back right away.

The setup stays simple. Visitors submit a quote request, the lead is recorded, and the team gets alerted immediately without adding a complicated system to the process.

  • Every website inquiry captured
  • Instant lead notifications
  • Faster speed to lead
Read the roofing case study

See Every Lead, Chatbot Conversation, and Meeting in One Place

Review captured fields and AI chatbot transcripts in the lead overview or chatbot analytics, manage pipeline activity in the CRM, and sync scheduled meetings with Google Calendar and Meet.

Image of ClosingDealz dashboard ClosingDealz dashboard widgets

Plans and Features

Start free, then choose the plan that fits your chatbot usage, workspaces, forms, bookings, and team.

Monthly

Save 20%
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Starter Plan

Free

No credit card required

Explore the core lead capture, CRM, form, and booking tools before upgrading.

1 AI Chatbot

1000 AI Credits
(~50 Conversations)

CRM and pipeline(usage limited)

Analytics

1 Workspace

1 Form & 1 Booking Form

Tasks and Meetings (usage limited)

Basic Plan

$49/mo

Billed monthly

For solo agencies and small businesses managing their own inbound leads.

5 AI Chatbots

3 000 AI Credits/mo
(~150 Conversations)

Unlimited Leads & Deals

Custom Sales Pipeline

3 Workspaces

3 Forms & 3 Booking Forms

Unlimited Tasks & Meetings

Support

Everything in Starter Plan

Enterprise

Custom

Tailored to your requirements

For organizations that need tailored AI usage, onboarding, CRM migration, or integration support.

Custom AI credit allocation

CRM migration support

CRM integration support

Dedicated onboarding session

Everything in Standard Plan

Frequently Asked Questions About AI Lead Capture

Straight answers about chatbot qualification, forms, appointment booking, CRM visibility, and team notifications.

What does ClosingDealz do?

ClosingDealz is lead capture, AI chatbot qualification, appointment booking, and CRM software for agencies and B2B service businesses. It collects website inquiries, stores structured lead data and activity, and helps qualified visitors schedule meetings.

Can a form submission become a booked meeting?

A booking form can qualify a visitor and let an eligible prospect choose an available time. A standard contact form creates a structured lead record with the submitted contact and qualification details.

How does the AI chatbot qualify website visitors?

The AI talks with the visitor during the active website session, answers relevant questions, and collects the qualification fields you define. If the visitor is a fit, the chatbot can present an appointment booking option.

What contact and qualification fields can I collect?

You can define the fields that fit your process, including email, mobile number, WhatsApp, social profiles, service needs, budget, timing, and other custom qualification information.

Can the chatbot owner review AI conversations?

Yes. The chatbot owner can review the complete conversation between the AI and visitor in the lead overview or chatbot analytics, together with the fields captured during that session.

Which Slack and Discord notifications can I enable?

After connecting a workspace, server, or channel, you can enable notifications for leads generated and their source, form submissions, meetings scheduled, new chatbot sessions, and CRM events such as deals created, closed, or lost.

What happens when a meeting is scheduled?

The booking is associated with the lead and can synchronize with Google Calendar and Google Meet. Your team can also receive a Slack or Discord meeting notification when that event type is enabled.

Who is ClosingDealz best for?

ClosingDealz is designed for lead generation, marketing, and AI agencies; consultants and coaches; and B2B service businesses that rely on website inquiries or booked sales calls and need better lead context.

Does ClosingDealz work with an existing website?

Yes. You can add a ClosingDealz form or chatbot to an existing website and use the developer API for a more tailored integration.

Can I try ClosingDealz for free?

Yes. The free plan includes 1,000 AI chatbot credits, or approximately 50 conversations depending on conversation length and usage. No credit card is required.

How do I get started?

Create your free ClosingDealz account, configure your lead fields and capture experience, then add it to your website. For help, contact contact@closingdealz.io.

Ready to Book More Qualified Meetings Automatically?

Try the sales system built for B2B service businesses. See how AI qualifies leads, follows up instantly, and books meetings on your calendar — without manual work.