Overview

Connect Feathery to Close to automatically create or update Close leads from collected Feathery form data. You may set up multiple Close actions at once.

What you need

• An active Feathery account and form
• An active Close account

Background

Close CRM, formerly known as Close.io, is a customer relationship management (CRM) software solution designed to help sales teams manage their leads, contacts, and sales processes effectively. It offers features and tools for sales automation, lead management, email tracking, and communication, aiming to streamline sales workflows, increase productivity, and drive revenue growth.

Key Features of Close CRM:

1. Lead Management: Close CRM provides tools for capturing, organizing, and managing leads from various sources, such as websites, email inquiries, and marketing campaigns. Users can track lead interactions, assign leads to sales representatives, and prioritize leads based on their likelihood to convert.
2. Pipeline Management: Close CRM offers pipeline management features for tracking and managing sales opportunities through various stages of the sales process. Users can customize pipeline stages, track deal progress, and forecast revenue accurately.
3. Email Tracking and Automation: Close CRM includes email tracking and automation capabilities to help sales representatives send personalized emails, track email opens and clicks, and automate follow-up sequences. Users can create email templates, schedule emails, and monitor engagement metrics to improve email effectiveness.
4. Built-in Calling: Close CRM integrates with VoIP (Voice over Internet Protocol) calling services to enable users to make and receive calls directly within the CRM interface. Users can log call activities, record calls, and track call outcomes to streamline communication and follow-up.
5. Task Management: Close CRM offers task management features for scheduling and tracking sales-related tasks, reminders, and follow-up activities. Users can set deadlines, prioritize tasks, and receive notifications to stay organized and focused on high-priority activities.
6. Reporting and Analytics: Close CRM provides reporting and analytics tools for tracking sales performance, activity metrics, and pipeline health. Users can generate custom reports, dashboards, and visualizations to gain insights into their sales efforts and identify areas for improvement.
7. Integration Ecosystem: Close CRM integrates with a variety of third-party tools and services commonly used in sales and marketing, including email marketing platforms, lead generation tools, and productivity software. This allows users to connect Close CRM with their existing workflows and systems seamlessly.
8. API Access: Close CRM offers API (Application Programming Interface) access for developers to build custom integrations, automate workflows, and extend the functionality of the platform according to specific business needs.

Common Use Cases for Close CRM:

• Lead Generation and Management: Sales teams use Close CRM to capture, qualify, and manage leads efficiently, ensuring timely follow-up and conversion into sales opportunities.
• Sales Pipeline Management: Close CRM helps sales representatives track and manage sales opportunities through the pipeline, from initial contact to closing the deal, optimizing sales processes and improving revenue forecasting.
• Email Outreach and Follow-Up: Users leverage Close CRM's email tracking and automation features to send targeted email campaigns, track prospect engagement, and automate follow-up sequences to nurture leads and drive conversions.
• Communication and Collaboration: Close CRM facilitates communication and collaboration among sales team members, enabling them to coordinate activities, share information, and collaborate on deals effectively.
• Performance Tracking and Analysis: Sales managers use Close CRM's reporting and analytics tools to monitor team performance, track key metrics, and identify trends to make data-driven decisions and optimize sales strategies.

Overall, Close CRM is a comprehensive sales CRM solution that offers a range of features and capabilities to help sales teams streamline their processes, improve efficiency, and drive revenue growth. Its user-friendly interface, automation capabilities, and integration options make it a valuable asset for sales organizations looking to optimize their sales operations and achieve success in a competitive marketplace.