With ioumi. Once connected, every opportunity in Close has the link “ioumi Deal”. One click opens ioumi, you choose the contract template, the customer data comes from Close, and your customer signs digitally with an eIDAS e-signature.
Integration for Close CRM
Close gets you to “yes”. ioumi turns it into contract, payment and invoice.
With the ioumi integration for Close CRM, you create contracts right from your opportunity in Close. ioumi takes over the customer data, collects the e-signature, collects the payments, writes the invoices and reports status and contract value back to Close.
Already an ioumi customer? Connect Close in your settings. Included in every plan.
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After the “yes” on the sales call in Close, the manual work begins
Up to the close on the sales call, everything runs smoothly in Close. After that, the deal gets scattered across a contract template in Word, an e-signature tool, an invoicing program, a payment provider and an installment list in Excel. And in the end, someone updates Close by hand.
Without ioumi
- Copy and adapt the contract
- Retype customer data
- Signature via a separate tool
- Write invoices by hand
- Chase payments
- Update Close by hand
With ioumi
- One click on “ioumi Deal” in the opportunity
- Customer data comes from Close
- eIDAS e-signature in the same step
- Invoices are created automatically
- Payments are collected automatically
- Status and contract value land in Close
How the Close integration works
From sales call in Close CRM to paid invoice
This is how a sale runs with Close and ioumi: you hold the conversation in Close, ioumi handles contract, payment and invoice, and in the end everything is back in Close.
- in Close 01
Your customer books a sales call
Lead and opportunity live in Close. You run the sales conversation as usual.
- in Close 02
Click “ioumi Deal”
Still on the call or calmly afterwards: as soon as you need a contract, click “ioumi Deal” on the opportunity and you are right in ioumi.
- in ioumi 03
Choose a template and continue
You choose your contract template and click “Continue”. The customer data comes from Close. If something is missing, such as the VAT ID for reverse charge, ioumi asks for exactly that.
- in ioumi 04
Send in seconds or customize freely
Payment terms, payment plan and contract terms are already in the template. Send the contract in seconds or customize it 100 %, from the installment plan to a single clause.
- in ioumi 05
Your customer signs and adds a payment method
Digitally with an eIDAS e-signature, plus SEPA Direct Debit or credit card. Often this happens while you are still on the call.
- in ioumi 06
Payments, invoices and commissions run automatically
ioumi collects the payments on schedule, whether one-time payment, installments or subscription, and creates every invoice itself. Setter and closer from Close are on the contract, so you assign commissions clearly.
- in Close 07
Everything one click away in Close
The opportunity moves forward up to “Won”, the contract value is filled in, and one click opens contract and payments in ioumi.
What the ioumi Close CRM integration can do
Built for sales teams who work in Close and don't want to lose time on paperwork after the close.
“ioumi Deal” on every opportunity
Create a contract with one click, right from Close.
Contract always in view
Once created, the link to the contract sits on the opportunity. One click opens it in ioumi, with status and payments.
Contract templates to choose from
The right template for every offer, pre-written and adapted in seconds.
Recognize customers automatically
Known customers go straight through, new ones are prefilled. You decide once whether new customers start as a company or a private person.
Map fields freely
Fill customer and contract fields in ioumi from lead, contact or opportunity, custom fields included.
Take over setter and closer
User fields from Close such as setter or closer land in the contract with name or ID.
Status rules per pipeline
For created, sent and signed, you define per pipeline where the opportunity moves.
Contract value back to Close
On signature, ioumi writes the value into the opportunity, gross or net.
Safe in the background
ioumi only moves forward, never changes won opportunities and never writes to Close standard fields.
What data flows between Close and ioumi?
At a glance: what ioumi reads from Close and what ioumi writes to Close.
| Direction | What | When |
|---|---|---|
| From Close to ioumi | Lead, contact and opportunity fields as you map them, including custom fields | On a click on “ioumi Deal” |
| From ioumi to Close | Opportunity status according to your rules per pipeline | On created, sent and signed |
| From ioumi to Close | Contract value, gross or net | On signature |
| From ioumi to Close | Link to the contract in the “ioumi Deal” field | After creation |
| From ioumi to Close | Two hidden ID fields for matching | In the background |
After the signature, everything runs by itself
ioumi is more than a signature. The contract turns into payment plan, collection and invoices, without anyone doing follow-up work.
- Offers with up to five payment options, your customer chooses before signing
- eIDAS e-signature with a complete audit trail
- One-time payment, down payment plus installments or subscription, up to 99 installments
- Automatic collection via SEPA Direct Debit or credit card
- Automatic invoices with your own number sequence
- Customer portal in your branding
- No reseller: contracts, invoices and money run in your name
Built for selling in Europe
Most tools in the Close Marketplace come from the US. ioumi is built for Europe from the ground up.
- GDPR compliant with a data processing agreement
- Hosting in the EU
- eIDAS e-signature
- SEPA Direct Debit and credit card
- VAT, reverse charge and tax treatment by country
- Contracts and customer language in German or English
- Support in German and English, software made in Austria
In practice: how our customers work with ioumi
Coaches, agencies and service providers close their contracts with ioumi. Logical Lemon, for example, sells through Close and creates contracts right from the CRM.
From tool chaos to autopilot: How Patrick Wind automated his entire post-sale workflow
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The starting point
Leads, existing customers, contracts, payment dates, spread across several tools with no overview. Who signed? When does which contract expire? When is the next installment due? The chaos stressed out not just Patrick but his whole team, and at times overwhelmed them.
With ioumi
Close the deal, send the offer, the customer signs, and from there everything runs on its own: the payment method gets saved, invoices go out automatically, the money lands in the account. Contract, invoice and payment in one platform, with Patrick's own branding on every contract, every email and every invoice his customers see.
“Several members of our mastermind already use ioumi, and everything that used to be a real headache is now combined in one tool.”
No more headaches: How Aylin Hikl runs contracts, invoices and commissions in one tool
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The starting point
Logical Lemon builds YouTube channels that bring in clients for coaches, service providers, consultants and agencies. The processes worked, but the back office had to actively handle every contract, every invoice and every commission statement. And sales needed a secure way to close contracts on behalf of the company.
With ioumi
The sales reps create the contract directly from the CRM, much of it is prewritten, and only the individually agreed sections get adjusted. Via e-signature, the legally compliant confirmation comes back in seconds. After that everything runs automatically: invoices with the payment method the customer chooses, commission calculation for the sales team and dashboards for financial planning. The back office just takes a quick look.
“I'd honestly recommend working with ioumi to anyone who signs contracts with clients. You simply have no more headaches.”
Two business models, one tool: How Mark Becker brings SaaS subscriptions and project work together
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The starting point
Three separate systems: project work billed by invoice and bank transfer, subscriptions through a payment provider, contracts in a separate management system. The overview of terms and notice periods was completely lost, and every round of maintenance on the homemade workflow between the tools ate up the focus on his own product.
With ioumi
One tool for both business models: contracts, payment plans, notice periods, signed in a legally sound way, documented, all at a glance, connected to the CRM. The offer is created live during the client call, individual contract terms go straight in, and the contract goes out. Signature, payment and invoice run automatically.
“ioumi was the game changer because I no longer have to deal with any of it. Contracts, payment plans, notice periods: signed in a legally sound way, documented, all at a glance.”
Turn your next “yes” in Close into a signed contract
In a demo call, we show you how ioumi works with Close and set up the integration together with you.
Frequently asked questions about the Close CRM integration
- How do I create contracts directly from Close CRM?
- Can I collect payments and write invoices with Close CRM?
Yes, with ioumi. After the signature, ioumi collects payments via SEPA Direct Debit or credit card, as a one-time payment, down payment plus installments (up to 99) or subscription, and creates every invoice automatically with your own number sequence. Via the contract link on the opportunity, you see all payments in Close with one click.
- Which e-signature does ioumi use for contracts from Close?
The e-signature is built into ioumi, so you don't need a separate signature tool. Your customer signs digitally in line with eIDAS, and ioumi stores a complete audit trail. On signature, ioumi moves the opportunity in Close forward according to your rules.
- Who is the ioumi Close integration for?
For sales teams in Europe who sell in Close and close individual contracts with a payment plan, such as coaches, consultants, agencies and providers of high-ticket services. ioumi is designed for Europe: GDPR, hosting in the EU, eIDAS e-signature, SEPA Direct Debit and reverse charge.
- What does the Close integration cost?
Nothing extra. The Close integration is included in every ioumi plan, including the Free plan. You can find all plans under Pricing.
- Which data does ioumi read and write in Close?
ioumi reads the lead, contact and opportunity data you map. ioumi writes the opportunity status according to your rules, the contract value, the link to the contract and two hidden ID fields for matching. ioumi never touches the standard fields in Close.
- Is the ioumi Close integration GDPR compliant?
Yes. ioumi hosts in the EU, signs a data processing agreement with every customer and only reads from Close what is needed for customer and contract. More under Security and privacy.
- Which permissions do I need in Close and in ioumi?
In ioumi the role Owner or Admin, in Close a user with admin rights. When connecting, ioumi creates an integration link and custom fields, which only admins are allowed to do in Close.
- Does it work with multiple pipelines?
Yes. You define the status rules for each pipeline separately.
- Are later changes in Close carried over?
No. ioumi uses the data from Close to create new customers. After that, you manage the customer data in ioumi, so nothing overwrites your contract data unnoticed.
- Is the payment status transferred to Close?
Not as a separate field. Via the contract link on the opportunity, you see all payments for the contract with one click.
- What happens if I disconnect?
ioumi removes the “ioumi Deal” link from Close and returns access. The fields created and all data in Close remain.
- Do I need an ioumi account already?
Yes. Book a demo call, we show you ioumi and set up the integration together with you.
- Are there partner terms?
Yes. Do you implement Close for clients or advise sales teams? For every customer you refer to ioumi, you receive a lifetime commission. Just book an appointment and we'll discuss the terms.
- Who is the partner program for?
For Close partners, sales consultants and agencies who support sales teams and want to offer their clients a clean path to contract, payment and invoice after the close.
- How are my referrals attributed?
Through your personal referral link. Customers who come to ioumi via your link are attributed to you, and you receive a lifetime commission for them. We clarify the details in a short call.