Início rápido
Este guia abrange todas as funcionalidades do Close CRM:
- Começando — Create your account and set up the basics
- Como usar o gerenciamento da caixa de entrada — Work every email, call, and task from one prioritized queue
- Como usar o gerenciamento de leads — Store lead information in a centralized location with custom fields
- Como usar as automações de fluxo de trabalho — Automate lead assignments and follow ups without manual effort
- Como usar as conversas — Record calls, transcribe them, and keep every thread in one place
- Como usar relatórios e análises — Read funnel reports and activity comparisons for the whole sales team
- Como usar integrações populares — Connect Calendly, Zoom, and Zapier to your sales process
- Como usar IA em vendas — Get instant call summaries written onto the lead profile
- Como usar o CRM avançado — Build custom activities and opportunity statuses around your sales cycle
- Como usar a calculadora de ROI — Estimate revenue gains before you commit to a paid plan
Tempo necessário: 5 minutos por filme
Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas
Por que confiar neste guia?
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.
Uma configuração correta de CRM é a espinha dorsal de um processo de vendas eficiente.
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.
Fechar tutorial do CRM
This How to Use Close CRM tutorial walks through setup, daily work, and the reports that drive sales success.
Fechar 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.
Primeiros passos com o Close CRM
Before touching any feature, finish this one-time setup.
Leva cerca de três minutos.
Here is what my own account looked like on day one:
Agora vamos analisar cada etapa.
Passo 1: Crie sua conta
Go to the Close website and click Start Free Trial.
Insira seu e-mail profissional e crie uma senha.
✓ Ponto de verificação: Check your inbox for the confirmation email.
Etapa 2: Configure sua organização
Close runs in the browser, with a mobile app for iOS e Android.
O primeiro passo é garantir que as informações da sua conta estejam corretas.
Add your company name, time zone, and calling number under Settings.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Concluído: Você está pronto para usar qualquer um dos recursos abaixo.
How to Use Close CRM Inbox Manager
Gerenciamento de caixa de entrada 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.
Veja como usá-lo passo a passo.
Passo 1: Abra a caixa de entrada.
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.
Eis como isso se parece:
✓ Ponto de verificação: Your queue shows only work that is due now.
Step 3: Clear Each Item
Reply, call, or reschedule until the queue is empty.
✅ Resultado: You finished the day with zero untouched follow ups.
💡 Dica profissional: Snooze low-priority items instead of deleting them, so nothing quietly disappears.
How to Use Close CRM Leads Manager
Gestão de Leads 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.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Smart views let sales reps prioritize leads effectively each morning.
💡 Dica profissional: Define high-level lead statuses first, then add detail later as your process settles.
Como usar as automações de fluxo de trabalho do Close CRM
Automações de fluxo de trabalho 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.
Veja como usá-lo passo a passo.
Etapa 1: Criar um fluxo de trabalho
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Repetitive tasks now run without a manager assigning them.
💡 Dica profissional: Use user groups to round-robin leads inside a workflow and keep ownership clear.
Como usar o recurso Fechar Conversas do CRM
Conversas 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.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Every touchpoint sits on one timeline your team can read.
💡 Dica profissional: Record calls and let the transcript surface how prospects describe their own business.
Como usar os relatórios e análises do Close CRM
Relatórios e análises 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.
Veja como usá-lo passo a passo.
Passo 1: Abra a aba Relatórios
Click Reporting in the top navigation of your account.
Bring these insights to a weekly pipeline reunião and coach from real numbers.
Step 2: Read the Funnel Report
Check each stage of the sales funnel for stalled volume.
Eis como isso se parece:
✓ Ponto de verificação: You can see where deals slow down by stage.
Step 3: Compare Activity
Open the Activity Comparison Report for a spreadsheet-like team view.
✅ Resultado: Activity comparisons show who drives results and who needs coaching.
💡 Dica profissional: Run this report before weekly pipeline meetings for a 30,000-foot view of the pipeline.
Como usar as integrações mais populares do Close CRM
Integrações populares 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.
Veja como usá-lo passo a passo.
Passo 1: Abra a página de Integrações.
Find Integrations under Settings in your account.
Zapier covers anything the native list misses, with no code required.
Etapa 2: Conecte suas ferramentas
Authorize Calendly, Zoom, or Zapier with your login.
Eis como isso se parece:
✓ Ponto de verificação: Connected apps show a green status badge.
Etapa 3: Teste o fluxo de dados
Book a test meeting and confirm the activity logs correctly.
✅ Resultado: Prospect data now passes securely between your tools.
💡 Dica profissional: LinkedFusion creates a lead in Close the moment a prospect accepts your invitation.
Como usar a IA de vendas do Close CRM
IA de vendas 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.
Veja como usá-lo passo a passo.
Step 1: Enable Sales AI
Turn on call recording and Notas de IA 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.
Eis como isso se parece:
✓ Ponto de verificação: A summary appears on the lead within a minute.
Step 3: Review the Summary
Skim the notes, fix names, and add your own context.
✅ Resultado: You keep accurate call records without typing them.
💡 Dica profissional: Paste AI summaries into your handoff notes so nobody repeats discovery questions.
Como usar o Close CRM Advanced CRM
CRM avançado 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.
Veja como usá-lo passo a passo.
Step 1: Open Custom Activities
Go to Settings and select Custom Activities.
Auditoria 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.
Eis como isso se parece:
✓ Ponto de verificação: The new activity type appears on every lead record.
Step 3: Set Opportunity Statuses
Rename statuses so they mirror your real sales cycle.
✅ Resultado: Common touchpoints outside the CRM are now centralized inside it.
💡 Dica profissional: Skip free-text fields where a dropdown works, and data hygiene stays manageable.
Como usar a calculadora de ROI do Close CRM
Calculadora de ROI 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.
Veja como usá-lo passo a passo.
Passo 1: Abra a calculadora
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.
Eis como isso se parece:
✓ Ponto de verificação: The tool returns a projected monthly gain.
Step 3: Compare Against Seats
Weigh that figure against your seat cost before upgrading.
✅ Resultado: You have a number to bring to your finance team.
💡 Dica profissional: Run the calculation twice, once with your worst month and once with your best.
Dicas e Atalhos do Close CRM Pro
After eight months of daily use, these are the shortcuts I keep.
They are small strategies, but they save real hours every week.
Atalhos de teclado
| Ação | Atalho |
|---|---|
| Leads de pesquisa | / |
| Create a lead | C então L |
| Start a call | C then C |
| Write an email | C então E |
Características ocultas que a maioria das pessoas não percebe
- 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.
- Aplicativo móvel: Log calls and act on tasks from your phone while away from a desk.
Erros comuns no fechamento do CRM a evitar
Mistake #1: Working outside the CRM
❌ Errado: Sales reps call from a personal phone and email from a separate client.
✅ Direita: Do the work inside Close so reports stay accurate and complete.
Mistake #2: Too many free-text fields
❌ Errado: Every rep types industry names their own way, so filters break.
✅ Direita: Use dropdowns and consistent naming conventions for data hygiene.
Mistake #3: Copying someone else’s pipeline stages
❌ Errado: Importing a template pipeline that does not match how you sell.
✅ Direita: Custom opportunity statuses should reflect your specific sales cycle.
Solução de problemas de fechamento do CRM
Problem: Imported leads look messy
Causa: Your CSV columns were not normalized before upload.
Consertar: 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.
Consertar: 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.
Consertar: Ask the team to call from Close, then audit the pipeline weekly.
📌 Observação: If none of these fix your issue, contact Close support.
O que é o Close CRM?
Fechar 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.
Veja esta breve visão geral:
Inclui estas características principais:
- Gestão da caixa de entrada: Work every email, call, and task from one prioritized queue.
- Gestão de Leads: Store lead information in a centralized location with custom fields.
- Automações de fluxo de trabalho: Automate lead assignments and follow ups without manual effort.
- Conversas: Record calls, transcribe them, and keep every thread in one place.
- Relatórios e análises: Read funnel reports and activity comparisons for the whole sales team.
- Integrações populares: Connect Calendly, Zoom, and Zapier to your sales process.
- Inteligência de vendas com foco em vendas: Get instant call summaries written onto the lead profile.
- CRM avançado: Build custom activities and opportunity statuses around your sales cycle.
- Calculadora de ROI: Estimate revenue gains before you commit to a paid plan.
Para uma análise completa, consulte nosso artigo. Fechar revisão do CRM.
Every plan includes the dialer, so calls never sit outside the CRM.
Fechar Preços do CRM
Eis o custo do Close CRM em 2026:
| Plano | Preço | Ideal para |
|---|---|---|
| Essenciais | US$ 35 por assento por mês | Solo founders and two-person teams |
| Crescimento | US$ 99 por assento por mês | Teams that need workflows and reports |
| Escala | US$ 139 por assento por mês | Larger organizations with custom activities |
Teste grátis: Sim, 14 dias sem necessidade de cartão de crédito.
Garantia de reembolso: No refund window, but you can cancel any month.
💰 Melhor custo-benefício: Growth — it unlocks the workflow and reporting tools most teams need.
Fechar CRM vs. Alternativas
Como o Close CRM se compara? Veja o panorama competitivo:
Veja esta comparação:
| Ferramenta | Ideal para | Preço | Avaliação |
|---|---|---|---|
| Fechar CRM | Equipes de telemarketing ativo | US$ 35/mês | ⭐ 3 |
| GoHighLevel | Agências | US$ 97/mês | ⭐ 4,5 |
| Keap | Pequena empresa | US$ 249/mês | ⭐ 4,2 |
| ActiveCampaign | Marketing por e-mail | US$ 29/mês | ⭐ 4,5 |
| HubSpot | Scaling teams | US$ 20/mês | ⭐ 4,4 |
| ClickFunnels | Funnels | US$ 97/mês | ⭐ 4.1 |
| Povo | Relationship sales | US$ 25/mês | ⭐ 4,4 |
| Imediatamente | E-mail frio | US$ 37/mês | ⭐ 4,5 |
Escolhas rápidas:
- Melhor no geral: Close CRM — calling, email, and reports in one place
- Melhor orçamento: Freshsales CRM — a real dialer on a cheap entry plan
- Ideal para iniciantes: HubSpot — a free tier and gentle onboarding
- Melhor opção para agências: GoHighLevel — white-label client accounts
🎯 Fechar Alternativas ao CRM
Procurando alternativas ao Close CRM? Aqui estão as melhores opções:
- 🚀 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.
- 🧠 Povo: A lightweight contacts tool that pulls prospects straight from LinkedIn.
- 👶 Imediatamente: 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 de segunda-feira: Colorful boards that make the sales pipeline easy to read at a glance.
- 🌟 CRM Cápsula: A clean, low-cost CRM for small teams that need contacts and simple deals.
- ⭐ Perspicaz: 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.
Para ver a lista completa, consulte nosso Fechar alternativas de CRM guia.
⚔️ Comparação de CRMs próximos
Veja como o Close CRM se compara a cada concorrente:
- Fechar CRM vs GoHighLevel: GoHighLevel wins on white-label agency features; Close wins on calling and daily sales work.
- Fechar CRM vs Keap: Keap bundles payments and marketing; Close stays focused on outbound sales reps.
- Fechar CRM vs ActiveCampaign: ActiveCampaign leads on marketing automation; Close leads on calls and pipeline work.
- Close CRM vs HubSpot: HubSpot has a broader platform; Close is faster for high-volume calling teams.
- Fechar CRM vs ClickFunnels: ClickFunnels builds the top of funnel; Close manages what happens after the opt-in.
- Fechar CRM vs Pessoas: Folk is simpler and cheaper; Close offers real workflows, reports, and a dialer.
- Fechar CRM vs Instantaneamente: Instantly sends more emails; Close manages the conversations those emails start.
- Fechar CRM vs ClickUp: ClickUp handles projects better; Close handles calls, follow ups, and deals better.
- Fechar CRM vs. CRM de segunda-feira: Monday CRM looks friendlier; Close gives sales reps stronger communication tools.
- CRM fechado vs CRM cápsula: Capsule costs less per seat; Close automates far more of the sales process.
- Fechar CRM vs Insightly: Insightly suits post-sale delivery; Close suits teams chasing new deals daily.
- Close CRM vs Freshsales CRM: Freshsales is cheaper to start; Close has cleaner workflows and better reporting.
- Fechar CRM vs Salesforce: Salesforce scales further; Close gets a small sales team selling within a day.
- Fechar CRM vs Zendesk: Zendesk owns support; Close owns outbound calling and pipeline management.
Comece a usar o Close CRM agora mesmo
Você aprendeu a usar todos os principais recursos do Close CRM:
- ✅ Gerenciamento de Caixa de Entrada
- ✅ Gestão de Leads
- ✅ Automações de fluxo de trabalho
- ✅ Conversas
- ✅ Relatórios e análises
- ✅ Integrações populares
- ✅ IA de Vendas
- ✅ CRM avançado
- ✅ Calculadora de ROI
Próximo passo: Pick one feature and try it today.
A maioria das pessoas começa com a gestão da caixa de entrada.
It takes less than five minutes to implement.
Perguntas frequentes
Como usar o CRM passo a 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.
O que é o fechamento de CRM?
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.
Como faço para criar uma visualização inteligente no 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.
Como usar o CRM de forma eficaz?
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.
O que é um tutorial de 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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