ClosingDealz Pricing and Plans

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

Monthly

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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)

Start Free

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

Choose Basic

MOST POPULAR

Standard Plan

$99/mo

Billed monthly

For growing teams and agencies managing lead capture across multiple clients.

Unlimited AI Chatbots

10 000 AI Credits/mo
(~500 Conversations)

Team Collaboration

5 Team Members

Unlimited Forms & Booking Forms

Unlimited Workspaces

Priority Support

Everything in Basic Plan

Choose Standard

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

Talk to Sales

Compare ClosingDealz Plans

Starter

Basic

Standard

Enterprise

General

Price

Free

$49/mo

$99/mo

Custom

Organizations

Unlimited

Unlimited

Unlimited

Unlimited

Workspaces

1

3

Unlimited

Unlimited

CRM

Advanced Lead Importer

Import leads at scale through Excel/CSV uploads with a guided field-mapping experience to ensure clean, structured data ingestion into the CRM.

200

Unlimited

Unlimited

Unlimited

Manage Leads

Keep contacts, companies, qualification details, and related records organized in one CRM.

Manage Deals

Track opportunities from creation to close with a structured deal pipeline, configurable stages, and visibility into deal health and progression.

50

Unlimited

Unlimited

Unlimited

Custom Sales Pipeline

Customize pipeline stages and names to match the way your business manages deals.

Custom Fields

1

20

Unlimited

Unlimited

Custom Labels

Unlimited

Unlimited

Unlimited

Unlimited

Notes

Unlimited

Unlimited

Unlimited

Unlimited

Export Leads

Activities

Log calls, meetings, follow-ups, and tasks to maintain a complete timeline of engagement across every lead and opportunity.

50

Unlimited

Unlimited

Unlimited

Tasks Management

Plan, assign, and track action items tied to specific leads or deals.

Schedule Meetings

Schedule meetings from the CRM and connect them with Google Calendar and Google Meet.

Dashboard

Custom Dashboard & Templates

Metric Widgets

Real-time KPI widgets showcasing closed value, deal volume, open pipeline, lead creation, win/loss counts, average deal size, and close rate.

Calendar Widget

View meetings, tasks, and scheduled activities in ClosingDealz and synchronize connected events with Google Calendar.

Upcoming Meetings Widget

Chart Widget

A dynamic multi-metric chart widget enabling you to visualize key KPIs.

Task List Widget

Team Leaderboard Widget

Lead Generation

Forms

Add lead capture and booking forms to a website or landing page and store submissions in the ClosingDealz CRM.

1

3

Unlimited

Unlimited

Lead Capture Forms

Lead Magnets

Booking Forms

Create booking forms that let qualified visitors choose an available appointment time from your connected calendar.

1

3

Unlimited

Unlimited

AI Chatbot

Use an AI chatbot to answer visitor questions, capture owner-defined lead fields, qualify inquiries, and offer appointment booking.

1

5

Unlimited

Unlimited

AI Chatbot Credits

Monthly AI usage for chatbot conversations. Actual consumption varies with conversation length and model usage.

1000

3 000/mo

10 000/mo

Custom

Collaboration

Team Collaboration

Enable multi-user workspaces with shared visibility into leads, deals, activities, and pipeline operations.

Roles and permissions

Control who can view, edit, or manage data across the organization with fine-tuned access policies.

Mentions

Assign teammates directly in tasks, meetings or deals to accelerate collaboration and streamline internal communication.

Change Log History

Track every modification in the CRM for operational transparency, auditability, and compliance.

Team Members

1

1

5

Custom

Insights & Reports

Analytics Overview

High-level performance metrics designed to surface pipeline health, activity levels, and revenue momentum.

Sale Log Insights

Historical deal visibility with breakdowns across closed-won and lost deals, including context and performance trends.

Deal Funnel Report

Monitor pipeline conversions stage-by-stage to identify bottlenecks and optimize overall sales velocity.

Team Analytics

Performance dashboards that benchmark individual and team output, activity levels, and contribution to revenue.

Team Leaderboard

Form Analytics

Measure form performance, conversion rates, and lead acquisition patterns to optimize top-of-funnel operations.

AI Chatbot Analytics

Understand chatbot-driven performance across conversations, engagement, and qualified lead creation.

Integrations

API Access

Developer-friendly API endpoints enabling custom integrations, automation, and external system connectivity.

1 API Key

Unlimited

Unlimited

Unlimited

Google Calendar

Google Meet

Discord Notification

Send workspace notifications to Discord for new leads, form submissions, meetings, chatbot sessions, and deal updates.

Slack Notifications

Send workspace notifications to Slack for new leads, form submissions, meetings, chatbot sessions, and deal updates.

Support

Documentation

Video Tutorials

24/7 Knowledge Base

Email Support

Discord Support

1 on 1 Support

Work directly with our team to set up, optimize, and scale your system — including CRM migration, integrations, and onboarding.

Done-For-You Custom Systems

Get custom-built features, integrations, and AI workflows designed specifically for your business — including hands-on development, automation, and consulting.

Security

Two-step verification

SOC 2-aligned security

Enterprise-grade security controls aligned to SOC 2 principles, ensuring rigorous standards around data integrity, access control, and operational safeguards.

Google SSO

Cross-Account Protection (Google RISC)

Automated risk-based security powered by Google’s RISC framework to monitor suspicious activity across accounts and prevent unauthorized access.

Application-level Data Encryption

Data is encrypted both in transit and at rest, ensuring that all sensitive information is fully secured end-to-end.

Add More AI Chatbot Capacity When You Need It

AI Chatbot Credits

Add chatbot credits to your monthly balance when conversation volume grows. Select the package that matches your expected usage.

2 000Credits

Approximately 100 conversations per month

2 000

5 000

10 000

40 000

$11/mo

≈ $0.00550 per credit

Per organization

Frequently Asked Questions

Can I use ClosingDealz for free?

Yes. The Starter Plan is free and does not require a credit card. It includes one AI chatbot, 1,000 chatbot credits, one workspace, one lead capture form, one booking form, CRM and pipeline access, analytics, tasks, and meetings within the plan limits.

Can I pay monthly or annually?

Yes. Basic and Standard are available with monthly or annual billing. Annual billing reduces the effective monthly price by 20%.

Which ClosingDealz plan should I choose?

Choose Starter to explore the core tools, Basic to manage inbound leads for one business or a small agency, and Standard for team collaboration or multi-client lead generation. Contact us about Enterprise if you need tailored AI credits, onboarding, CRM migration, or integration support.

Which plan is best for a lead generation or AI agency?

The Standard Plan is designed for agencies managing lead capture across multiple clients. It includes unlimited workspaces, AI chatbots, forms, and booking forms, plus collaboration for up to five team members. Enterprise is available for larger teams or tailored requirements.

What is a workspace?

A workspace keeps a brand, client, or project separate inside ClosingDealz. Agencies can use different workspaces to organize each client’s leads, chatbots, forms, bookings, pipelines, and reporting.

How do AI chatbot credits work?

Credits measure AI chatbot usage. Consumption varies with conversation length and model usage, so the conversation estimates shown on this page are approximate. Each plan includes a credit allocation, and additional monthly credit packages are available when you need more capacity.

How do AI chatbot credit add-ons work?

A credit add-on increases the chatbot credits available alongside your base plan. Choose the package that matches your expected conversation volume without moving to a different plan tier.

How does team collaboration work?

Team collaboration is included with Standard and Enterprise. Standard supports up to five team members with shared visibility into leads, deals, activities, and workspaces. Enterprise team capacity is tailored to your requirements.

Can I upgrade or downgrade my plan?

Yes. You can change your subscription as your chatbot usage, client count, or team changes. A downgrade removes access to features and limits that belong to the higher tier, while retained account data remains available if you upgrade again.

Can I cancel my ClosingDealz subscription?

Yes. Manage or cancel your subscription from the Subscriptions area in your profile menu. You retain access to paid plan benefits until the end of the current billing period.

What is the ClosingDealz refund policy?

ClosingDealz subscriptions are generally non-refundable. Review the Terms of Service before purchasing, or contact support if you have a billing issue.

Does ClosingDealz store my card information?

No. ClosingDealz does not store your card information. Payment details are handled securely by Stripe.

How can I contact ClosingDealz support?

Email contact@closingdealz.io or join the ClosingDealz Discord server to open a support ticket.

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