Comment utiliser Close CRM : Guide étape par étape en 2026

Démarrage rapide

Ce guide couvre toutes les fonctionnalités de Close CRM :

• Commencer — Create your account and set up the basics
• Comment utiliser la gestion de la boîte de réception — Work every email, call, and task from one prioritized queue
• Comment utiliser la gestion des prospects — Store lead information in a centralized location with custom fields
• Comment utiliser les automatisations de flux de travail — Automate lead assignments and follow ups without manual effort
• Comment utiliser les conversations — Record calls, transcribe them, and keep every thread in one place
• Comment utiliser les rapports et les analyses — Read funnel reports and activity comparisons for the whole sales team
• Comment utiliser les intégrations populaires — Connect Calendly, Zoom, and Zapier to your sales process
• Comment utiliser l'IA commerciale — Get instant call summaries written onto the lead profile
• Comment utiliser un CRM avancé — Build custom activities and opportunity statuses around your sales cycle
• Comment utiliser le calculateur de retour sur investissement — Estimate revenue gains before you commit to a paid plan

Temps nécessaire : 5 minutes par fonctionnalité

Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives

Pourquoi faire confiance à ce guide ?

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.

Une configuration CRM adéquate est la pierre angulaire d'un processus de vente efficace.

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.

Fermer le tutoriel CRM

This How to Use Close CRM tutorial walks through setup, daily work, and the reports that drive sales success.

Fermer le 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.

ESSAYEZ CLOSE CRM MAINTENANT →

LIRE L'ARTICLE COMPLET →

FERMER LES ALTERNATIVES CRM →

Premiers pas avec Close CRM

Before touching any feature, finish this one-time setup.

Cela prend environ trois minutes.

Here is what my own account looked like on day one:

Passons maintenant en revue chaque étape.

Étape 1 : Créez votre compte

Go to the Close website and click Start Free Trial.

Saisissez votre adresse courriel professionnelle et créez un mot de passe.

✓ Point de contrôle: Check your inbox for the confirmation email.

Étape 2 : Mettez en place votre organisation

Close runs in the browser, with a mobile app for iOS et Android.

La première étape consiste à vérifier l'exactitude des informations de votre compte.

Add your company name, time zone, and calling number under Settings.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

How to Use Close CRM Inbox Manager

Gestion de la boîte de réception 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.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrez votre boîte de réception

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: Your queue shows only work that is due now.

Step 3: Clear Each Item

Reply, call, or reschedule until the queue is empty.

How to Use Close CRM Leads Manager

Gestion des prospects 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.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Comment utiliser les automatisations de flux de travail Close CRM

Automatisation des flux de travail 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.

Voici comment l'utiliser étape par étape.

Étape 1 : Créer un flux de travail

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Comment utiliser Close CRM Conversations

Conversations 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.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Comment utiliser les rapports et analyses de Close CRM

Rapports et analyses 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.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrez l’onglet Rapports

Click Reporting in the top navigation of your account.

Bring these insights to a weekly pipeline réunion and coach from real numbers.

Step 2: Read the Funnel Report

Check each stage of the sales funnel for stalled volume.

Voici à quoi cela ressemble :

✓ Point de contrôle: You can see where deals slow down by stage.

Step 3: Compare Activity

Open the Activity Comparison Report for a spreadsheet-like team view.

Comment utiliser les intégrations populaires de Close CRM

Intégrations populaires 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.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrez la page des intégrations

Find Integrations under Settings in your account.

Zapier covers anything the native list misses, with no code required.

Étape 2 : Connectez vos outils

Authorize Calendly, Zoom, or Zapier with your login.

Voici à quoi cela ressemble :

✓ Point de contrôle: Connected apps show a green status badge.

Étape 3 : Tester le flux de données

Book a test meeting and confirm the activity logs correctly.

Comment utiliser Close CRM Sales AI

IA des ventes 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.

Voici comment l'utiliser étape par étape.

Step 1: Enable Sales AI

Turn on call recording and Notes sur l'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.

Voici à quoi cela ressemble :

✓ Point de contrôle: A summary appears on the lead within a minute.

Step 3: Review the Summary

Skim the notes, fix names, and add your own context.

Comment utiliser Close CRM Advanced CRM

CRM avancé 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.

Voici comment l'utiliser étape par étape.

Step 1: Open Custom Activities

Go to Settings and select Custom Activities.

Audit 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.

Voici à quoi cela ressemble :

✓ Point de contrôle: The new activity type appears on every lead record.

Step 3: Set Opportunity Statuses

Rename statuses so they mirror your real sales cycle.

Comment utiliser le calculateur de retour sur investissement de Close CRM ?

Calculateur de retour sur investissement 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.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrez la calculatrice

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: The tool returns a projected monthly gain.

Step 3: Compare Against Seats

Weigh that figure against your seat cost before upgrading.

Conseils et raccourcis pour fermer CRM Pro

After eight months of daily use, these are the shortcuts I keep.

They are small strategies, but they save real hours every week.

Raccourcis clavier

Fonctionnalités cachées que la plupart des gens ignorent

• 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.
• Application mobile : Log calls and act on tasks from your phone while away from a desk.

Erreurs courantes à éviter lors de la fermeture d'un CRM

Mistake #1: Working outside the CRM

Mistake #2: Too many free-text fields

Mistake #3: Copying someone else’s pipeline stages

Résolution des problèmes CRM

Problem: Imported leads look messy

Cause: Your CSV columns were not normalized before upload.

Réparer: Fix headers in the spreadsheet, delete the import, then upload again.

Problem: A workflow skips some leads

Cause: The entry smart view excludes them, or they already finished the sequence.

Réparer: Open the workflow, widen the entry rule, and check the excluded list.

Problem: Reports show missing calls

Cause: Someone dialed outside the CRM system, so nothing was logged.

Réparer: Ask the team to call from Close, then audit the pipeline weekly.

📌 Note: If none of these fix your issue, contact Close support.

Qu'est-ce que Close CRM ?

Fermer le 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.

Regardez ce bref aperçu :

Il comprend les fonctionnalités clés suivantes :

• Gestion de la boîte de réception : Work every email, call, and task from one prioritized queue.
• Gestion des prospects : Store lead information in a centralized location with custom fields.
• Automatisation des flux de travail : Automate lead assignments and follow ups without manual effort.
• Conversations : Record calls, transcribe them, and keep every thread in one place.
• Rapports et analyses : Read funnel reports and activity comparisons for the whole sales team.
• Intégrations populaires : Connect Calendly, Zoom, and Zapier to your sales process.
• IA commerciale : Get instant call summaries written onto the lead profile.
• CRM avancé : Build custom activities and opportunity statuses around your sales cycle.
• Calculateur de retour sur investissement : Estimate revenue gains before you commit to a paid plan.

Pour une analyse complète, consultez notre Fermer l'examen CRM.

Every plan includes the dialer, so calls never sit outside the CRM.

Tarification CRM fermée

Voici le coût de Close CRM en 2026 :

Essai gratuit : Oui, 14 jours sans carte de crédit requise.

Garantie de remboursement : No refund window, but you can cancel any month.

💰 Meilleur rapport qualité-prix : Growth — it unlocks the workflow and reporting tools most teams need.

CRM fermé vs Alternatives

Comment Close CRM se compare-t-il aux autres solutions ? Voici un aperçu du paysage concurrentiel :

Regardez cette comparaison :

Sélection rapide :

• Meilleur résultat global : Close CRM — calling, email, and reports in one place
• Meilleur budget : Freshsales CRM — a real dialer on a cheap entry plan
• Idéal pour les débutants : HubSpot — a free tier and gentle onboarding
• Idéal pour les agences : GoHighLevel — white-label client accounts

🎯 Alternatives CRM à Close

Vous cherchez des alternatives à Close CRM ? Voici les meilleures options :

• 🚀 GoHighLevel : Built for agencies that resell marketing and sales tools under their own brand.
• 💰 Keap : Combines a CRM system with e-commerce and invoicing for small service businesses.
• 🎨 Campagne active : 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.
• 🔒 ClickFunnels : Landing pages and checkout funnels rather than a full CRM for sales teams.
• 🧠 Populaire: A lightweight contacts tool that pulls prospects straight from LinkedIn.
• 👶 Immédiatement: Cold email sending at scale with inbox warm-up and deliverability tooling.
• 🏢 ClickUp : A task platform with CRM templates for teams that already live in ClickUp.
• 🔧 CRM du lundi : Colorful boards that make the sales pipeline easy to read at a glance.
• 🌟 Capsule CRM : A clean, low-cost CRM for small teams that need contacts and simple deals.
• ⭐ Perspicace : Joins CRM records with delivery projects so handoffs stay in one system.
• 🎯 CRM Freshsales : Built-in phone, AI scoring, and a generous entry plan for small teams.
• 💼 Salesforce : The most customizable CRM available, with an admin cost to match.
• 📊 Zendesk : Strong ticketing with a Sell product for teams where support drives revenue.

Pour la liste complète, consultez notre Alternatives CRM proches guide.

⚔️ Comparaison des CRM

Voici comment Close CRM se compare à chacun de ses concurrents :

• Fermer CRM vs GoHighLevel: GoHighLevel wins on white-label agency features; Close wins on calling and daily sales work.
• Comparaison CRM vs Keap: Keap bundles payments and marketing; Close stays focused on outbound sales reps.
• Close CRM vs ActiveCampaign: ActiveCampaign leads on marketing automation; Close leads on calls and pipeline work.
• Comparaison CRM vs HubSpot: HubSpot has a broader platform; Close is faster for high-volume calling teams.
• Close CRM vs ClickFunnels: ClickFunnels builds the top of funnel; Close manages what happens after the opt-in.
• CRM proche vs Folk: Folk is simpler and cheaper; Close offers real workflows, reports, and a dialer.
• Fermer CRM vs Instantané: Instantly sends more emails; Close manages the conversations those emails start.
• Close CRM vs ClickUp: ClickUp handles projects better; Close handles calls, follow ups, and deals better.
• CRM fermé vs CRM du lundi: Monday CRM looks friendlier; Close gives sales reps stronger communication tools.
• CRM fermé vs CRM capsule: Capsule costs less per seat; Close automates far more of the sales process.
• Close CRM vs Insightly: Insightly suits post-sale delivery; Close suits teams chasing new deals daily.
• Close CRM vs Freshsales CRM: Freshsales is cheaper to start; Close has cleaner workflows and better reporting.
• Fermer CRM vs Salesforce: Salesforce scales further; Close gets a small sales team selling within a day.
• Comparaison CRM vs Zendesk: Zendesk owns support; Close owns outbound calling and pipeline management.

Commencez à utiliser Close CRM dès maintenant

Vous avez appris à utiliser toutes les principales fonctionnalités de Close CRM :

• ✅ Gestion de la boîte de réception
• ✅ Gestion des prospects
• ✅ Automatisation des flux de travail
• ✅ Conversations
• ✅ Rapports et analyses
• ✅ Intégrations populaires
• ✅ IA des ventes
• ✅ CRM avancé
• ✅ Calculateur de retour sur investissement

Étape suivante : Pick one feature and try it today.

La plupart des gens commencent par la gestion de leur boîte de réception.

It takes less than five minutes to implement.

Foire aux questions

Comment utiliser un CRM étape par étape ?

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.

Qu'est-ce que le CRM close ?

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.

Comment créer une vue intelligente dans 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.

Comment utiliser efficacement un CRM ?

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.

Qu'est-ce qu'un tutoriel sur les logiciels 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.