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A CRM as unique as your sales process

Personalize your CRM with the specific needs of your business using Custom Fields and Activities in Close.

Customize your outreach with unique Custom Fields & Activities

Easily track and organize the most important details about prospects in your CRM.

Connect the dots of EVERY prospect interaction

Tracking touchpoints in other apps? Use Custom Activities to centralize it all in Close.

  • Qualifying calls
  • Product demos
  • Engagement with marketing resources
  • Form and survey completions
  • Event and webinar RSVPs
  • Chat messages
  • Invoices and billing

Use Custom Fields to tailor the CRM to your business needs

Add fields for role, department, and primary contact to enhance your communications.

Keep track of your leads' contact preferences.

Use custom fields to save quick links to your prospect’s social profiles.

Capture birthdays and important dates so you remember to send them a special something.

The possibilities are limitless.


Clean, insight-packed sales pipeline data

Use Custom Fields on Opportunities for more organized account-based and multi-product sales. Whether you need to track third-party billing or invoicing data, product/service types, or multiple proposals, you can do it all in Close.

Get deeper reporting on your pipeline when you use custom fields to track contract information and even won or loss deal reasons.

Having Custom Activities has reduced our need to open other apps on a call, copy and paste, or even remember what questions need to be asked. This saves an incredible amount of time when gathering information.
Mojan Butler
Mojan Butler
Director, Development & Strategic Partnerships
CoPilot AI

Customize your workflow to close more deals

Try Close in a 14-day trial

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