Akita Integrations Directory

Customer Success Software that Integrates With Close.io

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.

All Integrations

Jump to...

Data We Request from Your Close.io Account
Connection Instructions
Close.io + Akita — The Results
Getting Started

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	Visit

Data Retrieved

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

Connection Instructions

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.

Connect Provider

Select Close.io from the list of available integrations.

Close.io

Fill in the form to complete the connection. For this, you will need your API Key from your Close.io account.

API Key

Required

Submit

That's it – all done!

Integration Results

Your Close.io Customer Data in Akita

Once connected, your Akita account will begin populating with your Close.io data.

Bresler's Ice Cream

Call Logged

Caller Name Lisa Abbott
Caller Number 212-867-5309
Target Name Chris Mahony
Target Number 212-321-4321
Duration 28 minutes

Created on 24 March 2023 @ 05:39 PM

This data will appear alongside all your other customer interactions for a 360° view.

Accounts

1762

NPS

-10

MRR

$689,420

Segment your accounts based on data from your Close.io account, and from your other business tools.

Renewal Close.io Within Within 30 Days 30 Days AND +

MRR Chargebee More Than > $1000 1K AND +

Ticket Zendesk Status Status Open Open

128 Accounts Matched. Save as Segment

Define lifecycle stages and make sure customers stay on track.

Onboarding

134 ACCOUNTS
$72,900 MRR

CSM Insight Score

Targets 216 / 392 Achieved

Tasks 382 / 588 Achieved

Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.

Get the Ball Rolling

Want to learn how Akita can save your Customer Success team time?

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.

Have questions about how Akita Integrates with Close.io?

We'd love to hear them! Just email us at hello@akitaapp.com.