Scoop & Close CRM

Empowering Sales Teams with Real-Time Analytics and Deeper Insights

What if you could finally connect the dots between your sales activity, pipeline progress, and revenue generation—all in one streamlined place? That’s where Scoop and Close come together. Close, the powerful CRM for growing sales teams, makes managing leads and driving deals simple. Scoop takes it a step further by transforming Close CRM data into actionable insights, helping sales, revenue, and operations teams not just track their progress but truly understand it. With Scoop, Close users gain a sharper lens into their performance, uncover hidden trends, and unlock opportunities faster than ever before.

What is Close?‍

Close is a sales-focused CRM built to help teams close more deals. Designed to streamline outreach, manage leads, and boost productivity, Close eliminates the need for manual data entry and lets teams focus on what matters most—selling. With built-in tools for calling, emailing, and pipeline tracking, Close empowers sales teams to stay efficient and organized while driving measurable results.

For growing businesses looking for a CRM that’s as simple as it is powerful, Close is the ultimate tool to scale sales operations without the chaos.

Where Scoop Comes In‍

Scoop amplifies Close’s capabilities by offering advanced analytics, seamless reporting, and the power to turn sales data into decisions—without the hassle. Here’s how:

• Automatic Data Sync & Daily Data Snapshots: Scoop automatically pulls real-time data from Close CRM, eliminating manual imports and outdated reports. To do this Scoop takes daily snapshots of your Close CRM data, automatically tracking changes over time. This means you can look back at historical trends, analyze past performance, and identify patterns that drive success—all without any manual setup.
• Custom Dashboards & Data Presentations: Go beyond static dashboards with dynamic, filterable presentations that showcase your team’s performance. With Scoop, you can build tailored views of pipeline metrics, sales activities, and revenue progress—perfect for meetings, reporting, or decision-making.
• AI-Driven Insights: Scoop’s built-in AI enables teams to quickly uncover trends, ask natural-language questions about their data, and get instant answers. Whether it’s identifying top-performing sales reps or pinpointing stalled opportunities, AI helps you find clarity fast
• Cross-Platform Reporting: Blend Close CRM data with information from other sources, like marketing or finance platforms, for a unified view of business performance.
• Instant Setup: No complex processes. Connecting Close CRM to Scoop takes just a few clicks, so your team can hit the ground running.

How Scoop Helps Close Users Succeed‍

Close users already have a powerful CRM to manage sales activities—but reporting often feels static, manual, and time-consuming. Scoop changes the game by automating and enhancing sales reporting to deliver insights that drive action.

• Time-Saving Automation: Say goodbye to spreadsheets and manual updates. Scoop automates your reporting workflows, so you spend less time crunching numbers and more time closing deals.
• Real-Time Insights: Scoop ensures your team is always working with the freshest Close CRM data. Whether it’s pipeline trends, deal progress, or team performance, you’ll see it instantly.
• Tailored Dashboards: Not every team works the same way. Scoop’s fully customizable dashboards let you monitor the metrics that matter most to your sales success.
• Unified View: Sales doesn’t operate in a vacuum. Scoop combines Close CRM data with other platforms (like marketing or finance tools) to give you the full picture of your business’s performance.

For example, imagine building a Sales Team Performance Dashboard in seconds. With Scoop, you can analyze how individual reps are performing, see which deals are stuck in the pipeline, and pinpoint actions to drive faster conversions. Or consider a Pipeline Waterfall report, which tracks deal progress through every stage—helping you spot gaps and optimize processes.

From Data to Decisions: The Scoop Advantage for Close Users‍

At Scoop, we believe data should empower—not overwhelm. Our integration with Close CRM is designed to make your life easier, not harder. For sales, revenue, and operations teams, this partnership means faster reporting, clearer insights, and smarter decisions at every stage of the sales funnel.

By syncing Close CRM with Scoop, you get more than just numbers—you get the story behind your sales data. You’ll know what’s working, what’s not, and where you need to focus next to drive growth. And the best part? It’s all fully automated, so you can keep your attention where it belongs: on your customers and your deals.

One of our standout features is Instant Recipes—pre-built, presentation-ready reports designed to help Close users make sense of their data with minimal effort. Whether you’re preparing for a pipeline review or evaluating team performance, these recipes provide ready-to-use templates that save time and deliver immediate clarity.

For example:

• Pipeline Waterfall for Close CRM: See how deals progress through every stage and identify where opportunities get stuck.
• Sales Team Performance for Close: Track rep performance, highlight top achievers, and uncover areas for improvement.
• Deal Distribution for Close CRM: Analyze deal flow and optimize your team’s focus on high-value opportunities.

By leveraging Instant Recipes, your team can instantly transform Close CRM data into polished reports, perfect for strategy meetings or quick insights. Combined with Scoop’s AI-driven analytics and real-time data snapshots, you’re not just visualizing numbers—you’re uncovering actionable trends that drive smarter decisions and faster growth.

Ready to Take Your Sales Analytics to the Next Level?
Connecting Close with Scoop is quick, seamless, and powerful. Discover how our integration can help your team automate workflows, uncover insights, and close deals with confidence.

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👉 Explore Scoop’s Close CRM integration on our Data Sources Page or check out the Instant Recipes.

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