Close CRM Tutorial (2025) — How to Use It Like a Pro

Work With Me: https://www.revpilot.co/schedule Close CRM Free Trial: https://refer.close.com/ayul3ij4alee-... Free Sales Tracking System: (Coming Soon) Close CRM can be the fastest CRM on the market — if it’s set up right. In this updated 2025 walkthrough, I’ll show you how to build a full sales system inside Close that’s simple, scalable, and proven to work. Whether you're a solo founder or scaling a sales team, you’ll learn how to: ✅ Set up lead statuses, pipelines, and custom fields the right way ✅ Use smart views to organize your reps’ day-to-day ✅ Build follow-up workflows with texts, emails, and tasks ✅ Track sales activity and use reporting to make real decisions This isn’t just how to “use Close” — this is how to turn Close into a revenue system. Need Support? Schedule a sales process audit: https://www.revpilot.co/contact 🛠 Tools Used: Close.com 💼 Built For: Founders Sales Leaders Operators 🔔 Subscribe for more no-fluff CRM builds and automation playbooks.