Close Features for Small Business Growth - Workflows
Workflows are designed for busy salespeople who don’t have time to learn complex new tools. You can set up a trigger, then create a list of actions to be completed once that trigger goes off, including:
Assigning a lead to a specific user or group
Sending an email
Sending an SMS
Adding a task or call to a rep’s list
No muss, no fuss, just a smooth sales process running on repeat.
2. Send As
If you want to send a message on behalf of another Close user, use the Send As feature, available on our Pro and Business plans.
You can use Send As in manual, bulk, and sequence emails. This is useful for maintaining consistency in email campaigns, and building customer relationships with specific salespeople and support members—even when they aren’t available.
Replies to Sent As emails will go to the inbox of the user who allowed the sending on their behalf, rather than the actual sender.
And keep in mind: Close syncs with Gmail and Outlook, so norway telegram data you can continue using your email provider of choice, regardless of how messages are sent and received.
3.
Custom Activities allow you to create a custom action type to record and centralize off-platform interactions. These may include lead forms, support tickets, call outcomes, chat messages, and more.
CAs can be used to drive automation (via Zapier), act as calling scripts (for all types of sales, cold, and qualifying calls)—and much more.
Close Features for Small Business Growth - Custom Activities
This versatility is precisely what SMBs need to optimize their processes. In fact, one of our top partners drives his whole setup with Custom Activities.