Team

Your whole team, one workspace.

Funnels, setters, closers: everyone has a role, and the same numbers.

Example: create your teams, add your members.

1Your teams

One team per job, one role per person.

Teams under your name, ready-made roles.

Funnels and marketingEditor role
  • Funnels, library, automations
  • Works on leads
  • Exports leads and reports

No team, no settings

Paris settersSetter role
  • Contact and qualify leads
  • Book the calls
  • Every appointment is attributed to them

No sales, no funnels, no settings

Your closersCloser space
  • Invited by you, within your seats
  • Their calls and their results
  • Their share of leads, weight 0 to 3

Paid by you, outside Closedy

Closedy closersCloser space
  • Placed on your offer
  • You certify them
  • Followed by a closer manager

Closedy calculates and pays

Example. Create and name your teams: reports filter by team, closer and setter.

2Who sees what

Everyone sees what they need to see.

Six ready-made roles. Pick one.

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PermissionsOwnerAdministratorBuilderSales repSetterViewer
Billing, offers and credits
Close the account, full export
Team, closers, settings, integrations
Edit funnels and automations
Edit leads
Edit the calendar, confirm a sale
Qualify a lead and book a call
See leads’ personal data
Export leads and reports
View funnels, sales and reports

The closer has their own space: their calls, their results and their commissions.

Everyone arrives with their role

Invitation link valid for 7 days.

One record, two views

A viewer sees no personal data.

3Two teams of closers

Your closers and ours, side by side.

Same calendar, same reports. Different rules.

Your teamClosedy team
You, by invitationWho recruitsClosedy
Yours, if you require itTrainingAcademy, then your offer
Not required by defaultCertificationClosedy, then your green light
In ClosedyCalendar and salesIn Closedy
You, outside ClosedyWho paysClosedy calculates and pays
ZeroClosedy’s shareDepending on your pricing model
4The sales

Reported, verified, collected.

Only a real payment, or your team, moves a sale forward.

One outcome per call

Then the money, tracked to the end.

Three separate figures

A closer never verifies their own sale.

Payment received by your toolReceived
Sale confirmedBy itself
AmountSaved
Without a connected toolPossible
Your team confirmsOne click
Amount actually receivedEntered
Contract value$3,600
Collected to date$1,200
Balance tracked on the sale$2,400
Cash in$1,800
Refunded−$600
Basis for commission and invoice$1,200
5Commissions and reports

Commissions calculate themselves. Your reports follow.

Closedy pays its closers, you pay yours.

Commissions

Nothing without a verified sale.

Reports

From appointment to collection.

6The figures

Sort, filter, compare.

Try it: click a column or a team.

CloserTeam
IBInès B.Closedy3826%$14,200
HLHugo L.In-house3424%$11,800
NRNora R.Closedy3123%$9,800
LDLéa D.In-house2719%$7,300
SLSarah L.Closedy1817%$4,100
Trend over 6 months
ReportedClearedCash in

Everything included.

  • One outcome per call
  • Invitation valid for 7 days
  • One-click confirmation
  • Payments confirmed by your tool
  • Partial payments
  • Refunds tracked
  • Reminders for pending sales
  • Reported, verified, collected
  • Closedy and in-house closers
  • A 14-day wait
  • Disputed sale blocked
  • Adjustments recorded
  • Six roles, including Setter
  • Viewer without personal data
  • Results per setter and team
  • From appointment to collection
  • Collected over 6 months
  • Reports per closer
  • Weekly summary
  • Sales and leads CSV
  • Full export
  • Activity log
  • Teams under your name
  • Each sale in its currency
Included inClosersFunnelsFunnels + ClosersAll-in

Questions about the team

Do I need a connected payment tool?

No. Without a tool, your team confirms each sale in one click. With a tool, signed payment events confirm sales by themselves.

Can I track my own closers?

Yes. They appear in the same reports with an in-house team badge. Their commissions stay outside Closedy.

What if a client is refunded after the commission is approved?

The refund creates an adjustment on the commission. Nothing is changed silently.

Can a setter see my sales?

No. They see their leads, the calendar and their own figures. No sales, funnels or settings.

Is this on every offer?

Yes. Sales tracking and reports are included in all four offers.

Show us your team.

We’ll show you the workspace during the call.