Get Started with Close

We'll assist your business in setting up Close with an emphasis on ease of use. Our goal is to establish a solid foundation for managing your prospects and customers effectively and developing a streamlined process for success.

Services include:

• Setting up and configuring the initial CRM software, integrating your email platform, and setting up your phone system, including telephony compliance registration.
• Importing and merging existing data of prospects and customers into the CRM.
• Tailoring the CRM to fit your business workflows and setting up automated sales processes based on proven strategies.
• Training on in-app reporting features to monitor sales activities and important metrics.
• Consultation on custom third-party integrations for low- and no-code solutions for:
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  • Syncing prospects from website forms or other lead generation tools to Close.
  • Enriching lead information.
  • Managing calendars or booking meetings.
  • Integrating proposal and signature software.
  • Setting up advanced reporting and dashboards for tailored insights.
• Conducting a training session for your staff to familiarize them with the CRM functionalities.

Grow with Close

We’ll assist your business with its unique and specialized needs. We can also help with re-engineering your Close account as  your business expands.

Services Include:

• A thorough review and analysis of your data, current sales processes and CRM usage.
• Reformatting and deduplication of stale data where needed
• Revising your processes to adhere to industry best practices, including adopting underused or new features of Close.
• Optimizing automated sales processes
• Detailed consultations on any no-code, low-code or custom integrations with third party solutions with a support engineer.
• Ongoing priority support and advice throughout the project.
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Comprehensive training programs for various teams like sales, marketing, and customer support, focusing on using features effectively and efficiently

Get in touch with us for scheduling and pricing! You may qualify for free services.