ClosePath Everywhere

ClosePath Everywhere brings your ClosePath CRM into the browser tabs where you already work.

Most AI assistants can draft a better email. ClosePath Everywhere can answer the email and log the activity against the right contact, because it is connected to your actual system of record — not to a copy of it.

WHAT IT DOES

- Search your contacts, deals, tasks and appointments from a side panel in any tab
- Ask questions about your pipeline in plain language
- Read the page you're on — an email, a portal, a document — when you grant permission, and use it as context
- Propose actions against your CRM, which you review and approve before anything is written

BUILT FOR ACCOUNTABILITY

Every action the assistant proposes is shown to you before it happens. Nothing writes to your CRM without a person approving it, and every approval is recorded with who approved it and exactly what changed. If you work somewhere that has to answer questions about what happened on a file, that record exists.

PERMISSIONS, PLAINLY

The panel reads the content of a page only when you explicitly grant access for that site. It does not read pages in the background, and it does not run on sites you haven't approved.

REQUIREMENTS

ClosePath Everywhere requires an active ClosePath CRM account. It will not function without one. Sign up at closepathai.com.