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Close CRM

Sales CRM built for outbound teams. Everything revolves around Leads — contacts, opportunities, and all activities are children of a lead.

Entity Hierarchy

• Lead (core entity) — a company or deal. Has a status_id linking to Lead Statuses for pipeline progression.
• Contact — a person within a lead. Multiple contacts per lead. Has emails, phones, URLs.
• Opportunity — a revenue deal within a lead. Links to a Pipeline and progresses through Opportunity Statuses (pipeline stages).
• Pipeline — a sales funnel. Each pipeline has its own set of Opportunity Statuses defining the stage progression.

Activity Types (all scoped to leads)

• Call Activities — inbound/outbound calls with duration, recording, disposition.
• Email Activities — sent/received emails. Email Thread Activities group related emails.
• Meeting Activities — scheduled meetings with attendees.
• Note Activities — free-text notes attached to a lead.
• SMS Activities — text messages.
• Voicemail Tasks — pending voicemail follow-ups.
• Custom Activities — user-defined activity types.
• Created Activities — audit trail of entity creation events.
• Lead/Opportunity Status Change Activities — audit trail of status transitions.
• Task Completed Activities — completed task records.

Outreach & Automation

• Email Sequences — multi-step automated email campaigns.
• Email Templates — reusable email content.
• Smart Views — saved search/filter views for lead lists.
• Send As — configured sender identities for email.

Bulk Operations

• Delete Bulk Actions — mass delete leads matching criteria.
• Edit Bulk Actions — mass update lead fields.
• Email Bulk Actions — mass email campaigns.
• Sequence Subscription Bulk Actions — mass enroll/unenroll from sequences.

Configuration

• Custom Fields — scoped per entity type: activity_custom_fields, contact_custom_fields, lead_custom_fields, opportunity_custom_fields. Each returns field definitions with type, choices, and display config.
• Users and Roles — team membership and permissions.
• Events — webhook event log.
• Integration Links — external system connections.
• Dialer — phone system configuration.
• Zoom Connected Accounts — Zoom meeting integration.

Workflows

1. Pipeline review: Pipelines → opportunity statuses for stage names → opportunities narrowed by pipeline → leads for account context.
2. Activity audit: Calls, emails, and meetings in parallel for recent touchpoints → status-change activity for funnel movement.
3. Sequence management: Sequences → templates for creative → bulk sequence enrollment history for who was touched.
4. Custom field inventory: Lead, contact, opportunity, and activity field registries combine into the full custom schema.

Gotchas

• Lead-centric model: Contacts and opportunities always hang off a lead—anchor every investigation on leads first.
• Pagination: Paged reads expose has_more with _skip / _limit; default window is 100 rows.
• Custom field IDs: Custom fields are referenced by custom.cf_XXXXX format in lead/contact/opportunity objects.
• Status IDs: Lead and opportunity statuses are referenced by ID, not name. Enumerate statuses first to map names to IDs.