Close CRM: Making calls and sending messages in Close

All demos from “Close CRM Tutorial (2025) — How to Use It Like a Pro”

1. 2:151:59Managing the Close CRM InboxDemonstrates how to navigate the centralized inbox in Close to manage tasks, emails, and lead assignments.Close CRM· Sync leads to CRM
2. 4:140:55Making calls and sending messages in CloseCurrentShows the interface for initiating phone calls and SMS messages directly from a lead's timeline.Close CRM· Multichannel (email+LI+call)
3. 9:592:05Creating opportunities and lead profilesWalks through creating a new lead profile and adding specific sales opportunities with deal values.Close CRM· Sync leads to CRM
4. 13:331:39Customizing lead statuses and stagesDemonstrates how to modify lead statuses and drag-and-drop stages to match a specific sales process.Close CRM· Sync leads to CRM
5. 18:542:41Pipeline management in CloseShows how to build and manage multiple sales pipelines and move deals between stages.Close CRM· Sync leads to CRM
6. 23:124:25Setting up automated workflows and sequencesDemonstrates creating automated email and SMS sequences with specific time delays and triggers.Close CRM· Build a cold-email sequence
7. 33:382:00Configuring the Close Power DialerShows the setup for the built-in dialer, including phone number registration and predictive dialing settings.Close CRM· Parallel/power dialer
8. 39:163:07Creating Smart Views with lead filtersDemonstrates how to use advanced filtering to create 'Smart Views' for targeted prospecting lists.Close CRM· Build a list from ICP filters
9. Watch “Close CRM Tutorial (2025) — How to Use It Like a Pro” →

Multichannel (email+LI+call)

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1. 16:393:22Creating multichannel follow-up campaignsDemonstration of setting up a Smart View to segment leads for automated email campaigns and manual phone call tasks within the Close interface.@CloseDr
2. 4:140:55Making calls and sending messages in CloseCurrentShows the interface for initiating phone calls and SMS messages directly from a lead's timeline.@JordanRPark
3. 5:314:01Building a Multichannel WorkflowA step-by-step walkthrough of building a workflow cadence that combines email threads and SMS messages with specific time delays.@JordanRPark
4. 19:467:21Creating Smart Views for Lead ManagementShows how to use filters to create 'Smart Views' that help sales reps and closers manage their daily outreach and follow-ups based on lead status.@CloseDr
5. 6:572:18Building automated sales workflowsThe video walks through setting up a multi-step sequence (Workflows) including automated emails, follow-up tasks, and conditional logic.@SoftwareFinds
6. 18:594:07Building automated sales workflowsShows how to create a multi-step workflow triggered by lead actions, including automated email sends and task creation for reps.@JordanRPark