Welcome to Close Help

Getting Started

Create an Account
Onboarding
Connect Email and Calendar
Importing Data
Mobile App

Account Management

Plans and Billing
Roles and Permissions
Usage Billing
Exporting Data
2FA

Feature Guide

Leads
Calling
Emailing
Workflows
Lead Filtering and Smart Views

Best Practices

Build a Sales Process
Common Lead Status Mistakes to Avoid
Lead Scoring
Automating Close with Zapier
Keyboard Shortcuts

Integrations

Analysis and Reporting
Communication
Dedicated Email Servers
Zapier
Marketing

Technical Support

Password Reset
Email Deliverability
Call Quality
System Requirements
Date and Time Format

Changing Our CRM Platform To Close Is One Of The Best Decisions We Have Made. The Platform Does Everything We Need, And The Support Is Simply Outstanding.

Mike Corradini

CEO & Co-Founder at IdeaPros

Since We've Started Using Close, We've Quadrupled Our Average Revenue Per User.

Sara Archer

VP of Sales at ChartMogul

How to videos

Sync Close With Your Tech Stack Via 100+ Native, No Code, And Zapier Integrations.

Plus, Get More Context On Your Leads With An Integration Link. Jump To Other Websites And Tools, Securely Passing Data From Your Leads, Contacts, And Opportunities. All In One Click.