support center

Multiple organizations

Close.io allows for a single user account to exist in one or more organizations.

Organizations are completely isolated -- no information about leads, emails, phone calls, or settings are shared; leads cannot be transferred between organizations. You can think of an organization as a completely separate business in which you're performing sales.

You can quickly move from one organization to another by clicking on your profile name/picture:

Pricing

Please contact support if you plan on adding memberships to an additional organization; charges may apply.