Close

Build Custom Close Reports

Close is a sales engagement CRM for the modern business. Close helps teams across all industries turn more leads into revenue. The company’s mission is to help you grow your business and make every sale count by providing tools to engage with your customers in whichever way they prefer.

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Actiondesk
Close
Close

Actiondesk is a spreadsheet interface that connects to Close and your other data sources so you can build live reports.

Put your Close reporting on a spreadsheet

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Connect your Close data live

Actiondesk connects to Close and any other external data sources or your internal database. You can import your data live in a table, no csv exports required.

Build reports like Google Sheets

Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables, charts, graphs, and dashboards. Nothing to learn.

Slack and email digest

With Actiondesk, you can automate your reports over Slack or Email. That way, your whole team stays on top of everything.

Edmit founder

“Having the power of a spreadsheet with the ability of importing data from multiple sources that automatically refresh has instantly solved all of our reporting problems”

Beth Goulet, Director of Revenue Operations @Edmit

Read Beth's Story
Jphn Hubball

Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team.

Josh Hubball, Founder @Level Frames

Read john's Story
Romy Lynch

I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live.

Romy Lynch, Co-Founder @Mona

Read Romy's Story

Start building your Close report

You can use our pre-built Close templates to get started quickly. Or you can start from scratch - importing takes only 5 minutes.

Or, if you have your own use case in mind...

Want to combine data from Close and other data sources?

You can use our pre-built Close templates to get started quickly. Or you can start from scratch - importing takes only 5 minutes.

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Read more on Close and Actiondesk

How To Connect Close To Google Sheets

Follow our step by step guide to import Close data automatically into Google Sheets using an Apps Script. Alternatively