Apex Ops
- Stage
- Demo booked
- Last activity
- Asked about Slack
- Suggested follow-up
- Send Slack handoff clip
9:41Assistant
Who in Close should I follow up with today?
I reviewed Close leads, opportunities, and recent activities.
Northstar Studio
- Stage
- Proposal
- Last activity
- No reply 5 days
- Suggested follow-up
- Draft pricing follow-up
Meridian Labs
- Stage
- Discovery
- Last activity
- Mentioned calendar pain
- Suggested follow-up
- Send calendar setup walkthrough
Setup
Easy, minutes
Category
CRM
Changes
Only with your OK
Price
Paid
Close setup needs one API key. The assistant discovers leads, contacts, and opportunities after connection.
What you can do with it
What it’s for
Review leads, contacts, opportunities, activities, and tasks, then draft CRM updates or outreach follow-up.
Try asking
Brief today's Close pipeline and identify who needs follow-up.
You approve every write
Changes land as drafts you approve — nothing writes to your accounts without your okay.
Related services
Close + PageLines.
Meet your assistant in about three minutes. It already knows how to work in Close — you just say what for.