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72 Real Product Demos of Close CRM

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Close: The no-BS CRM that helps small businesses grow faster.

Close is a sales platform designed to help small businesses grow faster by combining CRM, communication, automation, coaching, and reporting tools. The platform prioritizes speed and ease of use, enabling teams to manage and win more deals in less time. As a bootstrapped and profitable company, Close values autonomy, impact, and discipline, with a 100% remote team of over 100 individuals.

Sync leads to CRM

  1. 3:242:51Lead and Contact Hierarchy in CloseDemonstrates the lead and contact structure, showing how to organize company information, email addresses, and custom fields within a lead profile.@CloseDr
  2. 7:322:09Configuring Custom Lead Fields and ActivitiesDemonstrates how to build custom fields and activity types to track specific lead data like organic source and contact outcomes.@CloseDr
  3. 11:292:32Navigating Lead Profiles and Activity HistoryShows the lead profile view in Close, including contact information, historical activity logs, and opportunity status.@CloseDr
  4. 17:451:54Managing Sales Pipelines and Deal StagesWalks through the pipeline view, showing how to move deals through stages from demo to contract.@CloseDr
  5. 32:262:52Sales Activity Reporting and Funnel ViewsDemonstrates the reporting dashboard, filtering by activity type, call duration, and funnel conversion metrics.@CloseDr
  6. Watch 19 more demos →

Append firmographic/technographic data

  1. 7:472:50Managing Custom Fields and OpportunitiesShows how to create and manage custom fields (single choice, date, multi-drop) to track specific prospect data and opportunity statuses.@CloseDr
  2. 11:571:32Creating custom fields in Close CRMDemonstrates how to add custom opportunity fields and data types (like date or multiple select) to capture specific prospect information.@CloseDr
  3. 19:489:30Creating Custom Activities and Lead PropertiesDemonstration of building custom activity fields to capture specific data points like 'Service Area' or 'Discovery Call Details' directly on the lead profile.@JordanRPark
  4. 4:541:45Automated Lead Enrichment WorkflowDemonstration of using Close CRM's internal workflow tools to enrich lead data and update custom fields based on activity triggers.@JordanRPark

Build a cold-email sequence

  1. 19:373:05Building Automated WorkflowsWalks through setting up automated sequences in Close, including triggers, email sending delays, and SMS steps.@CloseDr
  2. 8:344:54Setting up automated triggers and delays in Close CRMThe video shows how to create a workflow trigger based on lead activity and add time delays between automated SMS and email steps.@CloseDr
  3. 36:212:14Creating Automated Email WorkflowsShows how to build an automated sequence (workflow) in Close, including template selection and scheduling delays.@CloseDr
  4. 23:124:25Setting up automated workflows and sequencesDemonstrates creating automated email and SMS sequences with specific time delays and triggers.@JordanRPark
  5. 13:283:07Building automated workflows and email sequencesShows the workflow builder in Close, including setting triggers, adding email templates with merge tags, and defining follow-up actions.@CloseDr
  6. Watch 8 more demos →

Parallel/power dialer

  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. Watch 4 more demos →

Lead routing & booking

  1. 28:291:25Sales Activity Reporting and DashboardsA walkthrough of the reporting interface to track completed activities, call volume, and sales performance metrics.@CloseDr
  2. 3:531:18Setting up team roles and permissions in CloseThe video demonstrates how to navigate settings to create groups, assign roles like 'Closers' or 'Setters', and manage team permissions.@CloseDr
  3. 7:554:21Updating Opportunities and Sales StagesShows how to update a lead's status, mark opportunities as won or lost, and create follow-up tasks.@katiebani

Multichannel (email+LI+call)

  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 CloseShows 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. Watch 1 more demos →

Build a list from ICP filters

  1. 39:163:07Creating Smart Views with lead filtersDemonstrates how to use advanced filtering to create 'Smart Views' for targeted prospecting lists.@JordanRPark
  2. 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.@JordanRPark

Set up domains & inboxes (SPF/DKIM/DMARC)

  1. 0:361:02Connecting email accounts to Close CRMDemonstrates how to navigate to settings to connect an external email account and configure signatures for a centralized inbox.@closecrm

Send at scale with inbox rotation

  1. 4:171:44Bulk emailing and automated workflowsDemonstrates how to filter lead lists and enroll them into bulk email workflows or automated sequences.@closecrm

Manage deals & pipeline

  1. 6:001:37Creating Custom Fields for Lead RecordsShows the process of adding new custom fields, labeling them, and choosing data types to capture specific prospect information.@closecrm
  2. 7:361:38Setting Up Custom Activities in CloseWalks through creating and editing custom activities to log specific interactions beyond standard calls and emails.@closecrm
  3. 2:300:32Managing lead stages in the pipelineShows how to drag and drop leads through different pipeline stages such as 'Contacted' and 'Qualified'.@Soft-Savvy
  4. 3:121:53Navigating the Close CRM lead dashboardA walkthrough of the lead section, showing how potential business opportunities and communication history are organized.@tutorialsbymanizharyan2121
  5. 6:460:59Creating and managing opportunitiesDemonstrates how to add a specific deal value to an opportunity and categorize it within the sales list.@tutorialsbymanizharyan2121

Autonomous AI SDR

  1. 36:304:21Setting up Automated Workflows in CloseShows how to use the 'Workflows' feature to automate lead updates and activity logging based on specific triggers like form submissions.@JordanRPark
  2. 4:084:29Live test call with Close AI agent ChloeA live demonstration of a voice conversation with the Chloe AI agent, showing its ability to handle discovery questions and book a meeting on a calendar.@JordanRPark
  3. 8:575:39Configuring AI agent skills and instructionsA walkthrough of the backend setup in Close CRM, including configuring agent skills, knowledge base URLs, custom fields, and call transfer settings.@JordanRPark
  4. 14:511:25Reviewing AI call outcomes and performanceDemonstration of the reporting dashboard showing call outcomes, sentiment analysis, and lead progression metrics within the CRM.@JordanRPark
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