Close CRM
Connect Close CRM with the systems that support sales, marketing, customer service, finance, ERP, reporting, and operations. Flowgear helps move leads, contacts, opportunities, activities, reports, exports, and related sales data between Close and the applications around it. Teams can automate sales handoffs, enrich customer records, and keep revenue workflows visible.
Overview
Close CRM is a sales-focused customer relationship management platform for managing leads, communications, opportunities, tasks, reporting, and sales activity. It helps sales teams work quickly, but its data often needs to reach marketing, finance, reporting, and operational systems.
Use Close CRM with Flowgear when sales and operational data needs to move between Close and CRM, marketing, finance, ERP, reporting, or custom systems. Flowgear helps teams read and update supported Close records, manage larger result sets, and keep downstream workflows clear and observable.
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