Pricing

Choose the Perfect Plan that Suits your Needs

Monthly

Yearly

Save 20%
arrow2

Free Plan

Free

No credit card required

Try It Out for Free and Get Started Today.

1 AI Chatbot

1000 AI Credits
(~50 Conversations)

CRM and pipeline(usage limited)

Analytics

1 Workspaces

1 Form & 1 Booking

Task and Meetings (usage limited)

GET STARTED NOW

Basic Plan

$49/mo

Billed Monthly

For solo agencies or small businesses looking to increase sales.

5 AI Chatbots

3 000 AI Credits/mo
(~150 Conversations)

Unlimited Leads & Deals

Custom Sales Pipeline

3 Workspaces

3 Forms & 3 Bookings

Unlimited Task & Meetings

Support

Everything in Free Plan

GET STARTED NOW

MOST POPULAR

Standard Plan

$99/mo

Billed Monthly

For larger business or agencies offering lead-gen services through our platform.

Unlimited AI Chatbots

10 000 AI Credits/mo
(~500 Conversations)

Team Collaboration

5 Team Members

Unlimited Forms & Bookings

Unlimited Workspaces

Priority Support

Everything in Basic Plan

GET STARTED NOW

Enterprise

Custom

Limited Spots

Work 1 on 1 to identify the bottle necks to increase your booking rate.

Custom AI credit allocation

CRM migration support

Sync with other CRM Platforms

Dedicated onboarding session

Everything in Standard Plan

Book A Setup Call

Compare 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

Centralize contacts and companies in a unified lead architecture designed for structured qualification, multi-contact relationships, and streamlined conversion flows.

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

Design a pipeline structure aligned to your revenue operations blueprint. Tailor stages, naming, and conversion paths to fit your sales methodology.

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 directly from the CRM with Google Meets and Google Calendar.
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

A fully native calendar module deeply integrated with Google Calendar, delivering seamless syncing for meetings, tasks, and scheduled activities.

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

Deploy high-converting lead capture & booking forms on your website or landing pages, fully integrated with the CRM for real-time routing.

1

3

Unlimited

Unlimited

Lead Capture Forms

Lead Magnets

Booking Forms

Create high-converting booking forms that allow prospects to book appointments directly into your calendar based on your real-time availability.

1

3

Unlimited

Unlimited

AI Chatbot

Convert website visitors through an intelligent conversation engine capable of qualifying leads, answering questions, scheduling meetings and generating inbound pipeline 24/7.

1

5

Unlimited

Unlimited

AI Chatbot Credits

Usage allocation for AI-driven conversations handled by the chatbot, scaled based on plan tier.

1000

1 000/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, deals, meetings, and other key 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

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.

Work faster and smarter
with plan add-ons

AI Chatbot Credits

Scale your conversations with flexible credit add‑ons. Choose the package that fits your growth.

2 000 Credits

On avg 100 conversations /mo

2 000

5 000

10 000

40 000

$11/mo

≈ $0.0055 per credit

Per Organization

Frequently Asked Questions

Is this a subscription?
Yes, our service operates on a subscription basis, with options to pay either monthly or annually.
How do the plans work?
We offer a variety of plans designed to suit the needs of different businesses, from small agencies to larger organizations. Each subscription is associated with a single organization.
Can I upgrade or downgrade later?
Yes, you can upgrade or downgrade your plan at any time. Please note that if you downgrade, you will lose access to the features specific to the higher plan, but your data will be retained in case you decide to upgrade again.
I run an AI agency, which plan fits me best?
The Standard Plan is ideal for AI agencies. It includes unlimited workspaces, making it easy to separate clients or projects, and supports full team collaboration for building and managing AI solutions. If you're offering AI chatbots as a service, the Standard Plan lets you deploy unlimited chatbots and assign each client their own workspace. It is a strong fit for scalable, multi-client operations.
I run a lead generation agency, which plan is for me?
The Standard Plan is recommended. It includes unlimited workspaces, allowing you to create one workspace per client and manage them efficiently.
I’m an agency or business generating leads for myself, which plan is for me?
For solo agencies or small businesses, the Basic Plan is ideal. If you’re a larger business with a team that needs team collaboration, the Standard Plan is the best fit.
How do plan add-ons work?
Add-ons give you extra credits on top of what your plan already includes. When you select an add-on package, those credits are added to your monthly plan balance automatically. For example, if your plan includes 10,000 recurring credits and you purchase a 40,000-credit add-on, you’ll have a total of 50,000 credits available that month. Add-ons scale with your plan, so you can choose the package that matches your usage without changing your base plan.
How do AI chatbot credits work?
Credits are the units your AI chatbot uses to process conversations. You only pay for what you use, and each interaction consumes a certain number of credits depending on its complexity. On average, a conversation uses about 7-10 credits, with lighter conversations around 7 credits and longer, more complex conversations up to 10-20 credits. If you purchase an add-on package and don’t use all of those credits in a given month, the unused credits will remain available for you to use later. This way, you can scale up when needed without worrying about losing your balance.
How does collaboration work?
Our collaboration feature allows real-time editing and immediate visibility of changes among team members within the app. We offer unlimited team members for each paid organization. Note that collaboration is only available with the Standard Plan. The Free and Basic Plans do not support collaboration.
Do you store my card information?
No, we do not store your card information. All payment details are securely handled by Stripe. Learn more about Stripe here.
Can I cancel at any time?
Yes, you can cancel or manage your subscription at any time by going to your profile menu and clicking on 'Subscriptions'. You will retain access to your plan benefits until the end of the current billing period.
What is your refund policy?
We do not offer refunds. For more information, please read our full terms of service here.
How can we contact you?
If you need assistance or have any questions, feel free to email us at contact@closingdealz.io or join our Discord server to open a support ticket.

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.

GET STARTED FOR FREE