Close Demo

Demo Summary

In this video, Nick shows you Close, a simple customer tracking tool for small, remote teams. You’ll learn how to clear your inbox, bring in your contacts, and see all your calls, emails, texts, and tasks in one spot. He explains easy buttons for calling, texting, and emailing people, plus how to build lists that update on their own and send group messages, set up automatic follow-up plans, and use a fast phone dialer. You’ll also see clear, live reports to track deals and team performance. Close helps you save time, win more sales, and cut out extra apps.

AI-Detected Features

Introduction & Demo OverviewNick, Director of Sales and Marketing at Close, welcomes you and outlines what you’ll learn: key features to boost sales productivity and increase revenue quickly.
00:01
Inbox View & Task ManagementLearn how Close’s Inbox consolidates emails, calls, texts, voicemails and tasks in one place. See your daily schedule and aim to clear your inbox without leaving this view.
01:21
Importing Data into CloseExplore easy data migration: free CRM migration tool, manual lead/contact creation, spreadsheet imports, API and no-code integrations to bring your existing data into Close.
01:58
Navigating the Lead ViewDiscover the Lead View: a container for all lead details, tasks, opportunities, contacts, custom fields and a timeline of every interaction in the Activity Feed.
03:12
Inline Email, SMS & CallingSee how to communicate directly from the CRM: use the built-in email client with templates and workflows, send texts, make calls, take notes and sync with mobile apps.
04:22
Automated Outreach: Lists, Emails & CallsCreate dynamic lists using Smart Views, send bulk emails or set up multi-step workflows, and use Power or Predictive dialers for fast, automated calling campaigns.
05:54
Reporting & AnalyticsUse real-time reports: the Opportunity Pipeline for deal stages, the Funnel Report for KPIs like conversion rate and velocity, and Activity Overview for team metrics.
08:57
Integrations & EcosystemConnect Close with your existing stack: native integrations for G Suite, Office 365, Zoom, Calendly, Zapier and 100+ other tools to streamline your workflow.
10:42
Getting Started & Contact InfoLaunch your 14-day free trial or reach out to our team for help migrating from another CRM. Start closing more deals faster today!
11:14
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Close

A sales engagement CRM designed to help SMBs turn leads into revenue.Learn more about Close

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