Close CRM: Building automated sales workflows
Close CRMAll demos from “The BEST CRM for Cold Calling? (Close Review)”
- 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
- 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
- 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)
- Watch “The BEST CRM for Cold Calling? (Close Review)” →
Multichannel (email+LI+call)
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
4:140:55Making calls and sending messages in CloseShows the interface for initiating phone calls and SMS messages directly from a lead's timeline.@JordanRPark
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
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- 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
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