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销售与CRM

通过对话管理 Close CRM 销售外展与线索

搜索潜在客户、查看沟通历史和活动记录
更新线索状态、记录通话和邮件往来
生成销售活动报告和团队业绩分析

功能概览

Close CRM 通过 Neotask 和 Neotask 提供 48 项操作--平台上最完整的 CRM 自动化。

类别	关键操作	销售自动化用例
搜索与查询	search, lead_search, activity_search, opportunity_search, aggregation	管道报告和线索发现通过对话完成
线索	fetch, create, update, delete leads	从任何渠道自动捕获和鉴定线索
联系人	fetch, create, update, delete contacts	无需手动输入即可保持联系人记录准确
商机	fetch, create, update, delete opportunities; list pipelines	自动管理交易流程和阶段推进
任务	create, update tasks	当线索变冷时自动创建跟进任务
通讯	create_call, create_sms, create_email/sms templates	无需触碰 Close 即可记录通话和发送序列
模板	fetch, create, update, delete email/SMS templates	通过对话维护外展模板库
状态	create, update, delete lead/opportunity statuses	保持管道阶段干净一致
智能视图	fetch, update smart views	自动在合适的时间呈现合适的线索
工作流	create workflows	通过对话构建自动化规则

每项操作均可自主运行或需要您的审批--由您决定。

试试这样问

"显示所有'提案'阶段且超过 5 天没有活动的商机"
"为 Acme Corp 创建线索，联系人 Sarah Chen，工程副总裁--她对我们的 API 产品感兴趣"
"上周按销售代表细分的管道新增总金额是多少？"
"为每个打开了我们最后一封邮件但未回复的线索创建跟进任务"
"将'已发合同'阶段中超过 30 天的所有商机更新为'有风险'状态"
"生成报告：本月每位销售代表拨打了多少通电话？"
"创建一个名为'Q2 回访'的邮件模板，包含主题行和针对不活跃线索的正文"
"搜索所有包含'企业'关键词且没有关联商机的线索"

专业提示

安排每日早上 8 点的自动化任务，从 Close 中呈现最高优先级线索并发布到 Slack 频道--无需登录 CRM。
专门为删除操作启用审批门控--在 Close 中删除线索和商机是不可逆的。
将 Close CRM 与邮件和日历放在同一应用组中，这样在 Close 之外预约的会议会自动记录为活动。
多 Agent 团队擅长处理入站线索：一个 Agent 搜索类似的现有线索，另一个丰富联系人记录，第三个分配跟进任务。
使用 aggregation 操作进行管道分析："按行业划分的平均交易规模是多少？"直接从 Close 返回真实数据，无需构建自定义报告。

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Plans

Free

$0/mo

Download without a card and start for free.

Individual

$50/mo

The full personal agent platform for one person.

Business

$100/mo

One company workspace with room to add your team.

Enterprise

$200/mo

Multiple workspaces and capacity for larger teams.

Works Well With

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