CLOSE
More Deals
Convert nurtured leads into paying customers with powerful CRM, scheduling, and payment tools.
Closing Tools
Everything you need to convert leads into revenue
CRM & Pipeline
Visual sales pipeline to track every deal from lead to close. Never lose track of an opportunity.
- Drag-and-drop deals
- Custom stages
- Deal forecasting
- Activity tracking
Calendar & Booking
Let leads book meetings directly into your calendar. Reduce back-and-forth and close faster.
- Online booking
- Calendar sync
- Reminders
- Buffer times
Payments & Invoicing
Get paid faster with integrated payments, invoices, and subscription management.
- Stripe integration
- Recurring billing
- Invoices
- Payment links
View 8 More Closing Features
Advanced tools to maximize your close rate
Proposals & Contracts
Send professional proposals with e-signatures
Built-in Calling
Call leads directly from WellPlan with call recording
Sales Automation
Auto-assign leads and trigger follow-ups
Task Management
Never miss a follow-up with automated reminders
Sales Gamification
Leaderboards and goals to motivate your team
Revenue Forecasting
Predict revenue based on pipeline data
Commission Tracking
Track and calculate sales commissions
Opportunity Scoring
AI-powered deal scoring to prioritize efforts
The Complete Customer Journey
Close is where all your efforts pay off.
← Capture
Attract & collect leads
Step 2← Nurture
Engage & build trust
Close
Convert & get paid