Close

Work with Close CRM deals and contacts.

Close is a CRM built for inside sales teams. An agent can work leads, contacts, opportunities, and tasks: researching an account, updating a deal as it progresses, and creating follow-ups. Access can be limited to reading only, to safe writes, or to full control including deletion, so an assistant can be given pipeline visibility without the ability to change records. Useful for keeping the CRM current during a sales cycle rather than after it.