クイックスタート
このガイドでは、Close CRMのすべての機能について説明します。
- はじめる — Create your account and set up the basics
- 受信トレイ管理の使い方 — Work every email, call, and task from one prioritized queue
- リード管理の使い方 — Store lead information in a centralized location with custom fields
- ワークフロー自動化の使い方 — Automate lead assignments and follow ups without manual effort
- 会話の使い方 — Record calls, transcribe them, and keep every thread in one place
- レポートと分析の使い方 — Read funnel reports and activity comparisons for the whole sales team
- 人気の連携機能の使い方 — Connect Calendly, Zoom, and Zapier to your sales process
- 営業AIの活用方法 — Get instant call summaries written onto the lead profile
- 高度なCRMの使い方 — Build custom activities and opportunity statuses around your sales cycle
- ROI計算ツールの使い方 — Estimate revenue gains before you commit to a paid plan
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
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.
適切なCRMシステムの構築は、効率的な販売プロセスの基盤となる。
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.
CRMチュートリアルを閉じる
This How to Use Close CRM tutorial walks through setup, daily work, and the reports that drive sales success.
CRMを閉じる
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.
Close CRMを使い始める
Before touching any feature, finish this one-time setup.
約3分かかります。
Here is what my own account looked like on day one:
それでは、各ステップを順を追って見ていきましょう。
ステップ1：アカウントを作成する
Go to the Close website and click Start Free Trial.
会社のメールアドレスを入力し、パスワードを作成してください。
✓ チェックポイント: Check your inbox for the confirmation email.
ステップ2：組織を設定する
Close runs in the browser, with a mobile app for iOS そしてAndroid。
まず最初に、アカウント情報が正確であることを確認してください。
Add your company name, time zone, and calling number under Settings.
これがその様子です。
✓ チェックポイント: 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.
✅ 完了: 以下の機能はすべてご利用いただけます。
How to Use Close CRM Inbox Manager
受信トレイ管理 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.
以下に、その使用方法をステップごとに説明します。
ステップ1：受信トレイを開く
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.
これがその様子です。
✓ チェックポイント: Your queue shows only work that is due now.
Step 3: Clear Each Item
Reply, call, or reschedule until the queue is empty.
✅ 結果: You finished the day with zero untouched follow ups.
💡 プロのヒント: Snooze low-priority items instead of deleting them, so nothing quietly disappears.
How to Use Close CRM Leads Manager
リード管理 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.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Smart views let sales reps prioritize leads effectively each morning.
💡 プロのヒント: Define high-level lead statuses first, then add detail later as your process settles.
Close CRMワークフロー自動化機能の使い方
ワークフロー自動化 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.
以下に、その使用方法をステップごとに説明します。
ステップ1：ワークフローを作成する
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Repetitive tasks now run without a manager assigning them.
💡 プロのヒント: Use user groups to round-robin leads inside a workflow and keep ownership clear.
Close CRMの会話機能の使い方
会話 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.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Every touchpoint sits on one timeline your team can read.
💡 プロのヒント: Record calls and let the transcript surface how prospects describe their own business.
Close CRMレポートとアナリティクスの使い方
レポートと分析 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.
以下に、その使用方法をステップごとに説明します。
ステップ1：レポートタブを開きます
Click Reporting in the top navigation of your account.
Bring these insights to a weekly pipeline ミーティング and coach from real numbers.
Step 2: Read the Funnel Report
Check each stage of the sales funnel for stalled volume.
これがその様子です。
✓ チェックポイント: You can see where deals slow down by stage.
Step 3: Compare Activity
Open the Activity Comparison Report for a spreadsheet-like team view.
✅ 結果: Activity comparisons show who drives results and who needs coaching.
💡 プロのヒント: Run this report before weekly pipeline meetings for a 30,000-foot view of the pipeline.
Close CRMの人気の連携機能の使い方
人気の連携機能 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.
以下に、その使用方法をステップごとに説明します。
ステップ1：統合ページを開く
Find Integrations under Settings in your account.
Zapier covers anything the native list misses, with no code required.
ステップ2：ツールを接続する
Authorize Calendly, Zoom, or Zapier with your login.
これがその様子です。
✓ チェックポイント: Connected apps show a green status badge.
ステップ3：データフローをテストする
Book a test meeting and confirm the activity logs correctly.
✅ 結果: Prospect data now passes securely between your tools.
💡 プロのヒント: LinkedFusion creates a lead in Close the moment a prospect accepts your invitation.
Close CRM Sales AI の使い方
セールスAI 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.
以下に、その使用方法をステップごとに説明します。
Step 1: Enable Sales AI
Turn on call recording and AIノート 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.
これがその様子です。
✓ チェックポイント: A summary appears on the lead within a minute.
Step 3: Review the Summary
Skim the notes, fix names, and add your own context.
✅ 結果: You keep accurate call records without typing them.
💡 プロのヒント: Paste AI summaries into your handoff notes so nobody repeats discovery questions.
Close CRM の使い方 高度な CRM
高度なCRM 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.
以下に、その使用方法をステップごとに説明します。
Step 1: Open Custom Activities
Go to Settings and select Custom Activities.
監査 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.
これがその様子です。
✓ チェックポイント: The new activity type appears on every lead record.
Step 3: Set Opportunity Statuses
Rename statuses so they mirror your real sales cycle.
✅ 結果: Common touchpoints outside the CRM are now centralized inside it.
💡 プロのヒント: Skip free-text fields where a dropdown works, and data hygiene stays manageable.
Close CRM ROI計算ツールの使い方
ROI計算ツール 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.
以下に、その使用方法をステップごとに説明します。
ステップ1：電卓を開く
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.
これがその様子です。
✓ チェックポイント: The tool returns a projected monthly gain.
Step 3: Compare Against Seats
Weigh that figure against your seat cost before upgrading.
✅ 結果: You have a number to bring to your finance team.
💡 プロのヒント: Run the calculation twice, once with your worst month and once with your best.
CRMプロのヒントとショートカット
After eight months of daily use, these are the shortcuts I keep.
They are small strategies, but they save real hours every week.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| 検索リード | / |
| Create a lead | C、次にL |
| Start a call | C then C |
| Write an email | C、次にE |
ほとんどの人が見逃す隠れた機能
- 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.
- モバイルアプリ: Log calls and act on tasks from your phone while away from a desk.
CRMを閉じる際に避けるべきよくある間違い
Mistake #1: Working outside the CRM
❌ 間違い: Sales reps call from a personal phone and email from a separate client.
✅ 右: Do the work inside Close so reports stay accurate and complete.
Mistake #2: Too many free-text fields
❌ 間違い: Every rep types industry names their own way, so filters break.
✅ 右: Use dropdowns and consistent naming conventions for data hygiene.
Mistake #3: Copying someone else’s pipeline stages
❌ 間違い: Importing a template pipeline that does not match how you sell.
✅ 右: Custom opportunity statuses should reflect your specific sales cycle.
CRMトラブルシューティングを閉じる
Problem: Imported leads look messy
原因： Your CSV columns were not normalized before upload.
修理： Fix headers in the spreadsheet, delete the import, then upload again.
Problem: A workflow skips some leads
原因： The entry smart view excludes them, or they already finished the sequence.
修理： Open the workflow, widen the entry rule, and check the excluded list.
Problem: Reports show missing calls
原因： Someone dialed outside the CRM system, so nothing was logged.
修理： Ask the team to call from Close, then audit the pipeline weekly.
📌 注記： If none of these fix your issue, contact Close support.
Close CRM とは何ですか?
CRMを閉じる 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.
こちらの簡単な概要をご覧ください。
主な機能は以下のとおりです。
- 受信トレイ管理: Work every email, call, and task from one prioritized queue.
- リード管理： Store lead information in a centralized location with custom fields.
- ワークフローの自動化： Automate lead assignments and follow ups without manual effort.
- 会話: Record calls, transcribe them, and keep every thread in one place.
- レポートと分析: Read funnel reports and activity comparisons for the whole sales team.
- 人気の連携機能： Connect Calendly, Zoom, and Zapier to your sales process.
- セールスAI： Get instant call summaries written onto the lead profile.
- 高度なCRM： Build custom activities and opportunity statuses around your sales cycle.
- ROI計算ツール： Estimate revenue gains before you commit to a paid plan.
詳細なレビューについては、こちらをご覧ください。 CRMレビューをクローズする.
Every plan includes the dialer, so calls never sit outside the CRM.
CRMの価格設定を閉じる
Close CRMの2026年のコストは以下のとおりです。
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 必需品 | 1席あたり月額35ドル | Solo founders and two-person teams |
| 成長 | 1席あたり月額99ドル | Teams that need workflows and reports |
| 規模 | 1シートあたり月額139ドル | Larger organizations with custom activities |
無料トライアル: はい、クレジットカード不要で14日間ご利用いただけます。
返金保証: No refund window, but you can cancel any month.
💰 最もお得な価格: Growth — it unlocks the workflow and reporting tools most teams need.
CRMと代替案を比較検討する
Close CRMは他社製品と比べてどうでしょうか？競合状況は以下のとおりです。
この比較をご覧ください。
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| CRMを閉じる | アウトバウンドコールチーム | 月額35ドル | ⭐ 3 |
| ゴーハイレベル | 代理店 | 月額97ドル | ⭐ 4.5 |
| キープ | 中小企業 | 月額249ドル | ⭐ 4.2 |
| アクティブキャンペーン | メールマーケティング | 月額29ドル | ⭐ 4.5 |
| ハブスポット | Scaling teams | 月額20ドル | ⭐ 4.4 |
| クリックファネル | Funnels | 月額97ドル | ⭐ 4.1 |
| フォーク | Relationship sales | 月額25ドル | ⭐ 4.4 |
| 即座に | コールドメール | 月額37ドル | ⭐ 4.5 |
おすすめ商品：
- 総合ベスト： Close CRM — calling, email, and reports in one place
- ベスト予算： Freshsales CRM — a real dialer on a cheap entry plan
- 初心者におすすめ： HubSpot — a free tier and gentle onboarding
- 代理店に最適： GoHighLevel — white-label client accounts
🎯 CRMの代替案を閉じる
Close CRMの代替サービスをお探しですか？おすすめの選択肢をご紹介します。
- 🚀 ゴーハイレベル: Built for agencies that resell marketing and sales tools under their own brand.
- 💰 キープ： Combines a CRM system with e-commerce and invoicing for small service businesses.
- 🎨 アクティブキャンペーン: Deep email automation with a light CRM attached for smaller sales teams.
- ⚡ ハブスポット： A free tier plus marketing, service, and sales hubs that grow with your company.
- 🔒 クリックファネル: Landing pages and checkout funnels rather than a full CRM for sales teams.
- 🧠 フォーク： A lightweight contacts tool that pulls prospects straight from LinkedIn.
- 👶 即座に: Cold email sending at scale with inbox warm-up and deliverability tooling.
- 🏢 クリックアップ: A task platform with CRM templates for teams that already live in ClickUp.
- 🔧 月曜日のCRM: Colorful boards that make the sales pipeline easy to read at a glance.
- 🌟 カプセルCRM: A clean, low-cost CRM for small teams that need contacts and simple deals.
- ⭐ 洞察力： Joins CRM records with delivery projects so handoffs stay in one system.
- 🎯 フレッシュセールス CRM: Built-in phone, AI scoring, and a generous entry plan for small teams.
- 💼 セールスフォース: The most customizable CRM available, with an admin cost to match.
- 📊 ゼンデスク: Strong ticketing with a Sell product for teams where support drives revenue.
全リストについては、こちらをご覧ください。 CRMの代替品を閉じる ガイド。
⚔️ CRM比較
Close CRMが各競合他社と比べてどうなのか、以下に比較してみましょう。
- Close CRM と GoHighLevel: GoHighLevel wins on white-label agency features; Close wins on calling and daily sales work.
- Close CRMとKeapの比較: Keap bundles payments and marketing; Close stays focused on outbound sales reps.
- Close CRMとActiveCampaignの比較: ActiveCampaign leads on marketing automation; Close leads on calls and pipeline work.
- Close CRMとHubSpotの比較: HubSpot has a broader platform; Close is faster for high-volume calling teams.
- Close CRM vs ClickFunnels: ClickFunnels builds the top of funnel; Close manages what happens after the opt-in.
- クローズCRM vs フォーク: Folk is simpler and cheaper; Close offers real workflows, reports, and a dialer.
- CRMを閉じる vs すぐに: Instantly sends more emails; Close manages the conversations those emails start.
- Close CRM vs ClickUp: ClickUp handles projects better; Close handles calls, follow ups, and deals better.
- Close CRM と Monday CRM: Monday CRM looks friendlier; Close gives sales reps stronger communication tools.
- Close CRMとCapsule CRMの比較: Capsule costs less per seat; Close automates far more of the sales process.
- Close CRMとInsightlyの比較: Insightly suits post-sale delivery; Close suits teams chasing new deals daily.
- Close CRMとFreshsales CRMの比較: Freshsales is cheaper to start; Close has cleaner workflows and better reporting.
- CRMとSalesforceの比較: Salesforce scales further; Close gets a small sales team selling within a day.
- CRMとZendeskの比較: Zendesk owns support; Close owns outbound calling and pipeline management.
今すぐClose CRMを使い始めましょう
Close CRMの主要な機能をすべて使いこなせるようになりました。
- ✅ 受信トレイ管理
- ✅ リード管理
- ✅ ワークフローの自動化
- ✅ 会話
- ✅ レポートと分析
- ✅ 人気の連携機能
- ✅ セールスAI
- ✅ 高度なCRM
- ✅ ROI計算ツール
次のステップ： Pick one feature and try it today.
ほとんどの人は受信トレイの管理から始めます。
It takes less than five minutes to implement.
よくある質問
CRMの使い方をステップバイステップで解説します。
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.
CRMクローズとは何ですか？
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.
Close CRMでスマートビューを作成するにはどうすればよいですか？
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.
CRMを効果的に活用するには？
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.
CRMソフトウェアのチュートリアルとは何ですか？
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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