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Close CRM lead qualification: know who can pay before you dial.

SimpleCheck puts verified financial data into your Close CRM lead records at opt-in. Your reps see credit score, available credit, and income right in the power dialer before every call.

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What Close CRM does well, and the one thing it cannot do

Close CRM is built for inside sales teams that live in the dialer. It combines calling, email, and pipeline management in one tool, with a focus on speed-to-lead and call volume. Close is popular with high-ticket sales teams that book and close via phone.

How SimpleCheck integrates with Close CRM

No rip-and-replace. SimpleCheck adds financial qualification data to your existing Close setup without changing your workflows, forms, or pipeline structure.

  • SimpleCheck connects to Close via API or Zapier integration
  • Financial data populates as custom fields on Close lead records
  • Smart Views can filter leads by credit score, available credit, or qualification tier
  • Reps see financial data directly in the dialer next to the lead's name
  • Qualified leads surface to the top of the call queue automatically

See SimpleCheck data inside Close CRM live

On the demo call, we pull your own financial data and show you exactly what your Close contact records would look like with SimpleCheck connected.

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Financial data right inside your Close CRM records

Every lead's financial profile appears as custom fields in Close before anyone picks up the phone. Visible right in the Power Dialer next to the lead's name. No tab-switching. No manual lookups.

Standard data includes credit score, available credit, and reported income. Additional data points are available as needed, including home equity, investment accounts, tradelines, and debt-to-income ratio. See full pricing and data options →

CUSTOM FIELDS ON CLOSE CONTACT RECORD

Create Close Smart Views filtered by credit score, available credit, or qualification tier. Point the Power Dialer at a Smart View of 700+ credit leads. Your closers dial through qualified buyers only. Setters get their own view. No overlap, no wasted dials.
Trigger different Close Workflows and email Sequences based on financial qualification. Qualified leads get a direct closer cadence. Borderline leads get a setter outreach sequence. Unqualified leads get a different offer entirely.
Your reps see credit score, available credit, and income right next to the lead's name while dialing. They know exactly what financing options to present before they say hello. No more end-of-call surprises.

What happens when Close CRM gets real financial data

"Right next to your name is credit score and how much cash they have on hand. Instead of asking a sales team, you can ask a CRM."
Wyatt R., High-ticket sales team
See all client results →

Close CRM + SimpleCheck FAQ

RELATED GUIDES

Your Close has everything except the answer to "can they actually pay?"

600+ businesses across 80+ industries use SimpleCheck to add financial lead qualification to their CRM. See it work with Close CRM on a live demo.

Book a DemoStart Free Trial - $97/mo

No contracts. No SSN required. Works with Close CRM and 10+ other CRMs.