Close CRM: Building automated sales workflows

All demos from “The BEST CRM for Cold Calling? (Close Review)”

1. 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.Close CRM· Parallel/power dialer
2. 3:011:05Call recording and transcription in CloseA demonstration of the call activity log, showing how Close automatically records, transcribes, and summarizes phone conversations within the lead profile.Close CRM· Sync leads to CRM
3. 6:572:18Building automated sales workflowsCurrentThe video walks through setting up a multi-step sequence (Workflows) including automated emails, follow-up tasks, and conditional logic.Close CRM· Multichannel (email+LI+call)
4. Watch “The BEST CRM for Cold Calling? (Close Review)” →

Multichannel (email+LI+call)

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1. 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.Jordan Park | RevPilot — Close CRM & Sales Ops
2. 6:572:18Building automated sales workflowsCurrentThe video walks through setting up a multi-step sequence (Workflows) including automated emails, follow-up tasks, and conditional logic.SoftwareFinds
3. 4:140:55Making calls and sending messages in CloseShows the interface for initiating phone calls and SMS messages directly from a lead's timeline.Jordan Park | RevPilot — Close CRM & Sales Ops
4. 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.Jordan Park | RevPilot — Close CRM & Sales Ops
5. 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.Sam Queen, CloseDr