Keep a close eye on the metrics that matter.
After testing other CRMs, I was blown away by Close.io's clean, easy-to-use interface, communication tracking, and detailed reporting features. Tracking communication with Close.io has made what was a very time-consuming process extremely efficient.
Program Manager at Loyalty Research Center
See the status of the deals in your pipeline in one place with Opportunities.
Driven by our powerful search engine, all the insights you need are just one click away.
Are you on track for this month’s targets? Close.io gives you all the answers you need at any given time, both for individual reps and your overall team.
Get a holistic view of your team’s time on phone, see the distribution of customer data attributes, or rank the performance across your team based on deal value closed.
Who’s topping the leaderboard? Keep an eye on the health of your team with reporting.
See all sales activity for each member of your team. Emails sent, open and response rates, number of calls made, minutes spent talking to prospects and more.
Get a big picture understanding of your entire team’s activity for any given time period, and benchmark individual rep performance against it.
Our API gives you full control of your data. Connect Close.io to the reporting solution you prefer, whether it’s a custom dashboard, spreadsheets or advanced BI tool.