Total Users
—
agents + admins
Agents
—
active reps
Sessions
—
total calls
Today
—
calls today
Objections
—
detected total
Recent Sessions
| Closer | Client | Stage | Duration | Objections | Date | |
|---|---|---|---|---|---|---|
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| Photo | Name | Role | Sessions | Last Active | Actions | |
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➕ Add Playbook Rule
Objection Type
Trigger Phrases (comma separated)
Best Next Question
Coach Note
Why This Works
Confidence %
Severity
📖 Current Rules
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| Closer | Client | Stage | Duration | Buying Signals | Objections | Date | |
|---|---|---|---|---|---|---|---|
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Total Bookings
—
This Week
—
Confirmed
—
Total Prospects
—
| DATE & TIME | PROSPECT | CLOSER | INTERESTED IN | STATUS | SOURCE |
|---|---|---|---|---|---|
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🧠
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AI Coaching Settings
Model, style and sensitivity for all agents
🌐
▼
Language Settings
AI coaching and platform UI language defaults
Language for coaching tips, objection responses, summaries, and AI analysis. Applies to all agents in this org.
Default language for all buttons, labels, and interface text. Each agent can override this in their own settings.
🎙️
▼
Transcription Settings
Audio chunk timing
How often audio is sent for transcription. 5s recommended
Pause in speech before sending chunk. Default: 1500ms
🏢
▼
Organization
License and seat information
🔐
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Account & Password
Update your manager password
🖼️
▼
Company Logo
Shown on all booking pages instead of the CloseSignal logo
No custom logo uploaded
PNG, JPG, SVG — max 400 KB. Recommended: horizontal logo, transparent background.
✨
Be First to Get Access
These features are under active development. Join the waitlist for any feature you're excited about — your team will get priority early access and we'll notify you the moment it's ready.
🔄
Closer Queue
⏳ WAITLIST
Intelligent round-robin lead distribution
Automatically distribute inbound leads across your sales team in a fair, intelligent round-robin. No more cherry-picking — every agent gets their shot, and managers get full visibility into who's up next.
- 🎯 Smart round-robin — evenly distributes new leads across active agents
- ⏸ Pause & resume agents without losing queue position
- 📊 Live queue dashboard — see who's up, who's paused, call counts
- 🔔 Instant agent notifications when a new lead is assigned
Be first in line — no commitment, cancel anytime
📊
EOD Report
⏳ WAITLIST
AI-powered end-of-day performance summary
At the end of each day, CloseSignal automatically compiles every call your team made into one clear, actionable summary. No more chasing agents for updates.
- 📈 Daily win rate, objection trends & top buying signals across all calls
- 🏆 Closer leaderboard — who's closing, who needs coaching today
- 📧 Auto-emailed to managers every evening, zero setup required
- 🤖 AI-written coaching callouts: specific agents, specific moments to review
Be first in line — no commitment, cancel anytime
📅
Calendar & Booking
⏳ WAITLIST
Personal booking pages & two-way calendar sync
Give every agent a shareable booking link. When a prospect books, a prospect record is automatically created, the meeting hits the calendar, and CloseSignal is ready to coach before the call even starts.
- 🔗 Personal booking URL per agent — share with prospects in seconds
- 🗓 Sync with Google Calendar & Outlook — no double-booking
- 🎯 Auto-creates a prospect record on every booking
- ⏰ Custom availability, buffer times & blocked dates per agent
Be first in line — no commitment, cancel anytime