Question 1

What is Closable?

Accepted Answer

Closable is a live sales guidance and Closing Intelligence platform built for teams that sell through conversations.

It helps sellers navigate calls using your company’s playbooks, expertise, messaging, objection handling, customer knowledge, and proven sales practices.

At the same time, Closable turns conversations into intelligence your organization can use to improve sales strategy, coaching, messaging, product positioning, and future playbooks.

Question 2

Who is Closable built for?

Accepted Answer

Closable is built for companies where conversations have a meaningful impact on revenue.

This typically includes high-ticket sales teams, consultative sales organizations, coaching and education companies, professional services, financial services, brokers and advisors, agencies, legal services, SaaS companies, and other organizations selling complex or high-value products and services.

If your team sells through calls, consultations, demos, or discovery conversations, Closable can help.

Question 3

Is Closable only for large sales teams?

Accepted Answer

No.

Individual sellers and smaller teams can use Closable to improve how they handle conversations, objections, discovery, and follow-up.

Larger organizations can use Closable to standardize best practices, distribute expertise across teams, analyze conversations at scale, and continuously improve their sales playbooks.

Question 4

What problem does Closable solve?

Accepted Answer

Most companies already know how their best people sell.

The challenge is getting that knowledge into every conversation.

Your strongest sellers may know which questions uncover the real problem, how to position the offer, how to handle difficult objections, and which customer signals matter.

Closable helps operationalize that expertise so the rest of the team can use it during real conversations.

Question 5

How does Closable work during a sales call?

Accepted Answer

Closable runs alongside your existing sales conversation.

During the call, Closable can surface relevant guidance such as recommended talking points, questions to ask, objection-handling guidance, coaching prompts, company knowledge, customer information already uncovered, Conversation Guide steps, and Next Best Questions.

The goal is to surface the right information at the moment it becomes useful.

Question 6

Does Closable replace my sales script?

Accepted Answer

No.

Closable works with your existing scripts, frameworks, discovery processes, and playbooks.

Instead of forcing every conversation through a rigid script, Closable allows your team to follow a structured main path while still adapting when the conversation moves in a different direction.

Question 7

What are Dynamic Playbooks?

Accepted Answer

Dynamic Playbooks are sales playbooks that evolve as your organization learns from more conversations.

Start with your existing sales process, scripts, objection handling, messaging, discovery questions, product knowledge, and coaching frameworks.

Then improve those playbooks using what your team learns from real customer conversations.

Question 8

Can Closable handle conversations that don’t follow the script?

Accepted Answer

Yes.

Real sales conversations rarely happen in a perfect order.

If a prospect introduces an objection, asks a technical question, changes topics, or reveals important information early, Closable can surface relevant guidance without requiring the seller to manually search through a script.

Question 9

Does Closable tell sellers exactly what to say?

Accepted Answer

It can.

Depending on how your playbooks are configured, guidance can range from general coaching and suggested talking points to recommended questions, company-approved messaging, and word-for-word responses.

Question 10

Will Closable interrupt the conversation?

Accepted Answer

No.

Closable is designed to stay in the background until something becomes useful.

Guidance appears visually inside the Cockpit so the seller can continue the conversation naturally.

Question 11

What is the Closable Cockpit?

Accepted Answer

The Cockpit is the live workspace used during a conversation.

It provides a focused view of the conversation and can surface the Conversation Guide, live guidance, coaching, reflection prompts, Next Best Questions, What We Know, and relevant company intelligence.

Question 12

What is What We Know?

Accepted Answer

What We Know keeps track of important information already uncovered during the conversation.

This may include customer goals, challenges, priorities, decision criteria, objections, timing, and relevant context.

Question 13

What is Next Best Question?

Accepted Answer

Next Best Question helps sellers identify the most valuable question to ask based on what has already happened in the conversation.

Rather than following a checklist blindly, the seller can continue exploring the areas that matter most.

Question 14

Can we add our own sales methodology?

Accepted Answer

Yes.

Closable is designed to work around how your company sells.

You can incorporate your own methodology, scripts, discovery process, qualification framework, objection handling, messaging, product knowledge, competitive positioning, and coaching principles.

Question 15

Can we add our own company information?

Accepted Answer

Yes.

Closable can incorporate company-specific knowledge including product information, pricing guidance, technical knowledge, legal and compliance guidance, FAQs, battle cards, competitive intelligence, and internal best practices.

Question 16

Can different departments contribute knowledge?

Accepted Answer

Yes.

Closable can bring expertise from across the organization into the conversation.

For example:

Sales Engineering — technical answers and product guidance

Legal — approved answers around compliance, security, contracts, or terms

Management — deal strategy and commercial guidance

Sales Leadership — coaching, positioning, messaging, and objection handling

One person may be on the call, but the knowledge behind them can come from the entire organization.

Question 17

Is Closable a sales training platform?

Accepted Answer

Closable can support training, but its primary purpose is helping sellers perform during real conversations.

Traditional training often happens before the seller needs the information.

Closable brings guidance closer to the moment where the seller actually has to use it.

Question 18

Does Closable replace sales managers or coaches?

Accepted Answer

No.

Managers and coaches remain responsible for strategy, development, accountability, and judgment.

Closable helps extend their expertise into more conversations than they could personally attend.

Question 19

Can Closable help new sellers ramp faster?

Accepted Answer

Yes.

Instead of requiring a new seller to memorize every script, objection, product detail, and process before speaking with customers, Closable can support them while they are actively learning.

Question 20

Can experienced sellers use Closable too?

Accepted Answer

Yes.

Experienced sellers may rely less on step-by-step guidance and use Closable more for customer context, complex objections, competitive positioning, technical questions, company intelligence, conversation signals, and follow-up.

Question 21

What is Closing Intelligence?

Accepted Answer

Closing Intelligence combines your company’s existing expertise with what your organization learns through customer conversations.

It connects the knowledge inside your company with the signals coming directly from customers.

Question 22

What can we learn from our conversations?

Accepted Answer

Depending on your organization and configuration, conversations can reveal patterns around:

Customer objections

Competitive positioning

Pricing

Product feedback

Market trends

Buyer priorities

Messaging effectiveness

Common questions

Reasons deals progress

Reasons deals stall

Question 23

Can Closable help improve our sales playbooks?

Accepted Answer

Yes.

Closable is designed around the idea that playbooks should not remain static.

Your team can start with the knowledge it already has and continue improving its guidance as new patterns emerge from real conversations.

Question 24

Do customers need to install anything?

Accepted Answer

No.

Closable is used by your team.

The person you are speaking with does not need to install Closable or interact with the platform.

Question 25

Does Closable change how we run our sales calls?

Accepted Answer

It does not have to.

Closable is designed to fit around the conversation process your team already uses.

Question 26

Can I prepare information before a call?

Accepted Answer

Yes.

Before starting a conversation, sellers can add relevant notes or context including previous conversations, lead information, deal context, customer background, known objections, and meeting objectives.

Question 27

What happens after the call?

Accepted Answer

Depending on your plan and configuration, Closable can help turn the conversation into useful outputs such as conversation history, coaching insights, follow-up information, CRM notes, customer insights, team analytics, and organizational intelligence.

Question 28

Does Closable work with my CRM?

Accepted Answer

Integration availability depends on your plan and setup.

Business customers can discuss CRM and workflow requirements with our team during onboarding.

Question 29

Do I need to replace my existing software?

Accepted Answer

No.

Closable is designed to complement the systems your team already uses rather than replace your entire sales technology stack.

Question 30

Can Closable work with our existing documents and playbooks?

Accepted Answer

Yes.

Existing scripts, training materials, product information, sales documentation, and internal knowledge can be used as the foundation for your Closable setup.

Question 31

How long does it take to get started?

Accepted Answer

Individual users can begin with a lightweight setup.

For larger teams, setup depends on the amount of company knowledge, playbooks, integrations, and customization involved.

Question 32

Do we need to build everything from scratch?

Accepted Answer

No.

If your company already has scripts, documents, playbooks, battle cards, objection handling, or internal knowledge, those materials can be used as a starting point.

Question 33

Can we change our playbooks later?

Accepted Answer

Yes.

Your scripts, guidance, knowledge, and playbooks can evolve as your sales process changes.

Question 34

Can different teams use different playbooks?

Accepted Answer

Yes.

Organizations can create different playbooks for different products, markets, teams, customer segments, or sales motions.

Question 35

Is my customer conversation data private?

Accepted Answer

Yes.

Closable does not retain the original audio or customer data from your calls.

If your organization opts in to Dynamic Playbooks, Closable may temporarily retain a redacted version of the call transcript solely to improve your organization’s own playbooks.

These redacted transcripts are not shared with other Closable customers and are deleted after the relevant playbook updates have been completed.

Question 36

Does Closable record or store call audio?

Accepted Answer

No.

The original audio is not retained by Closable.

Question 37

Does Closable keep call transcripts?

Accepted Answer

Only if your organization has opted in to Dynamic Playbooks.

In that case, Closable may temporarily retain a redacted version of the transcript solely to improve your organization’s own playbooks.

We do not retain that transcript for any other purpose, and it is deleted after the relevant playbook updates have been completed.

The original audio and customer data are not retained by Closable.

Question 38

What information is removed from the transcript?

Accepted Answer

Before a transcript is temporarily retained, Closable automatically removes customer-identifying information.

This includes information such as:

Names

Email addresses

Phone numbers

Street addresses

Account numbers

Case numbers

The retained transcript is redacted before it is used to improve your organization’s own Dynamic Playbooks.

Question 39

What is included in the redacted transcript?

Accepted Answer

A temporarily retained redacted transcript may include:

What the prospect said

What the seller said

Relevant conversation context

Script or guidance information associated with the call

The disposition selected after the call

Audio is not included.

Question 40

Why is the redacted transcript temporarily retained?

Accepted Answer

If your organization has opted in to Dynamic Playbooks, a redacted transcript may be temporarily retained so your organization’s own playbooks can be reviewed and improved based on its conversations.

The transcript is not retained for any other purpose and is deleted after the relevant playbook updates have been completed.

Question 41

Do you use our calls to train a model?

Accepted Answer

No.

Closable does not use your calls or retained redacted transcripts to train a general model.

If your organization opts in to Dynamic Playbooks, the redacted transcript is used only to improve your organization’s own playbooks and is deleted after the relevant updates have been completed.

Question 42

Can we use Closable without retaining transcripts?

Accepted Answer

Yes.

Retention of redacted transcripts for Dynamic Playbooks is opt-in.

If your organization does not opt in, Closable does not retain transcripts for this purpose.

Question 43

Who can access a temporarily retained redacted transcript?

Accepted Answer

Access is limited to authorized users and personnel who need access in connection with your organization’s Dynamic Playbooks.

Business administrators may access redacted transcripts belonging to their own organization where that functionality is available.

They cannot access another organization’s transcripts.

Question 44

What if information needs to be removed?

Accepted Answer

If you identify information in a retained transcript that you would like removed, contact Closable and we can delete the affected transcript.

Question 45

How do we request deletion of a retained transcript?

Accepted Answer

Contact Closable through the support or privacy contact associated with your account and identify the transcript you want deleted.

We can delete the retained redacted transcript associated with that call.

Question 46

Will our company knowledge or transcripts be shared with other customers?

Accepted Answer

No.

Your organization’s playbooks, company knowledge, and temporarily retained redacted transcripts are intended for your organization’s use and are not shared with other Closable customers.

Question 47

Can administrators control access?

Accepted Answer

Business accounts can provide centralized control over users, organizational knowledge, playbooks, and related company-level settings.

Question 48

Can we discuss specific security or compliance requirements before purchasing?

Accepted Answer

Yes.

If your organization has specific requirements around privacy, data handling, compliance, procurement, or legal review, contact our team before deployment.

Question 49

Can I try Closable before committing to a paid plan?

Accepted Answer

Closable currently offers paid Pro, Business, and Enterprise plans, with no Free plan.

Contact our team to discuss access and see which plan fits your needs.

Pricing page

Question 50

What is the difference between Pro and Business?

Accepted Answer

Pro is designed to help individual sellers improve their own conversations.

Business is designed for organizations that want to improve sales performance at scale and can include team analytics, organizational intelligence, centralized playbooks, company knowledge, administration, advanced workflows, outbound capabilities, and organizational onboarding.

An outbound dialer is available as an optional add-on, not included in the plan.

Question 51

Is there a setup fee?

Accepted Answer

Business has a three-seat minimum and a one-time setup fee. Contact our team to discuss your implementation requirements.

Question 52

Can we add additional team members?

Accepted Answer

Yes.

Business accounts are designed to support teams and can expand as your organization grows.

Question 53

What happens if I need help?

Accepted Answer

Support options depend on your plan.

Closable is designed to make common workflows self-service, while Business customers may receive additional onboarding and support.

Question 54

Can you help us build our initial playbooks?

Accepted Answer

For Business implementations, onboarding may include assistance structuring company knowledge, sales processes, scripts, and guidance.

Question 55

Can I request a feature?

Accepted Answer

Yes.

Customer feedback plays an important role in determining what gets improved and built next.

Question 56

What’s the easiest way to try Closable?

Accepted Answer

Contact our team to arrange access. Closable currently uses invite-only accounts rather than public signup.

Once invited, you can begin with a simple playbook and a real conversation, then expand your setup over time.

Question 57

When should we talk to your team about implementation?

Accepted Answer

Access is arranged through our team. Consider discussing a tailored implementation if you:

Have multiple sellers

Want company-wide playbooks

Need CRM or workflow integrations

Have significant internal sales documentation

Want team analytics or organizational intelligence

Need security or compliance review

Want help designing your implementation

For individual use, our team can help you get started with Pro.

Frequently Asked Questions

General questions about Closable

How it works during a sales call

The Closable Cockpit

Your playbooks. Your company knowledge.

Coaching and performance

Closing Intelligence

Calls and workflow

Integrations

Setup and implementation

Privacy and security

Pricing and plans

Support

Getting started

Still have a question?