Using Close

Get the most out of Close: the CRM built for growth. Here's a collection of all our content that'll show you how to maximize your sales productivity with Close.


Facebook CRM integration: 5 ways to connect your CRM to Facebook
CRM

Facebook CRM integration: 5 ways to connect your CRM to Facebook

A Facebook CRM integration lets you record and manage business conducted on Facebook. Here’s how to keep your team running fast and lean by connecting your CRM to Facebook.
Shawn Ragell
September 19, 2022
Zoom CRM integration: The best way to connect
CRM

Zoom CRM integration: The best way to connect

If you haven’t already integrated video calling into your sales process, you’re falling behind. Here's how you can integrate Zoom with your CRM to stay on track and close more deals.
Shawn Ragell
September 19, 2022
Calendly CRM integration: Powering high performing sales teams
Using Close

Calendly CRM integration: Powering high performing sales teams

Calendly makes it easy to schedule meetings with prospects and clients. Pairing it with Close can provide crucial tracking and save your sales reps hours of manual data entry. Here's how to do it.
Shawn Ragell
September 19, 2022
Slack CRM integration: How to use Slack + Close to win more deals
Close Features & News

Slack CRM integration: How to use Slack + Close to win more deals

By connecting your CRM with Slack, you’re able to shine a spotlight on the things that matter the most to your business. Learn step-by-step how to connect the two, including practical use cases for creating a communication powerhouse.
Shawn Ragell
September 19, 2022
Generate instant commission reports from Close with CommissionApp
Using Close

Generate instant commission reports from Close with CommissionApp

Integrate CommissionApp with Close and instantly generate custom commission reports.
Nick Persico
September 19, 2022
How to manage your sales qualification process in Close with Process Street
Close Features & News

How to manage your sales qualification process in Close with Process Street

Getting an entire sales team to follow a consistent process is always a challenge. So, to make things easier, we've devised a clever way to integrate Process Street with Close using Process Street's new Run Link feature, Close's Integration Links feature and Zapier.
Ramin Assemi
September 19, 2022
Integration: Find B2B contact data with snapADDY
Close Features & News

Integration: Find B2B contact data with snapADDY

We’re happy to announce a new integration with snapADDY, sales support software for finding B2B contact data. With this integration, use snapADDY to grab contact information from the web, e-mail signatures or documents and save it in Close.
Ramin Assemi
September 19, 2022
Product feature: Manage expectations by adding a confidence level to your lead
Using Close

Product feature: Manage expectations by adding a confidence level to your lead

In Close, the Opportunities feature helps you identify and keep track of deals that are on the verge of closing. Any opportunity that is added to a lead becomes visible on the Opportunities screen to give your team a high-level view of your entire pipeline.
Jo Johansson
September 9, 2022
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