Close is the inside sales CRM of choice for startups and SMBs. Close helps you sell more efficiently by unifying your outreach, engagement, and automation into a simple, flexible CRM.

With the Close integration, you can view all leads directly from the Annature dashboard and send with ease having your leads contact information pre-filled.

Once linked, a new page will be available via the left hand side navigation bar, this is a live sync of all your leads in your Close CRM account.

When a lead has been opened, you are presented with basic details from Close, including contacts. You can view any historical envelopes sent, or create a new envelope.

Upon completion of an envelope sent to a contact via the Close view, a note will be added against that lead in Close with a link back to the completed envelope in Annature.

To learn more information on linking your Close account with Annature, click here.