Close

CRM and sales automation

  • A modern CRM with built-in sales communication tools for email, phone, SMS, and meetings.

  • Automate the sales process by enrolling leads and contacts into sequences.

  • Track the entire sales process and performance with powerful activity and funnel reporting.

Close

How Close Works

Close is a CRM for startups and small businesses. Close’s natively integrated sales automation, email, and phone tools help salespeople boost productivity and reach more prospects – all without leaving the CRM. With Close as a Segment Destination, you can:

  • Sync new Leads and Contacts from your existing source of truth and other tools within your sales and marketing stack.

  • Create or update existing Leads and Contacts, including Custom Fields.

  • Sync important customer lifecycle changes by updating Lead Status or Contact data.

Find out more about the integration details and setup
Find out more about the integration details and setup
Automatically create new Leads and group Contacts
Automatically create new Leads and group Contacts
Automatically update your Leads and Contacts details
Automatically update your Leads and Contacts details
Close

Get more out of Close with Segment

Integrating Close with Segment allows you to create and update Contacts and Leads. This keeps your data between the Close CRM and your other tools fully aligned. We use Destination Actions to integrate with Segment. This method lets you map any Segment call into a triggering Destination Action that Close prepared. You can create or update new Lead and Contact in Close.

Integrate Close with Segment

Segment makes it easy to set up Close.