Customer profiles
Each customer profile aggregates:- CRM data — company name, industry, country, employee count, annual revenue
- Deals — active pipeline, won deal values, deal stages, close dates
- Contacts — key people, titles, lifecycle stages
- Intelligence summary — total insights, deal blockers, churn risks, top categories, average frustration
- Strategic signals — satisfaction, onboarding friction, competitor mentions, churn indicators
Strategic signals
Strategic signals are intelligence extracted from conversations that go beyond product insights. They capture business dynamics:| Signal type | What it captures |
|---|---|
| Satisfaction | How happy the customer is overall |
| Onboarding friction | Struggles during setup and early usage |
| Churn reason | Why a customer is considering leaving (with urgency: immediate, considering, evaluating) |
| Competitor mention | References to competing products, with competitor name and context |
| Decision criteria | What factors drive the buying decision |
| Purchase hesitation | What’s holding back a purchase |
| Win reason | Why the customer chose your product |
| Aha moment | When the customer realizes the product’s value |
| Value evidence | Concrete proof of ROI or benefit |
CRM enrichment
When you connect HubSpot or Salesforce, ClosedLoop AI automatically enriches every insight with CRM context — zero configuration required:- Company resolution — insights from individual speakers are linked to their employer via CRM contacts
- Deal values — every insight carries the revenue context of its customer, so you can prioritize by business impact
- Lifecycle stage — insights are contextualized by where the customer is in the sales process
- Industry and geography — enables segment-level analysis (“what do entertainment customers in the US care about?”)