Close CRM optimization · Remote · Working with sales teams worldwide
Close is a fast, opinionated sales CRM — but out of the box it doesn't know your sales process. I set it up (or clean it up), automate your follow-ups and rebuild your pipeline, Smart Views and reporting so every lead gets a next step, reps stop doing admin, and your numbers finally tell the truth. Brand-new account or five years of history — both welcome.
30 minutes, free. We open your Close account together and find the quick wins — you keep them 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 I do, as a specialised independent consultant: I audit or build your Close 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 an existing one.
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. I 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. I 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 I tell you honestly how much work it needs.
Sound familiar?
Every one of these 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 look at your Close account (or your plans for one) together and find the quick wins. No pitch deck — your CRM is the agenda.
⏱ 30 minutes · freeYou get a written diagnosis and a fixed quote: what's broken, what it costs you, what I'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, I'll tell you that — and where to make them yourself.
Free, practical, Close-only
Everything I know about 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 I 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 I run on every existing account — without losing history.
Read the guide⌁ All posts: tasktamersag.com/blog
Asked by humans and answer engines
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, I 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, I 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 my 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 me, book a free 30-minute discovery call — the button below opens my calendar right here. We screen-share your Close CRM (or talk through the account you're planning), find the quick wins, and you leave with a clear picture of what optimized looks like. You'll hear my honest take even if the answer is "you don't need me."
Prefer a direct link? The same calendar lives at cal.com/dzemalhumic/discovery-call.