The Closelyt toolkit

Everything your team needsto turn leads into customers.

Capture leads from everywhere, manage every conversation, follow up at the right time and understand what actually drives your sales.

Explore the platform Get Started→

Closelyt · Today

Leads today

+18% vs yesterday

Qualified

36% of today

Calls made

Answered 163

Pipeline

₹24.4L

Across 86 leads

Leads by source

Meta Lead Ads

Website Forms

Google Forms

QR & Exhibitions

Live activity

Ravi Kumar · new leadSummer Campaign · 10:02

WhatsApp sent · quotationRahul Menon · 11:04

12 rows importedSheets sync · 11:20

Follow-up · Tomorrow 10:30Qualified

01Capture

Bring every leadinto one place.

Closelyt connects the places where your prospects discover and contact your business, so every enquiry can become part of the same CRM.

Lead sources
Forms
QR lead capture
Website leads
Meta Lead Ads
Google Forms
Google Sheets
API
Webhooks
Exhibition leads

Explore lead capture→

Meta Lead Ads
Website Forms
Google Forms
Google Sheets
QR Codes
Exhibitions
API
Webhooks
Manual Entry

Closelyt CRM

Leads captured this month

One intake path

Validated & de-duplicated

Auto-assigned to a salesperson

02Manage

Know every lead.Know what happens next.

Every lead gets one complete record containing contact details, source, campaign, owner, stage, value, probability and activity history.

Lead management
Sales pipeline
Lead routing
Lead attribution
Lead scoring
Duplicate management
Import & migration

Explore lead management→

Closelyt · Lead profile

Ravi Kumar

+91 98765 43210

New

Source: Meta Lead Ads
Campaign: Summer Campaign
Assigned to: Rahul Menon
Lead value: ₹2,50,000
Probability: 35%
Product: 3 BHK · Whitefield

NewContactedFollow-upQualifiedConverted

Activity timeline

Lead captured from Meta Lead AdsSummer Campaign · 10:02 AM

03Meta Ads

Turn ad leads intobetter-performing campaigns.

Connect Meta Lead Ads to Closelyt, capture leads automatically and send qualified, not-qualified and converted outcomes back to Meta — so the goal becomes better leads, not just more of them.

Meta Lead Ads
Meta attribution
Conversion tracking
Campaign tracking
CAPI

Explore Meta Ads→

closelytCRM

Ravi Kumar

Meta Lead Ads · Summer Campaign

NewContactedQualified

Conversions API

Qualified lead signal sent to Meta

Summer Campaign · optimisation event

Meta receives the downstream outcome, not just a form submission.

04Forms

Create once.Capture leads anywhere.

Build a Closelyt form and share it anywhere — on your website, social media, WhatsApp, exhibitions, printed material or QR codes.

Form builder
Website forms
QR lead capture
Custom fields
Lead routing
Validation

Explore Forms→

Closelyt · Form builder

Exhibition enquiry form

Fields are added as you build

Name
Phone
Email
Company
Requirement

Create form

Building your form…

QR generates on publish

closelyt.com/abc-constructions/form/8F72K9

05WhatsApp

Keep every conversationclose to the lead.

Connect WhatsApp activity with your CRM so your team can follow up with context instead of starting from scratch.

WhatsApp
WhatsApp templates
Predefined messages
Follow-up messages
Conversation context

Explore WhatsApp→

Choose a template

Ravi Kumar

Template selected
WhatsApp opens
Chat with the lead opens
Message pre-filled
You press send

Closelyt prepares the message and opens the chat — you stay in control of sending it.

Ravi Kumar

+91 98765 43210

Hi, I saw your Summer Campaign ad.

Hi Ravi, thanks for your enquiry with Closelyt Homes. May I share the details?Pre-filled

Message ready — press send

06Calls

Every call becomespart of the sales story.

Call leads directly from Closelyt, track call activity, capture outcomes and keep every important sales interaction connected to the lead record. Closelyt tracks call activity — it does not record or store the conversation.

Click to call
Incoming & outgoing
Call duration
Call outcomes
Call notes
Call history

Explore Calls→

Ravi Kumar

+91 98765 43210

AnsweredOutbound04:12

Attempt

3rd

Direction

Outbound

Status

Answered

Logged

Today

QualifiedOutcome · Interested₹2,50,000

07Follow-ups

Never let a good leadgo cold.

Schedule the next action while the conversation is still fresh, so every lead always has an owner and a next step.

Follow-ups
Meetings
Reminders
Assigned follow-ups
Activity timeline

Explore Follow-ups→

Closelyt · Follow-ups

February 2026

MTWTFSS12345678910111213141516171819202122232425262728

Follow-up scheduled

Ravi Kumar

Tomorrow · 10:30 AM

Rahul Menon

MeetingSite visit · Whitefield

Lead
Follow-up scheduled
Reminder
Completed

08Measure

See what is actuallydriving growth.

Understand where leads come from, how your team performs and which sources produce real business outcomes.

Dashboard
Analytics
Reports
Team performance
Conversion tracking
Lead attribution

Explore Analytics→

Closelyt · Analytics

Last 30 daysAll teamsAll productsAll sources

Total leads

+18% vs last month

Qualified

+11%

Converted

+9%

Pipeline value

₹48.2L

+₹6.4L

Conversion rate

6.8%

+0.9 pts

Leads & conversions

Source performance

One CRM.Built for every team.

Closelyt is designed as a multi-tenant SaaS platform that adapts to different businesses, teams and industries.

Multi-tenant SaaS
Teams
Permissions
Industry configuration
Dynamic CRM configuration

Explore the platform→

Your company

Sales

Leads
Calls
Follow-ups

Marketing

Meta Ads
Forms
Attribution

Management

Analytics
Teams
Permissions

Industries

One platform. Built around your business.

Choose an industry and watch the stages, fields and workflows reconfigure.

Closelyt · Real estate

Ravi Kumar

Everything you need. Nothing you don’t.

The complete Closelyt capability list, grouped by what it helps you do.

0110 features

Capture

Bring every enquiry into one place.

Ads, forms, sheets, QR and API — one intake path.

01 · Capture

Lead sources

Every channel your enquiries arrive from, unified into one intake path.

Meta AdsWebsiteGoogleWhatsAppExhibitionManual

Closelyt

02 · Capture

Forms

Build a form once and publish it anywhere.

Closelyt form

03 · Capture

QR lead capture

Print a code, scan it, and the lead is in the CRM.

Scan

Phone → Scan

→ New lead

Closelyt

Explore→

04 · Capture

Website leads

Embed a Closelyt form on your site with field mapping.

yourbusiness.in

Website enquiry

Name

Phone

Submit

Ravi Kumar

New lead

05 · Capture

Google Forms

Keep the Google Form your team already uses.

Google Form

Full name

Phone number

New response received

Closelyt leadCreated

06 · Capture

Google Sheets

Rows in a sheet become validated CRM leads.

Leads sheet

NamePhoneSourceStatus

Ravi K.98•••42SheetNew

Priya S.97•••18SheetNew

Manoj T.90•••77SheetNew

Closelyt

07 · Capture

Meta Lead Ads

Capture leads instantly and send outcomes back.

Summer Campaign

Live

Ravi Kumar

New lead · Meta

New

MetaCloselytQualified

Explore→

08 · Capture

API

Push leads from any system with a documented endpoint.

POST/v1/leads

{
  "name": "Ravi Kumar",
  "phone": "+91 98•••42",
  "source": "partner"
}

201 · Lead created

09 · Capture

Webhooks

Notify other tools the moment something changes.

Event

lead.created

CRMWhatsAppAnalytics

10 · Capture

Exhibition leads

Offline capture at booths and events, online instantly.

Expo lead

Name

Phone

Requirement

Submit

Lead captured instantly · offline ready

0207 features

Manage

One record. Complete history.

Owner, stage, value and every touch in order.

11 · Manage

Lead management

One record per lead with a complete timeline.

Ravi Kumar

+91 98••• •••42

Qualified

See what Closelyt can dofor your sales team.

Start with the sources you already run and grow into the rest of the platform.

Explore the platform →Start Free→

Stay closer.Close more.

Every lead. Every conversation. One Closelyt.

Start free→Book a demo