{"id":33530,"date":"2024-12-14T14:33:05","date_gmt":"2024-12-14T14:33:05","guid":{"rendered":"https:\/\/fahimai.com\/?p=33530"},"modified":"2026-03-06T15:35:12","modified_gmt":"2026-03-06T12:35:12","slug":"how-to-use-close-crm","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/fr\/how-to-use-close-crm","title":{"rendered":"How to Use Close CRM: Step-by-Step Guide in 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><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 account and basic setup<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-inbox-management\">How to Use Inbox Management<\/a> \u2014 Handle all tasks, emails, and calls from one place<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-leads-management\">How to Use Leads Management<\/a> \u2014 Organize and track every lead in your pipeline<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-workflow-automations\">How to Use Workflow Automations<\/a> \u2014 Automate follow-ups and lead assignments<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-conversations\">How to Use Conversations<\/a> \u2014 Call, email, and text leads without leaving Close<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-reports-analytics\">How to Use Reports &amp; Analytics<\/a> \u2014 Track team performance and sales metrics<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-popular-integrations\">How to Use Popular Integrations<\/a> \u2014 Connect Close with your favorite tools<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-sales-ai\">How to Use Sales AI<\/a> \u2014 Get AI-powered call summaries and email help<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-advanced-crm\">How to Use Advanced CRM<\/a> \u2014 Set up custom objects and advanced settings<\/li>\n\n\n\n<li><a href=\"#how-to-use-close-crm-roi-calculator\">How to Use ROI Calculator<\/a> \u2014 Measure the return on your CRM investment<\/li>\n<\/ul>\n\n\n\n<p><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p><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 style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p>I&#8217;ve used 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=\"52032\" target=\"_blank\" rel=\"noopener\">CRM<\/a> for over two years and tested every feature covered here. This how to use Close CRM tutorial comes from real hands-on experience \u2014 not marketing fluff or vendor screenshots.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"420\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/12\/Fahim-AI-2-1-28.png\" alt=\"how to use close crm\" class=\"wp-image-33522\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/12\/Fahim-AI-2-1-28.png 800w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/12\/Fahim-AI-2-1-28-480x252.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n\n<p>Close CRM is one of the most powerful sales CRM tools available today.<\/p>\n\n\n\n<p>But most users only scratch the surface of what it can do.<\/p>\n\n\n\n<p>This guide shows you how to use every major feature.<\/p>\n\n\n\n<p>Step by step, with screenshots and pro tips.<\/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>This complete Close CRM tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.<\/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-3058809c 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\">Close CRM<\/p>\n\n\n\n<p class=\"cta-box-description\">Close more deals with built-in calling, email, and SMS in one CRM. Close CRM helps sales teams track leads, automate follow-ups, and manage their full pipeline. Try it free for 14 days \u2014 no credit card required.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p><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><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><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\" class=\"wp-block-heading\" id=\"getting-started-with-close-crm\">Getting Started with Close CRM<\/h3>\n\n\n\n<p>Before using any feature, complete this one-time setup.<\/p>\n\n\n\n<p>It takes about 3 minutes.<\/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>Go to <a href=\"https:\/\/fahimai.com\/get\/closecrm\" target=\"_blank\" rel=\"noopener\">Close CRM&#8217;s website<\/a>.<\/p>\n\n\n\n<p>Click &#8220;Start Free Trial&#8221; in the top right corner.<\/p>\n\n\n\n<p>Enter your email and create a password.<\/p>\n\n\n\n<p>No credit card is required for the 14-day trial.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Check your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52038\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for a 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>Close CRM runs entirely in your browser.<\/p>\n\n\n\n<p>There&#8217;s also a mobile app for iOS and <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-assistants-for-android\" title=\"Android\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52045\">Android<\/a>.<\/p>\n\n\n\n<p>Log in with your new account credentials.<\/p>\n\n\n\n<p>Enter your company name and team size during onboarding.<\/p>\n\n\n\n<p>Here&#8217;s what the dashboard 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>\u2713 <strong>Checkpoint:<\/strong> You should see the main dashboard with your Inbox.<\/p>\n\n\n\n<h4 id='step-3-complete-initial-setup'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Complete Initial Setup<\/h4>\n\n\n\n<p>Make sure your account information is accurate first.<\/p>\n\n\n\n<p>Connect your email account for two-way sync.<\/p>\n\n\n\n<p>Set up your phone number for built-in calling.<\/p>\n\n\n\n<p>Define your lead statuses to match your sales process.<\/p>\n\n\n\n<p>Create user groups if you have multiple sales reps.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Done:<\/strong> You&#8217;re 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, #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 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.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-management'  id=\"boomdevs_7\" class=\"wp-block-heading\" id=\"how-to-use-close-crm-inbox-management\">How to Use Close CRM Inbox Management<\/h3>\n\n\n\n<p><strong>Inbox Management<\/strong> lets you handle all tasks, emails, and calls from one central hub.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Inbox Management in action:<\/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>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-open-your-inbox'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open Your Inbox<\/h4>\n\n\n\n<p>Click &#8220;Inbox&#8221; in the left sidebar of your dashboard.<\/p>\n\n\n\n<p>You&#8217;ll see all pending tasks, emails, and calls in one view.<\/p>\n\n\n\n<h4 id='step-2-manage-tasks-and-follow-ups'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Manage Tasks and Follow-Ups<\/h4>\n\n\n\n<p>Click any task to see the full lead context.<\/p>\n\n\n\n<p>Mark tasks as done or snooze them for <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/later-social-media-scheduler\" title=\"later\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52044\" target=\"_blank\" rel=\"noopener\">later<\/a>.<\/p>\n\n\n\n<p>Reply to emails directly without switching apps.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see your task count drop as you clear items.<\/p>\n\n\n\n<h4 id='step-3-prioritize-your-workflow'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Prioritize Your Workflow<\/h4>\n\n\n\n<p>Use filters to show only high-priority items.<\/p>\n\n\n\n<p>Sort by due date to tackle urgent follow-ups first.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You have a single place to manage every sales action.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Check your Inbox first thing every morning. It shows exactly what needs your attention today so nothing falls through the cracks.<\/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-management'  id=\"boomdevs_11\" class=\"wp-block-heading\" id=\"how-to-use-close-crm-leads-management\">How to Use Close CRM Leads Management<\/h3>\n\n\n\n<p><strong>Leads Management<\/strong> lets you organize and track every lead in your sales pipeline.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Leads Management in action:<\/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>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-import-or-create-leads'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Import or Create Leads<\/h4>\n\n\n\n<p>Click &#8220;Leads&#8221; in the left sidebar.<\/p>\n\n\n\n<p>Click &#8220;Import&#8221; to upload a CSV or XLS file.<\/p>\n\n\n\n<p>You can also add leads manually one at a time.<\/p>\n\n\n\n<p>Map your CSV columns to Close fields during import.<\/p>\n\n\n\n<h4 id='step-2-set-up-lead-statuses-and-custom-fields'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Set Up Lead Statuses and Custom Fields<\/h4>\n\n\n\n<p>Go to Settings and define your lead statuses.<\/p>\n\n\n\n<p>Create custom fields to store data specific to your <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/best-ai-tools-for-business\" title=\"business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52037\">business<\/a>.<\/p>\n\n\n\n<p>Add contacts and opportunity details to each lead.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Your leads should show proper statuses and custom field data.<\/p>\n\n\n\n<h4 id='step-3-use-smart-views-to-filter-leads'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Use Smart Views to Filter Leads<\/h4>\n\n\n\n<p>Click &#8220;Smart Views&#8221; to create saved filters.<\/p>\n\n\n\n<p>Build views like &#8220;Stalled Deals&#8221; or &#8220;Hot Leads This Week.&#8221;<\/p>\n\n\n\n<p>Smart Views update dynamically as lead data changes.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Every lead is tracked with the right status and context.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Create a Smart View for &#8220;Leads with no activity in 7 days.&#8221; This helps you catch cold leads before they go dark.<\/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\" class=\"wp-block-heading\" id=\"how-to-use-close-crm-workflow-automations\">How to Use Close CRM Workflow Automations<\/h3>\n\n\n\n<p><strong>Workflow Automations<\/strong> lets you automate lead assignments and follow-up sequences.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Workflow Automations in action:<\/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>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-create-a-new-workflow'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Create a New Workflow<\/h4>\n\n\n\n<p>Go to Settings, then click &#8220;Workflows.&#8221;<\/p>\n\n\n\n<p>Click &#8220;Create Workflow&#8221; and name it.<\/p>\n\n\n\n<p>Choose a trigger like &#8220;New lead created&#8221; or &#8220;Status changed.&#8221;<\/p>\n\n\n\n<h4 id='step-2-add-actions-and-delays'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Add Actions and Delays<\/h4>\n\n\n\n<p>Add steps like &#8220;Send email&#8221; or &#8220;Assign to rep.&#8221;<\/p>\n\n\n\n<p>Set delays between steps for natural follow-up timing.<\/p>\n\n\n\n<p>Use round-robin assignment to split leads across your team.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Your workflow should show the full sequence of steps.<\/p>\n\n\n\n<h4 id='step-3-activate-and-monitor'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Activate and Monitor<\/h4>\n\n\n\n<p>Toggle the workflow to &#8220;Active.&#8221;<\/p>\n\n\n\n<p>Check the workflow log to see which leads entered the sequence.<\/p>\n\n\n\n<p>Adjust timing and steps based on response rates.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your follow-ups run automatically without manual effort.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Start with a simple 3-step email workflow before building complex sequences. Test it with a small group of leads first.<\/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\" class=\"wp-block-heading\" id=\"how-to-use-close-crm-conversations\">How to Use Close CRM Conversations<\/h3>\n\n\n\n<p><strong>Conversations<\/strong> lets you call, email, and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-text-generator\" title=\"text\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52035\" target=\"_blank\" rel=\"noopener\">text<\/a> leads without leaving Close.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Conversations in action:<\/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>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-send-an-email-from-a-lead-page'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Send an Email from a Lead Page<\/h4>\n\n\n\n<p>Open any lead and click the email icon.<\/p>\n\n\n\n<p>Choose a saved template or write a custom message.<\/p>\n\n\n\n<p>Close syncs replies back to the lead automatically.<\/p>\n\n\n\n<h4 id='step-2-make-a-call-using-the-built-in-dialer'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Make a Call Using the Built-In Dialer<\/h4>\n\n\n\n<p>Click the phone icon on any lead or contact.<\/p>\n\n\n\n<p>Close connects the call through your browser.<\/p>\n\n\n\n<p>Calls are recorded and logged to the lead profile.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see the call recorded in the lead&#8217;s activity timeline.<\/p>\n\n\n\n<h4 id='step-3-send-sms-messages'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Send SMS Messages<\/h4>\n\n\n\n<p>Click the SMS icon to text a lead directly.<\/p>\n\n\n\n<p>Use templates for common messages like appointment reminders.<\/p>\n\n\n\n<p>SMS replies appear in the lead&#8217;s activity timeline too.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> All communication with a lead lives in one place.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Store your best email and SMS templates in Close. It saves hours each week and keeps messaging consistent across your team.<\/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\" class=\"wp-block-heading\" id=\"how-to-use-close-crm-reports-analytics\">How to Use Close CRM Reports &amp; Analytics<\/h3>\n\n\n\n<p><strong>Reports &amp; Analytics<\/strong> lets you track team performance and monitor your sales pipeline.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Reports &amp; Analytics in action:<\/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>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-open-the-reports-dashboard'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Open the Reports Dashboard<\/h4>\n\n\n\n<p>Click &#8220;<a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/it-reporting-tools\" title=\"Reporting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52033\" target=\"_blank\" rel=\"noopener\">Reporting<\/a>&#8221; in the left sidebar.<\/p>\n\n\n\n<p>You&#8217;ll see pre-built reports for activity, pipeline, and revenue.<\/p>\n\n\n\n<h4 id='step-2-view-activity-comparison-reports'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: View Activity Comparison Reports<\/h4>\n\n\n\n<p>Open the Activity Comparison report to see team performance.<\/p>\n\n\n\n<p>This shows calls made, emails sent, and tasks completed per rep.<\/p>\n\n\n\n<p>Filter by date range to compare weekly or monthly output.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see each rep&#8217;s activity metrics side by side.<\/p>\n\n\n\n<h4 id='step-3-use-funnel-reports-for-pipeline-health'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Use Funnel Reports for Pipeline Health<\/h4>\n\n\n\n<p>Switch to Funnel Reports to see conversion rates per stage.<\/p>\n\n\n\n<p>Identify where leads drop off in your sales process.<\/p>\n\n\n\n<p>Export reports for weekly pipeline review meetings.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You know exactly how your team and pipeline are performing.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Run the Activity Comparison report before every weekly sales meeting. It gives managers a clear view of each rep&#8217;s contributions.<\/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\" class=\"wp-block-heading\" id=\"how-to-use-close-crm-popular-integrations\">How to Use Close CRM Popular Integrations<\/h3>\n\n\n\n<p><strong>Popular Integrations<\/strong> lets you connect Close with your favorite tools.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Popular Integrations in action:<\/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>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-browse-available-integrations'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Browse Available Integrations<\/h4>\n\n\n\n<p>Go to Settings, then click &#8220;Integrations.&#8221;<\/p>\n\n\n\n<p>Close offers over 100 native and Zapier-powered connections.<\/p>\n\n\n\n<p>Search for the tool you want to connect.<\/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>Click the integration you need and follow the setup wizard.<\/p>\n\n\n\n<p>Popular connections include Calendly, Zoom, and Slack.<\/p>\n\n\n\n<p>For tools without a native connection, use <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zapier\" title=\"Zapier\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52043\" target=\"_blank\" rel=\"noopener\">Zapier<\/a>.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see the integration marked as &#8220;Connected.&#8221;<\/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>Trigger a test action in the connected tool.<\/p>\n\n\n\n<p>Verify the data appears correctly in Close.<\/p>\n\n\n\n<p>Check that lead data syncs both ways if needed.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your tools pass data into Close automatically.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Connect Calendly to Close first. It auto-creates leads when prospects book meetings, saving you manual data entry.<\/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\" class=\"wp-block-heading\" id=\"how-to-use-close-crm-sales-ai\">How to Use Close CRM Sales AI<\/h3>\n\n\n\n<p><strong>Sales AI<\/strong> lets you get AI-powered call summaries and email assistance.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Sales AI in action:<\/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>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-enable-the-ai-call-assistant'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Enable the AI Call Assistant<\/h4>\n\n\n\n<p>Go to Settings and find the AI Call <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-chatbots\" title=\"Assistant\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52039\">Assistant<\/a> option.<\/p>\n\n\n\n<p>Toggle it on for your organization.<\/p>\n\n\n\n<p>The AI starts summarizing calls automatically after this.<\/p>\n\n\n\n<h4 id='step-2-review-ai-call-summaries'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Review AI Call Summaries<\/h4>\n\n\n\n<p>Open any lead with a recent call recording.<\/p>\n\n\n\n<p>The AI summary appears below the call in the timeline.<\/p>\n\n\n\n<p>It highlights key action items and next steps.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see AI-generated notes on your latest call.<\/p>\n\n\n\n<h4 id='step-3-use-ai-for-email-drafts'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Use AI for Email Drafts<\/h4>\n\n\n\n<p>Open the email composer on any lead.<\/p>\n\n\n\n<p>Click the AI assist button to generate a draft.<\/p>\n\n\n\n<p>Edit the draft to match your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/ai-voice-cloning\" title=\"voice\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52012\" target=\"_blank\" rel=\"noopener\">voice<\/a> before sending.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You spend less time on admin and more time selling.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use AI call summaries to prep for follow-up calls. Scan the summary instead of re-listening to the full recording.<\/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\" class=\"wp-block-heading\" id=\"how-to-use-close-crm-advanced-crm\">How to Use Close CRM Advanced CRM<\/h3>\n\n\n\n<p><strong>Advanced CRM<\/strong> lets you create custom objects, activities, and advanced settings.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Advanced CRM in action:<\/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>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-create-custom-activities'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Create Custom Activities<\/h4>\n\n\n\n<p>Go to Settings, then click &#8220;Custom Activities.&#8221;<\/p>\n\n\n\n<p>Build a form to capture data at different sales stages.<\/p>\n\n\n\n<p>Name the activity and define the fields you need.<\/p>\n\n\n\n<h4 id='step-2-set-up-custom-objects'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Set Up Custom Objects<\/h4>\n\n\n\n<p>Click &#8220;Custom Objects&#8221; in the Settings menu.<\/p>\n\n\n\n<p>Create objects that match your unique business data.<\/p>\n\n\n\n<p>Associate custom objects with leads for richer context.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Your custom activities and objects should appear on lead profiles.<\/p>\n\n\n\n<h4 id='step-3-configure-opportunity-statuses'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Configure Opportunity Statuses<\/h4>\n\n\n\n<p>Go to Settings and open &#8220;Opportunity Statuses.&#8221;<\/p>\n\n\n\n<p>Create statuses that reflect your actual sales cycle.<\/p>\n\n\n\n<p>Map each status to a pipeline stage for accurate forecasting.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Close CRM fits your sales process, not the other way around.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Keep custom fields consistent with naming conventions. Avoid free-text fields when a dropdown works better.<\/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\" class=\"wp-block-heading\" id=\"how-to-use-close-crm-roi-calculator\">How to Use Close CRM ROI Calculator<\/h3>\n\n\n\n<p><strong>ROI Calculator<\/strong> lets you measure the return on your CRM investment.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch ROI Calculator in action:<\/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>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-enter-your-team-data'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Enter Your Team Data<\/h4>\n\n\n\n<p>Open the ROI Calculator from the Close website or dashboard.<\/p>\n\n\n\n<p>Enter your number of sales reps and average deal size.<\/p>\n\n\n\n<p>Add your current close rate and sales cycle length.<\/p>\n\n\n\n<h4 id='step-2-review-the-projected-savings'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Review the Projected Savings<\/h4>\n\n\n\n<p>The calculator shows hours saved on admin tasks each week.<\/p>\n\n\n\n<p>See projected revenue gains from faster follow-ups.<\/p>\n\n\n\n<p>Compare your current costs against Close CRM&#8217;s pricing.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see a clear breakdown of time and money saved.<\/p>\n\n\n\n<h4 id='step-3-share-results-with-your-team'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Share Results with Your Team<\/h4>\n\n\n\n<p>Download the ROI report or screenshot the results.<\/p>\n\n\n\n<p>Share with stakeholders to justify the CRM investment.<\/p>\n\n\n\n<p>Use the numbers to pick the right pricing plan.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You have hard numbers to back your CRM decision.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Run the calculator before and after your first quarter with Close. Compare actual results to projections for a real performance check.<\/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<h2 id='close-crm-pro-tips-and-shortcuts'  id=\"boomdevs_43\" class=\"wp-block-heading\" id=\"close-crm-pro-tips-and-shortcuts\">Close CRM Pro Tips and Shortcuts<\/h2>\n\n\n\n<p>After testing Close CRM for over two years, here are my best tips.<\/p>\n\n\n\n<p 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 new lead<\/td><td>Shift + N<\/td><\/tr><tr><td>Open Inbox<\/td><td>G then I<\/td><\/tr><tr><td>Log a call<\/td><td>Shift + C<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p 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 Sending:<\/strong> Select multiple leads and send personalized emails in batches to save time.<\/li>\n\n\n\n<li><strong>Power Dialer:<\/strong> Queue up a list of leads and auto-dial through them one by one without manual clicking.<\/li>\n\n\n\n<li><strong>Email Sequences in Workflows:<\/strong> Chain multi-step email sequences inside workflows for hands-free nurturing.<\/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\" class=\"wp-block-heading\" id=\"close-crm-common-mistakes-to-avoid\">Close CRM Common Mistakes to Avoid<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Skipping Lead Status Setup<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Using the default statuses without customizing them for your sales process.<\/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><strong>\u2705 Right:<\/strong> Define statuses that match your actual pipeline stages before importing leads.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Ignoring Data Hygiene<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Importing messy data with inconsistent naming and duplicate leads.<\/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><strong>\u2705 Right:<\/strong> Clean your CSV data before import and run regular audits to remove duplicates.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Not Using Workflows<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Manually following up with every lead and assigning them by hand.<\/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><strong>\u2705 Right:<\/strong> Set up workflow automations to handle lead assignment and follow-up sequences.<\/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, 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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='close-crm-troubleshooting'  id=\"boomdevs_45\" class=\"wp-block-heading\" id=\"close-crm-troubleshooting\">Close CRM Troubleshooting<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails Not Syncing<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Your email provider may require re-authorization after a password change.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Go to Settings, disconnect your email, then reconnect it with updated credentials.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Calls Dropping or Poor Audio<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Weak internet connection or browser compatibility issues.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Use Chrome for best results and make sure your internet speed is above 5 Mbps.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Duplicate Leads After CSV Import<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Close doesn&#8217;t auto-merge duplicates during import.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Use Close&#8217;s duplicate detection tool after import. Merge duplicates manually or set matching rules.<\/p>\n\n\n\n<p>\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Close CRM 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, 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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='what-is-close-crm'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Close CRM?<\/h2>\n\n\n\n<p><strong>Close CRM<\/strong> is a sales engagement CRM that helps teams close more deals from one platform.<\/p>\n\n\n\n<p>Think of it like a command center for your entire sales team.<\/p>\n\n\n\n<p>You can call, email, text, and track leads without switching tools.<\/p>\n\n\n\n<p>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>It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Inbox Management:<\/strong> Handle all tasks, emails, and calls from one hub.<\/li>\n\n\n\n<li><strong>Leads Management:<\/strong> Import, track, and filter leads with Smart Views.<\/li>\n\n\n\n<li><strong>Workflow Automations:<\/strong> Automate follow-ups and lead assignments.<\/li>\n\n\n\n<li><strong>Conversations:<\/strong> Built-in calling, email, and SMS in one platform.<\/li>\n\n\n\n<li><strong>Reports &amp; Analytics:<\/strong> Track team activity and pipeline health.<\/li>\n\n\n\n<li><strong>Popular Integrations:<\/strong> Connect with 100+ tools including Calendly and Zapier.<\/li>\n\n\n\n<li><strong>Sales AI:<\/strong> AI-powered call summaries and email assistance.<\/li>\n\n\n\n<li><strong>Advanced CRM:<\/strong> Custom objects, activities, and opportunity tracking.<\/li>\n\n\n\n<li><strong>ROI Calculator:<\/strong> Measure the return on your CRM investment.<\/li>\n<\/ul>\n\n\n\n<p>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<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\" class=\"wp-block-heading\" id=\"close-crm-pricing\">Close CRM Pricing<\/h2>\n\n\n\n<p>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>Small teams needing core CRM with unlimited contacts<\/td><\/tr><tr><td>Growth<\/td><td>$99\/seat\/month<\/td><td>Teams ready for workflow automations and Power Dialer<\/td><\/tr><tr><td>Scale<\/td><td>$139\/seat\/month<\/td><td>Larger teams needing role-based access and predictive dialing<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Free trial:<\/strong> Yes, 14 days with full access. No credit card required.<\/p>\n\n\n\n<p><strong>Money-back guarantee:<\/strong> No refund policy, but the free trial gives you full access to test.<\/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>\ud83d\udcb0 <strong>Best Value:<\/strong> Growth plan \u2014 it unlocks workflow automations and Power Dialer, which save the most time for growing sales teams.<\/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, 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#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-vs-alternatives'  id=\"boomdevs_48\" class=\"wp-block-heading\" id=\"close-crm-vs-alternatives\">Close CRM vs Alternatives<\/h2>\n\n\n\n<p>How does Close CRM compare? Here&#8217;s the competitive landscape:<\/p>\n\n\n\n<p>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>Built-in calling and sales <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/linkedin-automation-tools\" title=\"automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52030\">automation<\/a><\/td><td>$35\/seat\/mo<\/td><td>\u2b50 3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/gohighlevel\" title=\"GoHighLevel\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52047\" target=\"_blank\" rel=\"noopener\">GoHighLevel<\/a><\/td><td>All-in-one marketing and CRM for agencies<\/td><td>$97\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-crm\" title=\"Keap\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52050\" target=\"_blank\" rel=\"noopener\">Keap<\/a><\/td><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/save-money-on-smbs\" title=\"Small business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52013\" target=\"_blank\" rel=\"noopener\">Small business<\/a> automation and payments<\/td><td>$299\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/activecampaign\" title=\"ActiveCampaign\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52042\">ActiveCampaign<\/a><\/td><td>Email marketing with CRM features<\/td><td>$15\/mo<\/td><td>\u2b50 4<\/td><\/tr><tr><td>HubSpot<\/td><td>Free CRM with marketing hub<\/td><td>$0-$800\/mo<\/td><td>\u2b50 4<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/clickfunnels\" title=\"ClickFunnels\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52014\">ClickFunnels<\/a><\/td><td>Sales funnels and landing pages<\/td><td>$81\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/folk-crm\" title=\"Folk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52041\">Folk<\/a><\/td><td>Lightweight CRM for small teams<\/td><td>$17.50\/mo<\/td><td>\u2b50 4<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/instantly-ai\" title=\"Instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52011\" target=\"_blank\" rel=\"noopener\">Instantly<\/a><\/td><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/cold-email-automation-software\" title=\"Cold email\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52036\" target=\"_blank\" rel=\"noopener\">Cold email<\/a> outreach at scale<\/td><td>$30\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p 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 built-in calling, email, and SMS in one CRM<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Freshsales CRM \u2014 free plan with solid features for small teams<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> HubSpot \u2014 free tier with guided onboarding<\/li>\n\n\n\n<li><strong>Best for agencies:<\/strong> GoHighLevel \u2014 all-in-one marketing and CRM<\/li>\n<\/ul>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Close CRM Alternatives<\/p>\n\n\n\n<p>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> All-in-one platform for agencies with CRM, funnels, and marketing automation built in.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong>Keap:<\/strong> Combines CRM with invoicing and payment processing for service-based <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/bookkeeping-software-for-small-businesses\" title=\"small businesses\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52049\" target=\"_blank\" rel=\"noopener\">small businesses<\/a>.<\/li>\n\n\n\n<li>\ud83d\udcca <strong>ActiveCampaign:<\/strong> Top-tier email marketing with built-in CRM and lead scoring for nurture campaigns.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong>HubSpot:<\/strong> Free CRM with a massive app marketplace and excellent onboarding for beginners.<\/li>\n\n\n\n<li>\u26a1 <strong>ClickFunnels:<\/strong> Sales funnel <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-website-builder\" title=\"builder\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52046\" target=\"_blank\" rel=\"noopener\">builder<\/a> with built-in CRM for product-based and info businesses.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>Folk:<\/strong> Clean, lightweight CRM focused on relationship management for small teams and founders.<\/li>\n\n\n\n<li>\ud83d\udd25 <strong>Instantly:<\/strong> Cold email outreach tool with unlimited email accounts and warming features.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/clickup\" title=\"ClickUp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52048\" target=\"_blank\" rel=\"noopener\">ClickUp<\/a>:<\/strong> Project management tool with CRM features through custom views and automations.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>Monday CRM:<\/strong> Visual CRM built on Monday.com&#8217;s project management platform for team collaboration.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/capsule-crm\" title=\"Capsule\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52034\" target=\"_blank\" rel=\"noopener\">Capsule<\/a> CRM:<\/strong> Simple and affordable CRM with a free plan and clean interface for small teams.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong>Insightly:<\/strong> CRM with built-in project management for teams that need both sales and delivery tracking.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>Freshsales CRM:<\/strong> AI-powered CRM with a free plan and built-in phone system for growing teams.<\/li>\n\n\n\n<li>\u2b50 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/salesforce\" title=\"Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52031\">Salesforce<\/a>:<\/strong> Enterprise CRM with unmatched customization and app marketplace for large organizations.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/zendesk\" title=\"Zendesk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52040\">Zendesk<\/a>:<\/strong> Support-first CRM with strong ticketing and customer service features for support teams.<\/li>\n<\/ul>\n\n\n\n<p>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 style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Close CRM Compared<\/p>\n\n\n\n<p>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=\"52027\" target=\"_blank\" rel=\"noopener\">Close CRM vs GoHighLevel<\/a>:<\/strong> Close wins for pure sales teams. GoHighLevel is better for agencies needing marketing and funnels too.<\/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=\"52015\" target=\"_blank\" rel=\"noopener\">Close CRM vs Keap<\/a>:<\/strong> Close is faster for sales outreach. Keap adds invoicing and e-commerce features Close lacks.<\/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=\"52028\" target=\"_blank\" rel=\"noopener\">Close CRM vs ActiveCampaign<\/a>:<\/strong> Close has better calling features. ActiveCampaign wins for email marketing and automation depth.<\/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=\"52016\" target=\"_blank\" rel=\"noopener\">Close CRM vs HubSpot<\/a>:<\/strong> Close is simpler and more sales-focused. HubSpot offers a broader marketing and service platform.<\/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=\"52017\" target=\"_blank\" rel=\"noopener\">Close CRM vs ClickFunnels<\/a>:<\/strong> Close is a real CRM. ClickFunnels is a funnel builder with basic CRM features.<\/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=\"52021\" target=\"_blank\" rel=\"noopener\">Close CRM vs Folk<\/a>:<\/strong> Close has built-in calling and SMS. Folk is lighter and better for relationship tracking.<\/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=\"52029\" target=\"_blank\" rel=\"noopener\">Close CRM vs Instantly<\/a>:<\/strong> Close is a full CRM with calling. Instantly is focused purely on cold email outreach.<\/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=\"52023\" target=\"_blank\" rel=\"noopener\">Close CRM vs ClickUp<\/a>:<\/strong> Close is purpose-built for sales. ClickUp is a project management tool with CRM workarounds.<\/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=\"52025\" target=\"_blank\" rel=\"noopener\">Close CRM vs Monday CRM<\/a>:<\/strong> Close has native calling and email. Monday CRM is more visual and better for team project tracking.<\/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=\"52022\" target=\"_blank\" rel=\"noopener\">Close CRM vs Capsule CRM<\/a>:<\/strong> Close offers more sales power. Capsule is cheaper and simpler for basic contact management.<\/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=\"52018\" target=\"_blank\" rel=\"noopener\">Close CRM vs Insightly<\/a>:<\/strong> Close is stronger for outbound sales. Insightly adds project management for post-sale delivery.<\/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=\"52020\" target=\"_blank\" rel=\"noopener\">Close CRM vs Freshsales CRM<\/a>:<\/strong> Close has better calling features. Freshsales offers a free plan and AI-powered lead scoring.<\/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=\"52024\" target=\"_blank\" rel=\"noopener\">Close CRM vs Salesforce<\/a>:<\/strong> Close is simpler and faster to set up. Salesforce is better for large enterprises needing deep customization.<\/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=\"52026\" target=\"_blank\" rel=\"noopener\">Close CRM vs Zendesk<\/a>:<\/strong> Close is built for sales teams. Zendesk is built for customer support and service teams.<\/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, 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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>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><strong>Next step:<\/strong> Pick one feature and try it now.<\/p>\n\n\n\n<p>Most people start with Inbox Management.<\/p>\n\n\n\n<p>It takes less than 5 minutes.<\/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 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.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 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>Start by creating your account and connecting your email. Then import your leads from a CSV or add them manually. Set up your lead statuses and custom fields to match your sales process. Finally, use the Inbox to manage daily tasks and follow-ups.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is CRM close?<\/p>\n\n\n\n<p>Close CRM is a sales engagement platform built for small and mid-sized teams. It combines calling, email, SMS, and pipeline management in one tool. Sales reps can do all their outreach and follow-ups without leaving the app.<\/p>\n\n\n\n<p 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>Go to the Leads section and click &#8220;Smart Views.&#8221; Click &#8220;Create Smart View&#8221; and set your filter conditions. You can filter by lead status, last activity date, custom fields, and more. Save the view and it updates dynamically as data changes.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to use CRM effectively?<\/p>\n\n\n\n<p>Treat your CRM as an action-oriented hub, not just a database. Log every call, email, and meeting inside Close. Use workflows to automate follow-ups so no lead goes cold. Run weekly pipeline reports to spot bottlenecks <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/early-app\" title=\"early\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52019\">early<\/a>.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is CRM software tutorial?<\/p>\n\n\n\n<p>A CRM software tutorial teaches you how to use a specific CRM tool step by step. This guide is a Close CRM tutorial that covers every feature from setup to advanced settings. Each section includes clear steps with screenshots and tips.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How do I delete a Close CRM account?<\/p>\n\n\n\n<p>Go to Settings, then scroll to &#8220;Account.&#8221; Click &#8220;Delete Organization&#8221; at the bottom of the page. You&#8217;ll need to confirm the action. 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Save the view and it updates dynamically as data changes.\"}},\n\n        {\"@type\": \"Question\", \"name\": \"How to use CRM effectively?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Treat your CRM as an action-oriented hub, not just a database. Log every call, email, and meeting inside Close. Use workflows to automate follow-ups so no lead goes cold. Run weekly pipeline reports to spot bottlenecks early.\"}},\n\n        {\"@type\": \"Question\", \"name\": \"What is CRM software tutorial?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"A CRM software tutorial teaches you how to use a specific CRM tool step by step. This guide is a Close CRM tutorial that covers every feature from setup to advanced settings. Each section includes clear steps with screenshots and tips.\"}},\n\n        {\"@type\": \"Question\", \"name\": \"How do I delete a Close CRM account?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Go to Settings, then scroll to Account. 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