Close: available on request.

A competitor card on your Close records and win/loss by competitor, set up when your team asks for it. Here is where it would sit and what your reps would see.

Set up on request

Where it would sit in Close

Close’s CRM is lead-centric rather than deal-centric, so the natural spot is a custom field panel or a note-style integration on the Lead detail view, surfaced through Close’s API rather than a packaged UI extension (Close does not currently offer a third-party app marketplace with record-sidebar cards the way HubSpot or Salesforce do).

Lead · Acme Co — Opportunity
Record fields
Stage: Negotiation
Close date: this quarter
Owner: (rep)
IndustryLens · competitor on this record
Competitor
Instantly
Our read

Instantly relaunched Lead Finder with a 550M+ contact base (including 50M+ local businesses and social creators), widening its one-platform prospecting pitch to founders and agencies who were already weighing a single-vendor approach to outbound.

How to win

Instantly’s pitch is bundled outreach-plus-data at a flat rate. Ask whether that bundle tells the prospect anything about what their named competitors did this month — it doesn’t; that is the gap IndustryLens fills.

Latest move

Instantly relaunched its Lead Finder product with a 550M+ contact database, including 50M+ local businesses and social creators. — Nov 2026

Illustrative mock-up of what an IndustryLens panel could look like inside Close. The competitor move shown (Instantly, Nov 2026) is real, publicly tracked IndustryLens data; the record fields and deal name around it are fictional.

What win/loss would need from Close’s data model

Close has an Opportunity object per Lead with a status (won/lost) and a free-text or custom-field "Lost reason," but no standard competitor field. Win/loss would need a custom field on the Opportunity to record the competitor, read via Close’s API.

Win rate per competitor would read Close Opportunities where status is won or lost, grouped by the mapped custom competitor field, with lost-reason text grouped the same way — aggregates only, no deal value or owner.

What your reps would see

A few examples of how a competitor card on the Close record would play out, using a real IndustryLens-tracked move from Instantly (Nov 2026) to show what “our read” and “how to win” would actually say.

On the deal

A Lead’s custom competitor field is set to Instantly after a pricing objection.

The panel shows

Our read on the Lead Finder relaunch and the How to win line on category gap.

What the rep does

Reframes from "cheaper outreach tool" to "neither tool tells you what your competitors did last week" and pivots to that gap.

On the deal

An Opportunity status is set to lost, with a free-text Lost reason mentioning Instantly.

The panel shows

The dated Nov 2026 move and a link to the full Instantly battlecard.

What the rep does

Captures the real competitive context (bundled data-plus-outreach pricing) in the loss note instead of a vague "too expensive."

On the deal

A rep is prepping for a call with an agency that already resells Instantly to its own clients.

The panel shows

The full Our read / How to win pair, pulled from Close’s Opportunity custom-field panel.

What the rep does

Positions IndustryLens as a layer the agency could offer alongside Instantly, not instead of it.

What works today without it

You don’t need a Close integration to use IndustryLens. Every battlecard is available on your IndustryLens dashboard already, the weekly briefing lands by email regardless of CRM, and the MCP connector gives any AI assistant your team uses live access to the same competitor data — none of that waits on a Close build.

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