Follow-ups, CRM hygiene and routing across Salesforce, HubSpot and the inbox your team already works in. Nothing is sent and nothing changes in the CRM until a person approves it.
Each area runs on the same engine. Most customers switch one on and add the rest as other teams ask for them.
Writes the next message from the actual thread, in the rep's voice, with the context a generic sequence cannot see.
Keeps records current from what actually happened in email and chat, without anyone doing data entry.
Qualifies inbound and routes it to a named owner in minutes rather than at the next pipeline review.
Flags deals that have gone quiet against their stage and age, before the forecast does it for you.
Turns the call into notes, next steps and the CRM update, attached to the right opportunity.
Stage, age and coverage computed from the record rather than from what reps typed in last Friday.
The ontology is what separates a coworker from a chatbot. Closer holds your sales and CRM world as objects it can reason over and act on, not documents it searches.
Each one gated on a named human.
Derived live from the systems of record.
Inbox and CRM in, one approved follow-up out.
Opportunities, activities and threads read into the ontology.
The same company across CRM, inbox and chat becomes one Account.
Stage age against the deal's own history, not a global average.
With the last real exchange, not a status field.
Written and held. The rep sends it, or does not.
A CRM dashboard stops at step 4. Closer goes all the way to step 5.
The CRM and inbox your team already lives in, read continuously, written only on approval.
Each step of the loop is a separate worker from the Onetab Store, with its own tools and its own guardrail. That's why Closer can be audited step by step, and why a failure in one stage doesn't silently corrupt the next.
Closer belongs to a person, not a department. That person approves, and their name is on the record.
Every irreversible action pauses and waits. Closer proposes; a person decides.
Closer sees what the approver is allowed to see, and no more.
A per-agent budget, and every run stored and replayable for whoever asks.
Still deciding? Book a demo and we'll walk through Closer on your own tools.
No. It drafts; a named person sends. Nothing leaves without approval.
It proposes the correction with the evidence. The owner accepts or rejects it.
No. Sequences fire on a schedule; Closer writes from what actually happened in the thread.
It reads your object model as it is. Forge is the coworker that changes it.
Salesforce build
Objects, flows and validation rules, built in a sandbox.
Works across
HR & Staffing
Screens, schedules, onboards and answers the policy desk.
Works across
Closer is coming soon
Book a demo to see Closer early and help shape what it does first.
