First release

  • Multi-workspace CRM with roles, email and Google login, and guided setup.
  • Leads in kanban and table views, automatic triage, follow-ups with timers and scheduling.
  • Calendars and closers with revenue-based assignment, a public booking page and Google Calendar integration.
  • EOD reports, leaderboards, daily summary, sales with attribution, funnel and expenses.
  • Integrations: lead intake API, webhook with retries and CSV export.
  • Light and dark themes, and custom controls (dropdowns, dates and dialogs).
Read the article: Introducing Closeford