Close tutorials

How to set up Close CRM from scratch for an outbound-heavy sales team

Close is built for sales reps who pick up the phone 60+ times a day. It is fast, opinionated, and easy to break in the first month by treating it like HubSpot or Salesforce. Here is the from-scratch sequence that holds up once dial volume ramps.

How to set up the Close Power Dialer for 100+ dials per rep per day

The Power Dialer is the single feature most teams buy Close for and the single feature most teams misconfigure. Wrong setup, reps make 40 dials/day, half land in voicemail, and they hate the tool. Right setup, the same reps hit 120 dials with 12-15% pickup and call it the best CRM they have used. Here is the difference.

How to set up Close Sequences that book meetings without burning your sender reputation

Close Sequences are tighter than HubSpot's and faster to ship than Outreach. They are also the easiest place to burn your sender reputation in week 2 if you copy-paste a template and slam it across 800 leads. Here is the discipline that earns replies.

How to set up SMS in Close without getting your numbers blocked by T-Mobile

SMS in Close is the highest-open-rate channel you have (90%+ open rate vs 25% for email). It is also the channel where one misconfigured Sequence gets all your numbers blocked by T-Mobile in two weeks. Here is the setup that delivers and the compliance that keeps it delivering.

How to set up Close Opportunities and pipelines that produce accurate forecasts

Close Opportunities are the canonical deal object. Pipelines (Opportunity Statuses) are how you forecast. Set them up wrong, the weighted pipeline number is fiction. Set them up right, the Monday review is grounded in real data. Here is the discipline.

How to import data into Close cleanly and deduplicate without losing history

Importing into Close is fast — which is exactly why teams ship junk data on day 1 and spend the next 18 months apologizing for it. Here is the import sequence that holds up, the dedup discipline that prevents 'Acme Inc' from existing 4 times, and the cleanup cadence that keeps it that way.

How to fix Close call deliverability: spam-likely numbers and collapsing pickup rates

Pickup rate was 13% in month 1. Now it is 4% and reps are demoralized. The dialer is not broken — your numbers are. Here is the diagnostic for spam-likely flags, the rotation pattern that prevents them, and the registration cleanup that restores delivery.

How to set up Close Reports and Leaderboards that drive rep behavior

Most teams use Close Reports as a passive dashboard nobody opens. Wired correctly, Reports + Leaderboards drive 15-25% activity lift in 30 days and turn the Monday review from theater into real coaching. Here is the setup that compounds.

Close vs HubSpot vs Salesforce — an honest decision guide for sales-led teams

Pick Close when your team lives on the phone. Pick HubSpot when marketing drives pipeline. Pick Salesforce when complexity demands a platform. Most teams pick wrong on emotion (or vendor sales rep) — here is the framework that picks on motion.

When to hire a Close CRM specialist — an honest checklist

DIY Close is a great idea — until reps stall at 40 dials/day, Sequences burn the sender domain, and numbers start going spam-likely. This is the honest framework for when the cost of self-managing exceeds the cost of hiring help, and how to tell which side you are on.

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