Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.
Use the Slack integration to get vital information about your organization, your team, and their habits or productivity.
Popular Use Cases
Bring all your Close.io data to Amazon Redshift
Load your Close.io data to Google BigQuery
ETL all your Close.io data to Snowflake
Move your Close.io data to MySQL
Bring all your Slack data to Amazon Redshift
Load your Slack data to Google BigQuery
ETL all your Slack data to Snowflake
Move your Slack data to MySQL
Close.io's End Points
Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.
Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.
Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.
Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.
Close.io Custom Fields
Create custom Close.io fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.
Slack's End Points
Gather and set information on members of your Slack team: get a user’s identity, find a user with email addresses, set user profile pictures, and more.
Get info on your team's Slack channels, create or archive channels, invite users, set the topic and purpose, or mark a channel as read. Use this information to track and improve company communication.
Interface with all kinds of conversations, including public conversations, private channels, and direct messages.
Get info on files uploaded, upload new files, and control things like file sharing, filters, and file information.
Slack Group and User Group
Get info on your team's private channels, or groups, and on your team's user groups.