Customers and sales

Wolforia + Close

Look up and update leads, contacts and deals.

In Close's own words

Close is the CRM with a built-in AI teammate that works with your team to call leads, qualify prospects, book meetings, and keep your CRM up to date automatically, so you can focus on selling.

What you can ask

  • “What deals are closest to closing this month?”

    Looks up your deals in Close and lists the likeliest with their values.

  • “Find the lead from the trade show called Marisol.”

    Searches your leads and contacts and brings back the match.

  • “Move the Fairview deal to Won.”

    Finds the deal, shows you exactly what it will add or change, and waits for your yes, then updates it.

Connect Close

You sign in to Close once; Wolforia never sees your password. Services are included in Starter and Pro.

Connect Close

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