Integrate your Close data for actionable real-time dashboards and reporting
Our first-class Close integration provides real-time performance insights on all your key sales KPIs.
Sales
Partner website
About Close
Close is a CRM system for startups and SMBs. It is designed to make your salespeople more efficient and improve productivity with built-in calling and automatic emailing tracking.
Close pricing
Additional help
Tier
Plecto x Close
REAL-TIME CLOSE DASHBOARDS OF YOUR SALES ACTIVITIES
Integrate your Close CRM data with Plecto to get actionable insights into your sales performance. Track metrics such as activities, calls, leads and more - all in real-time!
INDUSTRY-LEADING INTEGRATION
Our Close integration operates in real-time, providing you with an integration that is state of the art. What’s more, the integration supports relational data for many fields, meaning you get even more possibilities with what you want to track.
AUTOMATED REPORTS TO SAVE HOURS OF TIME
Looking to take a deeper dive into your sales stats? Make use of our automated reports so you can easily pinpoint the key trends in your performance. Even better, our reporting feature operates in real-time, meaning that you can say goodbye to time spent manually exporting and updating the data.
SUPERCHARGE YOUR SALES TEAM'S MOTIVATION
Tap into that competitive instinct of every sales rep by incorporating gamification into your reps’ day-to-day activities. Host fun sales contests, celebrate achievements with instant notifications and let your sales team earn virtual coins in our Reward Store.
What types of data can you import from Close?
Calls
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
Yes
Supports relations? (BETA)
Yes
Contacts
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Custom activities
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Lead status change
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Emails
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Leads
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
Yes
Supports relations? (BETA)
No
Opportunities
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
Yes
Supports relations? (BETA)
Yes
Tasks
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
Yes
Supports relations? (BETA)
No
Meetings
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
Boost performance with real-time insights
Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.
