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Close CRM call notes, without typing.
After each call, pick the lead. Koachly adds the summary as a note.
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Call with Priya at Northwind
Today, 10:30 · 32 min · Demo
Call score
Out of 100
3 fixes for your next call
When Priya said the price felt high, you offered a discount right away.
The call ended without a date for the next meeting.
You spoke over Priya twice while she explained how her team works.
Call with Priya at Northwind
Today, 10:30 · 32 min · Demo
Call score
Good call. Fix the price talk next.
3 fixes for your next call
When Priya said the price felt high, you offered a discount right away.
The call ended without a date for the next meeting.
You spoke over Priya twice while she explained how her team works.
Next steps
EmailCRM noteFollow-up email · Subject: Next steps after today's call
Hi Priya, thanks for walking me through how new reps ramp today. As promised, here's the pilot plan for 5 reps. Does Thursday at 2 PM work to go over it with your team?
What it does
Close CRM call notes: what Koachly does
- Search your Close CRM leads from inside Koachly.
- Add the call summary as a note on the lead.
- Disconnect at any time from Settings.
Which plan
Pro, Business and Enterprise
Pro is $49 per user a month, or $39 billed yearly. Business is $99 per user a month, or $79 billed yearly. Start on Free and upgrade when you need it.
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Ready in 3 steps.
- 1
Go to Settings, then Connections, in Koachly.
- 2
Choose Close CRM and sign in.
- 3
After a call, pick the lead and save the note.
FAQ
Koachly and Close CRM: questions
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