Securely integrate Close.io with Invoiced
Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.
Invoiced is a cloud-based platform that automates the most time-consuming and tedious billing tasks, such as sending invoices, following up on late payments, and reconciling incoming payments. Through a variety of advanced invoice management and automation features — including subscription billing, recurring bills, payment plans, and a convenient customer portal — Invoiced makes it easier for your clients to pay you, and thereby helps you get paid faster and more reliably with less work and time commitment on your part.
Popular Use Cases
Bring all your Close.io data to Amazon Redshift
Load your Close.io data to Google BigQuery
ETL all your Close.io data to Snowflake
Move your Close.io data to MySQL
Bring all your Invoiced data to Amazon Redshift
Load your Invoiced data to Google BigQuery
ETL all your Invoiced data to Snowflake
Move your Invoiced data to MySQL
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Close.io's End Points
Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.
Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.
Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.
Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.
Close.io Custom Fields
Create custom Close.io fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.
Invoiced's End Points
Invoiced Acceleration of the Invoice-to-Cash Cycle
The Invoiced platform speeds up your invoice-to-cash cycle by making it easy for you to receive online payments. Instead of losing positive cash while waiting weeks for your payments to arrive by snail mail, Invoiced brings your business into the modern world of convenient online payment solutions. Through Invoiced's Electronic Invoice Presentation and Payment (EIPP) platform, your clients will have multiple options for paying their bills online quickly and easily.
Invoiced Subscription Billing
Invoiced allows you to put your customers on a regular, subscription billing plan that recurs at the intervals you select. This provides an excellent way to bring more financial security to your business. Normally, trying to manage a subscription billing plan is difficult, but with Invoiced, subscription billing is a standard feature in the platform.
Invoiced Payment Plans
Invoiced includes payment plan tools, so you can bill your clients in installments instead of requiring them to pay everything upfront. This gives you and your clients more payment flexibility so you can still make a sale and provide your goods and services, even if your client is short cash. By letting you customize any kind of payment plan to suit the needs of your clients, incremental payments allow you to work with customers who couldn't normally afford your services.
Invoiced Customer Portal
The Invoiced customer portal serves as an easy-to-use online gateway where your customers can pay their bills, track balances, manage subscriptions, and update their personal information and payment details.