{"id":33530,"date":"2024-12-14T14:33:05","date_gmt":"2024-12-14T14:33:05","guid":{"rendered":"https:\/\/fahimai.com\/?p=33530"},"modified":"2026-08-17T10:25:15","modified_gmt":"2026-08-17T07:25:15","slug":"how-to-use-close-crm","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/fr\/how-to-use-close-crm","title":{"rendered":"Comment utiliser Close CRM : Guide \u00e9tape par \u00e9tape en 2026"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image140989_60a4f4-22.kb-image-is-ratio-size, .kb-image140989_60a4f4-22 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image140989_60a4f4-22.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image140989_60a4f4-22 .kb-image-is-ratio-size{align-self:unset;}.kb-image140989_60a4f4-22 figure{max-width:350px;}.kb-image140989_60a4f4-22 .image-is-svg, .kb-image140989_60a4f4-22 .image-is-svg img{width:100%;}.kb-image140989_60a4f4-22 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image140989_60a4f4-22\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-24.png\" alt=\"Close CRM Logo\" class=\"kb-img wp-image-8960\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-24.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-24-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>This guide covers every Close CRM feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-close-crm\">Getting Started<\/a> \u2014 Create your account and set up the basics<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-inbox-management\">How to Use Inbox Management<\/a> \u2014 Work every email, call, and task from one prioritized queue<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-leads-management\">How to Use Leads Management<\/a> \u2014 Store lead information in a centralized location with custom fields<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-workflow-automations\">How to Use Workflow Automations<\/a> \u2014 Automate lead assignments and follow ups without manual effort<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-conversations\">How to Use Conversations<\/a> \u2014 Record calls, transcribe them, and keep every thread in one place<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-reports-analytics\">How to Use Reports &amp; Analytics<\/a> \u2014 Read funnel reports and activity comparisons for the whole sales team<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-popular-integrations\">How to Use Popular Integrations<\/a> \u2014 Connect Calendly, Zoom, and Zapier to your sales process<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-sales-ai\">How to Use Sales AI<\/a> \u2014 Get instant call summaries written onto the lead profile<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-advanced-crm\">How to Use Advanced CRM<\/a> \u2014 Build custom activities and opportunity statuses around your sales cycle<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-roi-calculator\">How to Use ROI Calculator<\/a> \u2014 Estimate revenue gains before you commit to a paid plan<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Also in this guide:<\/strong> <a href=\"#close-crm-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#close-crm-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#close-crm-troubleshooting\">Troubleshooting<\/a> | <a href=\"#close-crm-pricing\">Pricing<\/a> | <a href=\"#close-crm-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I have run my own sales pipeline in Close <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-software-for-hotels\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150848\" target=\"_blank\" rel=\"noopener\">CRM<\/a> for eight months.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every product screen shot here comes from my own account, not a vendor deck.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/12\/Fahim-AI-2-1-28.png\" alt=\"Close CRM feature overview\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The right CRM setup is the backbone of an efficient sales process.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most teams buy a CRM system and then use a tenth of it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide shows you how to use Close CRM feature by feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step by step, with screenshots and the settings I actually changed.<\/p>\n\n\n\n<h2 id='close-crm-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Close CRM Tutorial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This How to Use Close CRM tutorial walks through setup, daily work, and the reports that drive sales success.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image140989_60a4f4-22.kb-image-is-ratio-size, .kb-image140989_60a4f4-22 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image140989_60a4f4-22.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image140989_60a4f4-22 .kb-image-is-ratio-size{align-self:unset;}.kb-image140989_60a4f4-22 figure{max-width:350px;}.kb-image140989_60a4f4-22 .image-is-svg, .kb-image140989_60a4f4-22 .image-is-svg img{width:100%;}.kb-image140989_60a4f4-22 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image140989_60a4f4-22\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-24.png\" alt=\"Close CRM Logo\" class=\"kb-img wp-image-8960\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-24.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-24-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">Close CRM<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">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 \u2014 no credit card needed.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\">TRY CLOSE CRM NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/close-crm\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/close-crm-alternatives\">CLOSE CRM ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-close-crm'  id=\"boomdevs_3\" id=\"getting-started-with-close-crm\" class=\"wp-block-heading\">Getting Started with Close CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Before touching any feature, finish this one-time setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes about three minutes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what my own account looked like on day one:<\/p>\n\n\n<style>.kb-imageb75963_147b51 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imageb75963_147b51 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-1-980x546.png\" alt=\"Close CRM Personal Experience\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now let&#8217;s walk through each step.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the Close website and click Start Free Trial.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter your work email and create a password.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Check your inbox for the confirmation email.<\/p>\n\n\n\n<h4 id='step-2-set-up-your-organization'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Set Up Your Organization<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Close runs in the browser, with a mobile app for <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-mac\" title=\"iOS\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150860\" target=\"_blank\" rel=\"noopener\">iOS<\/a> and Android.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The first step is to ensure your account information is accurate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Add your company name, time zone, and calling number under Settings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image1bf1e4_6bdab2 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image1bf1e4_6bdab2 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-7-980x272.png\" alt=\"Close CRM Top Benefits\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your organization name appears in the top-left corner.<\/p>\n\n\n\n<h4 id='step-3-invite-your-team-and-import-contacts'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Invite Your Team and Import Contacts<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add each seat, then create user groups for territories or shifts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Import your contacts by CSV so every lead lands in one account.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Done:<\/strong> You are ready to use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, 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#3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-close-crm-inbox-manager'  id=\"boomdevs_7\" id=\"how-to-use-close-crm-inbox-management\" class=\"wp-block-heading\">How to Use Close CRM Inbox Manager<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Inbox Management<\/strong> lets you work every email, call, and task from one prioritized queue.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Inbox is the primary hub to manage tasks, emails, and calls.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it as a to-do list that rebuilds itself every morning.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-inbox'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open the Inbox<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Inbox in the left sidebar of your account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Clearing it daily is the single habit that lifted my reply rate most.<\/p>\n\n\n\n<h4 id='step-2-sort-your-queue'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Sort Your Queue<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Filter by tasks, emails, or missed calls for today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-imagefad4b2_2c05b3 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagefad4b2_2c05b3 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-980x310.png\" alt=\"Close CRM Inbox Management\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your queue shows only work that is due now.<\/p>\n\n\n\n<h4 id='step-3-clear-each-item'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Clear Each Item<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Reply, call, or reschedule until the queue is empty.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You finished the day with zero untouched follow ups.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Snooze low-priority items instead of deleting them, so nothing quietly disappears.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-close-crm-leads-manager'  id=\"boomdevs_11\" id=\"how-to-use-close-crm-leads-management\" class=\"wp-block-heading\">How to Use Close CRM Leads Manager<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Leads Management<\/strong> lets you store lead information in a centralized location with custom fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Custom fields store lead information in a centralized location.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Importing leads works from CSV or XLS, so normalize your fields first.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-import-your-leads'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Import Your Leads<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Upload a CSV or XLS file from the Leads page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, one smart view can hold every deal untouched for ten days.<\/p>\n\n\n\n<h4 id='step-2-normalize-your-fields'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Normalize Your Fields<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Map each column so every field stays actionable after import.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-imageed9d5f_0898f5 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imageed9d5f_0898f5 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-2-980x206.png\" alt=\"Close CRM Lead Management\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Every imported lead shows a status, owner, and contact method.<\/p>\n\n\n\n<h4 id='step-3-build-a-smart-view'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Build a Smart View<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Save a filtered search, such as Stalled Deals, for daily work.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Smart views let sales reps prioritize leads effectively each morning.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Define high-level lead statuses first, then add detail later as your process settles.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-close-crm-workflow-automations'  id=\"boomdevs_15\" id=\"how-to-use-close-crm-workflow-automations\" class=\"wp-block-heading\">How to Use Close CRM Workflow Automations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Workflow Automations<\/strong> lets you automate lead assignments and follow ups without manual effort.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Workflows automate lead assignments and nurturing across your sales team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automated sequences keep nurturing running while your sales reps sleep.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-a-workflow'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Create a Workflow<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to Settings and click Workflows, then New Workflow.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Add a delay of two or three days between steps to sound human.<\/p>\n\n\n\n<h4 id='step-2-set-the-entry-rule'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Set the Entry Rule<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose a smart view or lead status as the trigger.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image53336f_4ddc56 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image53336f_4ddc56 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-3-980x449.png\" alt=\"Close CRM Workflow Automation\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The workflow preview lists every lead that will enter it.<\/p>\n\n\n\n<h4 id='step-3-add-steps-and-delays'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Add Steps and Delays<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Stack emails, calls, and SMS with a delay between each.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Repetitive tasks now run without a manager assigning them.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Use user groups to round-robin leads inside a workflow and keep ownership clear.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-close-crm-conversations'  id=\"boomdevs_19\" id=\"how-to-use-close-crm-conversations\" class=\"wp-block-heading\">How to Use Close CRM Conversations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Conversations<\/strong> lets you record calls, transcribe them, and keep every thread in one place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salespeople can send emails and make calls without leaving the CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Making calls from the lead record keeps context on screen while you talk.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-a-lead-record'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Open a Lead Record<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click any lead to see the full communication history.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Transcripts give you qualitative insights into how buyers describe their own business.<\/p>\n\n\n\n<h4 id='step-2-start-the-conversation'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Start the Conversation<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Use the built-in dialer or the email composer at the top.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image7d7d38_53f108 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image7d7d38_53f108 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Calls-will-appear-here.png\" alt=\"Close CRM Conversations\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The call or email logs itself against that contact.<\/p>\n\n\n\n<h4 id='step-3-save-a-template'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Save a Template<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Store frequently used email and SMS templates for one-click reuse.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Every touchpoint sits on one timeline your team can read.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Record calls and let the transcript surface how prospects describe their own business.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-close-crm-reports-analytics'  id=\"boomdevs_23\" id=\"how-to-use-close-crm-reports-analytics\" class=\"wp-block-heading\">How to Use Close CRM Reports &amp; Analytics<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Reports &amp; Analytics<\/strong> lets you read funnel reports and activity comparisons for the whole sales team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Close CRM offers customizable reports to view account activity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Funnel reports monitor every stage so you can win more deals per month.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-reports-tab'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Open the Reports Tab<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Reporting in the top navigation of your account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bring these insights to a weekly pipeline <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/best-webinar-software\" title=\"meeting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150855\">meeting<\/a> and coach from real numbers.<\/p>\n\n\n\n<h4 id='step-2-read-the-funnel-report'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Read the Funnel Report<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Check each stage of the sales funnel for stalled volume.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-imagebf7448_8d68e5 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagebf7448_8d68e5 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-4-980x591.png\" alt=\"Close CRM Report &amp; Analytics\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> You can see where deals slow down by stage.<\/p>\n\n\n\n<h4 id='step-3-compare-activity'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Compare Activity<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the Activity Comparison Report for a spreadsheet-like team view.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Activity comparisons show who drives results and who needs coaching.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Run this report before weekly pipeline meetings for a 30,000-foot view of the pipeline.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-close-crm-popular-integrations'  id=\"boomdevs_27\" id=\"how-to-use-close-crm-popular-integrations\" class=\"wp-block-heading\">How to Use Close CRM Popular Integrations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Popular Integrations<\/strong> lets you connect Calendly, Zoom, and Zapier to your sales process.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Close CRM offers over 100 native integrations, plus no-code and Zapier options.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once connected, all the information about a prospect sits in one record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-integrations-page'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Open the Integrations Page<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Find Integrations under Settings in your account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Zapier covers anything the native list misses, with no code required.<\/p>\n\n\n\n<h4 id='step-2-connect-your-tools'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Connect Your Tools<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Authorize Calendly, Zoom, or Zapier with your login.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8c7369_74559b .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8c7369_74559b size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Close-CRM-Popular-Integration-980x540.png\" alt=\"Close CRM Popular Integrations\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Connected apps show a green status badge.<\/p>\n\n\n\n<h4 id='step-3-test-the-data-flow'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Test the Data Flow<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Book a test meeting and confirm the activity logs correctly.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Prospect data now passes securely between your tools.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> LinkedFusion creates a lead in Close the moment a prospect accepts your invitation.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-close-crm-sales-ai'  id=\"boomdevs_31\" id=\"how-to-use-close-crm-sales-ai\" class=\"wp-block-heading\">How to Use Close CRM Sales AI<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sales AI<\/strong> lets you get instant call summaries written onto the lead profile.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The AI Call Assistant summarizes calls and writes notes on lead profiles.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Instant notes mean the next rep sees what was promised on the last call.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-enable-sales-ai'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Enable Sales AI<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Turn on call recording and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/ai-note-taker\" title=\"AI notes\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150852\" target=\"_blank\" rel=\"noopener\">AI notes<\/a> inside Settings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Search those summaries later to spot patterns across lost deals.<\/p>\n\n\n\n<h4 id='step-2-make-a-call'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Make a Call<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Dial from the lead record so the assistant captures audio.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-imagec9d943_859c1f .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagec9d943_859c1f size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Close-CRM-Sales-AI-980x478.png\" alt=\"Close CRM Sales AI\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> A summary appears on the lead within a minute.<\/p>\n\n\n\n<h4 id='step-3-review-the-summary'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Review the Summary<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Skim the notes, fix names, and add your own context.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You keep accurate call records without typing them.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Paste AI summaries into your handoff notes so nobody repeats discovery questions.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-close-crm-advanced-crm'  id=\"boomdevs_35\" id=\"how-to-use-close-crm-advanced-crm\" class=\"wp-block-heading\">How to Use Close CRM Advanced CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Advanced CRM<\/strong> lets you build custom activities and opportunity statuses around your sales cycle.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Custom activities help track and manage the sales process at every stage.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Creating one clean activity type beats bolting on five messy custom fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-custom-activities'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Open Custom Activities<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to Settings and select Custom Activities.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-seo-audit-tools\" title=\"Audit\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150853\" target=\"_blank\" rel=\"noopener\">Audit<\/a> these settings each quarter as your sales process changes.<\/p>\n\n\n\n<h4 id='step-2-create-an-activity-type'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Create an Activity Type<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Build a form that captures the data that stage needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image6ec146_a7c5f5 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image6ec146_a7c5f5 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Close-CRM-Advanced-CRM-980x454.png\" alt=\"Close CRM Advance CRM\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The new activity type appears on every lead record.<\/p>\n\n\n\n<h4 id='step-3-set-opportunity-statuses'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Set Opportunity Statuses<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Rename statuses so they mirror your real sales cycle.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Common touchpoints outside the CRM are now centralized inside it.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Skip free-text fields where a dropdown works, and data hygiene stays manageable.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-close-crm-roi-calculator'  id=\"boomdevs_39\" id=\"how-to-use-close-crm-roi-calculator\" class=\"wp-block-heading\">How to Use Close CRM ROI Calculator<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>ROI Calculator<\/strong> lets you estimate revenue gains before you commit to a paid plan.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The ROI Calculator estimates what a better sales process is worth.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It is a sales tool, so treat the output as a range, not a promise.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-calculator'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Open the Calculator<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Visit the ROI Calculator page on the Close website.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Still, it gives finance a starting number for the seat conversation.<\/p>\n\n\n\n<h4 id='step-2-enter-your-numbers'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Enter Your Numbers<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add seat count, average deal size, and current close rate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-imaged8c95f_7b2a68 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imaged8c95f_7b2a68 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Close-CRM-ROI-Calculator.png\" alt=\"Close CRM ROI Calculator\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The tool returns a projected monthly gain.<\/p>\n\n\n\n<h4 id='step-3-compare-against-seats'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Compare Against Seats<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Weigh that figure against your seat cost before upgrading.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You have a number to bring to your finance team.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Run the calculation twice, once with your worst month and once with your best.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='close-crm-pro-tips-and-shortcuts'  id=\"boomdevs_43\" id=\"close-crm-pro-tips-and-shortcuts\" class=\"wp-block-heading\">Close CRM Pro Tips and Shortcuts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After eight months of daily use, these are the shortcuts I keep.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They are small strategies, but they save real hours every week.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Search leads<\/td><td>\/<\/td><\/tr><tr><td>Create a lead<\/td><td>C then L<\/td><\/tr><tr><td>Start a call<\/td><td>C then C<\/td><\/tr><tr><td>Write an email<\/td><td>C then E<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Bulk email:<\/strong> Select a smart view and send more emails in one pass without leaving the list.<\/li>\n\n\n\n<li><strong>Custom activities:<\/strong> Log demos, site visits, and other touchpoints that happen outside the CRM.<\/li>\n\n\n\n<li><strong>Mobile app:<\/strong> Log calls and act on tasks from your phone while away from a desk.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='close-crm-common-mistakes-to-avoid'  id=\"boomdevs_44\" id=\"close-crm-common-mistakes-to-avoid\" class=\"wp-block-heading\">Close CRM Common Mistakes to Avoid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Working outside the CRM<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Sales reps call from a personal phone and email from a separate client.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Do the work inside Close so reports stay accurate and complete.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Too many free-text fields<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Every rep types industry names their own way, so filters break.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Use dropdowns and consistent naming conventions for data hygiene.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Copying someone else&#8217;s pipeline stages<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Importing a template pipeline that does not match how you sell.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Custom opportunity statuses should reflect your specific sales cycle.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='close-crm-troubleshooting'  id=\"boomdevs_45\" id=\"close-crm-troubleshooting\" class=\"wp-block-heading\">Close CRM Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Imported leads look messy<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Your CSV columns were not normalized before upload.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Fix headers in the spreadsheet, delete the import, then upload again.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: A workflow skips some leads<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The entry smart view excludes them, or they already finished the sequence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Open the workflow, widen the entry rule, and check the excluded list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Reports show missing calls<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Someone dialed outside the CRM system, so nothing was logged.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Ask the team to call from Close, then audit the pipeline weekly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Close support.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-close-crm'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Close CRM?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Close CRM<\/strong> is a CRM system built for sales teams that call and email daily.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it like an inbox, a dialer, and a sales pipeline in one window.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this quick overview:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Close CRM Review: Ignite Business Triumphs with Close CRM Mastery!\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/MWh_5meqqPM?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Inbox Management:<\/strong> Work every email, call, and task from one prioritized queue.<\/li>\n\n\n\n<li><strong>Leads Management:<\/strong> Store lead information in a centralized location with custom fields.<\/li>\n\n\n\n<li><strong>Workflow Automations:<\/strong> Automate lead assignments and follow ups without manual effort.<\/li>\n\n\n\n<li><strong>Conversations:<\/strong> Record calls, transcribe them, and keep every thread in one place.<\/li>\n\n\n\n<li><strong>Reports &amp; Analytics:<\/strong> Read funnel reports and activity comparisons for the whole sales team.<\/li>\n\n\n\n<li><strong>Popular Integrations:<\/strong> Connect Calendly, Zoom, and Zapier to your sales process.<\/li>\n\n\n\n<li><strong>Sales AI:<\/strong> Get instant call summaries written onto the lead profile.<\/li>\n\n\n\n<li><strong>Advanced CRM:<\/strong> Build custom activities and opportunity statuses around your sales cycle.<\/li>\n\n\n\n<li><strong>ROI Calculator:<\/strong> Estimate revenue gains before you commit to a paid plan.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a full review, see our <a href=\"https:\/\/www.fahimai.com\/close-crm\">Close CRM review<\/a>.<\/p>\n\n\n<style>.kb-image199324_d19057-3b .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image199324_d19057-3b size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"577\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-6.png\" alt=\"Close CRM Homepage\" class=\"kb-img wp-image-8967\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-6.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-6-980x552.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Close-CRM-6-480x270.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Every plan includes the dialer, so calls never sit outside the CRM.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='close-crm-pricing'  id=\"boomdevs_47\" id=\"close-crm-pricing\" class=\"wp-block-heading\">Close CRM Pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what Close CRM costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Essentials<\/td><td>$35\/seat\/month<\/td><td>Solo founders and two-person teams<\/td><\/tr><tr><td>Growth<\/td><td>$99\/seat\/month<\/td><td>Teams that need workflows and reports<\/td><\/tr><tr><td>Scale<\/td><td>$139\/seat\/month<\/td><td>Larger organizations with custom activities<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes, 14 days with no credit card required.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> No refund window, but you can cancel any month.<\/p>\n\n\n<style>.kb-imagefe4e76_d6f7de .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagefe4e76_d6f7de size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Close-CRM-Pricing-980x491.png\" alt=\"Close CRM Pricing\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb0 <strong>Best Value:<\/strong> Growth \u2014 it unlocks the workflow and reporting tools most teams need.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns143244_a34f55-5f\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, 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#3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='close-crm-vs-alternatives'  id=\"boomdevs_48\" id=\"close-crm-vs-alternatives\" class=\"wp-block-heading\">Close CRM vs Alternatives<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">How does Close CRM compare? Here&#8217;s the competitive landscape:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this comparison:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"The Best CRM Tools for Your Needs\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/qAwlJrX-4ww?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Close CRM<\/strong><\/td><td>Outbound calling teams<\/td><td>$35\/mo<\/td><td>\u2b50 3<\/td><\/tr><tr><td>GoHighLevel<\/td><td>Agencies<\/td><td>$97\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Keap<\/td><td>Small business<\/td><td>$249\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td>ActiveCampaign<\/td><td>Email marketing<\/td><td>$29\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>HubSpot<\/td><td>Scaling teams<\/td><td>$20\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>ClickFunnels<\/td><td>Funnels<\/td><td>$97\/mo<\/td><td>\u2b50 4.1<\/td><\/tr><tr><td>Folk<\/td><td>Relationship sales<\/td><td>$25\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>Instantly<\/td><td>Cold email<\/td><td>$37\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> Close CRM \u2014 calling, email, and reports in one place<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Freshsales CRM \u2014 a real dialer on a cheap entry plan<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> HubSpot \u2014 a free tier and gentle onboarding<\/li>\n\n\n\n<li><strong>Best for agencies:<\/strong> GoHighLevel \u2014 white-label client accounts<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Close CRM Alternatives<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Looking for Close CRM alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>GoHighLevel:<\/strong> Built for agencies that resell marketing and sales tools under their own brand.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Keap:<\/strong> Combines a CRM system with e-commerce and invoicing for small service businesses.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>ActiveCampaign:<\/strong> Deep email automation with a light CRM attached for smaller sales teams.<\/li>\n\n\n\n<li>\u26a1 <strong>HubSpot:<\/strong> A free tier plus marketing, service, and sales hubs that grow with your company.<\/li>\n\n\n\n<li>\ud83d\udd12 <strong>ClickFunnels:<\/strong> Landing pages and checkout funnels rather than a full CRM for sales teams.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong>Folk:<\/strong> A lightweight contacts tool that pulls prospects straight from LinkedIn.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>Instantly:<\/strong> Cold email sending at scale with inbox warm-up and deliverability tooling.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>ClickUp:<\/strong> A task platform with CRM templates for teams that already live in ClickUp.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong>Monday CRM:<\/strong> Colorful boards that make the sales pipeline easy to read at a glance.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong>Capsule CRM:<\/strong> A clean, low-cost CRM for small teams that need contacts and simple deals.<\/li>\n\n\n\n<li>\u2b50 <strong>Insightly:<\/strong> Joins CRM records with delivery projects so handoffs stay in one system.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Freshsales CRM:<\/strong> Built-in phone, AI scoring, and a generous entry plan for small teams.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong>Salesforce:<\/strong> The most customizable CRM available, with an admin cost to match.<\/li>\n\n\n\n<li>\ud83d\udcca <strong>Zendesk:<\/strong> Strong ticketing with a Sell product for teams where support drives revenue.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list, see our <a href=\"https:\/\/www.fahimai.com\/close-crm-alternatives\">Close CRM alternatives<\/a> guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Close CRM Compared<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how Close CRM stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/gohighlevel-vs-close-crm\" title=\"Close CRM vs GoHighLevel\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150857\" target=\"_blank\" rel=\"noopener\">Close CRM vs GoHighLevel<\/a>:<\/strong> GoHighLevel wins on white-label agency features; Close wins on calling and daily sales work.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-vs-close-crm\" title=\"Close CRM vs Keap\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150854\" target=\"_blank\" rel=\"noopener\">Close CRM vs Keap<\/a>:<\/strong> Keap bundles payments and marketing; Close stays focused on outbound sales reps.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/activecampaign-vs-close-crm\" title=\"Close CRM vs ActiveCampaign\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150864\" target=\"_blank\" rel=\"noopener\">Close CRM vs ActiveCampaign<\/a>:<\/strong> ActiveCampaign leads on marketing automation; Close leads on calls and pipeline work.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubspot-vs-close-crm\" title=\"Close CRM vs HubSpot\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150862\" target=\"_blank\" rel=\"noopener\">Close CRM vs HubSpot<\/a>:<\/strong> HubSpot has a broader platform; Close is faster for high-volume calling teams.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/clickfunnels-vs-close-crm\" title=\"Close CRM vs ClickFunnels\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150858\" target=\"_blank\" rel=\"noopener\">Close CRM vs ClickFunnels<\/a>:<\/strong> ClickFunnels builds the top of funnel; Close manages what happens after the opt-in.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-close-crm\" title=\"Close CRM vs Folk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150861\" target=\"_blank\" rel=\"noopener\">Close CRM vs Folk<\/a>:<\/strong> Folk is simpler and cheaper; Close offers real workflows, reports, and a dialer.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/close-crm-vs-instantly\" title=\"Close CRM vs Instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150851\" target=\"_blank\" rel=\"noopener\">Close CRM vs Instantly<\/a>:<\/strong> Instantly sends more emails; Close manages the conversations those emails start.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/clickup-vs-close-crm\" title=\"Close CRM vs ClickUp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150859\" target=\"_blank\" rel=\"noopener\">Close CRM vs ClickUp<\/a>:<\/strong> ClickUp handles projects better; Close handles calls, follow ups, and deals better.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/monday-crm-vs-close-crm\" title=\"Close CRM vs Monday CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150856\" target=\"_blank\" rel=\"noopener\">Close CRM vs Monday CRM<\/a>:<\/strong> Monday CRM looks friendlier; Close gives sales reps stronger communication tools.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/capsule-crm-vs-close-crm\" title=\"Close CRM vs Capsule CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150849\" target=\"_blank\" rel=\"noopener\">Close CRM vs Capsule CRM<\/a>:<\/strong> Capsule costs less per seat; Close automates far more of the sales process.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/insightly-vs-close-crm\" title=\"Close CRM vs Insightly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150865\" target=\"_blank\" rel=\"noopener\">Close CRM vs Insightly<\/a>:<\/strong> Insightly suits post-sale delivery; Close suits teams chasing new deals daily.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/freshsales-vs-close-crm\" title=\"Close CRM vs Freshsales CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150863\" target=\"_blank\" rel=\"noopener\">Close CRM vs Freshsales CRM<\/a>:<\/strong> Freshsales is cheaper to start; Close has cleaner workflows and better reporting.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/salesforce-vs-close-crm\" title=\"Close CRM vs Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150866\" target=\"_blank\" rel=\"noopener\">Close CRM vs Salesforce<\/a>:<\/strong> Salesforce scales further; Close gets a small sales team selling within a day.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zendesk-vs-close-crm\" title=\"Close CRM vs Zendesk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150850\" target=\"_blank\" rel=\"noopener\">Close CRM vs Zendesk<\/a>:<\/strong> Zendesk owns support; Close owns outbound calling and pipeline management.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 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#ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-close-crm-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Close CRM Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You learned how to use every major Close CRM feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Inbox Management<\/li>\n\n\n\n<li>\u2705 Leads Management<\/li>\n\n\n\n<li>\u2705 Workflow Automations<\/li>\n\n\n\n<li>\u2705 Conversations<\/li>\n\n\n\n<li>\u2705 Reports &amp; Analytics<\/li>\n\n\n\n<li>\u2705 Popular Integrations<\/li>\n\n\n\n<li>\u2705 Sales AI<\/li>\n\n\n\n<li>\u2705 Advanced CRM<\/li>\n\n\n\n<li>\u2705 ROI Calculator<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next step:<\/strong> Pick one feature and try it today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most people start with Inbox Management.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes less than five minutes to implement.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns143244_a34f55-5f, .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns143244_a34f55-5f{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns143244_a34f55-5f .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap 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#3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn143244_2c70f5-90.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn143244_2c70f5-90 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try close crm FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to use CRM step by step?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is CRM close?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How do I create a smart view in close CRM?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to use CRM effectively?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is CRM software tutorial?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A CRM software tutorial walks you through setup, data import, pipeline stages, and automation. 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Every product screen shot here comes from my [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":33522,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[319],"tags":[932,1182],"class_list":["post-33530","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-close-crm","tag-autolink","tag-how-to"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/posts\/33530","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/comments?post=33530"}],"version-history":[{"count":0,"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/posts\/33530\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/media\/33522"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/media?parent=33530"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/categories?post=33530"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/tags?post=33530"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}