Close more deals,
effortlessly
Closably is an AI sales co-pilot that automates everything from meeting booked → deal closed, giving sales teams back 10+ hours each week to focus on closing deals.
Rated 4.5 out of 5 by users at Ben.AI
Meeting
Booked
Auto-Synced
Closably AI
Accelerating Strategy
Deal
Closed
Revenue Locked
From reactive selling to
controlled Momentum
Before Closably
- Scrambling for context five mins before the call
- Follow ups depend on who remembers what
- Proposals stall while teams chase details
- CRM updates become a weekend job
After Closably
- A pre-meeting brief waiting in Airtable
- A Slack ping with the talking points that matter
- Follow up email ready right after discovery
- Proposal generated while intent is hot
Want to see it on your workflow?
Everything your team needs to
move Forward
Designed for speed, built for B2B scale.
Pre-meeting Brief
Company context, stakeholder notes, conversation starters, and likely painpoints in one place.
Sales Conversation Guidance
Positioning points, objection handling, and technical considerations aligned to your SaaS cycle.
Follow-up that Actually Ships
A post-discovery email drafted and ready to send the second you approve.
Proposal Acceleration
Scope, timeline, pricing, deliverables plus a PandaDoc proposal created instantly.
Two automations. One system of record.
Pre meeting automation
- Closably enriches the company and contact
- Builds a pre meeting brief with focus points
- Saves the record in Airtable
- Notifies the rep in Slack
Post meeting automation
- Closably detects the meeting type
- Generates the right assets inside Airtable
- Prepares next steps for approval
- Sends emails or proposals only when you allow it
Tangible outputs, not generic summaries
Pre meeting outputs
- Company profile, size, and ARR data
- Growth stage and funding signals
- Decision authority and contact mapping
- Skills, interests, and content signals
- Competitive analysis and gaps
- Strategic positioning angles
- A complete pre meeting brief
Discovery outputs
- Strategic focus and goals
- Value narrative and storytelling
- Key positioning and differentiation
- Smart objection handling guide
- Technical requirements and considerations
- Suggested client questions
- Post discovery email ready to send
Sales call outputs
- Project name and validation dates
- Detailed scope of work
- Logical implementation phases
- Tech stack requirements
- Timeline and key milestones
- Pricing breakdown and deliverables
- PandaDoc proposal ready for approval
You keep control. Closably creates the assets. Your team approves the send.
Designed for sales leaders who care about speed and consistency
For Sales Reps
Walk into every call with clarity. Follow up while the conversation is still warm.
For Sales Ops
Clean records. Standardized outputs. A workflow your team actually follows.
For Founders
Less admin. Faster proposals. More energy spent on closing.
If meetings drive revenue, Closably should run around them
Enterprise discipline without enterprise friction
Human in the loop by default
Emails and proposals are generated automatically and sent only with approval.
Built for messy real world data
When calendar details are incomplete, Closably uses fallbacks to keep records consistent.
Purpose built for B2B SaaS
Your briefs, follow ups, and proposals follow the logic of SaaS deals, not generic templates.
Security and access are scoped to your tools and permissions.
Loved by sales teams at top companies
"Closably replaced hours of manual prep and follow up with a repeatable system. Our reps sound sharper overnight."
"The biggest win is consistency. Every meeting produces the same quality outputs without chasing people."
Frequently Answered
Ready to close more deals?
Book a demo and we will show you exactly what Closably will generate before and after your next meeting.