Custom Close dashboards
Integrate Close with Plecto and get a real-time overview of your sales business metrics. Create your own customized KPIs such as hit rate or quota attainment and develop your own sales dashboards.
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
Create real-time Close dashboards with Plecto
Import your data directly from Close to Plecto and visualize your business metrics on real-time dashboards. Display your Close KPIs on a variety of widgets, including graphs, speedometers, charts, tables, and more. Add conditional colors to help you easily identify the progress towards your goals.
With Plecto's unique gamification features, you can create leaderboards and contests that spark motivation among your sales team. Set up custom notifications that trigger every time an employee achieves a goal like reaching a new milestone or closing a sale. Our integration to Close allows you to create and configure dashboards focused on your calls, contacts, leads, opportunities, and more!
With Plecto, you can easily display your KPIs on dashboards on TV screens in the office, on your computer, or access them from your mobile device with our iOS and Android apps.
What types of data can you import from Close?
Calls
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Contacts
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Custom activities
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Emails
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Leads
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Opportunities
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Tasks
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
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.
