How to Build Your Own Close CRM

Automatically record and transcribe sales calls for training and compliance.

Transfer calls between team members without dropping the connection.

Set up conference calls directly from the CRM with multiple participants.

Built-in phone system for making calls directly from the CRM interface.

Set up automated phone menus to route inbound calls to the right team.

View all customer interactions in chronological order across all channels.

Analyze call metrics including duration, outcome, and team performance.

Track email performance including open rates and click-through rates.

Compare individual and team performance against benchmarks and goals.

Create custom reports to analyze sales performance and team metrics.

Track opportunities through stages with customizable deal properties.

Organize and prioritize leads with customizable pipelines and lead scoring.

Automatically score leads based on engagement and activity levels.

Customize sales pipelines and stages to match your sales process.

Create dynamic contact lists that automatically update based on criteria.

Automatically assign leads to team members based on custom rules.

Automate repetitive tasks like email sequences and follow-up reminders.

Create if-then workflows to automate complex business processes.

Import large lists of contacts and leads into the system efficiently.

Automatically identify and merge duplicate contact records.

Export reports and data in CSV or PDF format for external analysis.

Create reusable email templates with dynamic variables and conditional content.

Set up automated multi-step email campaigns with delay options.

Track when emails are opened and link clicks to monitor engagement.

Integrate Close with custom applications using REST and GraphQL APIs.

Automatically sync meetings and follow-ups to your calendar.

Trigger workflows in other applications based on CRM events.

Track all user actions and changes for compliance and security monitoring.

Single sign-on support for enterprise security requirements.

Secure team accounts with two-factor authentication.