Close gets your reps on the phone faster. It doesn't touch what happens after they hang up.
Close is a CRM built around the call: built-in calling, texting, and email sequences alongside a straightforward pipeline, all inside one screen so inside sales reps barely have to leave it. What Close doesn't do natively is reach into your accounting system, your product, or your delivery process once a deal actually closes. That's the handoff we build.
Close earns its reputation by stripping out everything a sales rep doesn't need: no bloated settings, no modules nobody uses, just leads, calls, and a pipeline that moves. Sequences handle follow-up emails and calls on a schedule, and the built-in dialer means a rep can work a list without switching apps.
What it was never built to do is manage what happens on the other side of a closed deal. Close has an open API and webhooks, plus Zapier, but no native connection to your accounting software, your product, or whatever system tracks delivery. When a deal closes, someone still has to manually create the invoice, set the customer up elsewhere, and let the rest of the team know.
What We Build on Top of Close
Automate the deal-closed handoff
The moment a rep marks a deal won, the rest of the business finds out automatically.
- ■Invoice created automatically in QuickBooks, Xero, or whatever accounting system you run, pulling the deal value and line items straight from Close
- ■New customer record created in your product, billing, or project tool the moment a deal closes, no second round of data entry
- ■A Slack or email notification sent to the right team with full deal context, instead of a rep remembering to forward the good news
Bring data into Close that it can't see on its own
So reps aren't calling a lead blind.
- ■Payment or account status pulled in from your billing system, visible right on the lead, so a rep knows before they dial if an account is past due
- ■Product usage or support ticket history surfaced on the lead record, so a renewal call starts with context instead of guesswork
What happens after a deal closes in Close, right now?
If the honest answer involves someone copying numbers into another tab, tell us.
More on Close
Deeper write-ups on specific parts of Close and what we build around each one.
Running your sales team on Close and still doing the after-the-call work by hand?
Tell us what happens the moment a deal closes right now: who creates the invoice, who sets up the new customer, who tells the rest of the team. Most of that can run without a person in the loop. And if Close itself isn't the bottleneck, that's fine too, we build automation for whatever's manual in your business, not just your sales process.
Let's talk