3 Must Have Close CRM Workflows

🚀 Close CRM just dropped new workflow features — and it completely changes how sales teams should be using the platform.

In this video, I’ll show you the 3 must-have Close CRM workflows that will save you hours, prevent missed follow-ups, and keep your reps accountable. These are simple to set up, but they’ll transform how you run your pipeline.

Here’s what we’ll cover:

🔄 Automating follow-ups so no lead slips through the cracks
📈 Creating opportunities the right way with workflows
✅ Tracking and holding reps accountable without extra admin work

Why the latest Close CRM workflow updates (2025) change everything compared to six months ago

🛠 Tools Used:
Close CRM (latest workflow features)

💼 Built for:
-Founders who want visibility into their sales process
-Sales leaders tired of chasing reps for updates
-Operators who want automation without the complexity

📥 Get a CRM audit or workflow build:
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