Turn more leads into revenue

Accurate Funnel Performance Tracking for Close

Integrate Close with SegMetrics and unlock insights, revenue attribution and customer journey metrics. Get a handle on the KPIs that matter most for your marketing funnels. SegMetrics: built by marketers, for marketers.

Connect Your Close Account  
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SegMetrics deciphers your Close data for you.

No matter the size or type of your business, your success shouldn't be compromised by struggling with confusing or conflicting data. Reclaim your clarity and make data-driven decisions with ease. SegMetrics is reliable, easy to set up, integrates with Close, and offers clear, actionable marketing insights.

SegMetrics: We'll handle the numbers, you drive marketing success.

"We added SegMetrics to see if it could find answers to questions a client's had for over a year and that couldn't be put off any longer. It could, and did so within about 30 seconds."
— Michelle Warner — Strategy Consultant


Close reporting
Close analytics
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Integrate Close and SegMetrics with one click

Using Close With SegMetrics

Close more deals with the CRM built for and by remote salespeople.  A deal rarely goes from start to finish over email—you need a multi-channel sales outreach approach. With Close, bring calling, SMS, and video into one inbox. Streamline your stack and sell more with multi-channel outreach at scale.

Getting a lead is just one step in the sales pipeline, though. SegMetrics joins your pipeline metrics to the rest of your data, including the ads that brought in your most profitable leads. Understand your entire customer journey, by connecting lead sources to purchases they make weeks, months or years later.

Using SegMetrics as your Close reporting tool lets you truly optimize your funnel. You will be able to identify the customer segments that perform best through your outreach sequences, not just which sources generated the best leads.

When you get started with Close and SegMetrics you can see the revenue of every group of leads through every sequence.

Key Features

  • Lifetime revenue analytics – measure how your nurture sequences impact total revenue, not just a single purchase
  • Customer segment performance – filter performance based on tags, source, purchases and more to identify profitable cohorts
  • Compare source performance – see how different ads, affiliates or marketing content affects conversions in your followup sequences
  • Build your ideal dashboard – pull your KPIs into custom auto-updating dashboards, ideal for sharing with your team
  • Historical data Importing – analyze the performance of all your existing leads and funnels when you connect Close to SegMetrics
Connect Your Close Account

"SegMetrics has greatly helped us identify the Ads/Channels that we should focus our ad $$ on. We have a long sales cycle so it has really helped us see what is going on in the customer journey from start to finish. Great tool for us!"
— Scott McQuin — Glass Shower Direct


Why SegMetrics and Close?

Real Lifetime Lead Values

Know the value of your leads based on who they are and what they do. No metric is more powerful than Lead Value for measuring the success of your marketing automation, traffic sources, webinars and more.

Powerful List Segmentation

Create reports and segments based on tags, campaign, lead source, and much more. It's never been easier to see how many people take a certain action — like click an email link or opt in for a specific offer — and how those actions lead to revenue.

The Metrics that Matter

SegMetrics was built to power the biggest names in the industry. Get the metrics that actually matter to your business — instantly.

And since we work with your existing data, you can start getting real value in as little as 5 minutes.

Lead Insights

See Why Leads Become Customers

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Sales Velocity

Track ROI Over Customer Lifetime

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Visitor Journey Tracking

Follow Every Step Your Leads Take

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Trusted by 3,000+ Digital Marketers
Just a few of the companies improving their marketing with SegMetrics. Read customer success stories here.

Say Goodbye to Excel Exports

Calculating any of your important metrics in Close is tough.

We mean really tough.

And how confident are you that the numbers you're getting are accurate?

And Hello to Smart Reporting

Take the guesswork out of your marketing. Accurately track the most important metrics related to your marketing campaigns and see how your marketing choices increase (or stall) your growth, with SegMetrics Smart Reporting.

SegMetrics takes the guesswork out. Accurately track the number of contacts added to your Close account every day, week, month and year.

SegMetrics is your complete
marketing analytics toolset in one package

The easiest way to grow your business? Scale what works and kill what doesn’t. Custom Segments give you the power to find exactly what works – for email content, Lead Magnets, webinars, and more – so that you can improve your marketing.

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Rolling Reports

Quickly Identify Trends & Growth

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Custom Dashboards

Create a Marketing Control Panel

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Touchpoint Filtering

Filter Leads by Every Action

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Get Started in Less than 5 Minutes

Find your most profitable lead sources, scale what works and kill what doesn’t.

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Its easy to bet on the winners when you know who they are