Features

Everything a sales team needs

From incoming lead to collected sale, in a single tool. Here's what Closeford does.

All your leads in one place

Kanban and table with filters; every lead with its history, calls and next steps.

  • Inline editing with autosave, even offline
  • Filter by status, source, category and triager
  • One-click CSV export

Automatic triage

Every lead comes in, gets scored by revenue and is assigned to the right triager.

  • Configurable revenue brackets
  • Split by workload and each triager's weight
  • Disqualified leads are never assigned

Follow-ups, never forgotten

Per-lead timers and a queue of everything that needs action today.

  • Follow-up times editable per workspace
  • Overdue and due-today always in sight
  • Call and log the call in one go

Closers by revenue

Every call goes to the right closer based on the lead's ticket, with a balanced split.

  • Routing rules per calendar
  • Weighted round-robin across closers
  • Working hours and time off per closer

Scheduling and bookings

Public booking pages per calendar, with no double bookings.

  • Visitor's time zone
  • Google Calendar sync
  • Day or week agenda view

EOD and leaderboards

Everyone reports their day in a minute, with rankings and metrics per role.

  • Forms per role: setter, triager and closer
  • Personal link, no account needed
  • Leaderboards by period

Sales with attribution

Revenue, cash and average ticket, plus how much credit each person and source gets.

  • Configurable attribution split
  • Daily summary vs yesterday and last week
  • Lead-to-sale funnel by source

Connects to what you already use

Lead intake API, webhook with retries and spreadsheet export.

  • Endpoint protected by a secret key
  • Signed webhooks with retries
  • Spreadsheet link

Get your sales team in order today.

Create your workspace, invite your team and start measuring in minutes.