Close: AI Tutorials & Prompts
Close is the CRM that helps small businesses sell like much larger sales teams. Built-in calling, email, SMS, automation, and AI give your team one place to manage conversations, follow up consistently, and close more deals. With Chloe, your AI sales teammate, small teams can respond faster, follow up more consistently, and engage more leads without adding headcount. More than 11,500 businesses use Close to grow revenue without the complexity of traditional CRM software. Subscribe for sales strategies, AI sales insights, customer stories, product updates, and practical advice for founders and sales teams. Start your free trial at Close.com.
Close Tutorials
9 demos
Oct 2025 · 2.5K viewsClose
Close0:571:48Close CRM
Making calls and managing voicemails in CloseDemonstrates how to initiate calls directly from lead profiles and manage voicemails within the CRM interface.Parallel/power dialer
2:431:46Close CRM
Setting up Power and Predictive DialersShows the configuration of automated dialing systems including predictive dialing for high-volume outbound teams.Parallel/power dialer
Oct 2025 · 624 viewsClose
Close2:462:57Close CRM
Customizing Lead Statuses and Pipelines in CloseDemonstrates how to navigate to settings to edit lead statuses and define pipeline stages to match a company's unique sales funnel.Sync leads to CRM6:001:37Close CRM
Creating Custom Fields for Lead RecordsShows the process of adding new custom fields, labeling them, and choosing data types to capture specific prospect information.Manage deals & pipeline7:361:38Close CRM
Setting Up Custom Activities in CloseWalks through creating and editing custom activities to log specific interactions beyond standard calls and emails.Manage deals & pipeline
Oct 2025 · 697 viewsClose
Close0:361:02Close CRM
Connecting email accounts to Close CRMDemonstrates how to navigate to settings to connect an external email account and configure signatures for a centralized inbox.Set up domains & inboxes (SPF/DKIM/DMARC)1:361:27Close CRM
Sending individual emails from lead recordsShows the interface for selecting a contact and sending a direct email message within the CRM view.Build a cold-email sequence3:001:19Close CRM
Creating and managing email templatesWalks through the template settings to create subject lines, body content, and shared snippets for the organization.Build a cold-email sequence4:171:44Close CRM
Bulk emailing and automated workflowsDemonstrates how to filter lead lists and enroll them into bulk email workflows or automated sequences.Send at scale with inbox rotation