ClosingDealz Documentation
Learn how to set up ClosingDealz for website lead capture, AI chatbot conversations, booking forms, CRM pipelines, notifications, and sales analytics.
What ClosingDealz Does
ClosingDealz combines website lead capture forms, an AI chatbot, online booking forms, and a sales CRM. It is designed for agencies and B2B service businesses that want the contact details, questions, meeting, and sales outcome for an enquiry to remain connected.
You can capture leads through:
- Custom website forms
- Lead-magnet forms
- Booking forms
- An AI-to-customer website chatbot
- Manual entry
- Spreadsheet imports
- The leads API
The chatbot can answer questions using your instructions and knowledge base, capture fields defined by its owner, and offer available meeting times. The owner can review the conversation and captured fields in the lead overview or chatbot analytics.
What You Can Manage
ClosingDealz provides tools for:
- Leads, labels, and owner-defined fields
- Deals and configurable sales pipelines
- Tasks and meeting activities
- Google Calendar availability and event-to-activity syncing
- Google Meet links for meeting activities
- Slack and Discord notifications for selected lead, form, meeting, chatbot-session, and deal events
- Form, chatbot, pipeline, sales-log, and team analytics
Recommended Setup Order
- Create your account.
- Configure the workspace.
- Customize the sales process.
- Connect calendar and notification integrations you need.
- Create a form, booking form, or AI chatbot.
- Test the complete visitor-to-lead flow.
- Review the resulting lead, activity, source, and analytics.
Use These Docs as Product Instructions
The documentation explains current product behavior and setup choices. Start with How the Platform Works for the data flow, or open the relevant category in the documentation navigation.