About Close
Close is a CRM platform built for sales teams to manage leads, automate outreach, and track deal progress through calling, email, and predictive dialers.
Saysimple customers use Close integration to automatically log WhatsApp and email conversations, sync contact details, and trigger workflows based on customer interactions. Sales teams stay aligned when every message and call feeds directly into Close, eliminating manual data entry and enabling faster follow-up on hot leads across all channels.
Popular use cases
Automatic Lead Capture from WhatsApp
When a prospect messages your business on WhatsApp, their details and conversation history automatically sync to Close. Your sales team sees the full context instantly and can pick up the conversation without switching platforms, reducing response time and improving conversion rates.
Unified Customer Timeline for Sales Teams
All customer interactions—WhatsApp messages, emails, web chat—appear in one Close contact record. Sales reps view the complete journey before making calls or sending follow-ups, enabling more personalized and effective outreach without hunting through multiple systems.
Trigger Close Workflows from Saysimple
Use Saysimple automations to detect key customer actions (e.g., inquiry about pricing) and automatically create or update leads in Close. This ensures hot prospects are prioritized immediately and assigned to the right sales rep without manual intervention.
