KEEP EVERY CLOSE LEAD MOVING FORWARD.
Connect Close to Menza and ask about leads, contacts, opportunities and activities in plain English — what's stalling, who's uncontacted, where the pipeline really stands. Menza reads it live through the official Close API, and when follow-up work needs doing, it proposes the change and acts once you approve.
- Reads crm & sales data
- Can take action on Close, once you approve
- Connects via the official API
What can Menza do with Close?
Revive stalled deals, approved
Menza finds opportunities with no recent activity, proposes follow-up tasks for each owner, and — once you approve — creates them in Close, so nothing drifts quietly out of the quarter.
Get a truthful pipeline read
Ask where the pipeline stands and Menza reads opportunities with their activity history, so the answer reflects real engagement — not just the stage a deal was left in.
Spot the neglected leads
Menza reads leads, contacts and activities together, so you can ask which leads have never been called or emailed, and which custom-field segments your team keeps skipping.
See these answers on your own Close data.
Menza working with Close.
Menza doesn't just answer questions about Close — it proposes the fix and, once you approve, does the work. You stay in control; nothing changes until you say go.
Menzajust now18 opportunities in your negotiation stage have had no activity in 14 days — worth $96k of pipeline. I'll create a follow-up task on each one, assigned to its owner and due within two working days.
Menza6m agoLeads created this month got first contact 2.7 days after entry on average — your Q1 pace was under a day. I'll list the 26 leads still uncontacted, oldest first, so the team can clear the backlog today.
Connect Close in a couple of clicks.
Is my Close data secure?
Your credentials are encrypted at rest and never exposed to the AI. Menza reads your data through the provider's official API using the access you grant, and you stay in control of what it can do — read-only by default, with any actions gated behind your approval.
Read our privacy policy- Encrypted in transit and at rest
- Scoped access — you choose what Menza can see
- Read-only by default; any action needs your approval
- Credentials are encrypted and never shown to the AI
- Revoke access at any time
Close questions, answered.
How does Menza connect to Close?
You connect with your Close API key. It's encrypted at rest, never shown to the AI, and used only against the official Close API. No CSV exports, no smart-view gymnastics — Menza reads your leads and pipeline live when you ask.
What can Menza answer about my Close data?
Anything grounded in your leads, contacts, opportunities, activities, tasks, users and custom fields. Ask which opportunities are stuck in a stage, how call volume maps to won deals, which leads match a custom-field filter, or who owns the ageing pipeline.
Is my Close data safe with Menza?
Yes. Your API key is encrypted, never exposed to the AI, and Menza only accesses what you grant. Any action — creating a task, updating a lead — waits for your explicit approval, so your CRM never changes without your say-so.
Can Menza work with our custom fields?
Yes. Menza reads your custom fields alongside standard lead and opportunity data, so questions like "how do deals from the partner channel convert?" work with whatever fields your team actually uses — no remapping or setup required.