Getting Started with Email in Close | How to Send and Manage Emails from Your CRM

Stop switching between your inbox and your CRM. 📧

In this video, you’ll learn how to send, receive, and manage emails directly in Close CRM — so every conversation with your leads lives in one place.

We’ll cover:
✅ How to connect your email account to Close
✅ Sending and receiving emails inside your CRM
✅ Tracking conversations and follow-ups on leads
✅ Organizing emails alongside calls, SMS, and tasks

With email fully integrated into Close, you’ll save time, stay organized, and never lose context in your sales conversations.

🔗 Try Close free for 14 days: https://app.close.com/signup/

📘 Learn more: https://help.close.com/