如何使用 Close CRM：2026 年分步指南

快速入门

本指南涵盖了Close CRM的所有功能：

• 入门 — 创建账户和基本设置
• 如何使用收件箱管理 — Centralize all tasks and communication
• 如何使用销售线索管理 — Track and prioritize every lead
• 如何使用工作流自动化 — Automate repetitive tasks
• 如何使用对话 — Make calls and send emails
• 如何使用报告和分析 — Track team and sales performance
• 如何使用热门集成 — 连接您最喜欢的工具
• 如何使用销售人工智能 — Let AI handle call summaries
• 如何使用高级CRM — Custom fields and smart views
• How to Use the ROI Calculator — See projected revenue gains

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’ve used Close CRM for over two years and tested every feature here. This how to Use Close CRM tutorial comes from real hands-on work with the crm system — not marketing fluff.

Close CRM is one of the most powerful sales tools available today.

But most sales reps only scratch the surface of what it can do.

This guide shows your sales team how to use every major feature in the crm system.

Step by step, with screenshots and pro tips to close more deals.

The right CRM setup is the backbone of an efficient sales process.

Managing your sales team in a crm is easier and simpler now than ever.

A well-managed sales pipeline helps you understand your leads and prospects.

It supports better outreach and helps convert more leads into deals.

Whether you want to track follow ups, automate repetitive tasks, or run activity comparisons — this guide covers it all.

关闭 CRM 教程

This complete Close CRM tutorial walks you through every feature step by step. From initial account setup to advanced strategies that turn your team into power users.

Each feature is explained with clear steps, video examples, and pro tips from real sales teams.

Follow along in your own account to create real 影响 from day one.

The tutorial works for both solo sales reps and larger sales teams managing hundreds of leads.

Close CRM 入门指南

使用任何功能之前，请先完成此一次性设置。

It takes about 3 minutes to create your account.

Now let’s walk through each step of the process.

第一步：创建您的帐户

Go to Close.com and click “Start Free Trial.”

请输入您的企业邮箱并创建密码。

No credit card is required to start your 14-day trial.

✓ 检查点： Check your inbox for a confirmation email from Close.

Step 2: Access the App and Dashboard

Close CRM runs in your browser without any install required.

Download the mobile app for iOS or Android to access it on the go.

使用您的新帐户凭据登录。

The first step is to ensure your account information is accurate.

Here’s what the main dashboard looks like:

✓ 检查点： You should see the main dashboard with navigation on the left.

步骤 3：完成初始设置

Go to Settings to configure your organization and user groups.

Defining high-level lead statuses helps maintain clarity in your sales process.

User groups help when you round-robin leads inside a workflow and keep things organized.

Import your contacts via CSV or XLS to populate your account with leads.

Normalize your 数据 before upload — clean phone formats, consistent country codes, and complete email fields.

Close CRM will auto-detect columns, but mapping them yourself saves you cleanup later.

Take an extra five minutes to tour each tab in the sidebar and see what each one does.

Familiarity with the interface will save you hours of friction in your first week.

Create a test lead and walk through a fake sales process from start to finish.

This hands-on approach helps your team learn the CRM system faster than reading docs.

如何使用关闭 CRM 收件箱管理

收件箱管理 gives your sales team one central hub to manage tasks, emails, and calls.

以下是使用步骤。

The steps below come from real daily use inside a working sales team.

观看收件箱管理实际操作演示：

现在让我们逐一分析每个步骤。

Inbox Management is where your sales reps start every day and close out every evening.

第一步：打开您的收件箱

Click the Inbox icon in the left sidebar.

Your Inbox shows every task, missed call, and unread email in one place.

The Inbox serves as the primary hub to manage tasks, emails, and calls in Close CRM.

Step 2: Review and Act on Items

Scan each item and decide the next action.

You can send emails, return calls, or mark items as done without leaving the Inbox.

This keeps communication moving and reduces the time lost switching between tools.

Sort items by urgency — overdue tasks first, then scheduled tasks, then new items.

✓ 检查点： You should see all pending tasks, emails, and calls in one organized view.

Step 3: Clear Your Inbox Daily

Make clearing your Inbox part of your daily routine.

A clean Inbox ensures every lead gets timely follow ups and no deal slips through.

Sales reps who clear their Inbox twice a day close more deals than those who let tasks pile up.

The Inbox also surfaces overdue tasks, so nothing essential falls out of view.

This is a core habit for any sales team serious about tracking deals and hitting targets.

The Inbox is designed to help sales reps stay focused on what matters most each day.

Pair it with workflow automations to create tasks automatically when certain events happen.

Your team becomes more efficient when the Inbox drives action instead of email threads.

如何使用 Close CRM 线索管理

销售线索管理 lets your team track every lead, store contact information, and manage the sales funnel in one place.

以下是使用步骤。

Each step takes less than a minute once you get the hang of it.

观看销售线索管理实际应用：

现在让我们逐一分析每个步骤。

第一步：导入或创建销售线索

Click “Leads” in the left sidebar, then click “Import” or “Create Lead.”

Importing leads into Close can be done via CSV or XLS, requiring normalization of fields for actionability.

Custom fields store lead information in a centralized location for your team.

Map each CSV column to a matching field in Close so no data is lost during import.

Step 2: Organize with Smart Views

Create smart views to group leads by status, owner, or custom filters.

Smart views allow your sales reps to prioritize leads effectively based on urgency.

Smart Views in Close can dynamically list leads needing immediate attention, such as “Stalled Deals.”

✓ 检查点： You should see your leads organized into smart views with clear statuses.

Step 3: Update Lead Statuses Regularly

Move each lead through your sales pipeline as the deal progresses.

Custom Opportunity Statuses in Close should reflect the specific sales cycle of your business.

Regular updates keep your sales pipeline accurate and your reports reliable.

Practice this every day until it becomes automatic for every sales rep on your team.

Your sales team can segment leads by any custom field to match your strategies.

Use lead statuses like New, Qualified, Contacted, and Won to track the sales process.

Close makes it easy to manage thousands of contacts and deals without losing context.

如何使用 Close CRM 工作流自动化

工作流自动化 automates repetitive tasks like follow ups, lead opt-ins, and call confirmations across your sales process.

以下是使用步骤。

Follow along in your own account to learn the feature faster.

观看工作流自动化实际应用：

现在让我们逐一分析每个步骤。

Step 1: Navigate to Workflows

Go to Settings, then click “Workflows” in the navigation panel.

Click “Create Workflow” to start a new automated sequence.

Step 2: Define the Trigger and Actions

Pick a trigger, such as a new lead being created or a status change.

Add actions like send emails, schedule tasks, or assign the lead to a sales rep.

Using Workflows allows sales managers to automate lead assignments, reducing manual effort.

You can also add delays between steps to space out outreach and avoid overwhelming leads.

✓ 检查点： Your workflow should show as “Active” in the list.

步骤 3：激活和监控

Turn the workflow on and watch your sales team move faster.

Close CRM allows for the automation of communication schedules and delays in workflows.

Workflows in Close CRM allow sales managers to automate lead assignments and nurturing efforts.

Top sales organizations run this exact workflow to drive consistent results month over month.

Workflows run in the background so your sales reps never forget a follow up.

You can enable multiple workflows for different lead segments and run them in parallel.

This is how top sales teams scale outreach without adding more headcount.

如何使用“关闭 CRM 对话”功能

对话 lets you make calls, send emails, and text leads directly inside the crm without switching tools.

以下是使用步骤。

This workflow is used by top sales teams to close more deals every week.

观看对话演示：

现在让我们逐一分析每个步骤。

Step 1: Open a Lead’s Profile

Click any lead from your list or smart view to open their profile.

You’ll see all contacts, activities, and notes for that account in one place.

Step 2: Send Emails or Make Calls

Click “Email” to send emails or “Call” to start making calls instantly.

Close CRM allows users to store frequently used email and SMS templates for easy access.

Salespeople can send more emails, make calls, and schedule follow ups — all from one screen.

Templates with merge tags let you personalize each send without retyping the same message.

✓ 检查点： The activity timeline on the lead should show your call or email at the top.

Step 3: Log the Outcome

After each conversation, add notes and set the next task on the lead.

This keeps all the information on one timeline, accessible to your team anytime.

Document this process in your team playbook so new hires can ramp up faster.

Every call and email appears on the lead timeline for accurate communication records.

Your team can access the full history of any account in seconds.

This makes handoffs between sales reps smooth and keeps all the information accessible.

如何使用 Close CRM 报告和分析

报告和分析 gives sales managers clear insights into team performance, deal flow, and activity comparisons across reps.

以下是使用步骤。

Your sales reps will pick this up quickly with a little practice.

观看报告和分析的实际应用：

现在让我们逐一分析每个步骤。

Step 1: Access the Reports Tab

Click “Reporting” in the top navigation to access all reports.

Close CRM offers customizable reports to view account activity and gain insights into team performance.

步骤 2：选择您的报告类型

Pick from Activity Comparison, Funnel, Pipeline, or Opportunity reports.

Funnel Reports in Close CRM help monitor every stage of the sales funnel to improve conversions.

The Activity Comparison Report gives a spreadsheet-like view of every team member’s performance.

Each report can be filtered by date, rep, or lead status to find the exact insight you need.

✓ 检查点： You should see charts showing activity, revenue, and pipeline stages clearly.

Step 3: Share Insights with the Team

Export reports or share them in weekly pipeline meetings.

Weekly pipeline meetings allow sales managers to coach their team and see the state of the pipeline.

Pair this with weekly team reviews to reinforce the habit across your entire sales team.

Reports reveal what’s working and what isn’t across your sales pipeline.

Review reports weekly with your team to refine strategies and spot coaching opportunities.

Activity comparisons show which sales reps are making calls and sending more emails.

如何使用 Close CRM 的热门集成

热门集成 connects with tools like Calendly, Zoom, and Zapier to maximize efficiency across your tech stack.

以下是使用步骤。

The steps are designed to be simple enough for new hires to follow.

观看热门集成功能的实际应用：

现在让我们逐一分析每个步骤。

步骤 1：打开集成页面

Go to Settings, then click “Integrations” in the navigation.

Close CRM offers over 100 native integrations, including no-code options and Zapier integrations.

步骤 2：连接您的工具

Click any integration to authorize and connect it to your account.

Integrations with Close CRM allow for secure data passing from leads, contacts, and opportunities to other tools.

For example, LinkedFusion creates a lead in Close when a prospect accepts an invitation.

Calendly, Zoom, and Zapier are the three most popular starting integrations for new teams.

✓ 检查点： You should see your connected tools listed as “Active” in settings.

Step 3: Test and Monitor the Connection

Run a test action to confirm data flows between tools correctly.

Close CRM can sync prospect information and activities to ensure all relevant data is accessible in one place.

This approach scales from small teams to larger organizations without breaking down.

Integrations let you connect Close to the rest of your business tools.

Send data to Zapier, HubSpot, Mailchimp, or your accounting platform automatically.

This ensures all the information flows across systems without manual work.

如何使用 Close CRM 销售人工智能

销售人工智能 uses AI to summarize calls, draft follow up emails, and give reps instant context on any lead.

以下是使用步骤。

Pair these steps with daily practice to build the habit.

观看销售人工智能的实际应用：

现在让我们逐一分析每个步骤。

Step 1: Enable Sales AI on Your Account

Go to Settings, then click “AI” to turn on Sales AI features.

The AI Call Assistant in Close automatically summarizes calls and provides instant notes on lead profiles.

Step 2: Review AI-Generated Notes

After each call, open the lead to see the AI summary and suggested next steps.

Recording calls and transcribing them provides qualitative insights into customer business types and opinions on features.

这些 人工智能笔记 appear directly on the lead profile, so every rep has the latest context before they act.

✓ 检查点： The lead profile should show an AI-generated summary under each recent call.

Step 3: Act on AI Recommendations

Use AI Drafts to send emails faster and move deals forward.

Let AI enrich contacts with company data so reps always call the right lead first.

The AI Call Assistant also surfaces objections and feature requests mentioned across calls.

Share these patterns with marketing and product to improve messaging and roadmap decisions.

Keep refining the setup based on what your data tells you each month.

Sales AI turns raw call data into actionable insights for your team.

Your sales reps can close more deals by acting on AI recommendations throughout the day.

This is one of the most valuable tools in Close for teams that make calls at scale.

如何使用 Close CRM 高级版 CRM

高级客户关系管理 gives your team custom fields, smart views, and custom activities to tailor the crm to your sales process.

以下是使用步骤。

Each step builds on the last so follow them in order.

观看高级CRM的实际应用：

现在让我们逐一分析每个步骤。

Step 1: Create Custom Fields

Go to Settings, then “Custom Fields” to add new fields for leads, contacts, or opportunities.

Custom fields store lead information in a centralized location, keeping data organized.

Step 2: Build Custom Activities

Custom activities in Close CRM allow users to create forms to capture essential data at different stages of the sales process.

Custom Activities help track and centralize common sales touchpoints inside and outside your CRM.

This supports data hygiene with consistent naming conventions across the team.

Examples include demo notes, discovery call summaries, or post-meeting feedback forms.

✓ 检查点： Your new custom fields and activities should appear on every lead profile.

Step 3: Save Advanced Smart Views

Combine custom fields and activities into smart views your team can use daily.

Regular data audits in Close help maintain a single source of truth by cleansing outdated information.

Your managers will appreciate the clarity this brings to forecasting and pipeline reviews.

Advanced CRM features let you implement sophisticated sales strategies.

Custom fields, custom activities, and smart view filters give you deep flexibility.

Your team can track unique data points that matter to your specific sales process.

如何使用 Close CRM ROI 计算器

投资回报率计算器 shows the projected revenue gains your team can expect from using Close CRM.

以下是使用步骤。

This process scales from solo users to large sales teams.

观看投资回报率计算器实际操作演示：

现在让我们逐一分析每个步骤。

Step 1: Visit the ROI Calculator

Open Close’s website and go to the ROI Calculator page.

The tool estimates savings based on your team size and current sales process.

Step 2: Enter Your Team’s Numbers

Add the number of sales reps, average deal value, and current close rate.

The calculator instantly shows projected hours saved and extra revenue.

Review the assumptions and adjust them to match your business type for a realistic estimate.

✓ 检查点： The calculator should display a dollar figure of projected annual gains.

Step 3: Share the Results With Leadership

Use the numbers to build a case for your team to switch to Close.

Share the output in a meeting to show how the crm system improves sales conversions.

Over time, this process becomes the foundation of your sales success.

Use the ROI calculator before any major tool change in your sales stack.

This helps you make data-driven decisions about sales investments for the business.

The calculator shows the exact payback period for a Close CRM investment.

关闭 CRM 专业技巧和快捷键

After testing Close CRM for over two years, here are my best tips to help your sales reps act faster and close more deals.

键盘快捷键

行动	捷径
搜索线索	Cmd/Ctrl + K
创建新线索	C then L
Send email	Cmd/Ctrl + Enter
Jump to Inbox	然后我
Open smart views	G then S

大多数人错过的隐藏功能

• Bulk Email from a Smart View: Select a smart view and send emails to every matching lead in one click.
• 电话辅导： On the Scale plan, managers can listen, whisper, and barge on live calls to train reps in real time.
• Email Templates with Dynamic Fields: Save templates with merge tags like lead name and company to personalize outreach at scale.
• Mobile App for On-the-Go Access: Close has a Mobile App to ensure team communication and activity logging while away from a desk.
• Activity Comparisons: Use activity comparisons each week to track which rep is making the most calls and closing the most deals.

关闭 CRM 时应避免的常见错误

Every sales team hits the same pitfalls when rolling out a new crm. Here are the three mistakes to avoid.

Mistake #1: Treating Close CRM as a Passive Database

Salespeople should do their jobs inside the crm: send and receive emails, make and receive calls, organize customer data, and schedule follow ups.

错误二：忽视数据卫生

Bad data kills trust in your reports and slows down every sales rep who relies on the crm to act.

Mistake #3: Skipping Workflow Automation

Every hour spent on repetitive tasks is an hour your sales reps could spend on calls and emails that close deals.

关闭 CRM 故障排除

Most Close CRM issues have a quick fix. Here are the three most common ones my team has hit.

Problem: Calls are dropping or have poor audio

原因： Weak internet connection or browser extensions interfering with the dialer.

使固定： Switch to a wired connection, use Chrome, and disable any ad-blocker or VPN extensions during calls.

Double-check your settings after making this change to confirm everything works.

Problem: Emails are going to spam

原因： Your sending domain isn’t properly authenticated with SPF and DKIM records.

使固定： Set up SPF, DKIM, and DMARC on your domain and send smaller batches until reputation improves.

Contact your team admin if you don’t have permission to adjust these settings.

Problem: Imported leads have missing or messy data

原因： The CSV wasn’t normalized before import, so fields were mapped to the wrong columns.

使固定： Clean your CSV first — standardize column headers, fix phone format, then re-import with proper field mapping.

This issue is common for new users and usually resolves within the first week.

Problem: Workflows are not triggering for new leads

原因： The workflow trigger conditions don’t match how the lead was created or updated.

使固定： Review the trigger in Settings, confirm filters match the lead source, and test with a sample lead.

If the problem persists, Close support responds quickly through in-app chat.

Problem: Reports show inaccurate or missing data

原因： Reps aren’t logging calls or emails inside Close, so activity data never reaches the reports.

使固定： Enforce the rule that all communication happens inside the crm — not through personal email or phone.

Most sales reps hit this issue once and never see it again after the fix.

📌 笔记： If none of these fix your issue, contact Close CRM support through the in-app chat.

什么是Close CRM？

关闭 CRM is a crm system built for inside sales teams that rely on calls and emails to close deals.

Think of it like a sales command center — calls, emails, SMS, and pipeline in one crm.

Unlike older crm tools, Close is built around action: every screen is designed to help sales reps act on the next lead fast.

It works for small teams of 1-2 founders and scales to larger organizations with 100+ sales reps.

观看这段快速概览：

Close is built specifically for inside sales reps who work the phone and email every day.

The tool skips the complexity of bigger CRM platforms like Salesforce and focuses on sales efficiency.

Every feature is designed to help your team close more deals without adding admin overhead.

If you run a team that makes 50+ calls per day, Close is likely the best fit for your organization.

它包含以下主要特点：

• 收件箱管理： One hub for every task, email, and call across the team.
• 销售线索管理： Track leads, custom fields, and smart views across the sales funnel.
• 工作流程自动化： Automate lead assignments, follow ups, and nurturing.
• 对话： Built-in calls, SMS, and email with templates and logging.
• 报告和分析： Activity comparisons, funnel reports, and pipeline insights.
• 热门集成： Over 100 native integrations plus Zapier for anything else.
• 销售人工智能： AI Call Assistant summarizes calls and drafts follow ups.
• 高级客户关系管理： Custom activities, custom fields, and advanced smart views.

如需完整评测，请参阅我们的 关闭 CRM 审核.

关闭 CRM 定价

以下是 Close CRM 在 2026 年的成本：

Pricing is billed per seat per month, so your cost scales with team size.

All plans include unlimited leads, contacts, and accounts in your organization.

Close doesn’t charge extra for basic CRM features like most competitors do.

Pricing is per seat, billed annually. Each plan adds more features — workflows, Power Dialer, AI, and role permissions.

计划	价格	最适合
基本要素	每席每月 35 美元	Small teams needing core CRM tools
生长	每席每月 99 美元	Scaling sales teams with automation needs
规模	每席每月 139 美元	Larger organizations with advanced workflow needs

免费试用： 是的——14 天免费试用，功能齐全，无需信用卡。

退款保证： 是的——所有套餐均提供 30 天退款保证。

Every plan includes the built-in calling feature that sets Close apart from other CRM tools.

Higher tiers unlock Sales AI, custom activities, and advanced reports your team will need to scale.

Billing is per seat per month, with discounts for annual billing.

Add-ons like extra call minutes or SMS credits are available for heavy-volume teams.

💰 性价比最高： Growth at $99/seat/month — adds workflows, Power Dialer, and AI features that most sales teams need to scale.

关闭 CRM 与其他方案对比

How does Close CRM compare to other crm tools? Here’s the competitive landscape:

Each alternative has a different strength — some are stronger for marketing, others for project management or pure outreach.

观看这段对比视频：

工具	最适合	价格	等级
关闭 CRM	Inside sales teams on calls and email	每月 35 美元	⭐ 4.7
GoHighLevel	Agencies managing client pipelines	每月97美元	⭐ 4.6
基普	Small businesses with email marketing	每月 249 美元	⭐ 4.2
ActiveCampaign	高级电子邮件自动化	每月15美元	⭐ 4.5
HubSpot	市场营销和销售团队	每月 20 美元	⭐ 4.4
民间	Relationship-first crm for founders	每月 20 美元	⭐ 4.6
Salesforce	Enterprise crm needs	每月 25 美元	⭐ 4.3

快速精选：

• 综合最佳： Close CRM — best built-in dialer and clean UI for inside sales.
• 最佳预算： HubSpot — free tier with solid core crm features.
• 最适合初学者： Capsule CRM — simple setup and easy to use.
• 最适合代理机构： GoHighLevel — all-in-one platform built for marketing agencies.

🎯 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：

Each option below has unique strengths for different team sizes and sales processes.

Review the comparison carefully before committing to any CRM for your business.

• 🚀 GoHighLevel： Agency-focused all-in-one platform with white-label options, SMS, email, and funnel builder for managing many client accounts from one dashboard at a fixed monthly price.
• 💰 Keap： Combines crm with email marketing and automation — a great fit for 小型企业 owners who want pipeline, landing pages, and email sequences inside one connected tool.
• 🎨 ActiveCampaign： Powerful email and marketing automation platform with a deep crm layer, conditional logic, and an advanced workflow builder for behavior-based sequences.
• ⚡ HubSpot： Free crm tier plus marketing, service, and content hubs — ideal for teams that want tight marketing and sales alignment inside one well-designed platform.
• 🔒 ClickFunnels： Funnel-focused platform with a light crm built around sales funnels, landing pages, and checkout flows — popular with digital product creators and info marketers.
• 🧠 民间： Relationship-first crm for founders who want a clean interface, flexible contact groups, and lightweight pipeline tracking without complex sales automation features.
• 👶 即刻： Outbound email platform for cold outreach at scale, with inbox warm-up, automated rotation, and strong deliverability — not a full crm but a great outbound companion.
• 🏢 ClickUp： Project management tool with crm features built in — a good fit for teams that already live in ClickUp for tasks and want light deal tracking alongside their project work.
• 🔧 星期一客户关系管理： Visual crm inside Monday.com with customizable boards, status columns, and automations for managing deals and leads — friendly for teams that prefer visual dashboards.
• 🌟 胶囊型客户关系管理： Simple, affordable crm with a clean layout, decent pipeline management, and honest pricing — great for small teams starting their crm journey without enterprise complexity.
• ⭐ 洞察： Mid-market crm with project management built in, useful for teams juggling sales and delivery — especially service businesses that hand off accounts after closing the deal.
• 🎯 Freshsales CRM： Freshworks’ crm with AI-powered lead scoring, behavioral tracking, and pipeline automation at a fair price point — a strong Close alternative for growing teams.
• 💼 Salesforce： Enterprise-grade crm with unmatched customization, advanced analytics, and a huge app marketplace — though the price, complexity, and setup time are significantly higher than Close.
• 📊 Zendesk： Customer support crm that also handles sales — a good fit when support and sales share the same team, or when every deal grows out of existing customer relationships.

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: Close CRM wins for inside sales calling and built-in dialer quality. GoHighLevel wins for agencies needing white-label marketing, SMS, and funnel features across multiple client accounts.
• Close CRM 与 Keap 的比较: Close CRM wins for phone-based sales reps and high-velocity calling. Keap wins for solo business owners who want to bundle email marketing, landing pages, and a simple crm in one tool.
• 缩小 CRM 与 ActiveCampaign 的差距: Close CRM wins for calling-driven sales and pipeline management. ActiveCampaign wins for teams that prioritize deep email automation, conditional logic, and advanced segmentation over dialer features.
• 关闭 CRM 与 HubSpot 的比较: Close CRM wins for outbound sales teams focused on the phone. HubSpot wins for inbound marketing alignment, content-driven growth, and startups that want a generous free tier.
• 缩小 CRM 与 ClickFunnels 的差距: Close CRM wins as a true sales crm with real pipeline tracking. ClickFunnels wins for entrepreneurs focused on funnel building, landing pages, and order-form optimization rather than full sales pipelines.
• 封闭式客户关系管理与民间: Close CRM wins for high-velocity sales teams that rely on calls and emails daily. Folk wins for founders managing lightweight relationships with a clean interface and simple contact tracking.
• 关闭 CRM 与即时: Close CRM wins as a full sales crm with calls, emails, and SMS. Instantly wins for pure cold email outreach at massive scale with inbox rotation and high-volume sending.
• 关闭 CRM 与 ClickUp 的对比: Close CRM wins for outbound calls and emails in one crm. ClickUp wins for teams that want deep project management with a light crm layer bolted on for simple deal tracking.
• 关闭 CRM 与周一 CRM 对比: Close CRM wins for built-in calling and outbound velocity. Monday CRM wins for visual deal boards, colorful dashboards, and teams already 星期一.com for project work.
• 关闭 CRM 与 Capsule CRM: Close CRM wins for sales pipeline depth and dialer features. Capsule CRM wins for very small teams wanting simple, affordable contact management without the complexity of a full sales platform.
• 关闭 CRM 与 Insightly: Close CRM wins for sales velocity and dialer-driven outreach. Insightly wins for teams that need a crm plus lightweight project delivery and client handoff workflows in one tool.
• Close CRM 与 Freshsales CRM 的比较: Close CRM wins for dialer quality and inside sales workflows. Freshsales CRM wins for AI lead scoring, built-in chat, and a friendlier price point for growing teams.
• CRM 与 Salesforce 的区别: Close CRM wins for ease of use, built-in calling, and fast setup. Salesforce wins for large enterprises needing deep customization, complex workflows, and a huge app marketplace.
• Close CRM 与 Zendesk 的比较: Close CRM wins for outbound sales and calling-heavy workflows. Zendesk wins for teams combining customer support tickets, live chat, and sales activity inside one connected platform.

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
• ✅ 报告和分析
• ✅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： 选择一项功能，立即试用。

Most sales reps start with Inbox Management.

It’s the foundation of daily sales work and sets up every other feature.

Once your Inbox is clean, move to Leads Management to organize your contacts.

Then enable Workflow Automations to handle the repetitive tasks automatically.

It takes less than 5 minutes and enables better daily focus.

That’s all it takes to start tracking your first lead inside your account today.

Every journey to better sales results starts with this one simple first step.

Once one feature clicks for you, the rest of the crm starts to feel essential too.

Your sales team will quickly create the workflow discipline needed for sustained sales success.

By optimizing your CRM setup, you ensure that every lead is tracked, every interaction is recorded, and every follow up is timely.

That’s the foundation for turning a good sales team into a great one.

Every sales team that picks Close reports tracking more deals and sending more emails in their first month.

The calling feature alone saves sales reps 30 minutes a day compared to separate dialing tools.

Start your free trial today and see the difference in your first week.

Your team will thank you for switching to a CRM system built for sales success.

常见问题解答

如何一步步使用CRM？

To use a crm step by step, start by creating your account and importing your contacts. Then define lead statuses that reflect your sales cycle and set up smart views to prioritize work. Next, create workflows to automate repetitive tasks like follow ups, lead assignments, and call confirmations. Log every call and email inside the crm so your reports stay accurate and your team acts on real data. Finally, review activity comparisons each week so managers can coach sales reps and drive better sales success across the team.

CRM 关闭是什么意思？

Close is a crm system designed for inside sales teams that live on the phone and email. It combines a sales pipeline, built-in calling, SMS, email, and workflow automation in one crm platform. Close is built for sales reps who spend their day making calls and sending emails. They need to track every lead, deal, and follow up in one account without switching tools. Unlike larger crm tools, Close focuses on helping your team act — not just store data.

如何在Close CRM中创建智能视图？

To create a smart view, click “Leads” in the sidebar, then click “Create smart view.” Add filters like status, owner, or custom fields to narrow the list. Name the smart view something actionable like “Hot Leads” or “Stalled Deals” and save it. Smart views dynamically update as leads match the criteria. Your sales reps always see the right work first. Common examples include “Leads untouched for 7 days,” “Deals closing this month,” or “New leads assigned to me.” Each smart view reduces time spent filtering and helps your team act faster.

如何有效利用客户关系管理系统（CRM）？

To use a crm effectively, treat it as an action hub — not a passive database. Keep data hygiene tight with consistent naming, automate repetitive tasks with workflows, and use reports to coach your team in weekly pipeline meetings. Make sure every call and email is logged inside the crm so your team has one source of truth for every lead. Enforce the rule that all communication happens in the crm. Run quarterly audits to cleanse old data. And review activity comparisons each week to spot rep-level wins and gaps.

什么是CRM软件教程？

A crm software tutorial walks you through setting up an account, importing leads, building smart views, creating workflows, and running reports. This Close CRM tutorial is an example — it covers each feature with step-by-step instructions, screenshots, and pro tips to help your sales team close more deals faster. A good tutorial also explains common mistakes, shares keyboard shortcuts, and includes troubleshooting for the issues you’ll hit in the first month. Watch videos for every feature and follow along with your own account for the best results.

How do I delete a close CRM account?

To delete a Close CRM account, go to Settings, scroll to the bottom, and click “Cancel Subscription.” Admins can also request account deletion via the Close support team through the in-app chat or email. Export your data first using the Export tool, since deletion is permanent and cannot be reversed. After cancellation, your account remains active until the end of your current billing period. Make sure to download all lead lists, email templates, and reports before your final date so nothing essential is lost.