Tracking touchpoints in other apps? Use Custom Activities to sync it all to Close.
Use Custom Fields to track lead communication preferences, save prospect social profiles, and more. Create unique fields for each of your departments and teams to level up your communications.
Use Custom Fields on Opportunities for more organized account-based and multi-product sales. Track third-party billing and invoicing data, product or service types, multiple proposals, and even won/lost deal reasons.
Having Custom Activities has reduced our need to open other apps on a call, copy and paste, or even remember what questions need to be asked. This saves an incredible amount of time when gathering information.
I love how flexible Close is. Being able to automate our workflows with such precision from Customer.io into Close gives me incredible confidence in our sales flow. And the new Custom Activities are really sweet!
I can do so much more in a layered CRM situation now with Custom Fields on opportunities.