Inicio rápido
Esta guía abarca todas las funciones de Close CRM:
- Empezando — Crear cuenta y configuración básica
- Cómo usar la gestión de la bandeja de entrada — Centralize all tasks and communication
- Cómo utilizar la gestión de clientes potenciales — Track and prioritize every lead
- Cómo utilizar las automatizaciones de flujo de trabajo — Automate repetitive tasks
- Cómo usar las conversaciones — Make calls and send emails
- Cómo utilizar informes y análisis — Track team and sales performance
- Cómo usar integraciones populares — Conecta tus herramientas favoritas
- Cómo utilizar la IA en ventas — Let AI handle call summaries
- Cómo usar CRM avanzado — Custom fields and smart views
- How to Use the ROI Calculator — See projected revenue gains
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I’ve used Close CRM for over two years and tested every feature here. This how to Use Close CRM tutorial comes from real hands-on work with the crm system — not marketing fluff.
Close CRM is one of the most powerful sales tools available today.
But most sales reps only scratch the surface of what it can do.
This guide shows your sales team how to use every major feature in the crm system.
Step by step, with screenshots and pro tips to close more deals.
The right CRM setup is the backbone of an efficient sales process.
Managing your sales team in a crm is easier and simpler now than ever.
A well-managed sales pipeline helps you understand your leads and prospects.
It supports better outreach and helps convert more leads into deals.
Whether you want to track follow ups, automate repetitive tasks, or run activity comparisons — this guide covers it all.
Cerrar tutorial de CRM
This complete Close CRM tutorial walks you through every feature step by step. From initial account setup to advanced strategies that turn your team into power users.
Each feature is explained with clear steps, video examples, and pro tips from real sales teams.
Follow along in your own account to create real impacto from day one.
The tutorial works for both solo sales reps and larger sales teams managing hundreds of leads.
Cerrar CRM
Built for inside sales reps who live on the phone and email. Close CRM brings calls, emails, SMS, and pipeline into one crm. Start your 14-day free trial — no credit card required.
Introducción a Close CRM
Antes de utilizar cualquier función, complete esta configuración inicial.
It takes about 3 minutes to create your account.
Now let’s walk through each step of the process.
Paso 1: Crea tu cuenta
Go to Close.com and click “Start Free Trial.”
Introduce tu correo electrónico profesional y crea una contraseña.
No credit card is required to start your 14-day trial.
✓ Control: Check your inbox for a confirmation email from Close.
Step 2: Access the App and Dashboard
Close CRM runs in your browser without any install required.
Download the mobile app for iOS or Android to access it on the go.
Inicia sesión con las credenciales de tu nueva cuenta.
The first step is to ensure your account information is accurate.
Here’s what the main dashboard looks like:
✓ Control: You should see the main dashboard with navigation on the left.
Paso 3: Completar la configuración inicial
Go to Settings to configure your organization and user groups.
Defining high-level lead statuses helps maintain clarity in your sales process.
User groups help when you round-robin leads inside a workflow and keep things organized.
Import your contacts via CSV or XLS to populate your account with leads.
Normalize your datos before upload — clean phone formats, consistent country codes, and complete email fields.
Close CRM will auto-detect columns, but mapping them yourself saves you cleanup later.
✅ Hecho: You’re ready to use any feature below and start closing more deals.
Take an extra five minutes to tour each tab in the sidebar and see what each one does.
Familiarity with the interface will save you hours of friction in your first week.
Create a test lead and walk through a fake sales process from start to finish.
This hands-on approach helps your team learn the CRM system faster than reading docs.
Cómo usar la gestión de la bandeja de entrada de Close CRM
Gestión de la bandeja de entrada gives your sales team one central hub to manage tasks, emails, and calls.
Aquí te mostramos cómo usarlo paso a paso.
The steps below come from real daily use inside a working sales team.
Vea la gestión de la bandeja de entrada en acción:
Ahora vamos a desglosar cada paso.
Inbox Management is where your sales reps start every day and close out every evening.
Paso 1: Abre tu bandeja de entrada
Click the Inbox icon in the left sidebar.
Your Inbox shows every task, missed call, and unread email in one place.
The Inbox serves as the primary hub to manage tasks, emails, and calls in Close CRM.
Step 2: Review and Act on Items
Scan each item and decide the next action.
You can send emails, return calls, or mark items as done without leaving the Inbox.
This keeps communication moving and reduces the time lost switching between tools.
Sort items by urgency — overdue tasks first, then scheduled tasks, then new items.
✓ Control: You should see all pending tasks, emails, and calls in one organized view.
Step 3: Clear Your Inbox Daily
Make clearing your Inbox part of your daily routine.
A clean Inbox ensures every lead gets timely follow ups and no deal slips through.
Sales reps who clear their Inbox twice a day close more deals than those who let tasks pile up.
The Inbox also surfaces overdue tasks, so nothing essential falls out of view.
✅ Resultado: Your team has one accurate source of truth for every task, email, and call.
This is a core habit for any sales team serious about tracking deals and hitting targets.
💡 Consejo profesional: Pin the Inbox tab in your browser so it’s the first thing you see each morning. It sets the tone for an efficient sales process and helps your sales reps focus on high-value activities.
The Inbox is designed to help sales reps stay focused on what matters most each day.
Pair it with workflow automations to create tasks automatically when certain events happen.
Your team becomes more efficient when the Inbox drives action instead of email threads.
Cómo utilizar la gestión de clientes potenciales de Close CRM
Gestión de clientes potenciales lets your team track every lead, store contact information, and manage the sales funnel in one place.
Aquí te mostramos cómo usarlo paso a paso.
Each step takes less than a minute once you get the hang of it.
Vea la gestión de clientes potenciales en acción:
Ahora vamos a desglosar cada paso.
Paso 1: Importar o crear clientes potenciales
Click “Leads” in the left sidebar, then click “Import” or “Create Lead.”
Importing leads into Close can be done via CSV or XLS, requiring normalization of fields for actionability.
Custom fields store lead information in a centralized location for your team.
Map each CSV column to a matching field in Close so no data is lost during import.
Step 2: Organize with Smart Views
Create smart views to group leads by status, owner, or custom filters.
Smart views allow your sales reps to prioritize leads effectively based on urgency.
Smart Views in Close can dynamically list leads needing immediate attention, such as “Stalled Deals.”
✓ Control: You should see your leads organized into smart views with clear statuses.
Step 3: Update Lead Statuses Regularly
Move each lead through your sales pipeline as the deal progresses.
Custom Opportunity Statuses in Close should reflect the specific sales cycle of your business.
Regular updates keep your sales pipeline accurate and your reports reliable.
✅ Resultado: Every lead is tracked, every interaction is recorded, and every follow up is timely.
Practice this every day until it becomes automatic for every sales rep on your team.
💡 Consejo profesional: Create a “Stalled Deals” smart view that flags any deal untouched for 7+ days. Take a product screen shot when building the view so your team can replicate it. This simple strategy surfaces deals that need attention and drives sales success across the team.
Your sales team can segment leads by any custom field to match your strategies.
Use lead statuses like New, Qualified, Contacted, and Won to track the sales process.
Close makes it easy to manage thousands of contacts and deals without losing context.
Cómo utilizar las automatizaciones del flujo de trabajo de Close CRM
Automatizaciones de flujo de trabajo automates repetitive tasks like follow ups, lead opt-ins, and call confirmations across your sales process.
Aquí te mostramos cómo usarlo paso a paso.
Follow along in your own account to learn the feature faster.
Vea cómo funcionan las automatizaciones de flujo de trabajo:
Ahora vamos a desglosar cada paso.
Step 1: Navigate to Workflows
Go to Settings, then click “Workflows” in the navigation panel.
Click “Create Workflow” to start a new automated sequence.
Step 2: Define the Trigger and Actions
Pick a trigger, such as a new lead being created or a status change.
Add actions like send emails, schedule tasks, or assign the lead to a sales rep.
Using Workflows allows sales managers to automate lead assignments, reducing manual effort.
You can also add delays between steps to space out outreach and avoid overwhelming leads.
✓ Control: Your workflow should show as “Active” in the list.
Paso 3: Activar y monitorizar
Turn the workflow on and watch your sales team move faster.
Close CRM allows for the automation of communication schedules and delays in workflows.
Workflows in Close CRM allow sales managers to automate lead assignments and nurturing efforts.
✅ Resultado: Your team automates repetitive tasks and gains hours back each week.
Top sales organizations run this exact workflow to drive consistent results month over month.
💡 Consejo profesional: Start with a simple welcome workflow for new leads. Once you see how workflows save time, you’ll quickly build more to handle follow ups, SMS, and call confirmations. Automating communication can simplify your sales process.
Workflows run in the background so your sales reps never forget a follow up.
You can enable multiple workflows for different lead segments and run them in parallel.
This is how top sales teams scale outreach without adding more headcount.
Cómo utilizar las conversaciones de CRM de cierre
Conversaciones lets you make calls, send emails, and text leads directly inside the crm without switching tools.
Aquí te mostramos cómo usarlo paso a paso.
This workflow is used by top sales teams to close more deals every week.
Vea Conversations en acción:
Ahora vamos a desglosar cada paso.
Step 1: Open a Lead’s Profile
Click any lead from your list or smart view to open their profile.
You’ll see all contacts, activities, and notes for that account in one place.
Step 2: Send Emails or Make Calls
Click “Email” to send emails or “Call” to start making calls instantly.
Close CRM allows users to store frequently used email and SMS templates for easy access.
Salespeople can send more emails, make calls, and schedule follow ups — all from one screen.
Templates with merge tags let you personalize each send without retyping the same message.
✓ Control: The activity timeline on the lead should show your call or email at the top.
Step 3: Log the Outcome
After each conversation, add notes and set the next task on the lead.
This keeps all the information on one timeline, accessible to your team anytime.
✅ Resultado: Every conversation is logged, searchable, and tied to the right lead.
Document this process in your team playbook so new hires can ramp up faster.
💡 Consejo profesional: Use keyboard shortcuts to move through calls faster. The Power Dialer can cut through a call list in a fraction of the time, enabling your sales reps to act on more leads each day.
Every call and email appears on the lead timeline for accurate communication records.
Your team can access the full history of any account in seconds.
This makes handoffs between sales reps smooth and keeps all the information accessible.
Cómo usar los informes y análisis de Close CRM
Informes y análisis gives sales managers clear insights into team performance, deal flow, and activity comparisons across reps.
Aquí te mostramos cómo usarlo paso a paso.
Your sales reps will pick this up quickly with a little practice.
Vea cómo funcionan los informes y análisis:
Ahora vamos a desglosar cada paso.
Step 1: Access the Reports Tab
Click “Reporting” in the top navigation to access all reports.
Close CRM offers customizable reports to view account activity and gain insights into team performance.
Paso 2: Elija su tipo de informe
Pick from Activity Comparison, Funnel, Pipeline, or Opportunity reports.
Funnel Reports in Close CRM help monitor every stage of the sales funnel to improve conversions.
The Activity Comparison Report gives a spreadsheet-like view of every team member’s performance.
Each report can be filtered by date, rep, or lead status to find the exact insight you need.
✓ Control: You should see charts showing activity, revenue, and pipeline stages clearly.
Step 3: Share Insights with the Team
Export reports or share them in weekly pipeline meetings.
Weekly pipeline meetings allow sales managers to coach their team and see the state of the pipeline.
✅ Resultado: Your team has the reports needed to coach reps and focus on high-value activities.
Pair this with weekly team reviews to reinforce the habit across your entire sales team.
💡 Consejo profesional: Schedule a weekly Activity Comparison review with your reps. Regular revisión de cuentas of pipelines and data helps identify bottlenecks and improve sales conversions across the organization.
Reports reveal what’s working and what isn’t across your sales pipeline.
Review reports weekly with your team to refine strategies and spot coaching opportunities.
Activity comparisons show which sales reps are making calls and sending more emails.
Cómo usar las integraciones más populares de Close CRM
Integraciones populares connects with tools like Calendly, Zoom, and Zapier to maximize efficiency across your tech stack.
Aquí te mostramos cómo usarlo paso a paso.
The steps are designed to be simple enough for new hires to follow.
Vea las integraciones más populares en acción:
Ahora vamos a desglosar cada paso.
Paso 1: Abra la página de Integraciones.
Go to Settings, then click “Integrations” in the navigation.
Close CRM offers over 100 native integrations, including no-code options and Zapier integrations.
Paso 2: Conecte sus herramientas
Click any integration to authorize and connect it to your account.
Integrations with Close CRM allow for secure data passing from leads, contacts, and opportunities to other tools.
For example, LinkedFusion creates a lead in Close when a prospect accepts an invitation.
Calendly, Zoom, and Zapier are the three most popular starting integrations for new teams.
✓ Control: You should see your connected tools listed as “Active” in settings.
Step 3: Test and Monitor the Connection
Run a test action to confirm data flows between tools correctly.
Close CRM can sync prospect information and activities to ensure all relevant data is accessible in one place.
✅ Resultado: Your tools work together and lead data flows across your business without manual updates.
This approach scales from small teams to larger organizations without breaking down.
💡 Consejo profesional: Start with Zapier if your tool isn’t natively supported. Zapier integrations can create workflows between almost any two apps and help you act faster on every lead.
Integrations let you connect Close to the rest of your business tools.
Send data to Zapier, HubSpot, Mailchimp, or your accounting platform automatically.
This ensures all the information flows across systems without manual work.
Cómo usar la IA de ventas de Close CRM
IA de ventas uses AI to summarize calls, draft follow up emails, and give reps instant context on any lead.
Aquí te mostramos cómo usarlo paso a paso.
Pair these steps with daily practice to build the habit.
Vea la IA de ventas en acción:
Ahora vamos a desglosar cada paso.
Step 1: Enable Sales AI on Your Account
Go to Settings, then click “AI” to turn on Sales AI features.
The AI Call Assistant in Close automatically summarizes calls and provides instant notes on lead profiles.
Step 2: Review AI-Generated Notes
After each call, open the lead to see the AI summary and suggested next steps.
Recording calls and transcribing them provides qualitative insights into customer business types and opinions on features.
Estos Notas de IA appear directly on the lead profile, so every rep has the latest context before they act.
✓ Control: The lead profile should show an AI-generated summary under each recent call.
Step 3: Act on AI Recommendations
Use AI Drafts to send emails faster and move deals forward.
Let AI enrich contacts with company data so reps always call the right lead first.
The AI Call Assistant also surfaces objections and feature requests mentioned across calls.
Share these patterns with marketing and product to improve messaging and roadmap decisions.
✅ Resultado: Your sales team saves hours of note-taking and gets richer insights from every conversation.
Keep refining the setup based on what your data tells you each month.
💡 Consejo profesional: Review AI summaries at the end of each day. Patterns emerge quickly — objections, feature requests, common questions — and those insights shape better outreach strategies.
Sales AI turns raw call data into actionable insights for your team.
Your sales reps can close more deals by acting on AI recommendations throughout the day.
This is one of the most valuable tools in Close for teams that make calls at scale.
Cómo usar Close CRM CRM avanzado
CRM avanzado gives your team custom fields, smart views, and custom activities to tailor the crm to your sales process.
Aquí te mostramos cómo usarlo paso a paso.
Each step builds on the last so follow them in order.
Vea Advanced CRM en acción:
Ahora vamos a desglosar cada paso.
Step 1: Create Custom Fields
Go to Settings, then “Custom Fields” to add new fields for leads, contacts, or opportunities.
Custom fields store lead information in a centralized location, keeping data organized.
Step 2: Build Custom Activities
Custom activities in Close CRM allow users to create forms to capture essential data at different stages of the sales process.
Custom Activities help track and centralize common sales touchpoints inside and outside your CRM.
This supports data hygiene with consistent naming conventions across the team.
Examples include demo notes, discovery call summaries, or post-meeting feedback forms.
✓ Control: Your new custom fields and activities should appear on every lead profile.
Step 3: Save Advanced Smart Views
Combine custom fields and activities into smart views your team can use daily.
Regular data audits in Close help maintain a single source of truth by cleansing outdated information.
✅ Resultado: Your crm captures the exact data your team needs to close more deals.
Your managers will appreciate the clarity this brings to forecasting and pipeline reviews.
💡 Consejo profesional: Avoid free-text fields when possible. Data hygiene in Close requires maintaining consistent naming conventions and avoiding unnecessary free-text fields.
Advanced CRM features let you implement sophisticated sales strategies.
Custom fields, custom activities, and smart view filters give you deep flexibility.
Your team can track unique data points that matter to your specific sales process.
Cómo usar la calculadora de ROI de Close CRM
Calculadora de retorno de la inversión shows the projected revenue gains your team can expect from using Close CRM.
Aquí te mostramos cómo usarlo paso a paso.
This process scales from solo users to large sales teams.
Vea la calculadora de ROI en acción:
Ahora vamos a desglosar cada paso.
Step 1: Visit the ROI Calculator
Open Close’s website and go to the ROI Calculator page.
The tool estimates savings based on your team size and current sales process.
Step 2: Enter Your Team’s Numbers
Add the number of sales reps, average deal value, and current close rate.
The calculator instantly shows projected hours saved and extra revenue.
Review the assumptions and adjust them to match your business type for a realistic estimate.
✓ Control: The calculator should display a dollar figure of projected annual gains.
Step 3: Share the Results With Leadership
Use the numbers to build a case for your team to switch to Close.
Share the output in a meeting to show how the crm system improves sales conversions.
✅ Resultado: You have a clear financial case to justify adopting Close CRM for your organization.
Over time, this process becomes the foundation of your sales success.
💡 Consejo profesional: Be conservative with your inputs. A realistic ROI number is far more persuasive to leadership than an inflated one, and it protects your credibility if the projection is tested later.
Use the ROI calculator before any major tool change in your sales stack.
This helps you make data-driven decisions about sales investments for the business.
The calculator shows the exact payback period for a Close CRM investment.
Consejos y atajos profesionales para cerrar CRM
After testing Close CRM for over two years, here are my best tips to help your sales reps act faster and close more deals.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Buscar clientes potenciales | Cmd/Ctrl + K |
| Crear nuevo cliente potencial | C then L |
| Send email | Cmd/Ctrl + Enter |
| Jump to Inbox | G entonces yo |
| Open smart views | G then S |
Características ocultas que la mayoría de la gente pasa por alto
- Bulk Email from a Smart View: Select a smart view and send emails to every matching lead in one click.
- Coaching de llamadas: On the Scale plan, managers can listen, whisper, and barge on live calls to train reps in real time.
- Email Templates with Dynamic Fields: Save templates with merge tags like lead name and company to personalize outreach at scale.
- Mobile App for On-the-Go Access: Close has a Mobile App to ensure team communication and activity logging while away from a desk.
- Activity Comparisons: Use activity comparisons each week to track which rep is making the most calls and closing the most deals.
Cierre de CRM: Errores comunes que debe evitar
Every sales team hits the same pitfalls when rolling out a new crm. Here are the three mistakes to avoid.
Mistake #1: Treating Close CRM as a Passive Database
❌ Incorrecto: Using the crm as a static contact list where reps only enter data after a deal closes.
✅ Derecha: To use Close CRM effectively, treat it as an action-oriented hub that automates administrative tasks and drives sales activity.
Salespeople should do their jobs inside the crm: send and receive emails, make and receive calls, organize customer data, and schedule follow ups.
Error n.° 2: Ignorar la higiene de los datos
❌ Incorrecto: Letting reps create free-text fields with inconsistent names and never cleaning old lead data.
✅ Derecha: Run regular data audits to cleanse outdated information and keep naming conventions consistent across every account.
Bad data kills trust in your reports and slows down every sales rep who relies on the crm to act.
Mistake #3: Skipping Workflow Automation
❌ Incorrecto: Having reps manually send follow ups and assign leads every day, wasting hours on repetitive tasks.
✅ Derecha: Build workflows that handle lead assignments, follow up sequences, and call confirmations automatically.
Every hour spent on repetitive tasks is an hour your sales reps could spend on calls and emails that close deals.
Solución de problemas de CRM
Most Close CRM issues have a quick fix. Here are the three most common ones my team has hit.
Problem: Calls are dropping or have poor audio
Causa: Weak internet connection or browser extensions interfering with the dialer.
Arreglar: Switch to a wired connection, use Chrome, and disable any ad-blocker or VPN extensions during calls.
Double-check your settings after making this change to confirm everything works.
Problem: Emails are going to spam
Causa: Your sending domain isn’t properly authenticated with SPF and DKIM records.
Arreglar: Set up SPF, DKIM, and DMARC on your domain and send smaller batches until reputation improves.
Contact your team admin if you don’t have permission to adjust these settings.
Problem: Imported leads have missing or messy data
Causa: The CSV wasn’t normalized before import, so fields were mapped to the wrong columns.
Arreglar: Clean your CSV first — standardize column headers, fix phone format, then re-import with proper field mapping.
This issue is common for new users and usually resolves within the first week.
Problem: Workflows are not triggering for new leads
Causa: The workflow trigger conditions don’t match how the lead was created or updated.
Arreglar: Review the trigger in Settings, confirm filters match the lead source, and test with a sample lead.
If the problem persists, Close support responds quickly through in-app chat.
Problem: Reports show inaccurate or missing data
Causa: Reps aren’t logging calls or emails inside Close, so activity data never reaches the reports.
Arreglar: Enforce the rule that all communication happens inside the crm — not through personal email or phone.
Most sales reps hit this issue once and never see it again after the fix.
📌 Nota: If none of these fix your issue, contact Close CRM support through the in-app chat.
¿Qué es Close CRM?
Cerrar CRM is a crm system built for inside sales teams that rely on calls and emails to close deals.
Think of it like a sales command center — calls, emails, SMS, and pipeline in one crm.
Unlike older crm tools, Close is built around action: every screen is designed to help sales reps act on the next lead fast.
It works for small teams of 1-2 founders and scales to larger organizations with 100+ sales reps.
Mira este breve resumen:
Close is built specifically for inside sales reps who work the phone and email every day.
The tool skips the complexity of bigger CRM platforms like Salesforce and focuses on sales efficiency.
Every feature is designed to help your team close more deals without adding admin overhead.
If you run a team that makes 50+ calls per day, Close is likely the best fit for your organization.
Incluye estas características clave:
- Gestión de la bandeja de entrada: One hub for every task, email, and call across the team.
- Gestión de clientes potenciales: Track leads, custom fields, and smart views across the sales funnel.
- Automatizaciones de flujo de trabajo: Automate lead assignments, follow ups, and nurturing.
- Conversaciones: Built-in calls, SMS, and email with templates and logging.
- Informes y análisis: Activity comparisons, funnel reports, and pipeline insights.
- Integraciones populares: Over 100 native integrations plus Zapier for anything else.
- IA de ventas: AI Call Assistant summarizes calls and drafts follow ups.
- CRM avanzado: Custom activities, custom fields, and advanced smart views.
Para una revisión completa, consulte nuestra Revisión de cierre de CRM.
Precios de Close CRM
Esto es lo que costará Close CRM en 2026:
Pricing is billed per seat per month, so your cost scales with team size.
All plans include unlimited leads, contacts, and accounts in your organization.
Close doesn’t charge extra for basic CRM features like most competitors do.
Pricing is per seat, billed annually. Each plan adds more features — workflows, Power Dialer, AI, and role permissions.
| Plan | Precio | Mejor para |
|---|---|---|
| Lo esencial | $35/asiento/mes | Small teams needing core CRM tools |
| Crecimiento | $99/asiento/mes | Scaling sales teams with automation needs |
| Escala | $139/asiento/mes | Larger organizations with advanced workflow needs |
Prueba gratuita: Sí, prueba gratuita de 14 días con acceso completo, sin necesidad de tarjeta de crédito.
Garantía de devolución de dinero: Sí, ofrecemos una garantía de devolución de dinero de 30 días en todos los planes.
Every plan includes the built-in calling feature that sets Close apart from other CRM tools.
Higher tiers unlock Sales AI, custom activities, and advanced reports your team will need to scale.
Billing is per seat per month, with discounts for annual billing.
Add-ons like extra call minutes or SMS credits are available for heavy-volume teams.
💰 Mejor relación calidad-precio: Growth at $99/seat/month — adds workflows, Power Dialer, and AI features that most sales teams need to scale.
Cerrar CRM frente a alternativas
How does Close CRM compare to other crm tools? Here’s the competitive landscape:
Each alternative has a different strength — some are stronger for marketing, others for project management or pure outreach.
Mira esta comparación:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Cerrar CRM | Inside sales teams on calls and email | $35/mes | ⭐ 4.7 |
| GoHighLevel | Agencies managing client pipelines | $97/mes | ⭐ 4.6 |
| Keap | Small businesses with email marketing | $249/mes | ⭐ 4.2 |
| Campaña activa | Automatización avanzada del correo electrónico | $15/mes | ⭐ 4.5 |
| HubSpot | Equipos de marketing y ventas | $20/mes | ⭐ 4.4 |
| Gente | Relationship-first crm for founders | $20/mes | ⭐ 4.6 |
| Fuerza de ventas | Enterprise crm needs | $25/mes | ⭐ 4.3 |
Selecciones rápidas:
- Mejor en general: Close CRM — best built-in dialer and clean UI for inside sales.
- Mejor presupuesto: HubSpot — free tier with solid core crm features.
- Ideal para principiantes: Capsule CRM — simple setup and easy to use.
- Ideal para agencias: GoHighLevel — all-in-one platform built for marketing agencies.
🎯 Alternativas de CRM para cerrar
¿Buscas alternativas a Close CRM? Aquí tienes las mejores opciones:
Each option below has unique strengths for different team sizes and sales processes.
Review the comparison carefully before committing to any CRM for your business.
- 🚀 GoHighLevel: Agency-focused all-in-one platform with white-label options, SMS, email, and funnel builder for managing many client accounts from one dashboard at a fixed monthly price.
- 💰 Mantener: Combines crm with email marketing and automation — a great fit for pequeña empresa owners who want pipeline, landing pages, and email sequences inside one connected tool.
- 🎨 Campaña activa: Powerful email and marketing automation platform with a deep crm layer, conditional logic, and an advanced workflow builder for behavior-based sequences.
- ⚡ HubSpot: Free crm tier plus marketing, service, and content hubs — ideal for teams that want tight marketing and sales alignment inside one well-designed platform.
- 🔒 Embudos de clic: Funnel-focused platform with a light crm built around sales funnels, landing pages, and checkout flows — popular with digital product creators and info marketers.
- 🧠 Gente: Relationship-first crm for founders who want a clean interface, flexible contact groups, and lightweight pipeline tracking without complex sales automation features.
- 👶 Instantáneamente: Outbound email platform for cold outreach at scale, with inbox warm-up, automated rotation, and strong deliverability — not a full crm but a great outbound companion.
- 🏢 Haga clic hacia arriba: Project management tool with crm features built in — a good fit for teams that already live in ClickUp for tasks and want light deal tracking alongside their project work.
- 🔧 CRM del lunes: Visual crm inside Monday.com with customizable boards, status columns, and automations for managing deals and leads — friendly for teams that prefer visual dashboards.
- 🌟 CRM cápsula: Simple, affordable crm with a clean layout, decent pipeline management, and honest pricing — great for small teams starting their crm journey without enterprise complexity.
- ⭐ Perspicazmente: Mid-market crm with project management built in, useful for teams juggling sales and delivery — especially service businesses that hand off accounts after closing the deal.
- 🎯 CRM de Freshsales: Freshworks’ crm with AI-powered lead scoring, behavioral tracking, and pipeline automation at a fair price point — a strong Close alternative for growing teams.
- 💼 Fuerza de ventas: Enterprise-grade crm with unmatched customization, advanced analytics, and a huge app marketplace — though the price, complexity, and setup time are significantly higher than Close.
- 📊 Zendesk: Customer support crm that also handles sales — a good fit when support and sales share the same team, or when every deal grows out of existing customer relationships.
Para ver la lista completa, consulte nuestra Alternativas de CRM cercanas guía.
⚔️ Comparación de CRM de cierre
Así es como Close CRM se compara con cada uno de sus competidores:
- CRM cerrado frente a GoHighLevel: Close CRM wins for inside sales calling and built-in dialer quality. GoHighLevel wins for agencies needing white-label marketing, SMS, and funnel features across multiple client accounts.
- Cerrar CRM vs Keap: Close CRM wins for phone-based sales reps and high-velocity calling. Keap wins for solo business owners who want to bundle email marketing, landing pages, and a simple crm in one tool.
- Cerrar CRM vs ActiveCampaign: Close CRM wins for calling-driven sales and pipeline management. ActiveCampaign wins for teams that prioritize deep email automation, conditional logic, and advanced segmentation over dialer features.
- Cerrar CRM vs HubSpot: Close CRM wins for outbound sales teams focused on the phone. HubSpot wins for inbound marketing alignment, content-driven growth, and startups that want a generous free tier.
- Cerrar CRM vs ClickFunnels: Close CRM wins as a true sales crm with real pipeline tracking. ClickFunnels wins for entrepreneurs focused on funnel building, landing pages, and order-form optimization rather than full sales pipelines.
- CRM cerrado vs. CRM tradicional: Close CRM wins for high-velocity sales teams that rely on calls and emails daily. Folk wins for founders managing lightweight relationships with a clean interface and simple contact tracking.
- Cerrar CRM vs. Instantáneamente: Close CRM wins as a full sales crm with calls, emails, and SMS. Instantly wins for pure cold email outreach at massive scale with inbox rotation and high-volume sending.
- Cerrar CRM vs ClickUp: Close CRM wins for outbound calls and emails in one crm. ClickUp wins for teams that want deep project management with a light crm layer bolted on for simple deal tracking.
- CRM cerrado vs. CRM lunes: Close CRM wins for built-in calling and outbound velocity. Monday CRM wins for visual deal boards, colorful dashboards, and teams already usando el lunes.com for project work.
- CRM cerrado vs CRM cápsula: Close CRM wins for sales pipeline depth and dialer features. Capsule CRM wins for very small teams wanting simple, affordable contact management without the complexity of a full sales platform.
- Cerrar CRM vs Insightly: Close CRM wins for sales velocity and dialer-driven outreach. Insightly wins for teams that need a crm plus lightweight project delivery and client handoff workflows in one tool.
- CRM cerrado frente a CRM de Freshsales: Close CRM wins for dialer quality and inside sales workflows. Freshsales CRM wins for AI lead scoring, built-in chat, and a friendlier price point for growing teams.
- Cerrar CRM vs Salesforce: Close CRM wins for ease of use, built-in calling, and fast setup. Salesforce wins for large enterprises needing deep customization, complex workflows, and a huge app marketplace.
- Cerrar CRM vs Zendesk: Close CRM wins for outbound sales and calling-heavy workflows. Zendesk wins for teams combining customer support tickets, live chat, and sales activity inside one connected platform.
Empiece a usar Close CRM ahora
Aprendiste a usar todas las funciones principales de Close CRM:
- ✅ Gestión de la bandeja de entrada
- ✅ Gestión de clientes potenciales
- ✅ Automatizaciones de flujo de trabajo
- ✅ Conversaciones
- ✅ Informes y análisis
- ✅ Integraciones populares
- ✅ IA de ventas
- ✅ CRM avanzado
- ✅ Calculadora de ROI
Siguiente paso: Elige una función y pruébala ahora.
Most sales reps start with Inbox Management.
It’s the foundation of daily sales work and sets up every other feature.
Once your Inbox is clean, move to Leads Management to organize your contacts.
Then enable Workflow Automations to handle the repetitive tasks automatically.
It takes less than 5 minutes and enables better daily focus.
That’s all it takes to start tracking your first lead inside your account today.
Every journey to better sales results starts with this one simple first step.
Once one feature clicks for you, the rest of the crm starts to feel essential too.
Your sales team will quickly create the workflow discipline needed for sustained sales success.
By optimizing your CRM setup, you ensure that every lead is tracked, every interaction is recorded, and every follow up is timely.
That’s the foundation for turning a good sales team into a great one.
Every sales team that picks Close reports tracking more deals and sending more emails in their first month.
The calling feature alone saves sales reps 30 minutes a day compared to separate dialing tools.
Start your free trial today and see the difference in your first week.
Your team will thank you for switching to a CRM system built for sales success.
Preguntas frecuentes
¿Cómo usar un CRM paso a paso?
To use a crm step by step, start by creating your account and importing your contacts. Then define lead statuses that reflect your sales cycle and set up smart views to prioritize work. Next, create workflows to automate repetitive tasks like follow ups, lead assignments, and call confirmations. Log every call and email inside the crm so your reports stay accurate and your team acts on real data. Finally, review activity comparisons each week so managers can coach sales reps and drive better sales success across the team.
¿Qué es el cierre de CRM?
Close is a crm system designed for inside sales teams that live on the phone and email. It combines a sales pipeline, built-in calling, SMS, email, and workflow automation in one crm platform. Close is built for sales reps who spend their day making calls and sending emails. They need to track every lead, deal, and follow up in one account without switching tools. Unlike larger crm tools, Close focuses on helping your team act — not just store data.
¿Cómo puedo crear una vista inteligente en Close CRM?
To create a smart view, click “Leads” in the sidebar, then click “Create smart view.” Add filters like status, owner, or custom fields to narrow the list. Name the smart view something actionable like “Hot Leads” or “Stalled Deals” and save it. Smart views dynamically update as leads match the criteria. Your sales reps always see the right work first. Common examples include “Leads untouched for 7 days,” “Deals closing this month,” or “New leads assigned to me.” Each smart view reduces time spent filtering and helps your team act faster.
¿Cómo utilizar el CRM de forma eficaz?
To use a crm effectively, treat it as an action hub — not a passive database. Keep data hygiene tight with consistent naming, automate repetitive tasks with workflows, and use reports to coach your team in weekly pipeline meetings. Make sure every call and email is logged inside the crm so your team has one source of truth for every lead. Enforce the rule that all communication happens in the crm. Run quarterly audits to cleanse old data. And review activity comparisons each week to spot rep-level wins and gaps.
¿Qué es un tutorial de software CRM?
A crm software tutorial walks you through setting up an account, importing leads, building smart views, creating workflows, and running reports. This Close CRM tutorial is an example — it covers each feature with step-by-step instructions, screenshots, and pro tips to help your sales team close more deals faster. A good tutorial also explains common mistakes, shares keyboard shortcuts, and includes troubleshooting for the issues you’ll hit in the first month. Watch videos for every feature and follow along with your own account for the best results.
How do I delete a close CRM account?
To delete a Close CRM account, go to Settings, scroll to the bottom, and click “Cancel Subscription.” Admins can also request account deletion via the Close support team through the in-app chat or email. Export your data first using the Export tool, since deletion is permanent and cannot be reversed. After cancellation, your account remains active until the end of your current billing period. Make sure to download all lead lists, email templates, and reports before your final date so nothing essential is lost.
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