CloseDesk
Trial · day 1 of 14
·
Save & exit
1
Firm
Name and reviewer
2
Mailbox
Gmail or Outlook
3
Roster
QBO match or CSV
4
Template
Pick a close cadence
5
Live
First chase queued
Tell us about your firm
We'll spin up your tenant. About 30 seconds.
Firm name
Lead reviewer
Whose name and signature land on outbound emails. You can add more reviewers later.