Close CRM: Setting up the Close Power Dialer

All demos from “Close CRM Review 2026 | Full Demo + Features, Workflows & Dialer”

1. 2:495:01Lead creation and custom fields in CloseDemonstrates how to manually add a lead, input contact details like URLs and phone numbers, and configure custom lead statuses and opportunities.Close CRM· Sync leads to CRM
2. 10:322:30Setting up the Close Power DialerCurrentShows the configuration of phone numbers and the integrated dialer settings, including the AI Notetaker for sales calls.Close CRM· Parallel/power dialer
3. 14:001:09Managing email templates and snippetsWalks through the creation of sales email templates and snippets for standardized outbound communication.Close CRM· Build a cold-email sequence
4. 17:311:11Sales pipeline and opportunity managementDemonstrates how to manage the deal pipeline, toggle between different views, and track opportunity values and statuses.Close CRM· Sync leads to CRM
5. 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.Close CRM· Multichannel (email+LI+call)
6. 26:285:27Creating Smart Views with lead filtersDemonstrates using advanced filters (activity date, communication status, time zones) to create dynamic 'Smart Views' for sales prospecting.Close CRM· Build a list from ICP filters
7. Watch “Close CRM Review 2026 | Full Demo + Features, Workflows & Dialer” →

Parallel/power dialer

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1. 25:002:45Using the Close Power DialerDemonstrates the built-in dialer functionality for making outbound calls directly from lead lists and tracking call activities.@CloseDr
2. 2:301:35Setting up the Close CRM Predictive DialerThe video demonstrates the steps to enable the predictive dialer, assign users to groups, and configure voicemail and abandonment settings within the Close CRM interface.@CloseDr
3. 33:382:00Configuring the Close Power DialerShows the setup for the built-in dialer, including phone number registration and predictive dialing settings.@JordanRPark
4. 18:100:51Using the Close Power DialerBriefly demonstrates the integrated dialer interface for making calls directly from the lead list.@CloseDr
5. 0:571:48Making calls and managing voicemails in CloseDemonstrates how to initiate calls directly from lead profiles and manage voicemails within the CRM interface.@closecrm
6. 2:431:46Setting up Power and Predictive DialersShows the configuration of automated dialing systems including predictive dialing for high-volume outbound teams.@closecrm
7. 0:441:11Power dialing and lead views in CloseThe demo shows the 'Smart Views' interface and how to initiate a power dialing session to call through a list of prospects efficiently.@SoftwareFinds
8. 10:322:30Setting up the Close Power DialerCurrentShows the configuration of phone numbers and the integrated dialer settings, including the AI Notetaker for sales calls.@JordanRPark
9. 1:402:40Configuring Phone Settings and Dialer in CloseThe presenter demonstrates how to set up a US-based phone number, configure country codes, and adjust microphone and recording settings within the Close CRM dialer.@JordanRPark