insightboard.io

Turn your Close calls and meetings into coaching with the native insightboard.io + Close integration. Calls and meetings logged in Close are picked up automatically and scored against your team's own playbook, and the evaluation is written straight back into the Close activity note. Each contact gets an AI summary with next steps in Close custom fields. Managers track funnels, targets and leaderboards for every team and get coaching recommendations for each rep, so they know who to coach on what without listening to recordings. Reps sharpen their skills in AI roleplay calls, practicing objection handling with a realistic AI buyer. You can even ask Claude or ChatGPT about your team's performance through our AI connectors.