One system from the sales call to the commission

Sales calls, follow-up, and commissions in one CRM

Services: AI ERP & CRM ; AI Workflow Automation ; AI Agents
Delivery: Full-stack sales platform for closers, setters, and managers.

Revenue tracked is money recorded by the platform, not revenue attributed to AI. The financial snapshot comes from existing portfolio records.

A setter books the call. A closer conducts it. A manager wants the outcome. If the sale closes, someone needs to record the payment and calculate the commission.

Each person needs a different view of the same sale. When recordings, lead notes, end-of-day reports, and payment records are separate, the team keeps entering the same information and the manager has to reconcile the story afterward.

Closeum's brief was to connect those responsibilities in one product.

The setter gets a lead pipeline, contact-attempt tracking, and appointment scheduling. The closer gets scheduled calls, recordings, transcripts, AI analysis, and outcome capture. Managers review team performance and approve end-of-day reports. Owners manage the workspace, team, and billing.

The call workflow connects Google Calendar to Recall.ai recording. OpenAI analyzes the transcript for summaries, objections, outcome suggestions, and follow-up context. The closer reviews the result and records a closed, no-sale, or no-call outcome.

Call information also feeds the end-of-day report. That saves the closer from reconstructing the day's conversations in a separate reporting form. Payment links, transactions, invoices, and commission records extend the workflow after the call.

Other delivered areas include products, goals, Gmail-connected communication, tasks, workspace invitations, and platform administration.

Use the call as shared input. The transcript supports several downstream tasks: reviewing the conversation, capturing the outcome, preparing follow-up, and reporting activity.

Keep people in the approval path. AI suggests an interpretation. The closer records the outcome and the manager can review the report.

Separate workspace and role concerns. A closer's own work, a manager's team view, and platform-wide administration require different access and interfaces.

Connect payment state to sales records. Recording a successful call and recording a received payment are separate events. The product gives the team both.

The delivered platform connects more than thirteen modules across the sales operation. The historical portfolio snapshot records $99.5K+ across 32 completed transactions.

The operational change is specific: the team can move from a scheduled call to its recording, analysis, outcome, report, and commercial record inside the same product. No conversion-lift percentage is attributed to that change.

Next.js, React, Tailwind CSS; Node.js and Express; PostgreSQL and TypeORM; OpenAI; Recall.ai; Google Calendar and Gmail APIs; Stripe Connect; JWT and Google OAuth; S3-compatible storage.