Avvio rapido
Come utilizzare la gestione della posta in arrivo
- Iniziare — Create your account and set up the basics
- — Gestisci tutte le attività, le email e le chiamate da un unico punto. — Work every email, call, and task from one prioritized queue
- — Organizza e monitora ogni potenziale cliente nella tua pipeline — Store lead information in a centralized location with custom fields
- — Automatizza i follow-up e l'assegnazione dei lead — Automate lead assignments and follow ups without manual effort
- — Chiama, invia email e messaggi ai potenziali clienti senza uscire Chiudi — Record calls, transcribe them, and keep every thread in one place
- Come utilizzare report e analisi — Read funnel reports and activity comparisons for the whole sales team
- — Connettiti a stretto contatto con i tuoi strumenti preferiti — Connect Calendly, Zoom, and Zapier to your sales process
- — Ricevi riepiloghi delle chiamate e assistenza via e-mail basati sull'intelligenza artificiale. — Get instant call summaries written onto the lead profile
- — Configura oggetti personalizzati e impostazioni avanzate — Build custom activities and opportunity statuses around your sales cycle
- — Misura il ritorno sull'investimento del tuo CRM — Estimate revenue gains before you commit to a paid plan
Tempo necessario: 5 minuti per ogni servizio
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
I have run my own sales pipeline in Close CRM for eight months.
Every product screen shot here comes from my own account, not a vendor deck.
Una corretta configurazione del CRM è la base di un processo di vendita efficiente.
Most teams buy a CRM system and then use a tenth of it.
This guide shows you how to use Close CRM feature by feature.
Step by step, with screenshots and the settings I actually changed.
Questo tutorial completo su Close CRM ti guiderà passo passo attraverso ogni funzionalità, dalla configurazione iniziale ai suggerimenti avanzati che ti trasformeranno in un utente esperto.
This How to Use Close CRM tutorial walks through setup, daily work, and the reports that drive sales success.
Chiudi CRM
Give your sales reps one place to call, email, and close. Close CRM tracks every lead, automates follow ups, and reports on the whole team. Start free — no credit card needed.
Introduzione a Close CRM
Before touching any feature, finish this one-time setup.
Ci vogliono circa tre minuti.
Here is what my own account looked like on day one:
Ora analizziamo passo passo ciascuna fase.
Passaggio 1: crea il tuo account
Go to the Close website and click Start Free Trial.
Inserisci il tuo indirizzo email di lavoro e crea una password.
✓ Punto di controllo: Check your inbox for the confirmation email.
Passaggio 2: Configura la tua organizzazione
Close runs in the browser, with a mobile app for iOS e Android.
Il primo passo è assicurarsi che le informazioni del proprio account siano corrette.
Add your company name, time zone, and calling number under Settings.
Ecco come si presenta:
✓ Punto di controllo: Your organization name appears in the top-left corner.
Step 3: Invite Your Team and Import Contacts
Add each seat, then create user groups for territories or shifts.
Import your contacts by CSV so every lead lands in one account.
✅ Fatto: Multistream
How to Use Close CRM Inbox Manager
Consente di gestire tutte le attività, le email e le chiamate da un unico punto di accesso centralizzato. lets you work every email, call, and task from one prioritized queue.
The Inbox is the primary hub to manage tasks, emails, and calls.
Think of it as a to-do list that rebuilds itself every morning.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri la Posta in arrivo
Click Inbox in the left sidebar of your account.
Clearing it daily is the single habit that lifted my reply rate most.
Step 2: Sort Your Queue
Filter by tasks, emails, or missed calls for today.
Ecco come si presenta:
✓ Punto di controllo: Your queue shows only work that is due now.
Step 3: Clear Each Item
Reply, call, or reschedule until the queue is empty.
✅ Risultato: You finished the day with zero untouched follow ups.
💡 Consiglio da professionista: Snooze low-priority items instead of deleting them, so nothing quietly disappears.
How to Use Close CRM Leads Manager
Gestione dei lead lets you store lead information in a centralized location with custom fields.
Custom fields store lead information in a centralized location.
Importing leads works from CSV or XLS, so normalize your fields first.
Ecco come usarlo passo dopo passo.
Step 1: Import Your Leads
Upload a CSV or XLS file from the Leads page.
For example, one smart view can hold every deal untouched for ten days.
Step 2: Normalize Your Fields
Map each column so every field stays actionable after import.
Ecco come si presenta:
✓ Punto di controllo: Every imported lead shows a status, owner, and contact method.
Step 3: Build a Smart View
Save a filtered search, such as Stalled Deals, for daily work.
✅ Risultato: Smart views let sales reps prioritize leads effectively each morning.
💡 Consiglio da professionista: Define high-level lead statuses first, then add detail later as your process settles.
Automatizza i follow-up e l'assegnazione dei lead per risparmiare tempo.
Consente di automatizzare l'assegnazione dei lead e le sequenze di follow-up. lets you automate lead assignments and follow ups without manual effort.
Workflows automate lead assignments and nurturing across your sales team.
Automated sequences keep nurturing running while your sales reps sleep.
Ecco come usarlo passo dopo passo.
Passaggio 1: Creare un flusso di lavoro
Go to Settings and click Workflows, then New Workflow.
Add a delay of two or three days between steps to sound human.
Step 2: Set the Entry Rule
Choose a smart view or lead status as the trigger.
Ecco come si presenta:
✓ Punto di controllo: The workflow preview lists every lead that will enter it.
Step 3: Add Steps and Delays
Stack emails, calls, and SMS with a delay between each.
✅ Risultato: Repetitive tasks now run without a manager assigning them.
💡 Consiglio da professionista: Use user groups to round-robin leads inside a workflow and keep ownership clear.
Come utilizzare la funzione Chiudi conversazioni CRM
Conversazioni lets you record calls, transcribe them, and keep every thread in one place.
Salespeople can send emails and make calls without leaving the CRM.
Making calls from the lead record keeps context on screen while you talk.
Ecco come usarlo passo dopo passo.
Step 1: Open a Lead Record
Click any lead to see the full communication history.
Transcripts give you qualitative insights into how buyers describe their own business.
Step 2: Start the Conversation
Use the built-in dialer or the email composer at the top.
Ecco come si presenta:
✓ Punto di controllo: The call or email logs itself against that contact.
Step 3: Save a Template
Store frequently used email and SMS templates for one-click reuse.
✅ Risultato: Every touchpoint sits on one timeline your team can read.
💡 Consiglio da professionista: Record calls and let the transcript surface how prospects describe their own business.
ti permette di monitorare le prestazioni del team e tenere sotto controllo la pipeline di vendita.
Report e analisi lets you read funnel reports and activity comparisons for the whole sales team.
Close CRM offers customizable reports to view account activity.
Funnel reports monitor every stage so you can win more deals per month.
Ecco come usarlo passo dopo passo.
Passaggio 1: Scegli il tuo metodo di input
Click Reporting in the top navigation of your account.
Bring these insights to a weekly pipeline incontro and coach from real numbers.
Step 2: Read the Funnel Report
Check each stage of the sales funnel for stalled volume.
Ecco come si presenta:
✓ Punto di controllo: You can see where deals slow down by stage.
Step 3: Compare Activity
Open the Activity Comparison Report for a spreadsheet-like team view.
✅ Risultato: Activity comparisons show who drives results and who needs coaching.
💡 Consiglio da professionista: Run this report before weekly pipeline meetings for a 30,000-foot view of the pipeline.
Come utilizzare le integrazioni più diffuse di Close CRM
ti permette di collegare Close ai tuoi strumenti preferiti. lets you connect Calendly, Zoom, and Zapier to your sales process.
Close CRM offers over 100 native integrations, plus no-code and Zapier options.
Once connected, all the information about a prospect sits in one record.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri la Guida di stile
Find Integrations under Settings in your account.
Zapier covers anything the native list misses, with no code required.
Passaggio 2: collega la tua app preferita
Authorize Calendly, Zoom, or Zapier with your login.
Ecco come si presenta:
✓ Punto di controllo: Connected apps show a green status badge.
Avvia un'azione di test nello strumento connesso.
Book a test meeting and confirm the activity logs correctly.
✅ Risultato: Prospect data now passes securely between your tools.
💡 Consiglio da professionista: LinkedFusion creates a lead in Close the moment a prospect accepts your invitation.
Come utilizzare Close CRM Sales AI
IA per le vendite lets you get instant call summaries written onto the lead profile.
The AI Call Assistant summarizes calls and writes notes on lead profiles.
Instant notes mean the next rep sees what was promised on the last call.
Ecco come usarlo passo dopo passo.
Step 1: Enable Sales AI
Turn on call recording and Note di intelligenza artificiale inside Settings.
Search those summaries later to spot patterns across lost deals.
Step 2: Make a Call
Dial from the lead record so the assistant captures audio.
Ecco come si presenta:
✓ Punto di controllo: A summary appears on the lead within a minute.
Step 3: Review the Summary
Skim the notes, fix names, and add your own context.
✅ Risultato: You keep accurate call records without typing them.
💡 Consiglio da professionista: Paste AI summaries into your handoff notes so nobody repeats discovery questions.
Come utilizzare Close CRM Advanced CRM
CRM avanzato lets you build custom activities and opportunity statuses around your sales cycle.
Custom activities help track and manage the sales process at every stage.
Creating one clean activity type beats bolting on five messy custom fields.
Ecco come usarlo passo dopo passo.
Step 1: Open Custom Activities
Go to Settings and select Custom Activities.
Revisione contabile these settings each quarter as your sales process changes.
Step 2: Create an Activity Type
Build a form that captures the data that stage needs.
Ecco come si presenta:
✓ Punto di controllo: The new activity type appears on every lead record.
Step 3: Set Opportunity Statuses
Rename statuses so they mirror your real sales cycle.
✅ Risultato: Common touchpoints outside the CRM are now centralized inside it.
💡 Consiglio da professionista: Skip free-text fields where a dropdown works, and data hygiene stays manageable.
Misura il ritorno sull'investimento del tuo CRM
ti permette di misurare il ritorno sull'investimento nel tuo CRM. lets you estimate revenue gains before you commit to a paid plan.
The ROI Calculator estimates what a better sales process is worth.
It is a sales tool, so treat the output as a range, not a promise.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri la calcolatrice
Visit the ROI Calculator page on the Close website.
Still, it gives finance a starting number for the seat conversation.
Step 2: Enter Your Numbers
Add seat count, average deal size, and current close rate.
Ecco come si presenta:
✓ Punto di controllo: The tool returns a projected monthly gain.
Step 3: Compare Against Seats
Weigh that figure against your seat cost before upgrading.
✅ Risultato: You have a number to bring to your finance team.
💡 Consiglio da professionista: Run the calculation twice, once with your worst month and once with your best.
Dopo aver testato Close CRM per oltre due anni, ecco i miei migliori consigli.
After eight months of daily use, these are the shortcuts I keep.
They are small strategies, but they save real hours every week.
Scorciatoie da tastiera
| Azione | Scorciatoia |
|---|---|
| Spintax: | / |
| Create a lead | C poi L |
| Start a call | C then C |
| Write an email | C poi E |
Funzionalità nascoste che la maggior parte delle persone non nota
- Bulk email: Select a smart view and send more emails in one pass without leaving the list.
- Custom activities: Log demos, site visits, and other touchpoints that happen outside the CRM.
- Applicazione mobile: Log calls and act on tasks from your phone while away from a desk.
Errore n. 1: Saltare la configurazione dello stato del lead
Mistake #1: Working outside the CRM
❌ Sbagliato: Sales reps call from a personal phone and email from a separate client.
✅ A destra: Do the work inside Close so reports stay accurate and complete.
Mistake #2: Too many free-text fields
❌ Sbagliato: Every rep types industry names their own way, so filters break.
✅ A destra: Use dropdowns and consistent naming conventions for data hygiene.
Mistake #3: Copying someone else’s pipeline stages
❌ Sbagliato: Importing a template pipeline that does not match how you sell.
✅ A destra: Custom opportunity statuses should reflect your specific sales cycle.
Il tuo provider di posta elettronica potrebbe richiedere una nuova autorizzazione dopo un cambio di password.
Problem: Imported leads look messy
Causa: Your CSV columns were not normalized before upload.
Aggiustare: Fix headers in the spreadsheet, delete the import, then upload again.
Problem: A workflow skips some leads
Causa: The entry smart view excludes them, or they already finished the sequence.
Aggiustare: Open the workflow, widen the entry rule, and check the excluded list.
Problem: Reports show missing calls
Causa: Someone dialed outside the CRM system, so nothing was logged.
Aggiustare: Ask the team to call from Close, then audit the pipeline weekly.
📌 Nota: If none of these fix your issue, contact Close support.
Che cos'è Close CRM?
Chiudi CRM is a CRM system built for sales teams that call and email daily.
Think of it like an inbox, a dialer, and a sales pipeline in one window.
Guarda questa breve panoramica:
Include le seguenti caratteristiche principali:
- Gestisci tutte le attività, le email e le chiamate da un unico punto di accesso. Work every email, call, and task from one prioritized queue.
- Importa, monitora e filtra i lead con Smart Views. Store lead information in a centralized location with custom fields.
- Automatizza i follow-up e l'assegnazione dei lead. Automate lead assignments and follow ups without manual effort.
- Conversazioni: Record calls, transcribe them, and keep every thread in one place.
- Report e analisi: Read funnel reports and activity comparisons for the whole sales team.
- Integrati con oltre 100 strumenti, tra cui Calendly e Zapier. Connect Calendly, Zoom, and Zapier to your sales process.
- Riepiloghi delle chiamate e assistenza via e-mail basati sull'intelligenza artificiale. Get instant call summaries written onto the lead profile.
- Monitoraggio di oggetti personalizzati, attività e opportunità. Build custom activities and opportunity statuses around your sales cycle.
- Misura il ritorno sull'investimento del tuo CRM. Estimate revenue gains before you commit to a paid plan.
Per una recensione completa, consulta la nostra Ecco quanto costerà Close CRM nel 2026:.
Every plan includes the dialer, so calls never sit outside the CRM.
Chiudi i prezzi del CRM
Piccoli team che necessitano di un CRM di base con contatti illimitati
| Piano | Prezzo | Ideale per |
|---|---|---|
| Essenziali | $ 35/posto/mese | Solo founders and two-person teams |
| Crescita | $ 99/posto/mese | Teams that need workflows and reports |
| Scala | $ 139/posto/mese | Larger organizations with custom activities |
Prova gratuita: No, ma puoi annullare l'abbonamento in qualsiasi momento prima del prossimo ciclo di fatturazione.
Garanzia di rimborso: No refund window, but you can cancel any month.
💰 Miglior rapporto qualità-prezzo: Growth — it unlocks the workflow and reporting tools most teams need.
Chiudi CRM vs alternative
Chiamate e vendite integrate
Guarda questo confronto:
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| Chiudi CRM | squadre di chiamate in uscita | $35/mese | automazione e pagamenti |
| GoHighLevel | Agenzie | 97 dollari al mese | ⭐ 4,5 |
| Mantenere | Piccola impresa | 249 dollari al mese | ⭐ 4.2 |
| Campagna attiva | Marketing via e-mail | $29/mese | ⭐ 4,5 |
| HubSpot | Scaling teams | $20/mese | ⭐ 4.4 |
| ClickFunnels | Funnels | 97 dollari al mese | ⭐ 4.1 |
| Popolare | Relationship sales | 25 dollari al mese | ⭐ 4.4 |
| Immediatamente | E-mail fredda | 37 dollari al mese | ⭐ 4,5 |
Scelte rapide:
- Il migliore in assoluto: Close CRM — calling, email, and reports in one place
- Miglior budget: Freshsales CRM — a real dialer on a cheap entry plan
- Ideale per principianti: HubSpot — a free tier and gentle onboarding
- Ideale per le agenzie: GoHighLevel — white-label client accounts
🎯 Chiudi le alternative al CRM
Combina CRM con fatturazione ed elaborazione dei pagamenti per i servizi
- 🚀 GoHighLevel: Built for agencies that resell marketing and sales tools under their own brand.
- 💰 Mantenere: Combines a CRM system with e-commerce and invoicing for small service businesses.
- 🎨 Campagna attiva: Deep email automation with a light CRM attached for smaller sales teams.
- ⚡ HubSpot: A free tier plus marketing, service, and sales hubs that grow with your company.
- 🔒 ClickFunnels: Landing pages and checkout funnels rather than a full CRM for sales teams.
- 🧠 Gente: A lightweight contacts tool that pulls prospects straight from LinkedIn.
- 👶 Immediatamente: Cold email sending at scale with inbox warm-up and deliverability tooling.
- 🏢 ClickUp: A task platform with CRM templates for teams that already live in ClickUp.
- 🔧 CRM del lunedì: Colorful boards that make the sales pipeline easy to read at a glance.
- 🌟 CRM in capsule: A clean, low-cost CRM for small teams that need contacts and simple deals.
- ⭐ Approfondito: Joins CRM records with delivery projects so handoffs stay in one system.
- 🎯 CRM Freshsales: Built-in phone, AI scoring, and a generous entry plan for small teams.
- 💼 Salesforce: The most customizable CRM available, with an admin cost to match.
- 📊 Zendesk: Strong ticketing with a Sell product for teams where support drives revenue.
Per l'elenco completo, consultare il nostro Alternative CRM vicine guida.
⚔️ Confronta i CRM
GoHighLevel è ideale per i team di vendita puri, ma è più adatto alle agenzie che necessitano anche di strumenti di marketing e funnel di vendita.
- Chiudi CRM vs GoHighLevel: GoHighLevel wins on white-label agency features; Close wins on calling and daily sales work.
- Chiudi CRM vs Keap: Keap bundles payments and marketing; Close stays focused on outbound sales reps.
- Chiudi CRM vs ActiveCampaign: ActiveCampaign leads on marketing automation; Close leads on calls and pipeline work.
- Chiudi CRM vs HubSpot: HubSpot has a broader platform; Close is faster for high-volume calling teams.
- Confronto tra CRM e ClickFunnels: ClickFunnels builds the top of funnel; Close manages what happens after the opt-in.
- Chiudi CRM vs Folk: Folk is simpler and cheaper; Close offers real workflows, reports, and a dialer.
- Chiudi CRM vs. Immediatamente: Instantly sends more emails; Close manages the conversations those emails start.
- CRM contro ClickUp: ClickUp handles projects better; Close handles calls, follow ups, and deals better.
- Chiudi CRM vs CRM del lunedì: Monday CRM looks friendlier; Close gives sales reps stronger communication tools.
- Chiudi CRM vs Capsule CRM: Capsule costs less per seat; Close automates far more of the sales process.
- Chiudi CRM vs Insightly: Insightly suits post-sale delivery; Close suits teams chasing new deals daily.
- Chiudi CRM vs Freshsales CRM: Freshsales is cheaper to start; Close has cleaner workflows and better reporting.
- Chiudi CRM vs Salesforce: Salesforce scales further; Close gets a small sales team selling within a day.
- Confronto tra CRM e Zendesk: Zendesk owns support; Close owns outbound calling and pipeline management.
Hai imparato a utilizzare tutte le principali funzionalità di Close CRM:
✅ Gestione della posta in arrivo
- ✅ Gestione dei lead
- ✅ Automazione dei flussi di lavoro
- ✅ Conversazioni
- ✅ Integrazioni popolari
- ✅ Report e analisi
- ✅ Intelligenza artificiale per le vendite
- ✅ CRM avanzato
- ✅ Calcolatore del ROI
- La maggior parte delle persone inizia con la gestione della posta in arrivo.
Passo successivo: Pick one feature and try it today.
Vai alla sezione Lead e fai clic su "Viste intelligenti". Fai clic su "Crea vista intelligente" e imposta le condizioni di filtro. Puoi filtrare per stato del lead, data dell'ultima attività, campi personalizzati e altro ancora. Salva la vista e si aggiornerà dinamicamente al variare dei dati.
It takes less than five minutes to implement.
Domande frequenti
Come utilizzare un CRM passo dopo passo?
Add your account settings, import leads, define lead statuses, build smart views, then automate follow ups with workflows. Work the Inbox daily and review reports weekly.
Che cos'è CRM Close?
Close is a CRM system built for sales teams. It combines calling, email, SMS, pipeline tracking, and reporting so sales reps work inside one tool.
Come si crea una vista intelligente in Close CRM?
Search or filter your leads, then click Save as Smart View. Name it, choose who can access it, and it appears in your left sidebar.
Come utilizzare un CRM in modo efficace?
Treat it as an action-oriented hub. Log every call and email, keep naming conventions consistent, audit data monthly, and let workflows handle repetitive tasks.
Cos'è un tutorial sul software CRM?
A CRM software tutorial walks you through setup, data import, pipeline stages, and automation. This guide does that for Close CRM, feature by feature.
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