What we do
Tools
Industries
Legal & Law FirmsLess admin per case, faster billing, and no missed deadlinesHealthcare & PracticesFewer no-shows, cleaner records and billing that gets paidHome & Field ServicesQuotes out faster, jobs billed the same day, fewer callbacksManufacturingFewer production errors, accurate costing and on-time ordersWholesale & DistributionOrders flow in on their own, with stock numbers you can trustConstruction & ContractorsTighter job costs, faster change orders and subs paid on timeReal Estate & Property MgmtFaster lead response, less paperwork and happier owners and tenantsE-commerce & RetailMore orders shipped right the first time, fewer returns and refundsLogistics & FreightFewer delays, accurate tracking and invoices that go out on timeProfessional ServicesMore billable hours captured, faster onboarding and cleaner invoicesFinancial Services & InsuranceFaster onboarding, fewer compliance gaps and smoother renewalsHospitality & RestaurantsSmoother service, tighter inventory and less wasted laborNonprofitsMore of every dollar goes to the mission, with reporting that takes minutesEducation & TrainingLess admin per student and families who always know where things standAutomotive & DealershipsFaster follow-up, fuller service bays and fewer lost leadsStaffing & RecruitingFaster placements, error-free payroll and quicker client invoicing
Department
OperationsYou see the inefficiency every day. We build the systems that make it go away.SalesEverything your reps need, right inside the CRM. More time selling, less time searching.FinanceStop chasing data across systems. Your accounting connected to everything else.Customer ExperienceSelf-service portals so customers help themselves, on their own time.MarketingKnow who is engaging, who is at risk and where the opportunities are.Supply ChainOrders, suppliers, stock and shipments in sync, so you see problems before your customers do.WarehousePicks, packs and stock counts that update every system without anyone retyping them.HR & PeopleHiring, onboarding and payroll data moving between systems, so your people team stops chasing forms.ProcurementRequests, approvals and purchase orders that route themselves and match what was actually bought.
How we workLet's talk →
Home/Close

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.

Where Close stops

It gets reps on the phone faster, but once they hang up, someone still creates the invoice and tells delivery by hand.

Got a Close problem? Let's solve it →

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

01

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
02

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
03

What happens after a deal closes in Close, right now?

If the honest answer involves someone copying numbers into another tab, tell us.

One of our recent projects

Inside-Sales Software Company

A fast-moving team closing deals by phone all day.

The problemA rep wins a deal, then the handoff lives in a Slack message and a spreadsheet. Provisioning starts whenever someone notices.

Marking the deal won in Close kicks off account setup, billing and a welcome sequence together. Customer success gets a ready-made task with the call notes attached.
Fix mine →See how we work with Slack

More on Close

What we build on top of specific parts of Close.

Close API & Integrations
Let's talk

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 →

Questions people ask

What is Close (the CRM)?

A CRM built for inside sales teams, with built-in calling, texting, and email sequencing alongside a straightforward pipeline view. It's designed so reps can call, text, and email a list without leaving the app, rather than being a general-purpose business system.

Is Close the same as Close.io?

Yes. Close.io was the product's original name; it dropped the ".io" and now operates simply as Close.

How much does Close cost?

Pricing is per user, per month, across a few tiers that mainly differ by calling minutes, number of seats, and reporting depth. Close doesn't offer a free plan, just a trial period. Check Close's own site for current numbers, since published pricing changes.

Does Close have an API?

Yes, a REST API and webhooks covering leads, contacts, and activity data. There's no native connection to accounting or ops software beyond that, which is the gap we build the bridge across.

Where do I log into Close?

At app.close.com, with your Close account credentials.

Does Close integrate with other tools?

It connects to a handful of tools natively, plus Zapier and its own API for everything else. It doesn't have a native connection to accounting, inventory, or project systems, so that part is usually custom, which is what we build.

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.