Snelstart
Deze handleiding beschrijft alle functies van Close CRM:
- Aan de slag — Create your account and set up the basics
- Hoe u uw inbox kunt beheren — Work every email, call, and task from one prioritized queue
- Hoe gebruik je leadmanagement? — Store lead information in a centralized location with custom fields
- Hoe workflowautomatiseringen te gebruiken — Automate lead assignments and follow ups without manual effort
- Hoe je gesprekken kunt gebruiken — Record calls, transcribe them, and keep every thread in one place
- Hoe rapporten en analyses te gebruiken — Read funnel reports and activity comparisons for the whole sales team
- Hoe populaire integraties te gebruiken — Connect Calendly, Zoom, and Zapier to your sales process
- Hoe verkoop-AI te gebruiken — Get instant call summaries written onto the lead profile
- Hoe geavanceerde CRM te gebruiken — Build custom activities and opportunity statuses around your sales cycle
- Hoe gebruik je de ROI-calculator? — Estimate revenue gains before you commit to a paid plan
Benodigde tijd: 5 minuten per film
Ook in deze handleiding: Professionele tips | Veelgemaakte fouten | Probleemoplossing | Prijzen | Alternatieven
Waarom zou je deze gids vertrouwen?
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.
Een goede CRM-configuratie vormt de ruggengraat van een efficiënt verkoopproces.
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.
Sluit de CRM-handleiding
This How to Use Close CRM tutorial walks through setup, daily work, and the reports that drive sales success.
Sluit 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.
Aan de slag met Close CRM
Before touching any feature, finish this one-time setup.
Het duurt ongeveer drie minuten.
Here is what my own account looked like on day one:
Laten we nu elke stap eens doornemen.
Stap 1: Maak uw account aan
Go to the Close website and click Start Free Trial.
Voer uw werk-e-mailadres in en maak een wachtwoord aan.
✓ Controlepunt: Check your inbox for the confirmation email.
Stap 2: Richt uw organisatie in
Close runs in the browser, with a mobile app for iOS en Android.
De eerste stap is ervoor te zorgen dat uw accountgegevens correct zijn.
Add your company name, time zone, and calling number under Settings.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Klaar: Je bent klaar om een van de onderstaande functies te gebruiken.
How to Use Close CRM Inbox Manager
Inboxbeheer 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.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Open de inbox
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.
Zo ziet het eruit:
✓ Controlepunt: Your queue shows only work that is due now.
Step 3: Clear Each Item
Reply, call, or reschedule until the queue is empty.
✅ Resultaat: You finished the day with zero untouched follow ups.
💡 Pro-tip: Snooze low-priority items instead of deleting them, so nothing quietly disappears.
How to Use Close CRM Leads Manager
Leadmanagement 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.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Smart views let sales reps prioritize leads effectively each morning.
💡 Pro-tip: Define high-level lead statuses first, then add detail later as your process settles.
Hoe u workflowautomatiseringen voor Close CRM kunt gebruiken
Werkstroomautomatiseringen 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.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Een workflow creëren
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Repetitive tasks now run without a manager assigning them.
💡 Pro-tip: Use user groups to round-robin leads inside a workflow and keep ownership clear.
Hoe u CRM-gesprekken kunt afsluiten
Gesprekken 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.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Every touchpoint sits on one timeline your team can read.
💡 Pro-tip: Record calls and let the transcript surface how prospects describe their own business.
Hoe u Close CRM-rapporten en -analyses kunt gebruiken
Rapporten en analyses lets you read funnel reports and activity comparisons for the whole sales team.
Close CRM offers customizable reports to view account activity.
Funnel reports monitor every stage so you can win more deals per month.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Open het tabblad Rapporten.
Click Reporting in the top navigation of your account.
Bring these insights to a weekly pipeline ontmoeting and coach from real numbers.
Step 2: Read the Funnel Report
Check each stage of the sales funnel for stalled volume.
Zo ziet het eruit:
✓ Controlepunt: You can see where deals slow down by stage.
Step 3: Compare Activity
Open the Activity Comparison Report for a spreadsheet-like team view.
✅ Resultaat: Activity comparisons show who drives results and who needs coaching.
💡 Pro-tip: Run this report before weekly pipeline meetings for a 30,000-foot view of the pipeline.
Hoe u de populaire integraties van Close CRM kunt gebruiken
Populaire integraties 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.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Open de pagina Integraties
Find Integrations under Settings in your account.
Zapier covers anything the native list misses, with no code required.
Stap 2: Verbind je gereedschap
Authorize Calendly, Zoom, or Zapier with your login.
Zo ziet het eruit:
✓ Controlepunt: Connected apps show a green status badge.
Stap 3: Test de gegevensstroom
Book a test meeting and confirm the activity logs correctly.
✅ Resultaat: Prospect data now passes securely between your tools.
💡 Pro-tip: LinkedFusion creates a lead in Close the moment a prospect accepts your invitation.
Hoe u Close CRM Sales AI kunt gebruiken
Verkoop-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.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Step 1: Enable Sales AI
Turn on call recording and AI-notities 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.
Zo ziet het eruit:
✓ Controlepunt: A summary appears on the lead within a minute.
Step 3: Review the Summary
Skim the notes, fix names, and add your own context.
✅ Resultaat: You keep accurate call records without typing them.
💡 Pro-tip: Paste AI summaries into your handoff notes so nobody repeats discovery questions.
Hoe Close CRM te gebruiken Geavanceerde CRM
Geavanceerd 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.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Step 1: Open Custom Activities
Go to Settings and select Custom Activities.
Audit these settings each quarter as your sales process changes.
Step 2: Create an Activity Type
Build a form that captures the data that stage needs.
Zo ziet het eruit:
✓ Controlepunt: The new activity type appears on every lead record.
Step 3: Set Opportunity Statuses
Rename statuses so they mirror your real sales cycle.
✅ Resultaat: Common touchpoints outside the CRM are now centralized inside it.
💡 Pro-tip: Skip free-text fields where a dropdown works, and data hygiene stays manageable.
Hoe gebruik je de ROI-calculator van Close CRM?
ROI-calculator 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.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Open de rekenmachine
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.
Zo ziet het eruit:
✓ Controlepunt: The tool returns a projected monthly gain.
Step 3: Compare Against Seats
Weigh that figure against your seat cost before upgrading.
✅ Resultaat: You have a number to bring to your finance team.
💡 Pro-tip: Run the calculation twice, once with your worst month and once with your best.
CRM Pro-tips en sneltoetsen
After eight months of daily use, these are the shortcuts I keep.
They are small strategies, but they save real hours every week.
Toetsenbord sneltoetsen
| Actie | Snelkoppeling |
|---|---|
| Zoekresultaten | / |
| Create a lead | C dan L |
| Start a call | C then C |
| Write an email | C dan E |
Verborgen functies die de meeste mensen over het hoofd zien
- 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.
- Mobiele app: Log calls and act on tasks from your phone while away from a desk.
Veelvoorkomende fouten bij het sluiten van een CRM-systeem die u moet vermijden
Mistake #1: Working outside the CRM
❌ Fout: Sales reps call from a personal phone and email from a separate client.
✅ Rechts: Do the work inside Close so reports stay accurate and complete.
Mistake #2: Too many free-text fields
❌ Fout: Every rep types industry names their own way, so filters break.
✅ Rechts: Use dropdowns and consistent naming conventions for data hygiene.
Mistake #3: Copying someone else’s pipeline stages
❌ Fout: Importing a template pipeline that does not match how you sell.
✅ Rechts: Custom opportunity statuses should reflect your specific sales cycle.
CRM-probleemoplossing sluiten
Problem: Imported leads look messy
Oorzaak: Your CSV columns were not normalized before upload.
Repareren: Fix headers in the spreadsheet, delete the import, then upload again.
Problem: A workflow skips some leads
Oorzaak: The entry smart view excludes them, or they already finished the sequence.
Repareren: Open the workflow, widen the entry rule, and check the excluded list.
Problem: Reports show missing calls
Oorzaak: Someone dialed outside the CRM system, so nothing was logged.
Repareren: Ask the team to call from Close, then audit the pipeline weekly.
📌 Opmerking: If none of these fix your issue, contact Close support.
Wat is Close CRM?
Sluit 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.
Bekijk dit korte overzicht:
Het omvat de volgende belangrijke kenmerken:
- Inboxbeheer: Work every email, call, and task from one prioritized queue.
- Leadmanagement: Store lead information in a centralized location with custom fields.
- Werkstroomautomatiseringen: Automate lead assignments and follow ups without manual effort.
- Gesprekken: Record calls, transcribe them, and keep every thread in one place.
- Rapporten en analyses: Read funnel reports and activity comparisons for the whole sales team.
- Populaire integraties: Connect Calendly, Zoom, and Zapier to your sales process.
- Verkoop-AI: Get instant call summaries written onto the lead profile.
- Geavanceerde CRM: Build custom activities and opportunity statuses around your sales cycle.
- ROI-calculator: Estimate revenue gains before you commit to a paid plan.
Voor een volledige recensie, zie onze CRM-beoordeling afsluiten.
Every plan includes the dialer, so calls never sit outside the CRM.
CRM-prijzen sluiten
Dit zijn de kosten van Close CRM in 2026:
| Plan | Prijs | Het beste voor |
|---|---|---|
| Essentiële zaken | $35 per stoel per maand | Solo founders and two-person teams |
| Groei | $99 per stoel per maand | Teams that need workflows and reports |
| Schaal | $139 per stoel per maand | Larger organizations with custom activities |
Gratis proefperiode: Ja, 14 dagen zonder creditcard.
Geld-terug-garantie: No refund window, but you can cancel any month.
💰 Beste prijs-kwaliteitverhouding: Growth — it unlocks the workflow and reporting tools most teams need.
CRM sluiten versus alternatieven
Hoe verhoudt Close CRM zich tot andere CRM-systemen? Hier volgt een overzicht van de concurrentie:
Bekijk deze vergelijking:
| Hulpmiddel | Het beste voor | Prijs | Beoordeling |
|---|---|---|---|
| Sluit CRM | Uitgaande belteams | $35/maand | ⭐ 3 |
| Ga naar een hoger niveau | Agentschappen | $97/maand | ⭐ 4,5 |
| Keap | Klein bedrijf | $249/maand | ⭐ 4.2 |
| ActiveCampaign | E-mailmarketing | $29/maand | ⭐ 4,5 |
| HubSpot | Scaling teams | $20/maand | ⭐ 4.4 |
| ClickFunnels | Funnels | $97/maand | ⭐ 4.1 |
| Volk | Relationship sales | $25/maand | ⭐ 4.4 |
| Meteen | Koude e-mail | $37/maand | ⭐ 4,5 |
Snelle keuzes:
- Beste overall: Close CRM — calling, email, and reports in one place
- Beste budget: Freshsales CRM — a real dialer on a cheap entry plan
- Het meest geschikt voor beginners: HubSpot — a free tier and gentle onboarding
- Het meest geschikt voor bureaus: GoHighLevel — white-label client accounts
🎯 Alternatieven voor CRM sluiten
Op zoek naar alternatieven voor Close CRM? Dit zijn de beste opties:
- 🚀 GoHighLevel: Built for agencies that resell marketing and sales tools under their own brand.
- 💰 Keap: Combines a CRM system with e-commerce and invoicing for small service businesses.
- 🎨 ActiveCampaign: 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.
- 🧠 Volk: A lightweight contacts tool that pulls prospects straight from LinkedIn.
- 👶 Meteen: Cold email sending at scale with inbox warm-up and deliverability tooling.
- 🏢 Klik omhoog: A task platform with CRM templates for teams that already live in ClickUp.
- 🔧 Maandag CRM: Colorful boards that make the sales pipeline easy to read at a glance.
- 🌟 Capsule CRM: A clean, low-cost CRM for small teams that need contacts and simple deals.
- ⭐ Inzichtelijk: Joins CRM records with delivery projects so handoffs stay in one system.
- 🎯 Freshsales CRM: 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.
Voor de volledige lijst, zie onze Sluit CRM-alternatieven af gids.
⚔️ Close CRM vergeleken
Hieronder een vergelijking van Close CRM met de concurrentie:
- Close CRM versus GoHighLevel: GoHighLevel wins on white-label agency features; Close wins on calling and daily sales work.
- Close CRM versus Keap: Keap bundles payments and marketing; Close stays focused on outbound sales reps.
- Close CRM versus ActiveCampaign: ActiveCampaign leads on marketing automation; Close leads on calls and pipeline work.
- Close CRM versus HubSpot: HubSpot has a broader platform; Close is faster for high-volume calling teams.
- Close CRM versus ClickFunnels: ClickFunnels builds the top of funnel; Close manages what happens after the opt-in.
- CRM-systeem versus volk: Folk is simpler and cheaper; Close offers real workflows, reports, and a dialer.
- CRM sluiten versus direct: Instantly sends more emails; Close manages the conversations those emails start.
- Close CRM versus ClickUp: ClickUp handles projects better; Close handles calls, follow ups, and deals better.
- CRM afsluiten versus CRM op maandag: Monday CRM looks friendlier; Close gives sales reps stronger communication tools.
- Close CRM versus Capsule CRM: Capsule costs less per seat; Close automates far more of the sales process.
- Close CRM versus Insightly: Insightly suits post-sale delivery; Close suits teams chasing new deals daily.
- Close CRM versus Freshsales CRM: Freshsales is cheaper to start; Close has cleaner workflows and better reporting.
- Close CRM versus Salesforce: Salesforce scales further; Close gets a small sales team selling within a day.
- Close CRM versus Zendesk: Zendesk owns support; Close owns outbound calling and pipeline management.
Begin nu met het gebruik van Close CRM.
Je hebt geleerd hoe je alle belangrijke Close CRM-functies kunt gebruiken:
- ✅ Inboxbeheer
- ✅ Leadmanagement
- ✅ Werkstroomautomatisering
- ✅ Gesprekken
- ✅ Rapporten en analyses
- ✅ Populaire integraties
- ✅ Verkoop-AI
- ✅ Geavanceerde CRM
- ✅ ROI-calculator
Volgende stap: Pick one feature and try it today.
De meeste mensen beginnen met Inboxbeheer.
It takes less than five minutes to implement.
Veelgestelde vragen
Hoe gebruik je CRM stap voor stap?
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.
Wat is CRM dichtbij?
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.
Hoe maak ik een slimme weergave 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.
Hoe zet je CRM effectief in?
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.
Wat is een CRM-softwarehandleiding?
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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