Chat2Close — Messenger CRM & Sales Pipeline

Turn Facebook & Messenger conversations into closed deals with smart pipelines, lead management, agenda, and sales workflows.

Turn Messenger chats into signed policies. 𝗖𝗵𝗮𝘁𝟮𝗖𝗹𝗼𝘀𝗲 is a sales CRM that lives inside Facebook Messenger. It's built for financial advisors and anyone who sells through chat, so every referral and inquiry gets followed up until it closes. ✅ 𝗙𝗿𝗲𝗲 𝟭𝟰-𝗱𝗮𝘆 𝘁𝗿𝗶𝗮𝗹: every feature unlocked, no credit card needed. 𝗪𝗛𝗔𝗧 𝗜𝗧 𝗗𝗢𝗘𝗦 • 𝗔𝗜 𝗦𝗮𝗹𝗲𝘀 𝗖𝗼𝗮𝗰𝗵: open any chat and get a lead score out of 100, a summary of the prospect's needs, the recommended next action, and a suggested reply you can insert in one click. Uses your own Groq API key. • 𝗩𝗶𝘀𝘂𝗮𝗹 𝗽𝗶𝗽𝗲𝗹𝗶𝗻𝗲: drag leads across stages on a Kanban board. Each card shows the product, premium value in ₱, lead score, category and next follow-up. • 𝗗𝗮𝗶𝗹𝘆 𝗔𝗜 𝗕𝗿𝗶𝗲𝗳𝗶𝗻𝗴: start every morning with the follow-ups due today, your hottest leads, and stalled deals worth reviving, with a message drafted for each. • 𝗙𝗼𝗹𝗹𝗼𝘄-𝘂𝗽𝘀 𝗮𝗻𝗱 𝗿𝗲𝗺𝗶𝗻𝗱𝗲𝗿𝘀: schedule the next touchpoint from the chat with quick picks, plus optional Google Calendar sync. • 𝗦𝗺𝗮𝗿𝘁 𝗯𝗮𝗱𝗴𝗲𝘀 𝗮𝗻𝗱 𝗻𝗼𝘁𝗲𝘀: see each prospect's score and stage in your Messenger chat list, and keep notes right next to the conversation. • 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀: win rate, closed value, open pipeline, average deal size and lead sources. • 𝗚𝗼𝗼𝗴𝗹𝗲 𝗦𝗵𝗲𝗲𝘁𝘀 𝗯𝗮𝗰𝗸𝘂𝗽: every lead backs up to a private Google Sheet in your own Google Drive. 𝗪𝗛𝗢 𝗜𝗧'𝗦 𝗙𝗢𝗥 Financial advisors and insurance agents who get prospects and referrals through Facebook Messenger. It also works for solo sellers, sales teams and consultancies that want a lightweight CRM without leaving the browser. 𝗛𝗢𝗪 𝗧𝗢 𝗦𝗧𝗔𝗥𝗧 1. Click "Add to Chrome". Your 14-day free trial starts right away. 2. Sign in with your personal Gmail account. 3. Open Messenger and start tagging chats as leads. ⚠️ 𝗜𝗠𝗣𝗢𝗥𝗧𝗔𝗡𝗧: 𝗨𝗦𝗘 𝗔 𝗣𝗘𝗥𝗦𝗢𝗡𝗔𝗟 𝗚𝗠𝗔𝗜𝗟 𝗔𝗖𝗖𝗢𝗨𝗡𝗧 Sign in with your personal @gmail.com account, not a work, agency or company-provided Google account. Company admins can block apps like Chat2Close, and if you change agencies or leave, the account is switched off and your license and client backup go with it. Licenses can't be transferred to another account. 𝗣𝗥𝗜𝗖𝗜𝗡𝗚 • 14-day free trial with every feature unlocked. No credit card needed. • 1-Year Pass: ₱1,450 one-time for 365 days. It does not auto-renew. • Lifetime Access: ₱1,950 one-time. Permanent access to the current version for as long as Chat2Close is maintained and operational. Checkout is by Dodo Payments (cards, GCash and bank transfer). Use the same personal Gmail at checkout so your license activates instantly. All sales are final, so please use the free trial to make sure it fits how you sell. 𝗗𝗔𝗧𝗔 & 𝗣𝗘𝗥𝗠𝗜𝗦𝗦𝗜𝗢𝗡𝗦 Chat2Close only reads Facebook/Messenger pages to organize your own conversations. It does not send your data to third parties. Your CRM data is backed up to a Google Sheet created in your own Google Drive (not ours) using the drive.file scope, meaning we can only see the one spreadsheet the extension itself creates for you, nothing else in your Drive. Calendar access is used solely to create your own follow-up reminders. AI features require you to provide your own Groq API key, entered directly in the extension's settings. We never see or store it on our servers, and no data is sent to Groq without your key configured. 𝗦𝗨𝗣𝗣𝗢𝗥𝗧 Email: chat2closeph@gmail.com Website: https://chat2closeph.com Facebook: https://www.facebook.com/chat2closeph Chat2Close is an independent product and is not affiliated with, endorsed by, or sponsored by Meta Platforms, Inc. Facebook and Messenger are trademarks of Meta Platforms, Inc.