Data Panda brings your Close data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.
Close was started in 2013 by Steli Efti, Anthony Nemitz and Thomas Steinacher as a CRM aimed at inside-sales teams that live on the phone. It is bootstrapped, profitable and run by a fully remote team of about a hundred people. The product is most widely used by SMB sales teams who want one tool that holds the lead list, the call, the SMS, the email thread and the opportunity in one place.
What sets Close apart from most CRMs is that calling, SMS and email are not bolt-ons. The Power Dialer, the SMS conversation and the email thread sit next to the lead and the opportunity, so a rep does not switch tabs to make a call and the call is logged with the deal automatically. Sequences, custom fields, pipelines, tasks and a documented REST API plus webhooks round it out.
Calls, SMS, emails and opportunity stage history on one chart instead of three tools.
Make the hops from a Close opportunity to a paying customer visible and automatic.
Use Close call and email history to score which opportunities will close and which sequences are wasting dial time.
Internal tools sales leaders ask for that Close's UI does not bend to.
A list of concrete reports, automations and AI features we have built on Close data. Pick the one that matches your situation.
Which reps' calls turn into revenue that finance ever sees?
Won Close opportunities per rep matched to first paid invoice in the accounting system, with elapsed days and drop-off rate on the way. Ranks the reps whose dial volume produces revenue quickly, next to the reps whose closed-won looks great on the leaderboard but never lands in the bank.
Which sequence steps are wasting dial time?
Reply rate, meeting-booked rate and opportunity-created rate per sequence step, ranked by the revenue the sequence eventually produced. Often the second touch is doing all the work and steps four through seven exist for the dashboard, not for the prospect.
Which lead source produces revenue that lands?
Source attribution traced from the first Close lead through to invoiced revenue twelve months later. Often changes the marketing budget conversation, because the source that fills the lead list is not always the source that fills the bank account.
Won Close opportunities tracked to invoiced revenue in the accounting tool, with lag and drop-off visible. Forecasting meetings stop pretending that closed-won is revenue, because the reconciliation is already on screen.
Calls, talk time, sequence completion and win rate per rep, next to the commission that the wins produced. Coaching conversations move from gut feel to the specific call pattern or sequence step that is costing someone their number.
Lead-source quality, sequence productivity and stale-opportunity rate over twelve months. Routing and rep-mix decisions are made against revenue that cleared, not a pipeline snapshot on a Monday.
When a Close opportunity reaches won, a sales invoice is drafted in Exact Online with the right customer, product lines and VAT treatment. The Close opportunity reflects the Exact Online invoice number and paid state, so the rep sees when their close turned into actual revenue.
Marketing-qualified HubSpot contacts create or update leads in Close with the right owner and pipeline, and the opportunity outcome flows back to the HubSpot contact. Sales works in Close without losing the campaign context, and marketing sees which source ends in revenue.
A Calendly booking creates or updates the matching Close lead, sets the right opportunity stage and assigns the rep who owns the slot. The booked meeting and its outcome stay attached to the Close lead, so no-shows and reschedules show up next to the dial activity.
A Close opportunity marked won is linked to the Stripe subscription or invoice it produced. First successful charge, dunning failures and churn events flow back to the opportunity, so commission, revenue recognition and customer health all read the same number.
Intercom chats and tickets are matched to the Close lead by email or phone, so the rep sees what the prospect or customer asked support before the next call. Closed Intercom conversations with revenue intent open a task on the Close opportunity owner.
When a Close opportunity moves to won, lost or stalls past the median for its stage, the matching Slack channel gets a structured message with deal value, owner and last activity. Sales leadership reacts in the channel they already live in, not a separate dashboard.
When a Close opportunity changes stage, stalls or is lost for a reason that might come back, the matching Mailchimp campaign fires: a reactivation for stalled leads, onboarding for new customers or a stay-in-touch sequence for win-back targets. The marketing list reacts to the pipeline instead of running on its own clock.
You keep the reporting tool you already have. We connect it to the warehouse where your Close data lives.
OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.
Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.
We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.
We set up the foundation. Your team builds on top.
Best fit Teams that already have a BI analyst or data engineer and want to own the build.
We build the whole thing, end to end.
Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.
You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.
Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.
No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.
Yes. Close models a lead as a company-level record with one or more contacts beneath it, and the warehouse keeps that shape so reporting can group at the lead level or drill to a specific contact. Every custom field on leads, contacts and opportunities lands as a first-class column, and renamed or retired pipelines stay historically with their old labels so trend reports do not break after a board reshuffle.
Call metadata (duration, direction, outcome, recording URL), SMS bodies and email metadata are synced into the warehouse so activity can be analysed alongside opportunities. The actual recording files stay in Close storage and are referenced by URL, which keeps the warehouse footprint small and respects retention rules already configured in Close.
We review your Close setup and the systems around it. Together we pick the first thing worth building.