Plecto CRM Integration

Skyrocket Sales with Plecto + Close CRM Integration

Real-Time Insights: Seamlessly integrate your Close CRM data with Plecto for real-time, actionable insights into your sales KPIs.

Key Sales Metrics:

• Visualize Metrics: Display essential data like call durations, conversion rates, and lead response times on dynamic, real-time dashboards.
• Monitor Activities: Easily track sales activities and performance metrics such as daily call counts, email open rates, and pipeline stages.
• Analyze Data: Comprehensive analysis of calls, leads, and deal progression with relational data support.

Motivate Your Team:

• Gamification: Boost engagement with fun sales contests and leaderboards tracking top performers.
• Instant Recognition: Set real-time notifications for milestones such as closed deals and new leads.
• Custom Rewards: Offer personalized incentives like gift cards or extra time off to reward top performers.

Automated Reporting:

• Save Time: Automated report generation for metrics like monthly sales growth and team performance.
• Real-Time Setup: Configure once and let us handle the rest.

Seamless Integration:

• Connect Systems: Link with over 120 native systems.
• Unified View: Achieve a unified view across your entire tech stack.

Try It Free for 14 Days! Connect your Close CRM data to Plecto today and elevate your team’s performance.