All integrations

CRM

Sapien + Close

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

How Sapien connects to 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 your team can do with Sapien.

Connect driver-level analysis, traceability, and repeatable workflows to your day-to-day decisions.

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 what Sapien
can do on your data