Built around the wayyour business sells.
From the first enquiry to the final conversion, Closelyt connects the people, processes and conversations behind every sale.
- Meta
- Website
- QR
- Manual
Closelyt
One CRM
One inbox, one owner and one timeline per lead.
Turn ad spend into measurable sales outcomes.
The problem
Marketing generates leads but cannot easily see what happens after the form submission, so budget decisions are made on cost per lead alone.
With Closelyt
Closelyt connects marketing acquisition with downstream sales outcomes — campaign, ad set and ad stay attached to the lead all the way to conversion.
- 01
Meta ad
- 02
Lead
- 03
Closelyt
- 04
Qualified
- 05
Converted
- 06
Signal back to Meta
Ravi Kumar
Meta Lead Ads · Summer Campaign
Qualified lead signal sent to Meta
Summer Campaign · optimisation event
Meta receives the downstream outcome, not just a form submission.
Give every salesperson a clear next move.
The problem
Leads sit in spreadsheets and personal phones, and nobody is sure who is doing what next.
With Closelyt
Keep every opportunity, conversation and next action visible — assignment, call, WhatsApp, follow-up, meeting and conversion in one flow.
- 01
New lead
- 02
Assignment
- 03
Call
- 04
WhatsApp
- 05
Follow-up
- 06
Meeting
- 07
Conversion
Know where your business is actually getting customers.
The problem
Reports live in different tools, and the numbers rarely agree with each other.
With Closelyt
See what is working without chasing reports across multiple tools — filter by source, team, product and date.
Leads
0
Qualified
0
Meetings
0
Conversions
0
Pipeline
₹42.4Cr
Revenue
₹9.6Cr
Demo data shown for illustration.
Turn every visitor into a follow-up.
The problem
Booth conversations end in a pile of business cards that get typed up days later, if at all.
With Closelyt
A QR code on the stand creates the lead instantly, assigns an owner and schedules the first follow-up before the visitor leaves.
- 01
Exhibition booth
- 02
QR scanned
- 03
Form filled
- 04
Lead created
- 05
Salesperson assigned
- 06
Follow-up scheduled
Leads
0
Qualified
0
Converted
0
Demo data shown for illustration.
Stop managing leads in five different places.
The problem
Meta, the website, Google, QR codes, WhatsApp and manual entries each keep their own version of the truth.
With Closelyt
Every source runs through one intake path into one CRM, with the original source preserved for attribution.
- Meta
- Website
- QR
- Manual
Closelyt
One CRM
One inbox, one owner and one timeline per lead.
Make the next action impossible to miss.
The problem
Most lost deals were never rejected — they were simply never followed up.
With Closelyt
Due, overdue, callbacks and meetings sit in one list per salesperson, with reminders and completion tracking.
- Ravi KumarFollow-up dueToday 16:00
- Meera IyerMeetingTomorrow 11:00
- Sanjay RaoCallbackToday 18:30
- Imran KhanOverdueYesterday
One platform. Every team on the same page.
The problem
Each branch runs its own process, and head office only sees the picture at month end.
With Closelyt
Separate teams and leads per location, with a consolidated view and permissions that respect the structure.
Hyderabad
12 users · 486 leads
Bangalore
9 users · 372 leads
Chennai
6 users · 218 leads
Mumbai
8 users · 291 leads
Manage multiple businesses from one SaaS platform.
The problem
Agencies juggle logins, spreadsheets and reporting formats for every client they run ads for.
With Closelyt
Each client gets its own workspace — users, leads, forms, integrations and analytics — managed from one place.
Client A
- · Users
- · Leads
- · Forms
- · Integrations
- · Analytics
Client B
- · Users
- · Leads
- · Forms
- · Integrations
- · Analytics
Client C
- · Users
- · Leads
- · Forms
- · Integrations
- · Analytics
Client D
- · Users
- · Leads
- · Forms
- · Integrations
- · Analytics
Built for your industry.
Pick an industry to see how the CRM reconfigures its fields, stages and lead records.
Ravi Kumar
Meta3 BHK · Whitefield
Meera Iyer
Website2 BHK · Ready to move
Configured fields
- Property enquiry
- Budget
- Location
- Site visit
- Follow-up
Property enquiries, budgets, locations and site visits.
Real estate solutionWhatever you're selling.Start closer.
Closelyt shapes itself around your sales motion — not the other way round.