The CloseEase CRM
Every client, conversation and invoice in one place.
With the CloseEase CRM, you answer email, texts, social messages and website chat from one inbox. When a client says yes, the work starts on its own. Quotes turn into paid invoices without anyone chasing them, and every client, deal and conversation lives in one place.
These screens come from demos of the CRM's pieces, built with a fictional design studio and made-up data.
Why a CRM
The things clients kept asking us to build, built once, properly.
CloseEase isn't a CRM company. Most of what we do is connecting or repairing the tools firms already pay for. But the same requests kept coming back: one place for every conversation, handoffs that don't depend on someone remembering, and invoices that don't need chasing.
The CloseEase CRM puts all of them in one system. You can sign up today, and your log on details arrive by email.
What's in it
Four things clients kept asking for.
The screenshots come from standalone demos of each piece, rebuilt with their own look and made-up data. Nothing in them is sent or charged.
Email, texts, social and website chat, in one place.
Every conversation lands in one list, so nobody on your side has to check four apps to see who's answering what.
In the demo
- Each conversation has one owner
- Replies go back out on the channel the message came in on
- Private notes the contact never sees, and saved replies that fill in the details
When a client says yes, the work starts on its own.
The project gets created, the welcome email goes out and an owner is assigned, even on the day everyone's too busy to remember.
In the demo
- What sets it off, then one step after another, drawn as a line on a transit map
- Simple yes/no rules that split it into two paths
- A test run that walks a made-up example through, step by step
Quotes that turn into paid invoices, without the chasing.
Your client accepts the quote, it becomes an invoice, and the follow-up doesn't depend on anyone's memory.
In the demo
- The client accepts the quote from a link, and it becomes an invoice
- A deposit, installments and the balance, paid through a pretend checkout
- Overdue reminders at 1, 7 and 14 days late
Every client, deal and conversation in one place.
You can see where any client stands without asking around, and their details are typed once instead of three times.
Demos with fictional firms: Northlight Creative, Fernhill Coffee Roasters, Harbor & Pine Talent and Ledgerline Accounting are made up. Nothing is sent or charged.
Do you need it?
Not to work with us.
You don't need the CloseEase CRM to work with us. If what you have can be repaired or connected, that's what we'll do. We only recommend new software when what you have can't do the job.
Not sure which you need? That's one of the first things we work out together, before you buy anything new.
Already a client?
Log on to the CloseEase CRM.
Existing clients sign in at app.closeease.com.
Questions
Questions people ask
- Do you sell a CRM?
- Yes, the CloseEase CRM. Clients kept asking us for the same few things, so we built them once, properly, in one system. You don't need it to work with us, though. Most of what we do is connecting or repairing the tools you already pay for.
- Can we sign up today?
- Yes. Choose "Get the CloseEase CRM", and once it's paid, your log on details arrive by email. Prices are plus HST.
- How much is it?
- CAD $307.78 a month covers 5 seats, and each extra seat is CAD $39 a month. A seat is one person who logs on. Prices are plus HST, and you see the full total before you pay. It's month to month, so you can cancel anytime.
- We already have software. Do we have to replace it?
- Usually not. A lot of what we do is repairing the tools you already pay for, or getting them to work together. We only recommend new software when what you have can't do the job.
- How do we start?
- Tell us what's going on with the form below. You'll get a personal reply by email within 24 hours to set up a short, free chat.
The CloseEase CRM
Ask about the CloseEase CRM
Ready to start, or have questions first? Tell us a little about your firm and what you use today. You'll get a personal reply by email within 24 hours to set up a short, free chat.
You tell us what's going on
A few lines is plenty.
You get a personal reply
By email, within 24 hours, to set up a short, free chat.
A straight answer
Whether the CRM fits your firm, and what setting it up would involve.
Prefer email? info@closeease.com