How to Use Close
A beginner-friendly guide to getting started with Close in 2026.
Getting Started: Step by Step
Create your Close account
Visit Close's website and sign up for a trial. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Close workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore calling
One of Close's key features is calling. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore email-sequences
One of Close's key features is email-sequences. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore pipeline
One of Close's key features is pipeline. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Close with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Close for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Close's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check Close's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Close isn't the right fit, here are some similar tools:
Ready to Try Close?
CRM built for inside sales teams with built-in calling, email sequences, and pipeline management for fast-moving startups.