Up-to-date, reliable sales metrics can make all the difference for business owners looking to gauge their performance over time, and make informed decisions to retain customers. Sourcetable is an ideal tool for assessing key data from Close and other CRM platforms in one simple, accessible spreadsheet – allowing users to analyze rep performance, build Activity and Campaign Reports and understand user churn at a glance.
Syncing your Close CRM data to Sourcetable keeps it centralized and accessible, with no code required. Everyone on your team will be able to track your business’ CRM data quickly and easily, without having to learn SQL.
Sourcetable intuitively brings together key data from over 35 different platforms and databases, including Close. This allows product, marketing and finance teams to navigate their metrics, automate activities and gauge their ongoing performance at a glance, informing next steps while saving time for what matters most – selling your products.
Sourcetable comes with a full suite of visualization tools for your reporting needs - from charts and graphs to conditional formatting, pivot tables and more. Create visually striking dashboards to share with your team and focus on the KPIs that matter.
Use out of the box tried and tested templates in order to merge sales and customer data, and improve data collaboration across your entire organisation
Analyze your Close sales data alongside payment sources to generate cross channel reports in the blink of an eye
Compile and query all your Close data in one spreadsheet, to identify and act upon the business insights behind the numbers.
Online businesses integrating Close with Sourcetable have access to all relevant data on accounts, contacts, leads, opportunities, engagement and overall performance.
Retail online stores(eCommerce)
Retail offline stores
Software as a Service(SaaS) companies
Create views and workflow templates to drive business decisions based on your Close customer history, and share among team members to enhance data collaboration
Use Sourcetable to automate manual work like adding tickets to your team's project management app, or creating tickets from form entries - freeing up time to focus on providing the best user experience possible.
Connect, sync and query your Close CRM data with data from 30+ other sources, no SQL knowledge required.