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The Close CRM Journal
Everything I know about making Close CRM work, written down: setups, follow-up workflows, Smart Views, reporting and clean-ups. No fluff, no feature announcements — just things you can apply to your account today.
How to Set Up Close CRM the Right Way: A Complete New-Account Checklist
Most Close accounts are broken on day one — not by missing features, but by skipped decisions. The exact order I follow on every new account: process first, statuses, pipeline, fields, templates, Workflows, Smart Views, then import.
Read the guideClose CRM Follow-Up Workflows That Win Deals
Deals rarely die from a "no" — they die from silence. How to design multi-touch follow-up Workflows in Close (email, call and SMS steps) that keep every lead moving without a rep remembering anything.
Read the guideSmart Views in Close CRM: Turn Your CRM Into a Daily To-Do List
A Smart View should answer one question: "who needs action right now?" The five core views every sales team needs, how to build them, and the anti-patterns that turn views into noise.
Read the guideClose CRM Reporting: The Metrics That Actually Predict Revenue
Your reports are only as honest as your statuses and stages. The handful of leading indicators worth reviewing weekly in Close — and the vanity metrics you can stop staring at.
Read the guideHow to Clean Up a Messy Close CRM Account, Step by Step
Duplicate leads, statuses nobody remembers creating, Workflows paused since last year. The audit-first clean-up process that restructures an account without losing a single email, call or note.
Read the guide