Inicio rápido
Esta guía abarca todas las funciones de Close CRM:
- Empezando — Create your account and set up the basics
- Cómo usar la gestión de la bandeja de entrada — Work every email, call, and task from one prioritized queue
- Cómo utilizar la gestión de clientes potenciales — Store lead information in a centralized location with custom fields
- Cómo utilizar las automatizaciones de flujo de trabajo — Automate lead assignments and follow ups without manual effort
- Cómo usar las conversaciones — Record calls, transcribe them, and keep every thread in one place
- Cómo utilizar informes y análisis — Read funnel reports and activity comparisons for the whole sales team
- Cómo usar integraciones populares — Connect Calendly, Zoom, and Zapier to your sales process
- Cómo utilizar la IA en ventas — Get instant call summaries written onto the lead profile
- Cómo usar CRM avanzado — Build custom activities and opportunity statuses around your sales cycle
- Cómo usar la calculadora de ROI — Estimate revenue gains before you commit to a paid plan
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 have run my own sales pipeline in Close CRM for eight months.
Every product screen shot here comes from my own account, not a vendor deck.
Una configuración adecuada del CRM es la base de un proceso de ventas eficiente.
Most teams buy a CRM system and then use a tenth of it.
This guide shows you how to use Close CRM feature by feature.
Step by step, with screenshots and the settings I actually changed.
Cerrar tutorial de CRM
This How to Use Close CRM tutorial walks through setup, daily work, and the reports that drive sales success.
Cerrar CRM
Give your sales reps one place to call, email, and close. Close CRM tracks every lead, automates follow ups, and reports on the whole team. Start free — no credit card needed.
Introducción a Close CRM
Before touching any feature, finish this one-time setup.
Tarda unos tres minutos.
Here is what my own account looked like on day one:
Ahora vamos a repasar cada paso.
Paso 1: Crea tu cuenta
Go to the Close website and click Start Free Trial.
Introduce tu correo electrónico de trabajo y crea una contraseña.
✓ Control: Check your inbox for the confirmation email.
Paso 2: Configura tu organización
Close runs in the browser, with a mobile app for iOS y Android.
El primer paso es asegurarse de que la información de su cuenta sea correcta.
Add your company name, time zone, and calling number under Settings.
Así es como se ve:
✓ Control: Your organization name appears in the top-left corner.
Step 3: Invite Your Team and Import Contacts
Add each seat, then create user groups for territories or shifts.
Import your contacts by CSV so every lead lands in one account.
✅ Hecho: Ya puedes utilizar cualquiera de las funciones que aparecen a continuación.
How to Use Close CRM Inbox Manager
Gestión de la bandeja de entrada lets you work every email, call, and task from one prioritized queue.
The Inbox is the primary hub to manage tasks, emails, and calls.
Think of it as a to-do list that rebuilds itself every morning.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abre la bandeja de entrada
Click Inbox in the left sidebar of your account.
Clearing it daily is the single habit that lifted my reply rate most.
Step 2: Sort Your Queue
Filter by tasks, emails, or missed calls for today.
Así es como se ve:
✓ Control: Your queue shows only work that is due now.
Step 3: Clear Each Item
Reply, call, or reschedule until the queue is empty.
✅ Resultado: You finished the day with zero untouched follow ups.
💡 Consejo profesional: Snooze low-priority items instead of deleting them, so nothing quietly disappears.
How to Use Close CRM Leads Manager
Gestión de clientes potenciales lets you store lead information in a centralized location with custom fields.
Custom fields store lead information in a centralized location.
Importing leads works from CSV or XLS, so normalize your fields first.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Import Your Leads
Upload a CSV or XLS file from the Leads page.
For example, one smart view can hold every deal untouched for ten days.
Step 2: Normalize Your Fields
Map each column so every field stays actionable after import.
Así es como se ve:
✓ Control: Every imported lead shows a status, owner, and contact method.
Step 3: Build a Smart View
Save a filtered search, such as Stalled Deals, for daily work.
✅ Resultado: Smart views let sales reps prioritize leads effectively each morning.
💡 Consejo profesional: Define high-level lead statuses first, then add detail later as your process settles.
Cómo utilizar las automatizaciones del flujo de trabajo de Close CRM
Automatizaciones de flujo de trabajo lets you automate lead assignments and follow ups without manual effort.
Workflows automate lead assignments and nurturing across your sales team.
Automated sequences keep nurturing running while your sales reps sleep.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Crear un flujo de trabajo
Go to Settings and click Workflows, then New Workflow.
Add a delay of two or three days between steps to sound human.
Step 2: Set the Entry Rule
Choose a smart view or lead status as the trigger.
Así es como se ve:
✓ Control: The workflow preview lists every lead that will enter it.
Step 3: Add Steps and Delays
Stack emails, calls, and SMS with a delay between each.
✅ Resultado: Repetitive tasks now run without a manager assigning them.
💡 Consejo profesional: Use user groups to round-robin leads inside a workflow and keep ownership clear.
Cómo utilizar las conversaciones de CRM de cierre
Conversaciones lets you record calls, transcribe them, and keep every thread in one place.
Salespeople can send emails and make calls without leaving the CRM.
Making calls from the lead record keeps context on screen while you talk.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open a Lead Record
Click any lead to see the full communication history.
Transcripts give you qualitative insights into how buyers describe their own business.
Step 2: Start the Conversation
Use the built-in dialer or the email composer at the top.
Así es como se ve:
✓ Control: The call or email logs itself against that contact.
Step 3: Save a Template
Store frequently used email and SMS templates for one-click reuse.
✅ Resultado: Every touchpoint sits on one timeline your team can read.
💡 Consejo profesional: Record calls and let the transcript surface how prospects describe their own business.
Cómo utilizar los informes y análisis de Close CRM
Informes y análisis lets you read funnel reports and activity comparisons for the whole sales team.
Close CRM offers customizable reports to view account activity.
Funnel reports monitor every stage so you can win more deals per month.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra la pestaña Informes.
Click Reporting in the top navigation of your account.
Bring these insights to a weekly pipeline reunión and coach from real numbers.
Step 2: Read the Funnel Report
Check each stage of the sales funnel for stalled volume.
Así es como se ve:
✓ Control: You can see where deals slow down by stage.
Step 3: Compare Activity
Open the Activity Comparison Report for a spreadsheet-like team view.
✅ Resultado: Activity comparisons show who drives results and who needs coaching.
💡 Consejo profesional: Run this report before weekly pipeline meetings for a 30,000-foot view of the pipeline.
Cómo usar las integraciones más populares de Close CRM
Integraciones populares lets you connect Calendly, Zoom, and Zapier to your sales process.
Close CRM offers over 100 native integrations, plus no-code and Zapier options.
Once connected, all the information about a prospect sits in one record.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra la página de Integraciones.
Find Integrations under Settings in your account.
Zapier covers anything the native list misses, with no code required.
Paso 2: Conecte sus herramientas
Authorize Calendly, Zoom, or Zapier with your login.
Así es como se ve:
✓ Control: Connected apps show a green status badge.
Paso 3: Probar el flujo de datos
Book a test meeting and confirm the activity logs correctly.
✅ Resultado: Prospect data now passes securely between your tools.
💡 Consejo profesional: LinkedFusion creates a lead in Close the moment a prospect accepts your invitation.
Cómo usar la IA de ventas de Close CRM
IA de ventas lets you get instant call summaries written onto the lead profile.
The AI Call Assistant summarizes calls and writes notes on lead profiles.
Instant notes mean the next rep sees what was promised on the last call.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Enable Sales AI
Turn on call recording and Notas de IA inside Settings.
Search those summaries later to spot patterns across lost deals.
Step 2: Make a Call
Dial from the lead record so the assistant captures audio.
Así es como se ve:
✓ Control: A summary appears on the lead within a minute.
Step 3: Review the Summary
Skim the notes, fix names, and add your own context.
✅ Resultado: You keep accurate call records without typing them.
💡 Consejo profesional: Paste AI summaries into your handoff notes so nobody repeats discovery questions.
Cómo usar Close CRM CRM avanzado
CRM avanzado lets you build custom activities and opportunity statuses around your sales cycle.
Custom activities help track and manage the sales process at every stage.
Creating one clean activity type beats bolting on five messy custom fields.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open Custom Activities
Go to Settings and select Custom Activities.
Auditoría these settings each quarter as your sales process changes.
Step 2: Create an Activity Type
Build a form that captures the data that stage needs.
Así es como se ve:
✓ Control: The new activity type appears on every lead record.
Step 3: Set Opportunity Statuses
Rename statuses so they mirror your real sales cycle.
✅ Resultado: Common touchpoints outside the CRM are now centralized inside it.
💡 Consejo profesional: Skip free-text fields where a dropdown works, and data hygiene stays manageable.
Cómo usar la calculadora de ROI de Close CRM
Calculadora de retorno de la inversión lets you estimate revenue gains before you commit to a paid plan.
The ROI Calculator estimates what a better sales process is worth.
It is a sales tool, so treat the output as a range, not a promise.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra la calculadora
Visit the ROI Calculator page on the Close website.
Still, it gives finance a starting number for the seat conversation.
Step 2: Enter Your Numbers
Add seat count, average deal size, and current close rate.
Así es como se ve:
✓ Control: The tool returns a projected monthly gain.
Step 3: Compare Against Seats
Weigh that figure against your seat cost before upgrading.
✅ Resultado: You have a number to bring to your finance team.
💡 Consejo profesional: Run the calculation twice, once with your worst month and once with your best.
Consejos y atajos profesionales para cerrar CRM
After eight months of daily use, these are the shortcuts I keep.
They are small strategies, but they save real hours every week.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Buscar clientes potenciales | / |
| Create a lead | C y luego L |
| Start a call | C then C |
| Write an email | C y luego E |
Características ocultas que la mayoría de la gente pasa por alto
- Bulk email: Select a smart view and send more emails in one pass without leaving the list.
- Custom activities: Log demos, site visits, and other touchpoints that happen outside the CRM.
- Aplicación móvil: Log calls and act on tasks from your phone while away from a desk.
Cierre de CRM: Errores comunes que debe evitar
Mistake #1: Working outside the CRM
❌ Incorrecto: Sales reps call from a personal phone and email from a separate client.
✅ Derecha: Do the work inside Close so reports stay accurate and complete.
Mistake #2: Too many free-text fields
❌ Incorrecto: Every rep types industry names their own way, so filters break.
✅ Derecha: Use dropdowns and consistent naming conventions for data hygiene.
Mistake #3: Copying someone else’s pipeline stages
❌ Incorrecto: Importing a template pipeline that does not match how you sell.
✅ Derecha: Custom opportunity statuses should reflect your specific sales cycle.
Solución de problemas de CRM
Problem: Imported leads look messy
Causa: Your CSV columns were not normalized before upload.
Arreglar: Fix headers in the spreadsheet, delete the import, then upload again.
Problem: A workflow skips some leads
Causa: The entry smart view excludes them, or they already finished the sequence.
Arreglar: Open the workflow, widen the entry rule, and check the excluded list.
Problem: Reports show missing calls
Causa: Someone dialed outside the CRM system, so nothing was logged.
Arreglar: Ask the team to call from Close, then audit the pipeline weekly.
📌 Nota: If none of these fix your issue, contact Close support.
¿Qué es Close CRM?
Cerrar CRM is a CRM system built for sales teams that call and email daily.
Think of it like an inbox, a dialer, and a sales pipeline in one window.
Mira este breve resumen:
Incluye estas características clave:
- Gestión de la bandeja de entrada: Work every email, call, and task from one prioritized queue.
- Gestión de clientes potenciales: Store lead information in a centralized location with custom fields.
- Automatizaciones de flujo de trabajo: Automate lead assignments and follow ups without manual effort.
- Conversaciones: Record calls, transcribe them, and keep every thread in one place.
- Informes y análisis: Read funnel reports and activity comparisons for the whole sales team.
- Integraciones populares: Connect Calendly, Zoom, and Zapier to your sales process.
- IA de ventas: Get instant call summaries written onto the lead profile.
- CRM avanzado: Build custom activities and opportunity statuses around your sales cycle.
- Calculadora de retorno de la inversión: Estimate revenue gains before you commit to a paid plan.
Para una revisión completa, consulte nuestra Revisión de cierre de CRM.
Every plan includes the dialer, so calls never sit outside the CRM.
Precios de Close CRM
Esto es lo que costará Close CRM en 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Lo esencial | $35/asiento/mes | Solo founders and two-person teams |
| Crecimiento | $99/asiento/mes | Teams that need workflows and reports |
| Escala | $139/asiento/mes | Larger organizations with custom activities |
Prueba gratuita: Sí, 14 días sin necesidad de tarjeta de crédito.
Garantía de devolución de dinero: No refund window, but you can cancel any month.
💰 Mejor relación calidad-precio: Growth — it unlocks the workflow and reporting tools most teams need.
Cerrar CRM frente a alternativas
¿Cómo se compara Close CRM? Este es el panorama competitivo:
Mira esta comparación:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Cerrar CRM | Equipos de llamadas salientes | $35/mes | ⭐ 3 |
| GoHighLevel | Agencias | $97/mes | ⭐ 4.5 |
| Keap | Pequeña empresa | $249/mes | ⭐ 4.2 |
| Campaña activa | Marketing por correo electrónico | $29/mes | ⭐ 4.5 |
| HubSpot | Scaling teams | $20/mes | ⭐ 4.4 |
| Embudos de clic | Funnels | $97/mes | ⭐ 4.1 |
| Gente | Relationship sales | $25/mes | ⭐ 4.4 |
| Instantáneamente | Correo electrónico frío | $37/mes | ⭐ 4.5 |
Selecciones rápidas:
- Mejor en general: Close CRM — calling, email, and reports in one place
- Mejor presupuesto: Freshsales CRM — a real dialer on a cheap entry plan
- Ideal para principiantes: HubSpot — a free tier and gentle onboarding
- Ideal para agencias: GoHighLevel — white-label client accounts
🎯 Alternativas de CRM para cerrar
¿Buscas alternativas a Close CRM? Aquí tienes las mejores opciones:
- 🚀 GoHighLevel: Built for agencies that resell marketing and sales tools under their own brand.
- 💰 Mantener: Combines a CRM system with e-commerce and invoicing for small service businesses.
- 🎨 Campaña activa: Deep email automation with a light CRM attached for smaller sales teams.
- ⚡ HubSpot: A free tier plus marketing, service, and sales hubs that grow with your company.
- 🔒 Embudos de clic: Landing pages and checkout funnels rather than a full CRM for sales teams.
- 🧠 Gente: A lightweight contacts tool that pulls prospects straight from LinkedIn.
- 👶 Instantáneamente: Cold email sending at scale with inbox warm-up and deliverability tooling.
- 🏢 Haga clic hacia arriba: A task platform with CRM templates for teams that already live in ClickUp.
- 🔧 CRM del lunes: Colorful boards that make the sales pipeline easy to read at a glance.
- 🌟 CRM cápsula: A clean, low-cost CRM for small teams that need contacts and simple deals.
- ⭐ Perspicazmente: Joins CRM records with delivery projects so handoffs stay in one system.
- 🎯 CRM de Freshsales: Built-in phone, AI scoring, and a generous entry plan for small teams.
- 💼 Fuerza de ventas: The most customizable CRM available, with an admin cost to match.
- 📊 Zendesk: Strong ticketing with a Sell product for teams where support drives revenue.
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: GoHighLevel wins on white-label agency features; Close wins on calling and daily sales work.
- Cerrar CRM vs Keap: Keap bundles payments and marketing; Close stays focused on outbound sales reps.
- Cerrar CRM vs ActiveCampaign: ActiveCampaign leads on marketing automation; Close leads on calls and pipeline work.
- Cerrar CRM vs HubSpot: HubSpot has a broader platform; Close is faster for high-volume calling teams.
- Cerrar CRM vs ClickFunnels: ClickFunnels builds the top of funnel; Close manages what happens after the opt-in.
- CRM cerrado vs. CRM tradicional: Folk is simpler and cheaper; Close offers real workflows, reports, and a dialer.
- Cerrar CRM vs. Instantáneamente: Instantly sends more emails; Close manages the conversations those emails start.
- Cerrar CRM vs ClickUp: ClickUp handles projects better; Close handles calls, follow ups, and deals better.
- CRM cerrado vs. CRM lunes: Monday CRM looks friendlier; Close gives sales reps stronger communication tools.
- CRM cerrado vs CRM cápsula: Capsule costs less per seat; Close automates far more of the sales process.
- Cerrar CRM vs Insightly: Insightly suits post-sale delivery; Close suits teams chasing new deals daily.
- CRM cerrado frente a CRM de Freshsales: Freshsales is cheaper to start; Close has cleaner workflows and better reporting.
- Cerrar CRM vs Salesforce: Salesforce scales further; Close gets a small sales team selling within a day.
- Cerrar CRM vs Zendesk: Zendesk owns support; Close owns outbound calling and pipeline management.
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: Pick one feature and try it today.
La mayoría de la gente empieza por la gestión de la bandeja de entrada.
It takes less than five minutes to implement.
Preguntas frecuentes
¿Cómo usar un CRM paso a paso?
Add your account settings, import leads, define lead statuses, build smart views, then automate follow ups with workflows. Work the Inbox daily and review reports weekly.
¿Qué es el cierre de CRM?
Close is a CRM system built for sales teams. It combines calling, email, SMS, pipeline tracking, and reporting so sales reps work inside one tool.
¿Cómo puedo crear una vista inteligente en Close CRM?
Search or filter your leads, then click Save as Smart View. Name it, choose who can access it, and it appears in your left sidebar.
¿Cómo utilizar el CRM de forma eficaz?
Treat it as an action-oriented hub. Log every call and email, keep naming conventions consistent, audit data monthly, and let workflows handle repetitive tasks.
¿Qué es un tutorial de software CRM?
A CRM software tutorial walks you through setup, data import, pipeline stages, and automation. This guide does that for Close CRM, feature by feature.
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