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Close is an all-in-one CRM platform with built-in calling, SMS, and email services for startups and SMBs.

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Inventory Count / Audit

Periodic reconciliation of physical stock with system records.

ModuleInventory Management
EntityInventory Count / Cycle Count
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Tax Document Submission

Submit tax-related documents for compliance and record-keeping.

ModuleFinance & Accounting
EntityCustom Entity
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Stock Disposal Request

Request and document the removal or destruction of obsolete, damaged, or expired inventory.

ModuleInventory Management
EntityStock Disposal
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Lead Nurture Workflow

Automatically send follow-up emails or content based on lead behavior.

ModuleMarketing
EntityMarketing Automation / Workflow
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