Documentation

How every part of the CRM works and how to set it up, step by step.

Most read

Getting startedInitial setupFrom an empty workspace to receiving leads and bookings, in six steps.TriageLead routingHow the CRM decides which triager gets each lead.Follow-up and schedulingCalendars and bookingsCalendars, hours, blocks and the public booking pages.IntegrationsIntake APISend leads to the CRM from any system.

Getting started

What Closeford isThe parts of the CRM and how they fit a high-ticket sales team's day.Initial setupFrom an empty workspace to receiving leads and bookings, in six steps.Sample dataA test team and leads to see the CRM working without touching your real data.

Leads

Lead boardKanban and table views to work leads, with their record, filters and statuses.Lead intakeThe three ways a lead reaches the CRM.Automatic disqualificationHow to keep leads that don't fit away from your team.

Triage

Lead routingHow the CRM decides which triager gets each lead.

Follow-up and scheduling

Follow-upThe timers that decide when each lead is due a call.Calendars and bookingsCalendars, hours, blocks and the public booking pages.Booking routingHow the closer for each booking is chosen when several can take it.Google CalendarSync bookings with each closer's calendar.

Team and performance

Team and EODEach person's end-of-day report and the rankings it feeds.Sales and attributionHow a sale is logged and how its credit is split.MetricsDaily summary, funnel, ranking and expenses.

Integrations

Intake APISend leads to the CRM from any system.WebhooksGet a signed notice for every lead, booking or sale.SlackLead, booking and sale notices in a channel of your team.SpreadsheetsYour data in Google Sheets or Excel, kept up to date.

Account and security

Users and rolesWho signs in to the CRM and what they can do.Sign-in and two-step verificationThe ways to sign in and how to protect your account.Data securityHow your workspace's data is protected.