AI-Powered Sales CRM for Closeium
13+ modules with AI transcription and email
THE CHALLENGE
Sales teams using Closeium's previous tools were juggling disconnected systems — separate tools for pipeline management, call recording, email, task tracking, and payment processing. Critical context was lost between touchpoints: a closer couldn't see what the setter discussed, call insights weren't connected to follow-up actions, and commission tracking was done on spreadsheets. The team needed a unified, AI-native CRM that connected every sales touchpoint and used AI to surface insights, draft communications, and prioritize actions.
OUR APPROACH
We built a comprehensive CRM with 13+ integrated modules: a Setter/Closer dual-track Kanban pipeline, full contact management with timeline and notes, call recording with Recall.ai integration plus OpenAI transcription for automatic summaries, objection extraction, and action items. AI Email Drafting generates context-aware emails based on contact history and call summaries. AI Follow-up Suggestions automatically rank stale contacts by priority with action recommendations. Additional modules include email sequences for automated drip campaigns, task management, product catalog with Stripe Connect payment processing, commission tracking, Google Calendar and Gmail integration via OAuth, and role-based KPI dashboards with Recharts. The entire system is multi-tenant with workspace-based isolation.
THE RESULTS
The platform is live at closeium.com with 13+ modules working together seamlessly. AI-powered call transcription automatically generates summaries, extracts objections, and creates action items — saving hours of manual note-taking per rep. Context-aware email drafting pulls from the full contact history, ensuring every communication is relevant and personalized. The dual-track Setter/Closer pipeline gives managers visibility into the entire sales funnel. Automated commission tracking eliminates spreadsheet errors and disputes. Multi-tenant architecture supports multiple teams with complete data isolation.