Addy
- Knows where each lead came from: the ad they clicked, their lead form answers, or the website page or booking that brought them in. So Addy doesn’t ask again what the customer already told you.
- Puts calls through to your team: when a caller asks for a person, Addy rings whoever is online. If nobody picks up, it books a call-back task for the contact’s owner.
- Call settings: choose a female or male voice, a call language, and a transcript language for your team. Calls can also be recorded.
- Slack alerts: with Slack connected, Addy can alert your team about hot and urgent leads.
Ask AI
- Manages your meetings: finds free Cal.com times and books, moves or cancels meetings. It schedules, moves and cancels Zoom meetings and links them to contacts, and looks up Calendly bookings.
- Works your Prospects queue: ask it who to call today, for a brief on a lead, or to log what happened.
Prospects
- Take leads from: each rep picks the segments their queue takes leads from.
- Rules: keep contact fields up to date automatically. For example, “No answer 3 days in a row” can set Lead status to “No response”.
- Junk answers: leads with junk answers never show in Prospects.
- Calls in activity: every outcome is saved as a call in the contact’s activity.
- Stay on the lead: you stay on the lead after logging until you click Next lead.
Closer
See the AI credits Closer used each day. In the usage report, each run opens to the follow-ups, templates and emails it made.Closer guideAdsEra MCP
- Prospects in your AI app: Claude, ChatGPT and Cursor can now work your Prospects queue.
- Zoom meetings saved: meetings they schedule show in your CRM.
- Paid plan needed: the MCP server now needs an active paid plan.