Sales Perfected.
The World’s First Closed-Loop Sales Improvement System
CloseIntel is an AI sales training and coaching platform. It scores every sales call or presentation your team already records against your own sales process, turns each gap into training and AI roleplay drills, and re-scores the next call.
CloseIntel is an AI sales training and coaching platform that scores every sales call or presentation your team already records against your own sales process, turns each gap into training and AI roleplay drills, and re-scores the next call. The loop closes itself.
- Improves with every presentation
- Built on execution based data
- Intelligent Training Framework
- Every presentation scored
- Data-driven process, actually followed
- Every pitch sharper than the last
- Pitch Execution data drives coaching
- Evidence from every presentation
- Answers, not dashboards
Works with your existing stack — from Zoom to a raw MP3 upload
The CRM posts a lost deal into the sales leadership channel: Meridian Group, eighteen thousand four hundred dollars, reason no decision. Sales manager Sam Rivera, who believes the process, replies: run them through training again, the process works when they actually follow it. Sales manager Avery Stone, who believes in born closers, replies: he has already been through training twice, we need to hire better sales reps, have him ride along with one of our best closers. Alex Morgan, the VP of Sales, asks: so is it our reps or our training? Everyone sees it. No one replies, because no one was on the call. Then CloseIntel joins the chat with the answer: the process was not the problem. The rep missed five actions: rapport, urgency, product value, and two trial closes. No urgency or value, no decision. It has already assigned the Rapport module and created three drills, so the rep rehearses them before the next call. Both managers and the VP react to that message. CloseIntel gives you the answers. It not only analyzes the presentation, it tells you what needs to be fixed and how.
CloseIntel gives you the answers. It not only analyzes the presentation, it tells you what needs to be fixed and how!
The Problem
You know the outcome.You don’t know what caused it.
You’ve seen this thread before.
You give a salesperson a lead. They deliver the presentation. You get the sale, or you don’t. There has never been a reliable way to tell whether that result came from the process, the sales rep, or the lead.
So every loss starts the same argument. One manager calls for more training, the other calls for better reps, and the rep swears the lead was never going to buy. The correct answers don’t exist because Training & Execution have never been properly connected.
Complete Solution
Not another tool. One complete system where every part feeds the next.
Reps gather Intel on every call, arm up in the Arsenal, and drill live buyers in the Training Simulator. Triage puts coaching where it pays back, and Calibration feeds what’s working back into your playbook — so the whole system gets sharper with every deal.
Your sales process, mapped into the exact stages every call is measured against.
Built from your playbook · every call graded against it
10 phases · graded on every call
What good looks like
Put a number on standing still. Until the prospect prices doing nothing, your price is the only number in the room and every objection is a discount request.
Put a number on standing still. Until the prospect prices doing nothing, your price is the only number in the room and every objection is a discount request.
“If nothing changes, what does another two quarters of this cost you?”
Feeds → Intel
Every call decoded across five lenses and 15+ graded dimensions, scored against how your team actually sells.
Discovery · 25 questions asked
Talk / listen ratio
70%Rep talk time against the 40/60 target.
A confident, well-structured call that earned the sale — strong rapport and a clean solution walkthrough mapped to the prospect’s goals. The cost-of-inaction and vision phases ran light, and the talk ratio skewed rep-heavy.
“You told me the last vendor went quiet after the invoice. We run a standing check-in against your numbers — you always know exactly where things stand.”
Directly answered Jordan’s earlier bad-vendor experience with a concrete accountability structure — the strongest moment on the call.
Named the real weekly time cost up front instead of talking past the concern.
Read the buying signal, confirmed pay-in-full, and moved straight to collecting.
Well above the 40/60 target — the pitch ran as a monologue. More pause-and-check moments would have surfaced how Jordan buys.
Feeds → Arsenal
Turns the gap Intel found into the exact play to study next.
The gap · found by Intel
Flagged on your last 3 calls. Queued automatically, built from your playbook.
The play · the exact material that fixes it
From your playbook · 12 min study
Feeds → Simulator
Reps rehearse the exact moment on a live AI buyer — before the real deal.
AI buyer · “Jordan” · skeptical VP Ops
Buyer
Honestly, we’re fine waiting until next quarter to decide.
You
Fair. What does one more quarter of waiting cost you against the Q4 number you gave me?
Buyer
Probably two lost accounts a month. I hadn’t put a number on it.
Target hit in two turns. Mastery 34 → 41 on this objection.
Practice happens here, not in front of a real deal.
Feeds → Triage
Ranks who needs coaching by where an hour of it pays back most.
Rep health
42−2%Diagnose
Cost of Inaction is the weakest phase (B-, 6 calls). Coachable — worth your time now.
The move
Send one 10-minute drill: handling need objections.
Their biggest gap right now — and the fastest score to move.
Cost of Inaction is the weakest phase (B-, 6 calls). Coachable — worth your time now.
Feeds → Calibration
What’s closing gets fed back into your process — versioned every time.
What’s winning
v8Anchor value before price
in 68% of wins · 41% of losses
Playbook v8 · what changed
Every part upstream now grades against the new standard. The loop closes.
Feeds → Process Map · closes the loop
Built for your sales process
CloseIntel adapts to any industry.
One loop, tuned to how each seat works — and to whatever methodology, stages, and market you sell into.
Built for sales reps, frontline sales managers, and sales leaders, in professional services, insurance, timeshare, SaaS, home services, and any vertical that sells by phone, video, or in person.
For reps
Your weak spot becomes tonight’s drill.
Every presentation comes back graded phase by phase, and the moment that hurt you is queued as a drill by the time you’re back at your desk. No manager assigned it. You rehearse against an AI buyer that argues like the real one until the counter is automatic.
“Heard the objection. I’d already beaten it.”
“Heard the objection. I’d already beaten it.”
For managers
Open one queue, ranked by payback.
Monday opens on one roster, sorted worst-first by coaching payback: every rep with a health score, the one-line reason they’re flagged, and a drill ready to assign in one click. A week later the verdict comes back — improving, flat, or declining.
“One queue — not forty recordings.”
“One queue — not forty recordings.”
For sales leaders
See where coaching moves the number.
Org Pulse opens on pacing to the revenue goal, close rate, and the one thing to fix this week. Calibration re-scores your sales process weekly and ranks every fix by measured win-rate leverage — so “what do we work on” stops being a debate.
“We stopped debating what to fix first.”
“We stopped debating what to fix first.”
For any industry
Built for your industry, whatever it is.
Professional services, insurance, timeshare, home services — CloseIntel tunes to the buyers your reps actually face, the objections they actually hear, and what a great call sounds like on your floor. Never a generic template dropped on your team.
Tuned to your vertical
- Buyer scenarios
- Scoring rubric
- Sales process
- Terminology
“It gets our world — not just "sales."”
Tuned to your vertical
- Buyer scenarios
- Scoring rubric
- Sales process
- Terminology
“It gets our world — not just "sales."”
How it works
Your sales process, running on autopilot.
Every sales presentation scored the moment it ends. Every gap turned into training that assigns itself. Every win folded back into the playbook. Your team gets sharper every single week, and nobody has to scrub a recording to make it happen.
Live Demo
Ready to go deeper? Book a live call and we’ll answer every question.
Pricing
Same full platform. Any team size.
Every team gets the entire platform — every feature, nothing gated. Whatever your size, you have everything you need to perfect your sales execution.
The full platform, priced per seat
No plans to pick between — pricing adjusts to your team size.
- Every call scored on your rubric across five lenses and 15+ dimensions
- Auto-assigned drills + full course library
- Practice Simulator in text, voice, video, and face-to-face avatar modes
- Manager triage + coaching queue
- Weekly rubric calibration
- Boot Camp for new-hire ramp, enabled for your workspace at onboarding
- All your recorders connected · SOC 2-aligned security
Custom pricing, tailored terms.
- SSO / SAML
- Custom domain
- Dedicated account manager
No. Not every team has one nailed down. Our sales leadership team with 30+ years of experience building and coaching sales organizations will work with you to craft one. Then CloseIntel will train your reps on it through onboarding and ongoing success calls. CloseIntel assesses your team's pitch performance against your starting sales process, perpetually perfecting it as you go. We make sure you have a good one to begin with, so your team starts strong and continually improves!
No. CloseIntel connects to Zoom, Fireflies, Fathom, Dialpad, and GoHighLevel, and takes transcript or audio uploads from Otter, Google Meet, Loom, or an MP3. Your sales presentations flow in automatically. Keep recording exactly the way you do today.
We build a custom scoring configuration around your company's needs — you define what a strong sales presentation looks like, and every presentation is graded across 15+ dimensions against that rubric, not a generic template.
Most teams are up and running within a week — we run a structured onboarding to get every rep on the platform. The one variable is your sales process: if you already have one defined, reps go live fast. If you don't, plan for extra time up front while our team builds one out with you before onboarding begins.
Sensitive data is redacted before storage, every tenant is isolated by row-level security, and our controls are mapped to the SOC 2 criteria (Type II readiness in progress). See our Security page for the details.
Yes. Every rep gets their grades, their drills, and a practice simulator they own — this is coaching, not a surveillance dashboard.
Start now
Close the loop on your sales process.
Book a 15-minute Discovery call and we’ll tell you how CloseIntel connects your sales training, execution, and management to perfect your sales performance.