CloseBot
CloseBot is a SaaS conversational AI platform that qualifies leads, automates follow-up, and books appointments across HighLevel, HubSpot, and custom CRMs, serving marketing agencies (via white-label resale), real estate, home services, healthcare, and e-commerce SMBs.
- Company typePrivate
- Founded2023
- HeadquartersEverett, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What CloseBot does
CloseBot is a privately held, Everett, US-based SaaS company founded in 2023 that sells an agentic conversational AI platform purpose-built for lead qualification and appointment setting. The product operates as a layer across a customer's existing CRM (native integrations with HighLevel, HubSpot, LeadConnector, and custom CRMs), qualifying inbound leads via text-based conversations, handling objections, following up automatically, and booking appointments onto calendars 24/7. Underlying natural language processing is delivered through third-party foundation models — Anthropic's Claude and OpenAI's ChatGPT — over which CloseBot layers proprietary features including a Smart FAQ system (auto re-engagement when questions are answered), a Testing Portal with rollback and human-takeover controls, vertical-specific agent workflows (real estate property data and drive-time checks, home-services job quoting, HIPAA-compliant healthcare intake), and support for 40+ languages. The company emphasizes ease of deployment via a drag-and-drop builder that requires no developers and an API for programmatic access.
CloseBot monetizes through two flat-rate monthly subscription plans — Business (for direct sales teams) and Agency (for white-label resellers) — plus a free tier. The Agency plan is strategically central: agencies deploy CloseBot under their own brand and domain, manage multiple client agents from a single dashboard, and rebill end customers at margins they control, while CloseBot's own bill stays fixed as agencies add clients. This creates a two-tier distribution model where agencies are both customers and resellers, complemented by product-led self-serve signups, an inside-sales demo path for larger prospects, and a 2,000+ member community (with courses and daily live calls) that functions as a community-led growth engine. The company reports 1M+ cumulative booked appointments, 150k+ daily messages, 99.99% uptime, a 4.8 G2 rating across 150+ reviews, HIPAA and GDPR compliance, and named deployments at customers including Keller Williams, Sotheby's, Rocket Mortgage, UnitedHealth, State Farm, Chevy Dealerships, and Acquisition.com (most delivered through agency partners).
CloseBot firmographics
Firmographics- Name
- CloseBot
- Website
- https://closebot.ai
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CloseBot is a SaaS conversational AI platform that qualifies leads, automates follow-up, and books appointments across HighLevel, HubSpot, and custom CRMs, serving marketing agencies (via white-label resale), real estate, home services, healthcare, and e-commerce SMBs.
- Ownership category
- akta.pro rank
CloseBot industry classification
Industry- Product category
- Conversational AI Platform
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Conversational Marketing & Chat Lead Capture (Chatbots, Live Chat) (BPAFAKAJ)
- akta.pro secondary industry
- Workplace Automation & Self-Service (RPA for IT, Chatbots, Virtual Agents) (BPAEAIAI)
Keywords
Where CloseBot is headquartered
LocationHeadquarters
- HQ city
- Everett
- HQ country
- United States
- HQ region
- North America
Markets served
CloseBot business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Infrastructure, Personnel, Marketing or Sales, Operations
Revenue model
- Agency Plan Subscription: Fixed monthly pricing for agencies that white-label and resell CloseBot to multiple clients. Agencies pay flat rate and rebill clients at margins they control.
- Business Plan Subscription: Monthly subscription for companies using CloseBot directly to scale their own sales pipeline and appointment setting operations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Agency Plan - White-label AI for agencies to resell |
| Subscription | Monthly | Business Plan - Direct sales team AI |
| Freemium | Monthly | Free Plan |
Go-to-market motion4 records
Distribution channels4 records
Marketing channels8 records
CloseBot product offering
Product offeringCore offering
CloseBot is an agentic Conversational AI platform that qualifies leads, automates follow-up conversations, and books appointments directly inside a customer's existing HighLevel, HubSpot, LeadConnector, or custom CRM system. It is offered through two deployment modes: a Business plan for companies scaling their own sales pipeline and an Agency plan that enables white-label resale to clients with multi-account management and custom branding. The platform is built on Claude and ChatGPT, supports 40+ languages, and operates without requiring developers via a drag-and-drop builder and in-flow testing portal.
Product overview
CloseBot offers a single unified AI appointment setting platform with two deployment modes: Agency plan (for white-labeling and reselling AI appointment setting services to clients) and Business plan (for companies scaling their own sales pipeline). The core platform provides agentic conversational AI that qualifies leads, automates follow-up, and books appointments. The Agency plan enables white-label deployment with client management dashboard, while the Business plan connects agents directly to the user's own CRM pipeline. Both plans share the same underlying AI capabilities, CRM integrations (HighLevel, HubSpot, Custom/LeadConnector), and feature set including Smart FAQ, testing portal, and omni-channel messaging. The product differentiates through native CRM integration (not locked to one platform), fixed pricing, HIPAA/GDPR compliance, and 99.99% uptime SLA.
Differentiator
Problem solved
Functional benefit
Products and services
- CloseBot Platform Agentic Conversational AI platform that qualifies leads, automates follow-up, and books appointments inside existing HighLevel, HubSpot, LeadConnector, and custom CRM systems. Offered as a no-code drag-and-drop builder with in-flow testing, Smart FAQ auto-re-engagement, multi-channel text conversation management, and 40+ language support. Sold to two distinct buyer types through two deployment modes on the same underlying engine: a Business plan for direct sales teams and an Agency plan for white-label resale to clients under partner branding with multi-account management.
Quantifiable outcome
- 1M+ booked appointments across the platform
- +6 more outcomes
Companies that use CloseBot
Customer profileNamed customers11 records
Segments5 records
Ideal customer profiles5 records
CloseBot technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability5 records
Feature6 records
CloseBot partnerships and signals
Strategic signalScale indicators12 records
Recent moves6 records
Expansion highlights6 records
CloseBot competitors and assessment
Company assessmentDirect peers
- Lindy: Lindy is an AI agent builder platform that lets businesses build custom AI assistants for sales, support, and operations. Like CloseBot, it is listed by G2 as a Top 10 AI agent builder platform for 2026 and targets similar SMB and agency customers with no-code agent building.
- Retell AI: Retell AI provides a conversational AI platform for building AI voice and chat agents for sales and customer service workflows. It appears alongside CloseBot in G2's 2026 Top 10 AI Agent Builder list and competes directly for appointment-setting and lead qualification deployments.
- Conversica: Conversica offers AI-powered sales assistants that engage, qualify, and follow up with leads via conversational email and SMS. It serves the same sales-lead-conversion use case as CloseBot at the enterprise tier, with deep CRM integrations and a longer market track record.
- Qualified.com: Qualified provides a conversational AI pipeline generation platform that lives on top of Salesforce and other CRMs to qualify website visitors and book meetings. It addresses the same SDR-style appointment-setting use case as CloseBot, primarily at mid-market and enterprise segments.
- Drift (Salesloft): Drift, now part of Salesloft, pioneered conversational AI chatbots for B2B sales lead capture and meeting booking. It is a direct competitor to CloseBot in the chat-based appointment-setting category, though it skews more enterprise and Salesforce-centric than CloseBot's agency-led SMB focus.
- 11x.ai: 11x.ai builds AI-powered digital sales representatives ('Alice' and 'Jordan') that automate prospecting, lead qualification, and outreach. It competes with CloseBot for sales-AI automation budgets, particularly with mid-market and growth-stage B2B companies.
Emerging players
- Artisan (Ava): Artisan offers 'Ava,' an AI SDR that automates outbound sales and lead engagement. While its outbound focus differs from CloseBot's inbound-centric appointment setting, both target sales-team automation budgets at SMB and mid-market customers.
- Vapi: Vapi is a developer platform for building AI voice agents used in sales, support, and appointment setting. While CloseBot focuses on text-based chat and Vapi on voice, they compete for the same conversational AI infrastructure budgets at agencies and SaaS companies.
Broad incumbents
- HighLevel AI (Conversation AI): HighLevel's native Conversation AI offers built-in chatbot and appointment-setting capabilities for the millions of agencies already on the HighLevel CRM. It represents the primary platform-disintermediation risk: a native, bundled alternative that could displace CloseBot's HighLevel integration.
- HubSpot Breeze AI: HubSpot's Breeze AI suite includes conversational and sales-AI capabilities bundled into the HubSpot CRM. Like HighLevel, it is both a CloseBot integration partner and a potential disintermediator, providing native alternatives for HubSpot customers considering CloseBot.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks7 records
Key highlights7 records
Customer concentration
CloseBot social profiles
Digital presenceCloseBot compliance and trust
Trust signalCompliance2 records
CloseBot financial estimates
Financial estimateRevenue estimate
Valuation estimate
CloseBot leadership team
Management profileNumber of profiles
CloseBot funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CloseBot M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CloseBot
What does CloseBot do?
CloseBot is an agentic Conversational AI platform that qualifies leads, automates follow-up conversations, and books appointments directly inside a customer's existing HighLevel, HubSpot, LeadConnector, or custom CRM system. It is offered through two deployment modes: a Business plan for companies scaling their own sales pipeline and an Agency plan that enables white-label resale to clients with multi-account management and custom branding. The platform is built on Claude and ChatGPT, supports 40+ languages, and operates without requiring developers via a drag-and-drop builder and in-flow testing portal.
Is CloseBot a public or private company?
CloseBot is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CloseBot founded?
CloseBot was founded in 2023. It employs 11 to 50 people.
Where is CloseBot based?
CloseBot is headquartered in Everett, United States, in the North America region.
How does CloseBot make money?
Two revenue lines are on record. Agency Plan Subscription is the primary driver. The others are business Plan Subscription.
Who are CloseBot's main competitors?
Direct peers on record are Lindy, Retell AI, Conversica, Qualified.com, Drift (Salesloft) and 11x.ai. Emerging players are Artisan (Ava) and Vapi. Broad incumbents are HighLevel AI (Conversation AI) and HubSpot Breeze AI.
Does CloseBot have an API?
Yes. CloseBot offers a public REST API that enables developers to build and automate AI agent functionality. The API supports programmatic access to features such as Smart FAQ management (re-engaging leads when FAQs are answered), agent configuration, and CRM integrations. Available endpoints include smart-faq/answered-followup for re-engaging leads. Authentication uses X-CB-KEY header. The API is documented at developers.closebot.com with code samples in cURL, TypeScript, and Python. Developer documentation is at developers.closebot.com.
What industry is CloseBot in?
CloseBot's product category is Conversational AI Platform. Its primary akta.pro industry code is BPAFAKAJ, Conversational Marketing & Chat Lead Capture (Chatbots, Live Chat), with a secondary code of BPAEAIAI, Workplace Automation & Self-Service (RPA for IT, Chatbots, Virtual Agents). Its NAICS code is 54151 and its SIC code is 7372.