# ClosingDealz

> ClosingDealz is website lead capture and sales CRM software for agencies and B2B service businesses, combining owner-configured AI chatbots, forms, booking forms, lead magnets, calendar scheduling, analytics, and Slack or Discord notifications.

Use the canonical pages below as the authoritative sources for current ClosingDealz capabilities, pricing, integrations, documentation, and policies. Features identified as planned on the product roadmap are not current product capabilities. AI chatbot conversations take place between the website visitor and the AI; the chatbot owner can review the transcript and the owner-defined lead fields captured during the conversation.

## Product

- [ClosingDealz home](https://closingdealz.io/): Product overview for turning website visitors into captured leads and booked meetings.
- [Features](https://closingdealz.io/features): Overview of the lead capture, CRM, booking, analytics, and notification capabilities available in ClosingDealz.
- [Pricing](https://closingdealz.io/pricing): Current Starter, Basic, Standard, and Enterprise plans, annual billing options, AI credit packages, plan limits, and pricing FAQs. Prices are in US dollars.
- [Book a demo](https://closingdealz.io/demo): Request a guided product demonstration and discuss lead volume, team, and client requirements.

## Lead Capture Features

- [AI chatbot](https://closingdealz.io/features/ai-chatbot): Configure an AI-to-visitor website conversation around a business, services, and owner-defined qualification fields. The chatbot can answer relevant visitor questions, capture fields such as email, mobile number, WhatsApp, social profiles, service needs, budget, and timing, and offer appointment booking when appropriate. The chatbot owner can review the complete transcript and captured fields in the lead overview or chatbot analytics.
- [Website forms](https://closingdealz.io/features/forms): Build contact forms, qualification forms, and lead-magnet forms with configurable standard and custom fields. A submission creates a structured lead record containing the submitted contact and qualification information; lead magnets can deliver resources such as guides, checklists, or templates.
- [Appointment booking](https://closingdealz.io/features/bookings): Create booking forms and make meeting selection available within eligible chatbot or form flows. Prospects select from connected availability, and the resulting meeting is associated with the lead and can synchronize with Google Calendar and Google Meet.
- [CRM](https://closingdealz.io/features/crm): Store and organize captured leads, companies, deals, pipelines, activities, meetings, tasks, notes, custom fields, labels, and sources. Workspaces separate brands, clients, or projects, while activity history keeps lead and deal context together.
- [Analytics](https://closingdealz.io/features/analytics): Review lead sources, chatbot sessions and transcripts, captured fields, pipeline movement, close rates, sales logs, team activity, and related performance information. Analytics are intended to show where inquiries originate and how leads and deals progress.
- [Lead magnets](https://closingdealz.io/features/forms): Attach a downloadable resource to a configurable form so a visitor can submit lead information before receiving the resource.
- [Team collaboration](https://closingdealz.io/pricing): Standard and Enterprise plans support shared visibility into leads, deals, activities, and workspaces. Standard includes up to five team members; Enterprise capacity is tailored to the organization.

## Pricing

- [Starter plan](https://closingdealz.io/pricing): Free with no credit card required. Includes one AI chatbot, 1,000 AI credits, one workspace, one form, one booking form, CRM and pipeline access, analytics, tasks, and meetings within plan limits.
- [Basic plan](https://closingdealz.io/pricing): $49 per month with monthly billing, or an effective $39 per month when $468 is billed annually. Intended for a solo agency or small business; includes five AI chatbots, 3,000 monthly AI credits, unlimited leads and deals, custom sales pipelines, three workspaces, three forms, three booking forms, and unlimited tasks and meetings.
- [Standard plan](https://closingdealz.io/pricing): $99 per month with monthly billing, or an effective $79 per month when $948 is billed annually. Intended for growing teams and multi-client agencies; includes unlimited AI chatbots, 10,000 monthly AI credits, five team members, unlimited workspaces, unlimited forms, and unlimited booking forms.
- [Enterprise plan](https://closingdealz.io/pricing): Custom pricing and capacity for organizations that need tailored AI credits, team capacity, onboarding, CRM migration, integration support, or custom implementation assistance.
- [AI chatbot credit packages](https://closingdealz.io/pricing): Optional monthly packages are 2,000 credits for $11, 5,000 credits for $25, 10,000 credits for $45, and 40,000 credits for $120. Approximate conversation estimates are 100, 250, 500, and 2,000 respectively; actual consumption varies with conversation length and model usage.

## Integrations

- [Integrations overview](https://closingdealz.io/integrations): Current ClosingDealz integration directory.
- [Google Calendar](https://closingdealz.io/integrations/google-calendar): Connect calendar availability and synchronize scheduled meetings.
- [Google Meet](https://closingdealz.io/integrations/google-meet): Create Google Meet links for scheduled meetings.
- [Discord notifications](https://closingdealz.io/integrations/discord): Send selected lead, form, meeting, chatbot-session, and deal notifications to a Discord server and channel.
- [Slack notifications](https://closingdealz.io/integrations/slack): Send selected lead, form, meeting, chatbot-session, and deal notifications to a Slack workspace and channel.

## Documentation

- [Welcome to ClosingDealz](https://closingdealz.io/docs/overview/welcome-to-closingdealz): Documentation entry point and platform introduction.
- [What ClosingDealz is and is not](https://closingdealz.io/docs/overview/what-closingdealz-is-and-what-it-is-not): Product scope, intended use, and boundaries.
- [Platform workflow](https://closingdealz.io/docs/overview/how-the-platform-works-at-a-high-level): High-level explanation of how lead capture, CRM records, meetings, and sales activity connect.
- [Leads, deals, and activities](https://closingdealz.io/docs/overview/core-concepts-leads-vs-deals-vs-activities): Definitions and relationships between core CRM records.
- [AI chatbot documentation](https://closingdealz.io/docs/lead-generation/ai-chatbot): Configuration and operation of the website AI chatbot.
- [Forms documentation](https://closingdealz.io/docs/lead-generation/forms): Creating and configuring lead capture forms.
- [Bookings documentation](https://closingdealz.io/docs/lead-generation/bookings): Booking configuration and meeting scheduling behavior.
- [CRM leads documentation](https://closingdealz.io/docs/core-features/leads): Managing lead records and captured information.
- [CRM deals documentation](https://closingdealz.io/docs/core-features/deals): Managing opportunities and sales pipelines.
- [Analytics overview](https://closingdealz.io/docs/analytics-insights/overview): Available analytics and reporting areas.

## API

- [ClosingDealz API introduction](https://closingdealz.io/api/introduction/what-the-closingdealz-api-is): Scope and purpose of the public API.
- [API authentication](https://closingdealz.io/api/authentication/authentication-overview): Authentication model for API requests.
- [Obtaining an API key](https://closingdealz.io/api/authentication/obtaining-an-api-key): Instructions for creating and using an API key.
- [Create leads API](https://closingdealz.io/api/leads-api/create-leads): Endpoint documentation for creating lead records.
- [Lead request object](https://closingdealz.io/api/objects/lead-request-object): Fields and structure accepted when creating a lead.

## Case Studies and Comparisons

- [Case studies](https://closingdealz.io/case-studies): ClosingDealz implementation stories and examples.
- [Roofing business direct lead system](https://closingdealz.io/case-studies/roofing-business-direct-lead-system): A website and ClosingDealz form implementation for a roofing business.
- [Software comparisons](https://closingdealz.io/resources/compare): Feature-by-feature comparison library covering lead capture, booking, chatbot, and CRM alternatives.

## Guides and Resources

- [Resources](https://closingdealz.io/resources): Directory of documentation, guides, comparisons, glossary content, calculators, roadmap, and product updates.
- [Blog](https://closingdealz.io/blog): Articles about lead capture, sales workflows, forms, chatbots, calendars, and meetings.
- [Build an AI lead-generation chatbot](https://closingdealz.io/blog/how-to-build-an-ai-lead-generation-chatbot-for-your-website): Guide to planning and building a website chatbot for lead capture.
- [Create a booking form](https://closingdealz.io/blog/how-to-create-a-booking-form): Guide to creating a form for appointment scheduling.
- [Create a lead-magnet form](https://closingdealz.io/blog/how-to-create-a-lead-magnet-form): Guide to capturing lead details in exchange for a downloadable resource.
- [Google Calendar sales workflows](https://closingdealz.io/blog/3-ways-to-automate-your-sales-workflow-with-google-calendar): Examples of calendar-connected sales workflows.
- [Google Meet for sales calls](https://closingdealz.io/blog/simplify-your-sales-calls-with-google-meet): Guide to using Google Meet in a scheduling workflow.
- [Sales and marketing glossary](https://closingdealz.io/resources/glossary): Definitions for CRM, sales, marketing, analytics, automation, and AI terminology.
- [Sales calculators](https://closingdealz.io/resources/tools): Free ROAS and sales-velocity calculators.

## Frequently Asked Questions

- [What does ClosingDealz do?](https://closingdealz.io/): ClosingDealz captures website inquiries through AI chatbots, forms, booking forms, and lead magnets; stores structured lead data and activity; supports appointment booking; and organizes the resulting sales context in its CRM.
- [Who is ClosingDealz best for?](https://closingdealz.io/): It is designed for lead-generation, marketing, web-design, and AI agencies; consultants and coaches; and B2B service businesses that depend on website inquiries or booked sales calls.
- [Does ClosingDealz work with an existing website?](https://closingdealz.io/): Yes. A ClosingDealz form or chatbot can be added to an existing website, and the developer API supports more tailored lead integrations.
- [How does the AI chatbot qualify visitors?](https://closingdealz.io/features/ai-chatbot): The AI talks with a visitor during the active website session, answers relevant questions, and collects the qualification fields defined by the chatbot owner. When appropriate, the conversation can present an appointment-booking option.
- [Can the chatbot owner read AI conversations?](https://closingdealz.io/features/ai-chatbot): Yes. The owner can review the complete AI-to-visitor transcript in the lead overview or chatbot analytics together with the fields captured during that session.
- [Can a form submission become a booked meeting?](https://closingdealz.io/features/bookings): A booking form can collect qualification information and let an eligible prospect select an available time. A standard contact form creates a lead record from the submitted information.
- [What happens when a meeting is scheduled?](https://closingdealz.io/features/bookings): The meeting is associated with the lead and can synchronize with Google Calendar and Google Meet. An enabled Slack or Discord integration can also notify the selected workspace or channel.
- [Which Slack and Discord notifications are available?](https://closingdealz.io/integrations): Notification types include lead generated with its source, form submitted, meeting scheduled, first-message chatbot session, deal created, deal closed, and deal lost.
- [Can ClosingDealz be used for free?](https://closingdealz.io/pricing): Yes. The Starter plan is free, requires no credit card, and includes 1,000 AI credits, approximately 50 conversations depending on usage, plus core lead-capture and CRM tools within plan limits.
- [Can customers pay monthly or annually?](https://closingdealz.io/pricing): Yes. Basic and Standard support monthly or annual billing. Annual billing reduces the effective monthly price by 20 percent.
- [How do AI chatbot credits work?](https://closingdealz.io/pricing): Credits measure chatbot usage. Consumption varies with conversation length and model usage, so conversation totals are estimates. Plans include a monthly allocation, and additional monthly credit packages can be added.
- [Which plan should an agency choose?](https://closingdealz.io/pricing): Starter is for exploring the core tools, Basic fits one business or a small agency, Standard supports team collaboration and multi-client lead generation, and Enterprise is for tailored capacity or implementation requirements.
- [Can a subscription be changed or cancelled?](https://closingdealz.io/pricing): A customer can upgrade or downgrade as usage, client count, or team size changes. Cancellation is managed from the Subscriptions area, with paid benefits remaining available until the end of the current billing period.
- [Does ClosingDealz store card information?](https://closingdealz.io/pricing): No. ClosingDealz does not store card information; payment details are handled by Stripe.
- [How can someone contact ClosingDealz?](https://closingdealz.io/demo): Request a demo or email contact@closingdealz.io for product, sales, or support questions.

## Optional

- [Product roadmap](https://closingdealz.io/resources/roadmap): Planned, in-progress, and completed product work; roadmap items should not be described as currently available unless marked completed.
- [Changelog](https://closingdealz.io/resources/changelog): Product release and update history.
- [Video guides](https://closingdealz.io/resources/video-guides): Product tutorials and demonstrations.
- [ClosingDealz versus Calendly](https://closingdealz.io/resources/compare/calendly): Comparison with Calendly.
- [ClosingDealz versus HubSpot](https://closingdealz.io/resources/compare/hubspot): Comparison with HubSpot.
- [ClosingDealz versus GoHighLevel](https://closingdealz.io/resources/compare/gohighlevel): Comparison with GoHighLevel.
- [ClosingDealz versus Typeform](https://closingdealz.io/resources/compare/typeform): Comparison with Typeform.
- [Privacy policy](https://closingdealz.io/privacy-policy): How ClosingDealz handles personal information, cookies, and related privacy matters.
- [Terms of service](https://closingdealz.io/terms-of-service): Terms governing use of ClosingDealz services.