Product — Your Sales Workflow
Overview
The high performance CRM
Sell
Get more from every lead
Optimize
Streamline your sales process
Grow
Keep your pipeline growing
Collaborate
Grow your sales pipeline as a team
Integrate
Connect Close to your favorite tools
Product — Your Sales Toolkit
Calling
Make more calls with built-in VoIP
Emailing
Break through the noise with emails that sell
SMS
Increase reach rates with built-in SMS
Video
Run and track video calls from within your CRM
Reporting
Keep a close eye on the metrics that matter
Custom Fields & Activities
Personalize your CRM to your sales process
Use Cases
Customer Stories
Trusted by the world's fastest growing companies
SaaS
Multiply your MRR with the CRM built for SaaS
Remote Sales
Make remote work your sales team’s advantage
Financial Services
Turn more leads into revenue
Insurance
Keep clients renewing year after year
Real Estate
List, lease, and sell more
Pricing
Close Plans & Pricing
Close vs Other CRMs
Close ROI Calculator
Blog
Free Resources
Sales Resource Library
Startup Sales Bundle
Daily Sales Motivation New
Email Sales Course
Weekly Sales Newsletter
Product Guide
About
About Close
User Reviews
Join Our Team
Webinars
Log in Try Close
Restrict Editing on Custom Fields
product

Restrict Editing on Custom Fields

Last week, we announced the release of Roles & Permissions—a simple way to manage accessibility within Close.
Bart Gryszko
1 min read
Create custom roles with Roles & Permissions
product

Create custom roles with Roles & Permissions

Transparency promotes productivity. That’s why everything you do in Close.com is visible to everyone on your team.
Bart Gryszko
3 min read