Book a Demo — CloseGuard

Request a demo

We'll reach out within one business day to schedule at a time that works for you.

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No commitment required. We respond within 1 business day.

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We'll email you within one business day to schedule your demo.
In the meantime, explore the live demo below.

What to expect

A dashboard built around your close process

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Checklist template customization We'll walk through how to pick an expert template and tailor every task, owner, and phase to match exactly how your team closes — your checklist, not ours.
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Your dashboard, auto-built from your checklist See how your customized checklist automatically generates your dashboard layout, close timeline, and Health Score weighting — configured to your workflow.
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Automated GL checks on your data We'll run all 60+ checks on a sample export that mirrors your system — so you see exactly what CloseGuard would flag for your team.
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Your questions answered 30 minutes, no slides. Ask anything about templates, integrations, data security, or how CloseGuard fits your specific close process.

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30 minutes, on your schedule

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No sales pressure — just the product

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Customized to your team's close process and system

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14-day free trial starts whenever you're ready