Daily follow-up coach for web, iOS, and Android
Know who to follow up with, what to say, and when to send it.
CloseFlow turns scattered relationship conversations into a daily action feed. See your best next moves, draft personal messages, review risky wording, send manually, and schedule the next touch without adopting a heavy CRM.
First 100 users: get 90 days free
Create your account, verify your email, and claim the launch offer before the first 100 spots are gone.
Claim your 90 days freeHuman-in-the-loop by design. CloseFlow helps you draft, review, approve, copy, share, log outcomes, and schedule. It does not auto-send messages.
Prediction snapshot
Best next move
Message Sarah M. today
Pricing interest, warm relationship context, and a high reply signal make this the strongest next touch.
Best playbook
Quiet-thread restart
42% positive outcomes in recent tracked follow-ups.
Best send window
Tue–Thu • 9:00–11:00
Replies and interest are clustering in the late morning window.
Coaching note
Keep language low-pressure, reference the last conversation, and end with one simple next step.
How CloseFlow helps
A daily loop for turning conversations into customers.
Stay focused from first touch to next sale. CloseFlow keeps contacts, pipeline stage, priority signals, message drafts, review steps, outcomes, and reminders in one lightweight action system.
- 1Choose your seller type, weekly goal, product category, and preferred follow-up channel.
- 2Start the First Revenue Run by adding or importing five warm contacts from CSV, Excel, phone contacts, pasted lists, or starter templates.
- 3Let CloseFlow organize them into a simple pipeline: leads, contacted, interested, and customers.
- 4Open Today’s Revenue Actions to see the highest-priority contacts first.
- 5Choose the right playbook: follow-up, no-response nudge, pricing asked, closing, reorder, or referral.
- 6Draft a thoughtful message with AI, then edit it in your own voice.
- 7Review wording with Compliance Intelligence, risk categories, safer rewrites, and approved language cues.
- 8Send manually through your preferred channel, close the outcome loop, and schedule the next touch.
- 9Review conversion signals so the next day’s revenue actions get sharper.
- 10For teams, launch weekly momentum sprints and coach members using privacy-safe compliance and revenue rollups.
Activation engine
Start the first Revenue Run before motivation fades.
CloseFlow should not drop a new seller into an empty dashboard. The first-run flow turns onboarding into a guided list: personalize the plan, add contacts, draft the first playbook message, deliver manually, schedule the next touch, and log what happened.
First Revenue Run
4 steps to first momentum
Choose context
Seller type, niche, weekly goal, and follow-up channel tune the first plan.
Add 5 contacts
Start with warm relationships, buyers, referrers, link-clickers, or old conversations.
Draft first touch
Recommended playbooks turn setup into a useful message fast.
Log the outcome
Replies, no-replies, interest, and purchases feed sharper next actions.
7-day momentum
Import accelerator
Bring in contacts, then start the follow-up engine.
CloseFlow now makes the first data step faster: upload CSV or Excel, paste a messy list, import from phone contacts on mobile, or start with a niche template before opening Today’s Revenue Actions.
Explore contact importsImport preview
42 contacts ready
CSV / Excel
Upload spreadsheet exports and preview field mapping, duplicates, warnings, and source data before saving.
Phone contacts
On mobile, choose warm relationships from the device address book and turn them into first actions.
Starter templates
Use wellness, beauty, real estate, affiliate, services, or team-leader starter lists to structure the first import.
The money screen
Today’s Revenue Actions should feel impossible to ignore.
The seller opens CloseFlow and gets a clear queue: who to follow up with, why now, which playbook fits, and what to do after the message is sent.
Priority signals
Hot, overdue, cooling-off, and close-ready contacts surface first so sellers know where to spend attention.
Playbook drafts
Messages start from the situation: no response, pricing asked, objection follow-up, closing, reorder, or referral.
Outcome loop
Logged replies, purchases, no-replies, approvals, and sends create lightweight insight into what is working.
Today’s CloseFlow
3 revenue actions ready
Action 1
Follow up with Sarah M.
Interested • asked about pricing • 3 days since last touch
Action 2
Re-engage Mike T.
No reply • cooling off • short nudge recommended
Action 3
Close Jessica L.
Pricing asked • keep message factual and pressure-free
24
Leads
18
Contacted
9
Interested
4
Customers
Pipeline + playbooks
Stage the relationship, then launch the right play.
CloseFlow keeps the pipeline simple on purpose: leads, contacted, interested, and customers. Each stage points sellers toward the right playbook so the next message is guided, not guessed.
Explore pipeline playbooksLeads
Cold outreach
Start a human first conversation.
Contacted
Follow-up / nudge
Keep a warm thread from going quiet.
Interested
Close / objection
Give a clear, factual next step.
Customers
Check-in / reorder
Support buyers and earn the next conversation.
Outcome loop + analytics
Measure what happens after the message.
CloseFlow now connects approved drafts, delivery actions, logged outcomes, contact stage movement, and playbook performance. That gives sellers feedback without burying them in reporting.
Explore conversion analytics7-day loop
Draft → delivery → outcome
Approved
AI drafts saved after review
38
Delivered
Copied, shared, SMS, or email opened
24
Outcomes
Replies, no-replies, interest, purchases
17
Customers
Purchases logged from follow-up
4
Loop insight
Delivered touches with no logged outcome become coaching prompts, not buried activity.
Team Momentum
Turn solo follow-up habits into team-wide momentum.
Once sellers have Today’s Revenue Actions, playbooks, and outcome logging, leaders can coach the behavior that drives retention: consistent, compliant, human follow-up.
Explore Team MomentumLeader mode
Coach the next healthy action
Weekly sprint
Follow-Up Rescue Sprint turns team coaching into a visible, healthy action goal.
Shared playbooks
Leaders can guide members by stage: starter list, quiet thread, decision step, or customer advocacy.
Privacy-safe rollups
Team views show coaching signals without exposing notes, message content, or full contact lists.
Compliance Intelligence
Safer follow-up should feel like coaching, not friction.
CloseFlow now brings risk categories, safer rewrites, approved language, and team-safe compliance rollups into the follow-up loop so sellers can move faster without guessing what wording needs a second look.
Draft review
Compliance score: 92
Risk categories
Income claims, health claims, guarantees, pressure language, spammy outreach, and sensitive assumptions get classified before approval.
Safer rewrites
The composer keeps the seller intent but removes claims, pressure, and wording that needs a second look.
Approved language
Helpful phrase patterns like results vary, no pressure, and happy to send simple details stay close to the draft.
Approved language
“Results vary” • “No pressure” • “Happy to send the simple details”
New web app
Use CloseFlow from your browser.
CloseFlow is now available at closeflowai.app, so you can review Today’s Revenue Actions, organize your pipeline, draft follow-ups, review wording, log outcomes, and schedule next touches from desktop or mobile web.
Know who to follow up with
Today’s Revenue Actions surfaces hot, overdue, cooling-off, and close-ready contacts so sellers do not stare at a blank CRM.
Know what to say next
AI drafts use contact memory, stage, objections, and playbook context so each message starts personal instead of generic.
Know what is working
Outcomes, approvals, deliveries, replies, interest, and purchases create lightweight conversion signals without turning CloseFlow into enterprise reporting.
Know what to do next
Predictive recommendations highlight the next best contact, strongest playbook, and best send window so sellers can act faster.
Guided seller onboarding
Choose seller type, niche, weekly goal, and preferred channel so the first CloseFlow plan feels personal immediately.
First Revenue Run
A first-session activation checklist that moves sellers from setup to contacts, draft, delivery, next touch, and outcome logging.
7-Day Momentum Plan
A simple first-week habit loop for starter contacts, reactivation, closing questions, customers, referrals, review, and next week’s actions.
Import accelerator
Upload CSV/Excel files, paste messy lists, start from phone contacts on mobile, or use niche starter templates to get contacts into the first Revenue Run faster.
Import quality preview
Detect common columns, first/last names, IDs, source, last touch, addresses, duplicates, and warnings before saving a larger list.
Today’s Revenue Actions
A daily action feed that tells sellers who to follow up with, why now, and what next step to take.
AI follow-up drafts
Draft warm, low-pressure messages for contacts while keeping the seller in control.
Smart pipeline
Track leads, contacted prospects, interested conversations, customers, next touches, and priority signals in a simple selling path.
Playbook prompts
Start from the situation: cold outreach, no response, pricing asked, objection follow-up, closing, reorder, or referral.
Outcome loop
Log replied, interested, no reply, purchased, needs follow-up, or not interested directly after a message is approved and delivered.
Conversion analytics
See approved drafts, delivered touches, outcome capture, positive signals, customers, and playbook performance in a lightweight weekly view.
Predictive recommendations
Surface the next best contact, strongest playbook, best send window, and recommended tone from actual delivery and outcome signals.
Recommendation feedback loop
Track whether recommendations were shown, accepted, drafted, delivered, dismissed, or connected to a positive logged outcome.
Team Momentum
Invite team members, launch follow-up sprints, share stage-based playbooks, and coach privacy-safe revenue action signals.
Compliance Intelligence
Score drafts, classify risk categories, suggest safer rewrites, and surface approved language before a seller approves the message.
Approved Language Library
Keep safer phrase patterns close to the composer so sellers can avoid claims, guarantees, pressure language, and spammy outreach.
Web, iOS, and Android
Open CloseFlow in your browser or use the mobile apps when you want follow-up work with you on the go.
G2 profile
See CloseFlow on G2
CloseFlow is listed on G2, where software buyers compare tools and read verified customer reviews.
View CloseFlow on G2Built for human-in-the-loop follow-up.
CloseFlow helps draft, review, approve, copy, share, log outcomes, and schedule. It does not auto-send messages. The seller stays in control while the action engine keeps the next move clear.