PieSync integrates Workbooks with Close.io for an automatic 2-way contacts sync. Every time you add or update a contact in Workbooks, it is automatically synced with Close.io, and vice versa - eliminating import/export!
Syncing Workbooks with Close.io is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Workbooks with Close.io.
Workbooks is a CRM for SMEs who love the Windows-like interface. Features such as lead-creation, pipeline management, deal tracking and invoice creation together with sales and marketing automation, and integrations make this a great tool to grow your business from!
Close.io was designed with the goal of making sales people as efficient as possible. Make and receive calls with just one click. Calls are automatically logged and lead activity information is made immediately available. Close more deals. Make more sales.
With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.
Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.