Master Metrics CRM-Integration

With the new integration, you can:

  1. Create visual dashboards with your Close data and answer questions such as:
    1. How many leads were created per month and assigned to a certain rep?
    2. What was the conversion rate per acquisition source per month over the past year?
    3. What’s the conversion rate per pipeline stage?
    4. What is the performance per rep: assigned leads, conversion rates, closes, and more?
    5. Are my Facebook ads bringing in more qualified leads than YouTube?
  2. Access all your Close data to create customized reports: leads, opportunities, activities and detailed custom activity reporting is included.
  3. Add data from other Sources to your Dashboards, such as Meta Ads, Google Ads, Linkedin, TikTok, etc.
  4. Schedule data exports from Close to Google Sheets automatically.
  5. Calculate the cost per each stage of the funnel for each Ad Campaign in real time.