Customer Success Software

SaaS Directory » Close.io

Integrate With Close.io

Customer Relationship Management (CRM), Telephony

Close.io In Brief
Founded 2013
Founder(s) Steli Efti, Anthony Nemitz and Thomas Steinacher
Price From $65 USD
Headquarters San Francisco, California, USA
Website: close.io

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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.

Product features:

  • Sales leads
  • Sales workflow
  • 1-Click calls
  • Call auto log
  • Data auto log
  • Email tracking
  • Notifications
  • Tasks
  • Reporting

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.

Pricing:

  • 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.

What Information We Request

When you connect Close.io with Akita, we automatically collect information on the following:

Deal Every 360 minutes
Email Every 360 minutes
Note Every 360 minutes
Organization Every 360 minutes
Person Every 360 minutes
Task Every 360 minutes
User Every 360 minutes

How to connect your Close.io account to Akita:

To connect your Close.io account, we require your API Key.

To locate your API Key:

  1. Sign in to your Close.io account using your email address and password.
  2. Click on the "API Keys" link present on the page.
  3. Click on "Generate New API Key" under "Existing Keys".
  4. Your API Key is available now.