Follow up faster: Automate more in your Close trial
10 days left of your free trial
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10 days left of your free trial Close ( https://www.close.com?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+4+-+Automation+-+Letter&utm_medium=behavioral&utm_source=email ) Log in ( https://app.close.com/login/?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+4+-+Automation+-+Letter&utm_medium=behavioral&utm_source=email ) ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ Hi there, The fortune is in the follow-up. But let’s be honest, keeping track of every lead manually is a nightmare. That’s where Smart Views & Workflows come in. These automation tools ensure no lead is left behind—so you can focus on selling, not chasing tasks. Work smarter with automation: ----------------------------- 🔍 Smart Views Instantly sort and prioritize leads based on engagement, last contact, or any custom field. (Think of it as a crystal ball for your best opportunities.) ⏳ Workflows Automate multi-channel follow-ups using email, SMS, and call sequences. (No more forgetting to follow up!) 📩 Email & SMS Templates Set up reusable messaging to save time and keep outreach consistent. Get Set Up to Follow Up → ( https://app.close.com/getting-started/?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+4+-+Automation+-+Letter&utm_medium=behavioral&utm_source=email ) Less time on admin, more time closing deals. Let automation handle the busywork so you can focus on selling. Need help? Just reply. No chatbots, no-nonsense. Real people, ready to help. Let’s go! – The Close Team 🤖 Meet Chloe: Your new AI sales teammate ------------------------------------------- Call leads, qualify prospects, book meetings, and automatically update your CRM, all from within Close. Ready to see it in action? Get 1,000 free credits in your trial. Try Chloe → ( https://app.close.com/chloe/?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+4+-+Automation+-+Letter&utm_medium=behavioral&utm_source=email ) P.S. Want to get the most out of your trial? Here’s how: * Follow the Close Onboarding Guide → ( https://help.close.com/docs/onboarding-checklist-start-here?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+4+-+Automation+-+Letter&utm_medium=behavioral&utm_source=email ) Step-by-step interactive demos to set up Close fast. * Join Close Office Hours → ( https://close.com/events?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+4+-+Automation+-+Letter&utm_medium=behavioral&utm_source=email#sales-demo ) Get one-on-one guidance from our experts. * Get expert help with Close Professional Services → ( https://www.close.com/professional-services?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+4+-+Automation+-+Letter&utm_medium=behavioral&utm_source=email ) From onboarding and CRM migration to sales operations and data cleanup, our team will set you up for success We used to have hundreds of leads slipping through the cracks. Now, every lead gets the full attention they deserve—automatically. — Ben M. Close ( https://www.close.com/?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+4+-+Automation+-+Letter&utm_medium=behavioral&utm_source=email ) LinkedIn ( https://www.linkedin.com/company/close-crm?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+4+-+Automation+-+Letter&utm_medium=behavioral&utm_source=email ) X ( https://x.com/close?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+4+-+Automation+-+Letter&utm_medium=behavioral&utm_source=email ) YouTube ( https://www.youtube.com/channel/UCC7ZkCK3FxZiqMXqI3yvWHw?utm_campaign=Onboarding+-+Trials+2026+Q2-Q3&utm_content=Trial+Onboarding+4+-+Automation+-+Letter&utm_medium=behavioral&utm_source=email ) 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States © 2026 Elastic, Inc. All rights reserved. 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- nse/close/2026-10-11/3808
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- Close Support · support@close.com
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- 11 October 2026 · 11:00 UTC










