🔥
ClosingDealz
  • 👋Welcome to ClosingDealz
  • Overview
    • ✨Features
    • 💰Pricing
    • ❓FAQ
    • 🗺️Roadmap
    • 🧩Changelog
  • Getting Started
    • 👨‍💻Creating Account
    • 💾Importing Data
      • 🗄️Importing Data From File
      • 📝Other Ways To Get Data
    • 🧰Customize Your Sales Process
    • 🧑‍🤝‍🧑Inviting Team Members
  • Features
    • 🎛️Dashboard
    • 🏫Leads
    • 💰Deals
    • 🤵Contacts
    • 🤝Activities
    • 🚀Lead Gen
      • 🗒️Forms
    • 📈Analytics
      • 📊Overview
      • 💰Sale Log
      • 📋Pipeline
      • 🧑‍🤝‍🧑Team
      • 🗒️Form
  • Developers
    • ⚙️Introduction API
    • 📥Obtaining API Key
    • ⏩API Endpoints
      • 🗒️Lead Request Object
      • 🗒️Contact Request Object
  • Legal
    • Terms of Service
    • Privacy Policy
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On this page
  • What is a CRM, and why does it matter?
  • What does ClosingDealz do?
  • How will ClosingDealz help me make money?
  • Who is ClosingDealz for?
  • What makes ClosingDealz different from other CRMs?
  • Why should I use ClosingDealz instead of Excel?
  • Do I need to be tech-savvy to use ClosingDealz?
  • Can I use ClosingDealz if I already have another CRM?
  • Can I upload my own contact lists?
  • What happens if I decide to cancel?
  • Will my data be safe?
  • What does 'coming soon' mean for AI features?
  • What if I have questions or need help?
  • How do I get started?
  • Can I try it before I commit?
  1. Overview

FAQ

Frequently Asked Questions

Last updated 3 months ago

What is a CRM, and why does it matter?

A CRM (Customer Relationship Management) is the ultimate tool for growing businesses. It organizes your leads, tracks your sales, and helps you make more money by keeping everything in one place. Forget juggling spreadsheets—it’s time to scale. For more information, visit

What does ClosingDealz do?

We don’t just give you leads—we help you turn them into cash. ClosingDealz is your all-in-one sales tool to organize, track, and close deals faster. No fluff, just results.

How will ClosingDealz help me make money?

By simplifying your sales process. You’ll spend less time on admin work, close deals faster, and focus on the activities that bring in cash. Our tools are designed to make scaling your agency as easy as possible.

Who is ClosingDealz for?

If you’re running an agency and want to scale to $10k+ months without wasting time on tools that don’t work, ClosingDealz is for you. Whether you’re solo or have a team, this system is built to help you win.

What makes ClosingDealz different from other CRMs?

Most CRMs are bloated with features you’ll never use. ClosingDealz focuses on what drives results: tracking leads, automating outreach, and helping you close deals faster. Plus, we’re adding AI tools to take your sales to the next level.

Why should I use ClosingDealz instead of Excel?

Because Excel wasn't built to make you money. ClosingDealz is. With automated tools, real-time updates, and easy filtering, you’ll save hours and close more deals without lifting a finger.

Do I need to be tech-savvy to use ClosingDealz?

No. We built this for people who want results, not headaches. If you can use email or send a text, you can use ClosingDealz. But if you are tech-savvy, we’ve got you covered too. With our robust API, you have the freedom to integrate custom tools, build chatbots, and tailor the platform to fit your unique workflow.

Can I use ClosingDealz if I already have another CRM?

Yes! You can easily import your data from tools like Excel or other CRMs into ClosingDealz. Switching takes just a few minutes.

Can I upload my own contact lists?

Yes! Upload your contacts in seconds with a simple drag-and-drop. We support Excel (.xlsx) and CSV files so you can get started immediately.

What happens if I decide to cancel?

You’ll still have full access to your data and can export it anytime. We’re confident you’ll see the value, but if you need to leave, it’s easy.

Will my data be safe?

Absolutely. Your data is encrypted, protected, and never sold. You own it, you control it, and you can export it anytime. Trust and security are non-negotiable for us.

What does 'coming soon' mean for AI features?

What if I have questions or need help?

We’ve got your back. Our support team is here to answer any questions, and we’re constantly improving based on your feedback. No guesswork, no confusion.

How do I get started?

Can I try it before I commit?

Yes! Sign up for the free plan and see how ClosingDealz can transform your agency’s sales process. No credit card required.

Our AI tools, like automated outreach and AI call summaries, are rolling out soon. Check our roadmap to see what’s coming next and share your ideas.

Easy. Click to create a free account, and in less than 5 minutes, you’ll have everything you need to start closing deals.

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