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Updating Close.io if downloaded from the Mac App Store

If you downloaded Close.io from the "Mac App Store" (rather than downloading it directly from our website) then you are running an old version of Close.io that's no longer supported. Unfortunately it can't be "...

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Import data from other CRMs (Salesforce, etc.)

We are able to easily copy your data from many of the popular CRMs (Salesforce and many others) into Close.io. This method allows you to copy over not only the contact information, but also Activity history, Op...

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Import data from a CSV or an Excel spreadsheet

Close.io comes with a powerful yet simple Lead Importer tool that allows you to import leads, contacts, and other data points* from a CSV file or a spreadsheet (Excel, Numbers, Google Sheets, etc.) To start, c...

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Register for a weekly training webinar

Each week, the Close.io team hosts two live webinars: 1. The Close.io for Admins live webinar covers: Best practices for importing leads and contacts. Setting up the ideal workflow for reps with Smart Vi...

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