Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
CRM (Customer Relationship Management)
Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
For some businesses, email communications are enough. For others, add in social networking and their bases are covered. But for your business, calls are important, and you need a CRM that's focused on simplifying your calls process and letting you get more done while actually talking to clients.That's what Close is designed for. Built by Elastic's sales lab specifically designed for a sales team, it's an app that's built from the ground-up for phone and email driven teams. More than just a CRM, it can be your team's phone center and the place where every customer interaction—even outside the inbox—is logged automatically.Read MoreIn a sharp change from most CRMs that support Zapier, Close has a web app but its main efforts center around its Mac and PC apps. There you'll find full call integration, where you can make and receive calls right from the app—and with a business plan or higher, you can record calls right inside Close as well. During your call, you'll see your customer's info, previous interactions your team has had with them, and more. It's everything you'd expect from an email-centric CRM, designed around calls.With all but the most basic version of Close, you'll get a free phone number with unlimited minutes in a number of countries around the globe, or a toll free number in the US and Canada if you want. You can, if you'd like, pre-record voicemail messages to leave contacts, so once you hear that all-too-familiar beep you can press a button and Close will leave your pre-recorded message. You can even setup a ring group so all sales agents' Close numbers will ring, or forward a call to another agent right inside the app. It's a great VoIP call system for your team that just happens to have a CRM included.Calls won't cut it every time, though, so Close has great email integration as well. It can pull in your email conversations automatically, and simplifies emails by letting you save email templates that you can easily turn into personalized messages for your contacts.Finding the people you should get in touch with in Close is easy, both with its filtering and smart views. They'll let you find all the people you've never emailed, for example, or the people you've called more than a half-dozen times. Then, once you've drilled down to a specific set of contacts, you can use Close's bulk email tool to email them all at once. That's a great way to balance your followups between calls and emails, without having to keep track on your own of who you've called most recently.Close is a CRM that's fast to use, with just the features that you'll need to make sure you're contacting your leads via email or calls often enough to make the deal. If your team needs a great sales phone system and a way to keep up with your contact info, it's a CRM well worth considering.
Integrações
All Changeable Fields
Trigger for new event dynamic dropdown.
All Lead Bulk Action Types
Dynamic Dropdown for Lead Bulk Action Types v2.
All Phone Numbers
Used for dynamic dropdowns.
All Email Sequences
Dynamic Dropdown for Sequences.
All Sequence Action Types
Sequence Action Types for Dynamic Dropdown.
New Call (Legacy)
Triggers when a new Call is created.
New Call Recording
Triggers when a new call recording or voicemail is added to Close.
New Call
Triggers when a new Call is created or completed.
Common Event Object Types
Dynamic Dropdown for New Event Object Types.
New Contact (Legacy)
Triggers when a new contact is created.
New Contact
Triggers when a new contact is created.
New Email (Legacy)
Triggers when a new Email is created.
All Email Accounts and Aliases
Dynamic dropdown for connected email accounts and aliases.
New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
Event Action Types
Dynamic Dropdown for New Event Action Types.
New Export (Legacy)
Triggers when a new Export is created.
New Export
Triggers when a new Export is created or completed.
New Inbox Item (Legacy)
Triggers when a new item appears in your Close.io inbox.
New Inbox Item
Triggers when a new item appears in your Close inbox.
New Lead
Triggers when a new lead is created.
New Lead in Status
Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
Lead Status
Dynamic Dropdown for org lead statuses.
New Lead Status Change (Legacy)
Triggers when a new Lead Status Change is created.
New Lead in Search Query / Smart View
Triggers when a new lead is added to a search query or Smart View.
New Meeting
Triggers when a Meeting is scheduled, started, completed, or canceled.
New Membership Added or Removed
Triggers when a new membership is added to or removed from your Close organization.
New Event (Legacy)
Triggers when a new event is created.
New Event
Triggers when a new event is created.
New Note
Triggers when a new Note is created.
New Opportunity (Legacy)
Triggers when a new opportunity is added.
New Opportunity in Status
Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
New Opportunity Status Change (Legacy)
Triggers when a new Opportunity Status Change is created.
New Opportunity
Triggers when a new opportunity is added.
New Email Sequence Subscription (Legacy)
Triggers when a contact is subscribed to an email sequence.
New Email Sequence Subscription Finished (Legacy)
Triggers when a subscription to an email sequence for a contact goes into finished status.
New or Updated Email Sequence Subscription
Triggers when a contact is subscribed to an email sequence, when an email sequence subscription is paused, when an email sequence subscription is resumed, or when an email sequence subscription is finished.
New SMS (Legacy)
Triggers when a new SMS is created.
New SMS Phone Number
Triggers when there is a new SMS enabled Phone Number.
New SMS
Triggers when a new inbound SMS is created or an outbound SMS is sent.
New Task (Legacy)
Triggers when a new task is created.
New Task
Triggers when a new task is created or completed.
New User
Test trigger for accounts.
Add Address to Lead
Adds an address to a lead.
Delete Email
Delete an email on a lead.
Delete Email Address From Contact
Deletes a single email address from an existing contact.
Export Activity Report to CSV
Exports an activity overview or an activity comparison report to a CSV file.
Merge Two Leads
Merges one lead into another lead.
Run Activity Overview Report
Runs an activity overview report for your organization.
Run Activity Report (Legacy)
Runs an activity report for your organization.
Create Bulk Action (Legacy)
Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".
Create Bulk Action
Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".
Create Bulk Email
Creates a new bulk email.
Create Bulk Sequence Subscription Action
Creates a new bulk sequence subscription action.
Create Email (Legacy)
Creates a new email (Legacy).
Create Export
Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.
Create Invite
Invites a user to join your Close organization.
Create Lead (Legacy)
Creates a new lead (with line items support).
Create Lead
Creates a new lead (with line items support).
Create Opportunity
Creates a new opportunity.
Run Opportunity Report
Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.io.
Run Sent Email Report
Runs a sent email report for your organization.
Subscribe Contact to Email Sequence
Subscribes a contact to an email sequence.
Create Smart View
Creates a new Smart View.
Run Status Change Report
Runs a status change report for your organization.
Select Random User
Select a random user from your organization.
Toggle Forwarding on Phone Number
Turn on and off call forwarding for a specific number.
Update Call
Updates an existing Call.
Update Contact
Updates an existing Contact.
Update Lead (Legacy)
Updates an existing Lead.
Update Lead
Updates an existing Lead.
Update Note
Updates an existing Note.
Update Opportunity
Updates an existing Opportunity.
Update Email Sequence Subscription
Updates an existing Email Sequence Subscription.
Update Smart View
Updates an existing Smart View.
Update Task
Updates an existing Task.
Create Activity Report for Organization (Deprecated)
Creates a new activity report for an entire organization.
Find Number of Leads in Query
Find the total number of leads in a given query.
Find Email Sequence Subscription
Find an existing email sequence subscription.
Find User (Legacy)
Find an existing Close.io user.
Find User
Find an existing Close user.
Find Contact
Finds an existing contact.
Find Opportunity (Legacy)
Find an existing opportunity.
Find Opportunity
Find an existing opportunity.
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