Concept productSaaS Platforms · FinTech
Cashlume
Financial operations for growing Indian businesses.
- Live multi-bank cash position
- Auto-matching with confidence scores
- GST-ready invoicing and reminders
FinTechSaaSReactNode.js
View product Concept productBusiness Platforms · B2B sales
Closebook
A CRM that tells the team what to do next.
A B2B sales CRM with a visual pipeline, deal health scoring and an AI copilot that reads activity and recommends the next best action — built around how your team actually sells.
WebiOSAndroid
Concept product · demo data
The problem
Leads live in inboxes, spreadsheets and people's heads.
Growing B2B teams outgrow spreadsheets but find enterprise CRMs heavy and generic. Reps skip data entry, managers can't trust the forecast, and deals stall silently.
- Pipeline updated only before reviews
- No signal when a deal goes cold
- Forecasts built on gut feel
- Off-the-shelf CRMs don't match the sales process
The solution
Capture activity automatically and turn it into guidance.
Closebook syncs email and calendar, scores deal health from real engagement, and suggests concrete next steps. Stages, fields and rules match your process instead of a vendor's template.
- Email & calendar auto-logging
- Deal health from engagement signals
- Copilot next-best-action
- Forecast by commit / best case
Product experience
Inside Closebook.
Real interface states, drawn as working UI — not stock illustrations. Switch between screens.
Stages with weighted value, AI scores and stalled-deal flags.
Activity timeline, buying committee gaps and next-best-action suggestions.
Committed vs best case vs target, by week and by rep.
Meeting prep and follow-ups for reps in the field.
Core features
What it does.
01
Custom pipelines
Stages, required fields and exit criteria per product line or region.
02
Activity capture
Gmail / Outlook and calendar sync with automatic contact matching.
03
Deal health
Engagement, stakeholder coverage and timeline signals rolled into one score.
04
Copilot
Summaries of long threads and suggested next steps with drafts ready to send.
05
Forecasting
Weekly snapshots, slippage tracking and rep-level roll-ups.
06
Integrations
Website forms, WhatsApp, billing and data warehouse export.
User journey
From sign-up to result.
- 1
Import
Spreadsheet and contacts imported with de-duplication.
- 2
Configure
Pipeline stages and fields mapped to your sales process.
- 3
Sync
Email and calendar connected per rep.
- 4
Sell
Daily brief and next actions for every open deal.
- 5
Result
A forecast leadership can actually plan with.
Technology
How it's built.
A stack chosen for this product's constraints — realtime, offline, compliance or AI — not a default template.
- Frontend
- Next.jsReactTypeScriptTailwind CSS
- Backend
- Node.jsPostgreSQLRedisElasticsearch
- Mobile
- React NativeExpo
- AI
- LLM summariesScoring modelEmbeddings
- Integrations
- Google WorkspaceMicrosoft 365WhatsAppStripe / Razorpay
Clients
Web app
Mobile app
Chrome extension
API
GraphQL gateway
Auth & RBAC
Services
Pipeline
Activity sync
Scoring
Copilot
Data
PostgreSQL
Search index
Event stream
External
Email & calendar APIs
LLM provider
Clients
Web app
Mobile app
Chrome extension
API
GraphQL gateway
Auth & RBAC
Services
Pipeline
Activity sync
Scoring
Copilot
Data
PostgreSQL
Search index
Event stream
External
Email & calendar APIs
LLM provider
A first version
What we'd ship first.
If this were your product, this is the scope we'd propose for a first release that proves value — with everything else in a ranked backlog.
- Pipeline board + deal records
- CSV import
- Gmail sync
- Simple health score
- Weekly forecast view
Product lifecycle
- Strategy
- UX
- Prototype
- MVP
- Production
- Launch
- Scale
About outcomes. Closebook is a concept product, so we don't publish usage or performance numbers for it. When we show client work, it will come with real, verifiable outcomes.
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View product Want something like Closebook for your business?
Tell us about your users and the problem. We'll come back with how we'd approach it and what a first version could include.