Close

Close.com is a sales productivity platform designed for small to medium-sized businesses, providing tools to manage leads, track sales activities, and optimize customer relationships. Use it to streamline sales processes and enhance CRM functions.

Data Model

• Leads (core entity), Contacts, Opportunities (linked to leads), Pipelines, Opportunity Statuses, Lead Statuses. Activities: Call, Email, Meeting, Note, SMS, Voicemail, Custom. Email Sequences, Email Templates, Smart Views. Custom Fields for activities, contacts, leads, opportunities. Users, Roles, Events, Bulk Actions, Integration Links.

Gotchas

• Lead-centric: Most sales data flows through leads; opportunities and contacts link to leads.