Close

Connect Close

Close is built for inside sales: calling, emailing and closing deals at pace, with leads and opportunities at its core. At that pace, retyping every won deal into your accounting is exactly the work that gets left behind. Schakel brings your leads across as relations and your won opportunities across as invoices, so closing a deal in Close produces the right invoice straight away.

Systems · 180
From
To

Close

What travels with Close

  • Leads as relations

    The lead behind an opportunity becomes a relation in your accounting, with address and VAT number. Existing relations are recognised.

  • Won opportunities as invoices

    An opportunity marked won can land as an invoice with amount and description in your books.

  • Value and ledger

    The opportunity value carries over and lands on the ledger you choose, so revenue per rep or product reconciles.

Why connect Close

  • Every closed deal produces the right invoice straight away.
  • No backlog of retyping toward your accounting.
  • Leads and relations stay clean and free of duplicates.
  • Sales works in Close, your books keep up.

How it works

  1. 01

    Connect Close

    Connect Close to Schakel through its API. Nothing changes about your calling rhythm inside Close.

  2. 02

    Decide what books

    Choose which opportunities produce an invoice and on which ledger and VAT rate they land.

  3. 03

    Closed deals flow through

    As soon as you win an opportunity, the relation and invoice are ready in your books.

Close, common questions

Can I connect Close to my accounting?

Yes. Request this connector and get access; your leads and won opportunities from Close are then placed in your accounting as relations and invoices.

Does every opportunity have to become an invoice?

No. You choose which opportunities book; the rest stays out of your accounting.

Which accounting can I connect to?

Close can connect to packages such as Moneybird, Exact Online and Twinfield. Request the connector for your books.

A Close connection you do not see here?

Tell us which system Close should connect to. Request it and you get access; you hear from us within 24 hours.