Stage 3 · Close

Turn a yes into money in the bank

The gap between "sounds good" and "paid" is where deals go cold. Close shortens it with quotes, invoices and payment links in the same thread.

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PipelineDeals
Quote sent
Customer name · awaiting reply
Accepted
Invoice ready
Paid
Moved automatically
Sample data
Estimates

Quotes that sign themselves

Build an estimate from saved items, send it by text or email, collect an e-signature, then turn it into an invoice in one click.

EstimateSent
Line items
Customer can accept online
Sample data
Payments

Get paid by text or in person

Send a payment link in a message, or take a card payment on the spot from your phone. The invoice marks itself paid.

Payment linkSent by text
Here is your invoice. You can pay securely in a tap.
Paid, thank you!
Sample data
Pipelines

See which deals deserve your time today

Drag deals across stages, set values and spot the ones waiting on you.

DealsThis month
Customer name
Stage: Quote sent
Sample data
Order forms

Sell products and add-ons online

Share an order form for packages or extras, with optional upsells at checkout.

Order formLive
Main service
Optional add-on offered
Sample data
How it works

From pipeline to paid

  1. Deal enters

    A lead becomes a card in your pipeline.

  2. Quote goes out

    Estimate sent and tracked.

  3. Payment taken

    By link, form or card.

  4. Follow-up runs

    Thank-yous and review requests start on their own.

Also included

Everything for the finish line

  • Estimates with e-signature
  • Invoices, including recurring ones
  • Text-to-pay links
  • In-person card payments
  • Order forms and upsells
  • Pipelines and deal values
Text-to-pay

Ask for payment the way you chat

Instead of emailing a PDF and hoping, you send a short message with a secure link. People tend to act on texts quickly because they are already holding their phone.

Text-to-payExample
Thanks for today! Here is your invoice.
Done, paid.
Sample data
Faster closes

Ways to shorten quote-to-close

Quote on the day

Send it while the conversation is warm.

Nudge once

A reminder two days later wins many quotes back.

Ask for a deposit

A small upfront payment commits both sides.

Close questions

Quick answers.

Can I take deposits?

Yes, you can request a deposit on an estimate or invoice.

Do I need a separate payment account?

You connect a payment processor. Processing fees are charged by the processor.

Can I sell gift cards or packages?

Order forms support packages and add-ons. Confirm gift card options with our team during setup.

What does it cost?

Close tools are included in every plan. See pricing and fees.

Included on every plan

Our team helps you connect payments in week one.

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Sample testimonial · replace before launch
★★★★★
"Testimonial about getting paid faster goes here."
CNCustomer name · Business, City

Close more, and get paid sooner

Try GulGuli free for 14 days. No contracts.

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