Chief Revenue Officer
guessing at the numberexplaining it
You defend a forecast you can't fully explain. Ask Coffee what changed, see the deals behind each commit, and walk into the board meeting with the reasons.
AI for B2B revenue teams
Know why the forecast is soft before the board asks.
Closin connects to Salesforce or HubSpot, scores every open deal, and answers pipeline questions with the record behind each answer. It does one job: the revenue number.
Ask why Q3 is soft. Get an answer in seconds, cited to the exact deal.
Backed by Santa Clara Ventures
Why it has to be built for revenue
A general-purpose assistant doesn't know what a slipped commit is.
Closin is built around the objects a revenue team runs on: stages, forecast categories, close dates, owners, and the manager hierarchy above them. A deal that has sat in Negotiation for 40 days with no activity reads differently from one that moved yesterday, and Closin scores it that way. Your stage rules and forecast method are part of the model, so the answers match how your team sells.
A dashboard shows the number. Closin shows the deals behind it.
What you've tried
Two kinds of tools, and neither explains the number.
Dashboards and BI
report what already happened. When the number drops, someone still has to open each deal to find out why.
General AI assistants
can summarize a record, but they don't know your stages, your commit rules, or what a normal cycle looks like for your team. Their answers sound right and fall apart in a forecast call.
Closin is built only for revenue. It reads your CRM the way a revenue leader does, and every answer links to the record it came from.
Coffee, the revenue agent
Ask about the pipeline in plain language. Coffee answers from your records.
Coffee reads your synced Salesforce or HubSpot data and answers questions like why Q3 is soft, which commits are exposed, and where the number moved this week. Each answer cites the deals it used, so you can check it before you repeat it in a forecast call.
Deal inspection
Every open deal scored, and flagged when it slips.
Closin checks each deal for activity, velocity, data hygiene, and forecast integrity on every CRM sync. Stage age, missing next steps, and pushed close dates show up in the grid the same day they happen, not at Monday's pipeline review.
closin.ai / dash / deals
| Health | Account | Owner | Stage | Status | Amount | Close | |
|---|---|---|---|---|---|---|---|
62 | Northwind Traders• | M. Patel | Negotiation | Stale | $420K | Jun 30 | |
41 | Initech Enterprise• | J. Reyes | Proposal | At Risk | $1.2M | Jul 14 | |
74 | Vandelay Industries | R. Singh | Negotiation | Best Case | $780K | Jul 22 | |
96 | Globex Corp | A. Chen | Closed Won | Committed | $310K | Apr 12 | |
71 | Hooli Cloud | T. Okafor | Discovery | Pipeline | $680K | Sep 30 | |
80 | Pied Piper | R. Singh | Proposal | Pipeline | $245K | Aug 02 | |
88 | Massive Dynamic | J. Reyes | Negotiation | Committed | $890K | Jun 22 | |
55 | Soylent Corp | M. Patel | Discovery | At Risk | $175K | Oct 18 | |
73 | Tyrell Corporation | A. Chen | Negotiation | Best Case | $540K | Jul 28 | |
91 | Stark Industries• | T. Okafor | Proposal | Committed | $1.45M | Jul 09 | |
38 | Acme Holdings | R. Singh | Discovery | At Risk | $215K | Aug 24 | |
67 | Wonka Industries | M. Patel | Proposal | Pipeline | $360K | Sep 11 | |
78 | Cyberdyne Systems | A. Chen | Negotiation | Best Case | $920K | Aug 18 | |
49 | Oscorp Holdings | T. Okafor | Discovery | Pipeline | $145K | Nov 04 | |
84 | Weyland-Yutani• | J. Reyes | Proposal | Committed | $760K | Jul 02 | |
46 | Aperture Science | R. Singh | Negotiation | At Risk | $310K | Jul 19 | |
64 | Black Mesa | M. Patel | Discovery | Pipeline | $195K | Oct 02 | |
76 | Umbrella Logistics | A. Chen | Proposal | Best Case | $615K | Aug 11 | |
89 | Veidt Enterprises | T. Okafor | Negotiation | Committed | $1.12M | Jun 28 | |
58 | Rekall Inc. | J. Reyes | Discovery | Pipeline | $285K | Sep 22 |
What Closin watches on every sync
Deals inspected
47
across the live pipeline
Slips flagged
4
caught since Monday
Questions answered
128
each cited to a record
Commits at risk
$1.95M
4 deals this quarter
Agents
The weekly revenue busywork, handled by agents.
Much of RevOps is the same checks every week: who hasn't submitted, which deals changed, what to raise in the forecast call. Closin's agents do that work on your live data and post the results where your team already looks.
- Prepa briefing before each forecast call with the commits that moved and why.
- Inspectevery deal checked against your stage rules, with gaps sent to the owner.
- Digesta short summary for each rep and manager of what changed in their book.
Who Closin is for
If you're the one who has to explain the number, this is for you.
Head of Revenue Operations
inspecting deals by handdesigning the system
You open deals one at a time to find what's wrong. Closin inspects all of them on every sync, so your week goes to the process instead of the checks.
Sales Ops / FP&A
reconciling by handone system of record
You reconcile pipeline exports every quarter. Closin rolls the forecast up from the same synced records finance reads, so both teams start from the same facts.
Getting started
Connected to your CRM, then tuned to your process.
Setup is short. Each customer also gets a Closin operator who has run RevOps, to map your stages and forecast method into the product and tune what it flags.
- 01
Connect
Authorize Salesforce or HubSpot through OAuth. Closin syncs your pipeline into your own tenant and keeps it current every few minutes.
- 02
Calibrate
Your Closin operator maps your stages, forecast categories, and manager hierarchy, so scores and rollups match how your team actually sells.
- 03
Run
Scoring, Coffee, and the agents run on every sync. The operator stays with you through the first quarter to adjust what the system flags.
In practice
“Closin gave us a full head of Rev Ops, from commissions to board prep, at a fraction of the cost of a full-time hire.”
“When our head of Rev Ops moved on, we didn't want to lose the function or rush into a full-time replacement. Closin stepped in and ran revenue operations for us end to end. They handled everything a full-time leader would have, from commissions and Salesforce administration to forecasting, capacity and long-term planning, and board prep. We got all of it at a fraction of the cost of a full-time hire. The transition was smooth and the team continued selling without interruption.”
Himanshu ShuklaCEO, Lightbeam.ai
The team
The people building Closin.
We started the company before transformers were tractable. Between us we have built machine learning products and run revenue teams, and Closin needs both.
Alex Rossie
Founder, CEO
Rob Nealan II
Founding Engineer
Billy Motherway
Founding Product Manager
Jack Wagner
Founding Advisor
Frequently Asked Questions
Is Closin software or a service?
Software. Your team logs into Closin for deal scoring, forecasting, and Coffee, and the agents run on your CRM data in the background. Each customer also gets an operator for setup and tuning. A few customers have had us run the RevOps function outright while they hire.
Do you replace our RevOps team?
No. Closin takes the deal inspection, reconciliation, and follow-up work off their plate, so they can spend their time on process and planning. If the seat is empty, for example when a head of RevOps leaves mid-quarter, we can cover the function until you hire.
How does Closin read our pipeline?
It connects to Salesforce or HubSpot through OAuth and syncs every few minutes. Each open deal is checked for activity, velocity, data hygiene, and forecast integrity, and gets a health score. Coffee and the agents work from the same synced data, so every answer points to a record.
How long until we see something real?
Scores and Coffee work on your real data once the first sync finishes. Calibration with your operator, where you map stages, forecast categories, and hierarchy, takes about two weeks.
Where does our data live?
In your own tenant. Closin runs on dedicated infrastructure per customer, with no co-mingling across tenants. We read your CRM through a scoped OAuth integration; we never screenshot, scrape, or store credentials outside your CRM's own grant.
Does Coffee train on our data?
No. Your records answer your team's questions; they never train any shared model. Our LLM providers operate under zero-retention terms, confirmable in your contract.
Which CRMs do you support?
Salesforce and HubSpot today, with more added every quarter. Our data model is CRM-agnostic; only the OAuth scope and field mapping change per CRM. If your stack isn't supported yet, tell us. The roadmap is buyer-led.
What about SOC 2 and pen testing?
Closin is SOC 2 Type 2 certified, audited by an independent third party. Annual pen testing is scheduled. We share the report and our security questionnaire response under NDA before any technical evaluation.
Works with Salesforce and HubSpot
See Closin on your own pipeline.
We walk you through Coffee, deal scoring, and the agents, then look at what Closin would flag in your CRM.