Actiondesk connects to Close and any other sources like your Stripe account or your internal database. You can import your data live in a table, no csv exports.
Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables or add charts. Nothing to learn.
With Actiondesk, you can automate your reports like your weekly Sales recap over Slack or Email. That way, all your team stays on top of everything.
As part of the partnership, we’re happy to offer 15% discount on our plan for the first 3 months, and a free data consulting call to connect Close and build the most important report you’ll need from your Close's data.