快速入门
本指南涵盖了Close CRM的所有功能：
- 入门 — Create your account and set up the basics
- 如何使用收件箱管理 — Work every email, call, and task from one prioritized queue
- 如何使用销售线索管理 — Store lead information in a centralized location with custom fields
- 如何使用工作流自动化 — Automate lead assignments and follow ups without manual effort
- 如何使用对话 — Record calls, transcribe them, and keep every thread in one place
- 如何使用报告和分析 — Read funnel reports and activity comparisons for the whole sales team
- 如何使用热门集成 — Connect Calendly, Zoom, and Zapier to your sales process
- 如何使用销售人工智能 — Get instant call summaries written onto the lead profile
- 如何使用高级CRM — Build custom activities and opportunity statuses around your sales cycle
- 如何使用投资回报率计算器 — Estimate revenue gains before you commit to a paid plan
所需时间： 每部影片 5 分钟
本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案
为什么信任本指南
I have run my own sales pipeline in Close 客户关系管理 for eight months.
Every product screen shot here comes from my own account, not a vendor deck.
正确的客户关系管理系统是高效销售流程的基石。
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.
关闭 CRM 教程
This How to Use Close CRM tutorial walks through setup, daily work, and the reports that drive sales success.
关闭 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.
Close CRM 入门指南
Before touching any feature, finish this one-time setup.
大约需要三分钟。
Here is what my own account looked like on day one:
现在让我们一步一步来。
第一步：创建您的帐户
Go to the Close website and click Start Free Trial.
输入您的工作邮箱并创建密码。
✓ 检查点： Check your inbox for the confirmation email.
步骤二：建立您的组织
Close runs in the browser, with a mobile app for iOS 以及安卓系统。
第一步是确保您的账户信息准确无误。
Add your company name, time zone, and calling number under Settings.
这就是它的样子：
✓ 检查点： 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.
✅ 完成： 您已准备好使用以下任何功能。
How to Use Close CRM Inbox Manager
收件箱管理 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.
以下是使用步骤。
第一步：打开收件箱
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.
这就是它的样子：
✓ 检查点： Your queue shows only work that is due now.
Step 3: Clear Each Item
Reply, call, or reschedule until the queue is empty.
✅ 结果： You finished the day with zero untouched follow ups.
💡 专业提示： Snooze low-priority items instead of deleting them, so nothing quietly disappears.
How to Use Close CRM Leads Manager
销售线索管理 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.
以下是使用步骤。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Smart views let sales reps prioritize leads effectively each morning.
💡 专业提示： Define high-level lead statuses first, then add detail later as your process settles.
如何使用 Close CRM 工作流自动化
工作流自动化 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.
以下是使用步骤。
步骤 1：创建工作流程
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Repetitive tasks now run without a manager assigning them.
💡 专业提示： Use user groups to round-robin leads inside a workflow and keep ownership clear.
如何使用“关闭 CRM 对话”功能
对话 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.
以下是使用步骤。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Every touchpoint sits on one timeline your team can read.
💡 专业提示： Record calls and let the transcript surface how prospects describe their own business.
如何使用 Close CRM 报告和分析
报告与分析 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.
以下是使用步骤。
步骤 1：打开“报告”选项卡
Click Reporting in the top navigation of your account.
Bring these insights to a weekly pipeline 会议 and coach from real numbers.
Step 2: Read the Funnel Report
Check each stage of the sales funnel for stalled volume.
这就是它的样子：
✓ 检查点： You can see where deals slow down by stage.
Step 3: Compare Activity
Open the Activity Comparison Report for a spreadsheet-like team view.
✅ 结果： Activity comparisons show who drives results and who needs coaching.
💡 专业提示： Run this report before weekly pipeline meetings for a 30,000-foot view of the pipeline.
如何使用 Close CRM 的热门集成
热门集成 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.
以下是使用步骤。
步骤 1：打开集成页面
Find Integrations under Settings in your account.
Zapier covers anything the native list misses, with no code required.
步骤 2：连接您的工具
Authorize Calendly, Zoom, or Zapier with your login.
这就是它的样子：
✓ 检查点： Connected apps show a green status badge.
步骤 3：测试数据流
Book a test meeting and confirm the activity logs correctly.
✅ 结果： Prospect data now passes securely between your tools.
💡 专业提示： LinkedFusion creates a lead in Close the moment a prospect accepts your invitation.
如何使用 Close CRM 销售人工智能
销售人工智能 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.
以下是使用步骤。
Step 1: Enable Sales AI
Turn on call recording and 人工智能笔记 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.
这就是它的样子：
✓ 检查点： A summary appears on the lead within a minute.
Step 3: Review the Summary
Skim the notes, fix names, and add your own context.
✅ 结果： You keep accurate call records without typing them.
💡 专业提示： Paste AI summaries into your handoff notes so nobody repeats discovery questions.
如何使用 Close CRM 高级版 CRM
高级客户关系管理 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.
以下是使用步骤。
Step 1: Open Custom Activities
Go to Settings and select Custom Activities.
审计 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.
这就是它的样子：
✓ 检查点： The new activity type appears on every lead record.
Step 3: Set Opportunity Statuses
Rename statuses so they mirror your real sales cycle.
✅ 结果： Common touchpoints outside the CRM are now centralized inside it.
💡 专业提示： Skip free-text fields where a dropdown works, and data hygiene stays manageable.
如何使用 Close CRM ROI 计算器
投资回报率计算器 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.
以下是使用步骤。
步骤 1：打开计算器
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.
这就是它的样子：
✓ 检查点： The tool returns a projected monthly gain.
Step 3: Compare Against Seats
Weigh that figure against your seat cost before upgrading.
✅ 结果： You have a number to bring to your finance team.
💡 专业提示： Run the calculation twice, once with your worst month and once with your best.
关闭 CRM 专业技巧和快捷键
After eight months of daily use, these are the shortcuts I keep.
They are small strategies, but they save real hours every week.
键盘快捷键
| 行动 | 捷径 |
|---|---|
| 搜索线索 | / |
| Create a lead | C 然后 L |
| Start a call | C then C |
| Write an email | 然后是 C，然后是 E |
大多数人错过的隐藏功能
- 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.
- 移动应用： Log calls and act on tasks from your phone while away from a desk.
关闭 CRM 时应避免的常见错误
Mistake #1: Working outside the CRM
❌ 错误： Sales reps call from a personal phone and email from a separate client.
✅ 右图： Do the work inside Close so reports stay accurate and complete.
Mistake #2: Too many free-text fields
❌ 错误： Every rep types industry names their own way, so filters break.
✅ 右图： Use dropdowns and consistent naming conventions for data hygiene.
Mistake #3: Copying someone else’s pipeline stages
❌ 错误： Importing a template pipeline that does not match how you sell.
✅ 右图： Custom opportunity statuses should reflect your specific sales cycle.
关闭 CRM 故障排除
Problem: Imported leads look messy
原因： Your CSV columns were not normalized before upload.
使固定： 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.
使固定： 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.
使固定： Ask the team to call from Close, then audit the pipeline weekly.
📌 笔记： If none of these fix your issue, contact Close support.
什么是Close CRM？
关闭 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.
观看这段快速概览：
它包含以下主要特点：
- 收件箱管理： Work every email, call, and task from one prioritized queue.
- 销售线索管理： Store lead information in a centralized location with custom fields.
- 工作流程自动化： Automate lead assignments and follow ups without manual effort.
- 对话： Record calls, transcribe them, and keep every thread in one place.
- 报告与分析： Read funnel reports and activity comparisons for the whole sales team.
- 热门集成： Connect Calendly, Zoom, and Zapier to your sales process.
- 销售人工智能： Get instant call summaries written onto the lead profile.
- 高级客户关系管理： Build custom activities and opportunity statuses around your sales cycle.
- 投资回报率计算器： Estimate revenue gains before you commit to a paid plan.
如需完整评测，请参阅我们的 关闭 CRM 审核.
Every plan includes the dialer, so calls never sit outside the CRM.
关闭 CRM 定价
以下是 Close CRM 在 2026 年的成本：
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本要素 | 每席每月 35 美元 | Solo founders and two-person teams |
| 生长 | 每席每月 99 美元 | Teams that need workflows and reports |
| 规模 | 每席每月 139 美元 | Larger organizations with custom activities |
免费试用： 是的，14天内无需信用卡。
退款保证： No refund window, but you can cancel any month.
💰 性价比最高： Growth — it unlocks the workflow and reporting tools most teams need.
关闭 CRM 与其他方案对比
Close CRM 与其他产品相比如何？以下是竞争格局：
观看这段对比视频：
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| 关闭 CRM | 外呼团队 | 每月 35 美元 | ⭐ 3 |
| GoHighLevel | 机构 | 每月97美元 | ⭐ 4.5 |
| 基普 | 小型企业 | 每月 249 美元 | ⭐ 4.2 |
| ActiveCampaign | 电子邮件营销 | 每月 29 美元 | ⭐ 4.5 |
| HubSpot | Scaling teams | 每月 20 美元 | ⭐ 4.4 |
| ClickFunnels | Funnels | 每月97美元 | ⭐ 4.1 |
| 民间 | Relationship sales | 每月 25 美元 | ⭐ 4.4 |
| 即刻 | 冷邮件 | 每月 37 美元 | ⭐ 4.5 |
快速精选：
- 综合最佳： Close CRM — calling, email, and reports in one place
- 最佳预算： Freshsales CRM — a real dialer on a cheap entry plan
- 最适合初学者： HubSpot — a free tier and gentle onboarding
- 最适合代理机构： GoHighLevel — white-label client accounts
🎯 关闭 CRM 替代方案
正在寻找 Close CRM 的替代方案？以下是一些最佳选择：
- 🚀 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.
- 🧠 民间： A lightweight contacts tool that pulls prospects straight from LinkedIn.
- 👶 即刻： 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.
- 🔧 星期一客户关系管理： Colorful boards that make the sales pipeline easy to read at a glance.
- 🌟 胶囊型客户关系管理： A clean, low-cost CRM for small teams that need contacts and simple deals.
- ⭐ 洞察： 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.
完整列表请参见我们的 关闭 CRM 替代方案 指导。
⚔️ 关闭 CRM 对比
以下是Close CRM与各竞争对手的对比情况：
- 关闭 CRM 与 GoHighLevel: GoHighLevel wins on white-label agency features; Close wins on calling and daily sales work.
- Close CRM 与 Keap 的比较: Keap bundles payments and marketing; Close stays focused on outbound sales reps.
- 缩小 CRM 与 ActiveCampaign 的差距: ActiveCampaign leads on marketing automation; Close leads on calls and pipeline work.
- 关闭 CRM 与 HubSpot 的比较: HubSpot has a broader platform; Close is faster for high-volume calling teams.
- 缩小 CRM 与 ClickFunnels 的差距: ClickFunnels builds the top of funnel; Close manages what happens after the opt-in.
- 封闭式客户关系管理与民间: Folk is simpler and cheaper; Close offers real workflows, reports, and a dialer.
- 关闭 CRM 与即时: Instantly sends more emails; Close manages the conversations those emails start.
- 关闭 CRM 与 ClickUp 的对比: ClickUp handles projects better; Close handles calls, follow ups, and deals better.
- 关闭 CRM 与周一 CRM 对比: Monday CRM looks friendlier; Close gives sales reps stronger communication tools.
- 关闭 CRM 与 Capsule CRM: Capsule costs less per seat; Close automates far more of the sales process.
- 关闭 CRM 与 Insightly: Insightly suits post-sale delivery; Close suits teams chasing new deals daily.
- Close CRM 与 Freshsales CRM 的比较: Freshsales is cheaper to start; Close has cleaner workflows and better reporting.
- CRM 与 Salesforce 的区别: Salesforce scales further; Close gets a small sales team selling within a day.
- Close CRM 与 Zendesk 的比较: Zendesk owns support; Close owns outbound calling and pipeline management.
立即开始使用 Close CRM
您已学会如何使用 Close CRM 的所有主要功能：
- ✅ 收件箱管理
- ✅ 销售线索管理
- ✅ 工作流程自动化
- ✅ 对话
- ✅ 报告与分析
- ✅热门集成
- ✅ 销售人工智能
- ✅ 高级客户关系管理
- ✅ 投资回报率计算器
下一步： Pick one feature and try it today.
大多数人都是从收件箱管理开始的。
It takes less than five minutes to implement.
常见问题解答
如何一步步使用CRM？
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 关闭是什么意思？
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.
如何在Close CRM中创建智能视图？
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.
如何有效利用客户关系管理系统（CRM）？
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.
什么是CRM软件教程？
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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