Close.io is a sales and CRM (Customer Relationship Management) communication platform for Small to Medium Businesses (SMBs). The platform provides search capabilities and integrates with Voice over Internet Protocol (VoIP) phone and email. Close.io increases sales teams' productivity with less data entries, more phone calls and more closing sales.
Close.io was co-founded in 2013 by Steli Efti, Anthony Nemitz and Thomas Steinacher. The company's headquarters are located in San Francisco, California, USA.
- Sales leads
- Sales workflow
- 1-Click calls
- Call auto log
- Data auto log
- Email tracking
Close.io customers include Dev-ID, Case3D, Class Creator, PandoDaily, and Loyalty Research Center. Close.io integrates with other applications such as Salesforce.com, Wufoo, and MailChimp. Close.io also provides a free sales course and produces a book called The Ultimate Startup Guide To Outbound Sales.
- Basic for $65 per user per month billed monthly or $59 per user per month billed annually
- Professional for $110 per user per month billed monthly or $99 per month per user billed annually
- Business for $165 per user per month billed monthly or $149 per month per user billed annually
The subscription plans listed above that are billed annually include a 10% discount. Close.io also offer a 14 day free trial of their products.
Information We Request
When you connect Close.io with Akita, we automatically collect information on the following:
|Call||Every 6 hours|
|Deal||Every 6 hours|
|Email Activity||Every 6 hours|
|Note||Every 6 hours|
|Organization||Every 6 hours|
|Person||Every 6 hours|
|Task||Every 6 hours|
|User||Every 6 hours|
How to Connect Close.io and Akita
- Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.
- Click the Connect Provider button.
- Select Close.io from the list of available integrations.
- Fill in the form to complete the connection. For this, you will need your API Key from your Close.io account.
- That's it – all done!
Your Close.io Customer Data in Akita
- Once connected, your Akita account will begin populating with your Close.io data.
- Caller Name Lisa Abbott
- Caller Number 212-867-5309
- Target Name Chris Mahony
- Target Number 212-321-4321
- Duration 28 minutes
- This data will appear alongside all your other customer interactions for a 360° view.
- Segment your accounts based on data from your Close.io account, and from your other business tools.
128 Accounts Matched. Save as Segment
- Define lifecycle stages and make sure customers stay on track.
- Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
We'd love to show you Akita in more detail and answer any questions you have about integrating Close.io with our Customer Success platform.
Fill in the form below to schedule a demo and get started with your Customer Success efforts.