New Partnership: Send your Close data to a spreadsheet and upgrade your sales reports thanks to Actiondesk.
Today, we’re more than happy to announce our partnership with Actiondesk. Close users can now build even more powerful sales reports faster, gain more actionable insights, optimize their sales funnel, and grow revenue.
What the hell is Actiondesk?
Actiondesk is a spreadsheet interface where you can connect all your SaaS and databases, including Close, to create reports with your live data.
Build the Report You Need the Most
With this new integration, you’ll be able to import any Close data like Deals, Contacts, Opportunities, or even Activities (calls, meetings) and build reports such as this month-over-month sales funnel report:
A few things to know:
- Data is live: the report will be auto-updated, so you can save time.
- You can set a daily digest to be sent every day/week or month over Slack, so your entire team is up to date.
How to Get Started?
Want to try it out? Actiondesk is offering a free trial for Close users and will even build a custom report based on your requirements. Additionally, they're currently offering 15 percent off for Close users. You can get started here.
