Closin.ai
作成者: Closin.ai
AI-native revenue forecasting and pipeline intelligence for sales teams using Salesforce.
Closin.ai is an AI-native revenue forecasting and pipeline intelligence platform purpose-built for CROs, VPs of Sales, and RevOps teams.
Instead of relying on rep gut-feel or static spreadsheets, Closin combines real-time CRM sync, deterministic deal health scoring, and ensemble ML forecasting to give revenue leaders forecasts they can trust in board meetings.
Key Capabilities
Real-Time Pipeline Management
Opportunities sync from Salesforce in near real-time via Change Data Capture.
Inline editing powered by AG Grid Enterprise lets reps update deals without
leaving Closin — changes write back to Salesforce automatically.
AI Health Scoring
Every deal gets a 0-100 health score computed on every sync — no LLM calls,
no black boxes. Five penalty categories (stage velocity, close date risk,
activity recency, data quality, amount anomaly) surface at-risk deals before
they become forecast surprises.
Ensemble Forecasting
Three independent models — bottom-up (XGBoost deal-level), top-down (ARIMAX
with macroeconomic signals), and per-rep time series (AutoARIMA) — are
reconciled through hierarchical reconciliation to produce coherent forecasts
that roll up through your org structure.
AI Revenue Assistant
An AI assistant with 10+ specialized tools for pipeline analysis: ask about
deals at risk, forecast gaps, stage conversion bottlenecks, and anomaly
detection. Every answer is grounded in your data with transparent
explainability.
Hierarchical Forecasting
Four-category forecasts (Pipeline, Best Case, Commit, Closed) aggregate
through your manager hierarchy. Managers can apply adjustments. Quota
tracking with coverage analysis and gap-to-goal visibility.
Saved Views & Dashboards
Personal and team grid configurations, widget-based dashboards, weekly
opportunity snapshots for week-over-week pipeline flow analysis, and scenario
modeling.
Slack Integration
Connect your Slack workspace for AI-powered alerts, deal risk notifications,
and interactive pipeline queries directly in your channels.
Enterprise Ready
- Multi-tenant with Row-Level Security at the database level
- SSO via SAML/OIDC with JIT provisioning
- Role-based access control (Admin, Editor, Viewer)
- Comprehensive audit logging
- SOC2 compliant architecture
How It Works
Connect your Salesforce org via OAuth2. Closin syncs your opportunities, accounts, and contacts to a dedicated database — reads are fast and local, writes go to Salesforce first (source of truth) then sync back. AI health scores and forecasts are computed automatically on every sync cycle.
Who It's For
- CROs — Forecast accuracy and pipeline clarity for board-level reporting
- VPs of Sales — Deal coaching with health scores and at-risk alerts
- Revenue Operations — Automation, audit trails, bulk operations
- FP&A — Trusted AI forecasts for financial planning validation