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Integrations · CRM

Sapien + Close

Use your Close data where it lives. Get pipeline and revenue decomposition with traceable insights and repeatable workflows.

How Sapien integrates with Close

API connection

Connect via Close's REST API. Leads, opportunities, and activities stay in Close.

Your pipelines and statuses

We map your pipelines, statuses, and custom fields so analyses use your definitions.

CRM + financial in one place

The Company Engine connects Close data with your GL and ERP for end-to-end analysis.

What you can do better with Sapien

Close gives you the data. Sapien adds driver-level analysis, traceability, and repeatable workflows so your team spends less time reconciling and more time deciding.

Pipeline decomposition

Close gives you the pipeline; Sapien decomposes why revenue moved with drill-through to deal level.

Unified analytical layer

Combine Close with your ERP, spreadsheets, or warehouse data for a single source of truth.

Repeatable workflows

Turn monthly pipeline reviews into Workflow Agents that execute identically each period.

See it on your data

We don’t demo on synthetic data. We’ll have Sapien running on your data, definitions, and nuances in hours.