Set up faster
Add your business details and price-book services, then create and send a test estimate to yourself.
Automatic email
Automatic email becomes available after a verified sender and delivery key are connected. Every sequence includes stop rules and an unsubscribe option.
Install on iPhone
Open CloseLoop in Safari, tap Share, then choose Add to Home Screen for an app-like shortcut.
Data controls
Open Business profile to download a workspace export or permanently delete the account and stored uploads.
Get direct help during the pilot
CloseLoop has a feedback form built into the signed-in app. Use it whenever something is confusing, does not work, or could be better.
- 1On a phone, tap your business name at the top. On desktop, look in the left sidebar.
- 2Choose Help & feedback.
- 3Describe what happened. The area you were using is included automatically.