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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.

Close dashboard
Close
+
Plecto

Sales

Partner website

close.com

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

See pricing details

Additional help

help.plecto.com

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.

See our integrations

2. Build dashboards

Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.

Read our customer stories

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.