Open the record
Lead, deal or merchant — the assistant is on the screen the rep is already looking at.
Built into every record
The copilot that reads the deal so the rep doesn't have to.
Open any lead, deal or merchant and Closerr's assistant already knows the context — the last activity, the statement numbers, the open tasks. Ask it to summarise the account, draft the follow-up, or suggest the next move, and it answers from what's on the record, not from a blank prompt.
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Copilot · Greenfield Café deal
Summarise this account
Draft follow-up email
Suggest next stage
Help with “too expensive”
Every answer is grounded in the activity, statement and tasks on this record.
Instant context
A one-paragraph account summary, on demand
Before a call, tap summarise. Closerr reads the activity history, the statement analysis and the open tasks and gives the rep a tight brief — who they are, where the deal is, what's outstanding.
- Pulls from the deal's own activity, notes and statement data
- Highlights the last contact and the next due action
- No copy-pasting context into a separate AI tool
- Next-best-action suggestions tied to the deal stage
- Stage-change suggestions the rep confirms with one tap
- Follow-up drafts ready to send or edit
Next action, not next idea
It tells the rep what to do next
The assistant suggests the next best action and the next pipeline stage based on where the deal actually is — a callback to book, a document to chase, a proposal to send.
Objection help
Live answers when the merchant pushes back
Hit a price objection or a contract worry in the meeting? Ask the copilot for angles grounded in the merchant's own numbers — the statement saving, the contract terms, the switching cost.
- Objection-handling prompts for common merchant pushback
- Anchored to the statement saving on the deal
- Phrased for a real conversation, not a script
- Grounded in the current record and its recent activity
- Transparent: the context comes from data you can see
- Deeper cross-session memory is on the roadmap
Honest about memory
On the roadmap
Context from the record — not a long-term memory
The copilot works from the data on the record and the recent activity around it. It is not a long-term cross-session memory that quietly remembers everything you ever typed — what it knows, it reads from the deal in front of it.
In the workflow
How it fits a real day
The copilot lives inside the records reps already open all day — no separate chat tool, no context to re-paste.
Ask in plain English
“Summarise this”, “draft a follow-up”, “what's the next step?” — typed or dictated.
Review the answer
Grounded in the deal's own activity, statement and tasks — not a generic response.
Act in one tap
Send the draft, advance the stage, or log the action without leaving the record.
What's live today
Everything the copilot does today
Powered by GPT-4o-mini and wired into the same records, statements and tasks your team already uses.
Account summaries
A tight brief on any lead, deal or merchant, built from its own history.
Follow-up drafting
Email and message drafts the rep can send or tweak, in the merchant's context.
Next-best-action
A concrete suggested next step tied to the deal's current stage.
Stage suggestions
When the signals say a deal should move, the copilot proposes the change.
Objection handling
Angles for price, contract and switching objections, anchored to real numbers.
Dictate and go
Voice in, structured action out — built for reps between meetings.
Why it matters
Most CRMs bolt a chat box onto the corner of the screen and call it AI. Closerr's copilot is different because it sits inside the record and reads the data that's already there — the statement analysis from Smart Capture, the activity history, the open tasks, the explainable score from Lead Scoring. That's what makes the answers useful instead of generic. We're deliberately careful about what we claim: the copilot works from the context on the deal in front of it, and deeper long-term memory across sessions is on the roadmap, not pretended to be live. For the bigger picture of how Closerr runs a field operation, see the field sales CRM overview.
Frequently asked questions
What model powers the Closerr copilot?
The assistant runs on GPT-4o-mini for intent classification, summarisation, drafting and objection help. It's wired into the record you're viewing, so its answers draw on that deal's own activity, statement data and tasks rather than a blank prompt.
Does the copilot remember everything across sessions?
No, and we won't claim it does. It works from the data on the current record and the recent activity around it — context you can see yourself. Deeper long-term cross-session memory is on our roadmap; today the strength is that every answer is grounded in the deal in front of you.
Can it actually take actions, or just talk?
It drafts and suggests, and you act with one tap. It can suggest the next stage and the next-best-action, and produce a ready-to-send follow-up — you stay in control of what's sent and what changes.
Does it work on mobile?
Yes. The copilot is built for reps on the phone — ask by typing or dictating between meetings, and act on the answer without switching apps.
Explore the rest of Closerr
One product, many surfaces. The pieces below work together on the same data.
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