Transform Your Close CRM into a Sales Acceleration Engine
Stop leaving revenue on the table with underutilized Close CRM features. Our AI-powered approach helps inside sales teams maximize Close's calling, emailing, and pipeline management capabilities to close more deals faster.
Book Your Close CRM Strategy SessionWhy Most Close CRM Setups Underperform
Close CRM is built for inside sales velocity – but most teams only scratch the surface. They use it as a glorified contact database instead of leveraging its powerful built-in calling, email sequences, and predictive dialer capabilities that make it truly transformative for high-volume sales teams.
The real challenge is that Close requires a different mindset than traditional CRMs. It’s designed for speed and volume, yet teams often configure it with the same complex workflows they’d use in Salesforce or HubSpot – creating friction where there should be flow.
Success with Close means embracing its philosophy: fewer clicks, more conversations. Our methodology optimizes every aspect of your Close setup to maximize rep efficiency and keep your team focused on what they do best – selling.
The Hidden Implementation Challenges
Underutilized Power Dialer that could triple daily call volume sits dormant
Email sequences not optimized for deliverability and response rates
Smart Views misconfigured leading to reps working stale or low-priority leads
Our Close CRM Optimization Methodology
Power Dialer Mastery
Configure predictive dialing, voicemail drops, and call coaching to maximize daily conversations and talk time
Sequence Optimization
Build high-converting email sequences with optimal timing, personalization, and automated follow-ups
Smart View Strategy
Create dynamic lead prioritization views that ensure reps always work the hottest opportunities first
Real Results from Strategic Implementation
"After optimizing our Close setup, our SDR team went from 40 calls per day to over 120. The Power Dialer configuration alone was a game-changer for our outbound motion."
Measurable Impact in 90 Days
Challenge: Low call volume and inconsistent outreach cadences limiting pipeline
Solution: Implemented Power Dialer workflows with Smart Views and automated sequences
Results: 3x increase in daily activities and 47% improvement in connect rates
Our Strategic Implementation Process
Sales Process Audit
Deep dive into your current Close setup, calling patterns, and sequence performance
Velocity Optimization
Configure Power Dialer, Smart Views, and sequences for maximum rep efficiency
Continuous Improvement
Ongoing analysis and refinement of call scripts, email templates, and prioritization logic
Trusted by Growing Companies Worldwide
Ready to Unlock Close CRM's Full Potential?
Get a comprehensive audit of your Close CRM setup and discover how to dramatically increase your team's call volume and close rates.
Get Your Free Close CRM AuditBook Your Close CRM Strategy Session
During this 30-minute consultation, our Close CRM experts will: