Close CRM optimization · Remote · Working with sales teams worldwide
In every existing Close account we've audited, the same pattern: follow-ups running on memory, leads that went quiet without anyone noticing, a pipeline number nobody would forecast from. That's configuration, not your team. We rebuild the account — statuses, pipeline, Smart Views, reporting — and put your follow-ups on autopilot, so every lead has a next step.
30 minutes, free. We open your Close account together and find the leak — the quick wins are yours to keep either way.
Which leads went quiet after the first call?
→ smart_view "Called once · no reply · 7+ days"
✓ 23 leads · $86,400 in open opportunities
→ workflow "Follow-up · 6 touches" { enroll: 23 }
All 23 enrolled. First emails go out at 9:00 — and 6 calls are already on today's list.
The 30-second version
Close CRM optimization is the work of configuring Close — pipelines, lead statuses, custom fields, Smart Views, follow-up Workflows, templates and reporting — so the CRM runs your sales process instead of just recording it. An optimized account follows up automatically, shows every rep exactly what to do next, and produces reports a founder can actually trust.
That's what we do as independent Close specialists: we audit or build your account, automate the follow-ups that win deals, and hand your team a system that's faster to work in than to ignore. Whether you're opening a brand-new account or untangling five years of history.
Two minutes, no call needed
Almost every team we meet describes their account the same way: "it works, it's just a bit messy." Then we open it together and the messiness turns out to have a price tag. Tick the ones you recognise — this is the same list we run on every discovery call.
Nobody can say, right now, how many leads are waiting for a follow-up.
Following up depends on someone remembering — not on the system.
Your best rep keeps a private spreadsheet, "because it's faster."
Leads go quiet after one or two touches and nobody notices for weeks.
The pipeline total and what you actually expect to close are different numbers.
Open opportunities sit with no value, no close date or no next step.
A new rep learns the process from a colleague, not from the CRM.
There are more custom fields than anyone actually fills in.
The same company exists two or three times under slightly different names.
Reporting happens in a spreadsheet export, because the Close reports can't be trusted.
⌁ What your score meansNobody ticks zero. Most teams we talk to recognise half this list, and the ones who tick eight are usually the ones who thought their account was fine. Every single item above is a configuration problem — not a discipline problem, not a plan problem, and definitely not a reason to switch CRMs.
Which also means every one of them is fixable, most of them in days. Three or more ticks is worth 30 free minutes — we'll open your account, show you what each tick is costing, and you keep the fixes either way.
From the accounts we've audited
Different industries, different team sizes, same six problems. We stopped being surprised a long time ago — which is why an audit takes days instead of months, and why the fixes are known quantities rather than experiments.
What it costsEither no Workflows exist, or one was built once and nobody's sure who's still enrolled. Deals aren't lost to competitors — they're lost to the second and third touch that never happened on a busy week.
What we changeA multi-touch cadence — email, call and SMS steps — with explicit enrollment and exit rules, that pauses the moment someone replies. Six touches happen whether the day was calm or chaotic.
What it costsStatuses invented ad hoc, half of them meaning "we talked once." Everything piles into one or two buckets, so no view can tell a rep who is actually waiting on them.
What we changeA short status set mapped to your real funnel, each with a written entry rule and an owner. If a status can't trigger an action, it doesn't survive the rebuild.
What it costs"Interested", "hot", "negotiating" — stages that move on optimism. Opportunities without a value, a close date or a next step. The forecast becomes a story, and the Monday meeting becomes a debate about the number.
What we changeStages defined by verifiable events: demo held, proposal sent, verbal yes. Every opportunity carries a value, a date and a next action — enforced by the structure, not by nagging.
What it costsNo Smart View is anyone's start-of-day screen, so the CRM becomes a place to log work after the fact. That's how a lead can go 30 days untouched while everyone is busy.
What we changeFive numbered Smart Views that work as a daily to-do list: new & untouched, follow-up due, went quiet, hot opportunities, nurture. Clearing them is the job.
What it costsDozens of fields, a handful in use, none required. Reps fill in nothing because filling in everything is impossible — so the data that would answer "which source actually works?" was never captured.
What we changeFields cut back to the ones a report or a Workflow actually reads, the important ones made required, and lead source tracked from the first touch onward.
What it costsDuplicates from a spreadsheet dump or a CRM migration done as-is. Two reps call the same company, the pipeline double-counts, and every report inherits the error.
What we changeDuplicates merged with history preserved, fields normalised, and an import routine plus ownership rules so the account doesn't drift back into the same state next quarter.
⌁ Recognise your account in three or more of these? That's the normal starting point — not a reason to be embarrassed. It's also the reason the first call is about your pipeline, not our slides.
Three promises, one account
You don't need another feature tour. You need the three things a CRM is actually for: more closed deals, follow-ups that never slip, and a tool your team doesn't fight with.
Opportunity stages tied to real, verifiable steps — not wishful thinking. Lead statuses that mean something, deal values and close dates your forecast can stand on, and no opportunity ever sitting without a next action.
pipelines · statuses · opportunity hygiene
Most deals are lost to silence, not to competitors. We build Workflows — sequenced email, call and SMS touches — that enroll the right leads at the right moment and pause the second someone replies. Six touches happen whether the day was busy or not.
workflows · templates · automated cadences
Smart Views become each rep's to-do list: who to call now, who's warm, who's overdue. Templates and snippets kill retyping, custom fields capture only what you'll actually use, and integrations end the copy-paste between tools.
smart views · custom fields · integrations
Start fresh or fix what you have
Setup isn't a one-size checklist. A blank account needs design; a lived-in account needs surgery. We do both, and the result is the same: a Close CRM your team trusts.
Full setup, done right the first time
new Close accounts
Audit, clean-up & rebuild — history intact
existing Close accounts
⌁ Not sure which you are? That's what the free discovery call is for — we look at your account together and tell you honestly how much work it needs.
Sound familiar?
These are the sentences we hear on discovery calls, almost word for word, from teams in completely different markets. Every one is a symptom of the same disease: a CRM that records work instead of driving it. Here's what changes.
"Leads go cold after the first touch. Nobody follows up twice."
A multi-touch follow-up Workflow enrolls every new lead automatically — email, call and SMS steps that pause the moment someone replies. Silence stops being a sales strategy.
"I spend my evenings updating the CRM instead of selling."
Smart Views tell you who to call next, templates write the routine emails, and the fields you're asked to fill are only the ones someone actually reads. Admin shrinks to minutes.
"The pipeline never matches reality. Forecasts are fiction."
Stages get redefined around verifiable events — demo held, proposal sent, verbal yes — and every opportunity carries a value, a close date and a next step. The Monday report finally means something.
"We have no idea which channel or campaign actually works."
Lead sources tracked from day one, statuses that map to a real funnel, and Close reporting configured so 'what's working?' takes one look, not one afternoon of spreadsheet archaeology.
From first call to a team that loves its CRM
Free, 30 minutes. We screen-share your Close account and run the ten-point check on it live. No pitch deck — your CRM is the agenda, and you leave with two or three fixes.
⏱ 30 minutes · freeYou get a written diagnosis and a fixed quote: what's broken, what it costs you, what we'll change and in what order. No open-ended day rates.
⏱ 2–3 business daysPipelines, statuses, fields, Workflows, Smart Views, templates, reporting, imports — built and tested against your real leads while your team keeps selling.
⏱ 1–3 weeksA live session with your team plus a short playbook. Optional ongoing optimization afterwards — most accounts need a tune-up as the team grows.
⏱ includedFixed quotes, no surprises
One-time project · fixed quote
setup or rebuild
Monthly · cancel anytime
after the sprint
⌁ Cheapest way to start: book the free discovery call. If your account only needs an afternoon of fixes, we'll tell you that — and where to make them yourself.
Free, practical, Close-only
Everything we've learned making Close work, written down. No fluff, no feature announcements — just setups, workflows and fixes you can apply today.
Statuses, pipelines, custom fields, templates and Workflows — the order matters. The exact sequence we use on every new account.
Read the guideMost pipelines leak at "no reply". How to design multi-touch cadences in Close that follow up for you — and when to stop.
Read the guideThe five Smart Views every sales team needs, and how to build views that answer "who do I contact right now?"
Read the guideActivity, funnel and pipeline reports worth looking at weekly — and the vanity numbers you can safely ignore.
Read the guideDuplicate leads, zombie statuses, dead automations: the audit checklist we run on every existing account — without losing history.
Read the guide⌁ All posts: tasktamersag.com/blog
Asked by humans and answer engines
Four checks answer it in five minutes. Can anyone say, without asking, how many leads are waiting for a follow-up right now? Does every open opportunity have a value, a close date and a next step? Does a new rep learn your process from the CRM, or from a colleague? Is there a Smart View the team actually starts the day in? A "no" to any of them means Close is recording your sales process rather than running it — which is what unoptimized means in practice. In nearly every existing account we audit, at least two of the four are a no. The longer version is the ten-point checklist above.
Messy isn't the problem; what messy costs is. In the accounts we've audited the same pattern keeps showing up: leads that got one touch and then silence, opportunities with no next step, and a pipeline number nobody forecasts from. Those deals weren't lost to competitors — they were lost to configuration. An optimized account usually pays for itself with the deals it stops leaking in the first weeks, which is exactly why the free call starts by finding that leak instead of pitching you.
Close (close.com) is a sales CRM built for small and mid-sized sales teams, with calling, SMS, email and follow-up automation built directly into the product. It's fast and opinionated — which is exactly why the setup matters: a well-configured Close account runs your sales process for you; a neglected one quietly loses deals.
Both. For a new account, we design and build everything from scratch: pipelines, lead statuses, custom fields, email templates, follow-up Workflows, Smart Views, reporting and data import. For an existing account, we start with an audit, then clean up and restructure step by step — without losing your history.
The parts that decide whether deals move: opportunity pipelines and stages, lead and opportunity statuses, custom fields, Smart Views that work as daily task lists, automated follow-up Workflows (email, call and SMS steps), email templates, reporting, and integrations with your other tools.
A new-account setup is typically live in one to two weeks. Auditing and restructuring an existing account usually takes two to three weeks, staged so your team keeps selling throughout. Quick wins — a follow-up Workflow, a set of Smart Views — often ship in the first days.
No. Every restructuring starts with an audit and a written plan. Changes are staged and reversible where possible, statuses and fields are mapped before anything is merged or renamed, and your emails, calls and notes stay attached to their leads throughout.
Yes. Leads, contacts, opportunities and notes can be migrated from tools like HubSpot, Pipedrive, Salesforce or plain spreadsheets into a properly structured Close account — mapped to the new pipelines and statuses instead of dumped in as-is.
Yes — every engagement ends with a live handover session and a short written playbook: how the pipeline works, which Smart Views to live in, and what the Workflows do. The goal is a team that runs the system without needing a full-time admin.
Pricing is a fixed quote based on scope — the size of your team, the state of your account and how much automation you want. You get the exact number after a free 30-minute discovery call, before any commitment. No open-ended day rates.
Optimization works on any Close plan. Part of the audit is checking whether your current plan fits how you actually sell — and telling you honestly if a cheaper plan would do, or where a feature on a higher plan would pay for itself.
No. Task Tamers is an independent consultancy specialised in Close CRM. Recommendations are based on what works for your sales process, not on any partnership or commission.
Book a free 30-minute discovery call — the booking button opens our calendar right here on the page. We look at your Close account together, identify the quick wins, and you get a fixed quote. The quick wins are yours to keep either way.
No forms. No email ping-pong.
To work with us, book a free 30-minute discovery call — the button below opens our calendar right here. We screen-share your Close CRM (or talk through the account you're planning), run the ten-point check on it live, and you leave knowing exactly where your account leaks deals. You'll get our honest take even if it's "you don't need us."
Prefer a direct link? The same calendar lives at cal.com/dzemalhumic/discovery-call.