Power your Close.io pipeline with instant Pitchsite proposals
Close CRM is built for high-velocity inside sales teams. With built-in calling, SMS, and email sequencing, it's designed to keep reps on the phone and out of admin. The Close + Pitchsite integration means your reps can send a proposal directly from a Close lead record — no context-switching, no lost momentum.
A step-by-step look at how Close CRM and Pitchsite work together.
Enter your Close API key in Pitchsite settings. Your leads, contacts, and opportunities sync in real time.
Inside any Close lead, click "Send Pitchsite Proposal." The lead's contact data, company name, and estimated deal value pre-fill the proposal template.
When a prospect opens your Pitchsite proposal, an activity note is added to the Close lead — who viewed it, when, and for how long.
Set up Close automated sequences that activate when a proposal is sent but unopened after 24 hours — automated nudge emails go out to warm the deal.
Proposal acceptance in Pitchsite updates the Close opportunity status to Won and logs the final deal value.
Real ways agencies use Close CRM and Pitchsite together.
Close CRM is built for speed. Pitchsite matches that pace — proposals go out in minutes, not days, so reps can make their next call without breaking stride.
If a prospect reads a proposal three times but hasn't signed, Close automatically queues a call task for the rep — strike while the iron's hot.
See which sales reps' proposals close fastest and at what value — data that feeds directly into Close reporting for coaching and comp planning.
For agencies doing outbound at scale, auto-generate personalised proposals from Close sequences and send them as a final outreach step before giving up on a lead.
Why agencies connect Close CRM to Pitchsite.
Power your Close.io pipeline with instant Pitchsite proposals
Try Pitchsite free →No credit card required. Free to start.
Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Yes. You can use Pitchsite batch proposal sending in conjunction with Close's bulk lists for mass-personalised outreach campaigns.
Yes. Via Zapier or the Close API, you can have a Close sequence step automatically trigger a Pitchsite proposal creation and send.
Proposal activity is logged as custom activity on lead records. You can filter and report on proposal events in Close's custom reporting.
Yes — Close CRM was formerly known as Close.io and rebranded to Close. The Pitchsite integration works with the current Close platform at close.com.
Other tools that work well alongside Close CRM + Pitchsite.