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Customer Success Software that Integrates With Close.io

Close.io is a sales and CRM (Customer Relationship Management) communication platform for Small to Medium Businesses (SMBs). The platform provides search capabilities and integrates with Voice over Internet Protocol (VoIP) phone and email. Close.io increases sales teams’ productivity with less data entries, more phone calls and more closing sales.

Close.io was co-founded in 2013 by Steli Efti, Anthony Nemitz and Thomas Steinacher. The company’s headquarters are located in San Francisco, California, USA.

Product features:

  • Sales leads
  • Sales workflow
  • 1-Click calls
  • Call auto log
  • Data auto log
  • Email tracking
  • Notifications
  • Tasks
  • Reporting

Close.io customers include Dev-ID, Case3D, Class Creator, PandoDaily, and Loyalty Research Center. Close.io integrates with other applications such as Salesforce.com, Wufoo, and MailChimp. Close.io also provides a free sales course and produces a book called The Ultimate Startup Guide To Outbound Sales.

Pricing:

  • Basic for $65 per user per month billed monthly or $59 per user per month billed annually
  • Professional for $110 per user per month billed monthly or $99 per month per user billed annually
  • Business for $165 per user per month billed monthly or $149 per month per user billed annually

The subscription plans listed above that are billed annually include a 10% discount. Close.io also offer a 14 day free trial of their products.

How to Connect Close.io and Akita

Step 1

Step 1

Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.

Step 2

Step 2

Click the Connect Provider button.

Close.io

Step 3

Select Close.io from the list of available integrations.

step 4

Step 4

Fill in the form to complete the connection. For this, you will need your API Key from your Close.io account.That’s it – all done!

Your Close.io Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Close.io data.
  • This data will appear alongside all your other customer interactions for a 360° view.

  • Segment your accounts based on data from your Close.io account, and from your other business tools.

  • Define lifecycle stages and make sure customers stay on track.

  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.