Glances CRM Integration
Glances integrates Close with all your favorite workplace apps
Glances securely connects Close and all of your apps to provide a simplified view of the data you need, in real time. Stay focused working in Close (or anywhere online) while viewing your related customer data and personal to-dos across other apps, without navigating away from work. Using Glances Actions, you can perform time-saving tasks related to other apps, such as creating invoices and estimates, adding new customers, completing online forms, starting virtual meetings, and so much more. Glances helps you and your team eliminate roadblocks and get back to The simplest way to work™.
Connect Close with Glances to:
- Access your lead’s activities, tasks, and opportunities in one view
- Search Close and all of your apps at once, anywhere online
- Get fresh, real-time results while eliminating clicks and tab switching
- Perform time-saving actions for one app while working in another
- Give teammates data insights without direct access to Close
- Avoid costly and problematic 2-way data integrations
Start your free trial for Glances today! Create an account, search and connect Close, then access data across all of your connected apps, anywhere online.