All-in-One platform for your team
ClosingBench is a cost effective CRM and deal-tracking toolbox for the private investment industry focused on Business Angels, Venture Capital Funds and smaller Private Equity Funds. You can manage every stage of your deals from your first interest to the company making an exit.
Powerful and interactive dashboards
Move beyond Excel, PowerPoint and static business reporting with intelligent and interactive dashboards.
Supercharge your workflow
ClosingBench gives you an overview of all your deal management activities. Emails, calls, voicemail, tasks and reminders are automatically organized so that you always know what’s going on and what you should do next.
A simple, beautiful, UI
So many CRMs are just plain ugly and difficult to use. With ClosingBench, whatever you’re looking for is just a click away.
All your data, from anywhere.
Unify your systems on the world’s most flexible self-service analytics platform.
Some of ClosingBench's features
Manage your contacts
ClosingBench lets you store all your contacts and accounts in one place where everyone in your team can access at any time. Keep a history of your deals and opportunities.
Powerful and interactive dashboards
Move beyond Excel, PowerPoint and static business reporting with intelligent and interactive dashboards.
Built-in Calendar
ClosingBench comes with a powerful built-in calendar for you to manage your tasks, appointments and schedule meetings.
Manage your portfolio
View all your deals and opportunities in one place. Make them available to your entire team. You can also add tasks and follow-up reminders for each deal.
Outlook & Gmail Integration
Integrate your Outlook and Gmail account with ease and never miss any communication with your team.
Deal Management
Track all deals in your company from start to finish with ClosingBench's powerful features. Take control of what's happening with accurate forecasts.
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