Close CRM setup & management setup · admin · automation

Close CRM Management

We set Close up for your inside sales team, build the Smart Views and workflows reps work from, and manage it month to month.

  • Close setup — Statuses, fields and team configured before reps start calling.
  • Smart Views and workflows — The views reps work from every day, and the follow-up that runs automatically.
  • Ongoing admin — Weekly admin so Close stays quick to work.
  • Integrations — Close connected to lead sources and outside tools.
From $100 a month Month to month, no minimum term Works with
Get a scope and price For your Close CRM work · reply within 2 working days
or

  • No access needed
  • No contract
  • Price in writing
Smart Views are saved lead filtersFour predefined roles on every planCustom roles only on ScaleSuper User: most settings, not full adminWritten scope and price before you start

What we do on Close CRM

Close CRM setup, management and automation

Pick one of them or all of them.

Close setup

Statuses, fields and team configured before reps start calling.

  • Lead and opportunity statuses
  • Custom fields
  • Roles and team members
  • Calling and email settings

Smart Views and workflows

The views reps work from every day, and the follow-up that runs automatically.

  • Shared Smart Views for every stage
  • Follow-up workflows
  • Email templates
  • Tried with a few reps first

Ongoing admin

Weekly admin so Close stays quick to work.

  • User and role changes
  • Field and view requests
  • Duplicate lead merges
  • Weekly pipeline review

Integrations

Close connected to lead sources and outside tools.

  • Call logging from an external dialer
  • Lead source imports
  • Custom API connections
  • Integration monitoring

Systems and tasks

What Close CRM connects to, and the work we do in it

Systems on the left, example work on the right.

Connected systems

  • PhoneBurnerDialer · connected by us
  • CloudTalkDialer · connected by us
  • JustCallDialer · connected by us
  • Email & calendarGmail · Outlook
  • Forms & adsWeb forms · Meta · Google Ads
  • ReportingSheets · Looker Studio

Platform

Close CRM CRM 6 connected systems

Work in Close CRM

Task boardExample week
  • Lead and opportunity statusesClose setup Done
  • Shared Smart Views for every stageSmart Views and workflows Done
  • User and role changesOngoing admin In progress
  • Call logging from an external dialerIntegrations Queued
  • Custom fieldsClose setup Queued
  • Follow-up workflowsSmart Views and workflows Queued
  • Field and view requestsOngoing admin Queued
  • Lead source importsIntegrations Queued
Connected by us Example tasks, not client data. No partnership implied.

Real situations

When teams bring us in on Close CRM

Every morning starts with building a call list

Reps spend the first hour deciding who to call, and good leads fall through the gaps.

What we doWe build Smart Views for each rep and stage, so the next leads to call are always one click away.

Follow-ups depend on memory

After a call, the next email or task only happens if the rep remembers to do it.

What we doWe set up Workflows that send the follow-up and create the next task from the call outcome.

Leads arrive without the details

Web leads and booked meetings reach Close late, or without the fields reps need.

What we doWe connect your lead sources and calendar so records arrive complete and assigned.

From Close CRM’s own documentation

  • Smart Views Smart Views are saved lead filters that tell reps who to follow up with and when, without a task for every lead. Source ↗

Close CRM limits

The Close CRM limits that decide how it should be run

From Close CRM’s own documentation, with sources.

Close CRM — documented limits
LimitValueApplies to
Custom roles Scale plan only Essentials and Growth use the predefined roles source ↗
Predefined roles Cannot be edited Includes Admin and Super User source ↗

Checked September 2026. Plans change.

Onboarding

How we start on Close CRM

Including how access is granted in Close CRM.

  1. 01 Tell us what you need Setup, Smart Views, workflows or admin.
  2. 02 Invited as a Super User An Admin invites us from Settings → Team Management; Super User covers most settings without billing.
  3. 03 Build and try Views and workflows built, then tried with a few reps before the whole team uses them.
  4. 04 Handover or monthly admin With ongoing admin, requests are handled every week.

Cost

Priced for a small team, and it stays that way

One monthly fee for Close CRM, with no minimum term.

From
$100/month

The starting price, for a single pipeline and a small team. Most teams this size need nothing more.

Not included — so there are no surprises

  • Your Close CRM licence — you keep your own account and billing
  • Building new integrations to other systems — a separate one-off project
  • Data migration from another system
  • Bespoke development inside Close CRM beyond configuration

Your price in writing within 2 working days.

Dialers that integrate with Close CRM

We connect Close CRM to any of these 22 dialers, phone systems and AI voice agents as a one-time setup, with no monthly fee from us. Choose yours to see what we connect.

TalkdeskTalkdesk to Close CRM Five9Five9 to Close CRM AircallAircall to Close CRM CallToolsCallTools to Close CRM ConvosoConvoso to Close CRM PhoneBurnerPhoneBurner to Close CRM KixieKixie to Close CRM OrumOrum to Close CRM NooksNooks to Close CRM CloudTalkCloudTalk to Close CRM JustCallJustCall to Close CRM VICIdialVICIdial to Close CRM VapiVapi to Close CRM Bland AIBland AI to Close CRM Retell AIRetell AI to Close CRM SynthflowSynthflow to Close CRM Air AIAir AI to Close CRM TwilioTwilio to Close CRM OpenPhoneOpenPhone to Close CRM RingCentralRingCentral to Close CRM DialpadDialpad to Close CRM Zoom PhoneZoom Phone to Close CRM

See all integrations →

Questions

Close CRM CRM management — common questions

What are Smart Views in Close?

Smart Views are saved lead filters that give one-click access to a search anywhere in Close, so reps know who to follow up with and when without creating a task for every lead.

Can we create custom roles in Close?

Creating and editing custom roles and permissions is only available on the Scale plan. Every plan includes four predefined roles that cannot be edited.

What role should an outside admin have in Close?

Usually Super User, which can manage most settings and customisations but not full organisation administration such as billing.

How do we stop leads going stale in Close?

By consolidating Smart Views so every active stage is covered by a view the team actually works, instead of many personal views that let leads slip between them.

How much does Close CRM management cost?

From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.

Is there a minimum term?

No. It is month to month with 30 days’ notice.

Free 30-minute call · no obligation

Talk to us about Close CRM

Thirty minutes on what you need from Close CRM, whether it is on this list or not.

  1. Close setup — Statuses, fields and team configured before reps start calling.
  2. Smart Views and workflows — The views reps work from every day, and the follow-up that runs automatically.
  3. Ongoing admin — Weekly admin so Close stays quick to work.

+91 82857 48750 support@web-repay.com

Team discussing a project around a laptop
Close CRMSetup & management Scope and priceIn writing, within 2 working days No minimum term30 days’ notice