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Live and on-demand

Events that help you win.
At every level of sales.

Join one of our events for every stage of sales: get a Close demo, get live customer support, sharpen your sales game, or go deep as a Close customer.

Considering Close?

Live sales demo with Q&A

A guided product overview for teams considering Close as their CRM. See the whole workflow live: pipeline, calling, email, custom agents, automations, and reporting. Ask our Sales team questions on the spot.

Live sessions every weekNo trial required to register
Next live session
The Close app during a live sales demo
Thu, Oct 1 · 9:00 AM PDT

Getting Started with Close: Live Demo and Q&A

Join our team for a live demo of Close to see how sales teams bring calls, emails, and texts into one inbox, automate follow-ups with our AI voice agent, and get full visibility into their pipeline with built-in reporting. We'll walk through getting set up, including how to get compliant to call and text, and help you find the right plan for your team. Stick around afterward for live Q&A. Bring your questions and get answers, right in the session. Technical questions best directed to support@close.com

Register free

By submitting this form, you agree to receive communications from Close at the email address and phone number provided, including marketing emails, phone calls, and text messages. Calls and texts may be automated or use an artificial or AI-generated voice. Consent is not a condition of purchase. Msg & data rates may apply. Reply STOP to opt out of texts; you can unsubscribe from emails at any time.

Upcoming
Thu, Oct 8 · 9:00 AM PDT

Getting Started with Close: Live Demo and Q&A

Register

By submitting this form, you agree to receive communications from Close at the email address and phone number provided, including marketing emails, phone calls, and text messages. Calls and texts may be automated or use an artificial or AI-generated voice. Consent is not a condition of purchase. Msg & data rates may apply. Reply STOP to opt out of texts; you can unsubscribe from emails at any time.

Thu, Oct 15 · 9:00 AM PDT

Getting Started with Close: Live Demo and Q&A

Register

By submitting this form, you agree to receive communications from Close at the email address and phone number provided, including marketing emails, phone calls, and text messages. Calls and texts may be automated or use an artificial or AI-generated voice. Consent is not a condition of purchase. Msg & data rates may apply. Reply STOP to opt out of texts; you can unsubscribe from emails at any time.

Thu, Oct 22 · 9:00 AM PDT

Getting Started with Close: Live Demo and Q&A

Register

By submitting this form, you agree to receive communications from Close at the email address and phone number provided, including marketing emails, phone calls, and text messages. Calls and texts may be automated or use an artificial or AI-generated voice. Consent is not a condition of purchase. Msg & data rates may apply. Reply STOP to opt out of texts; you can unsubscribe from emails at any time.

On a trial or new to Close?

Support office hours

Live support office hours for trials and new Close customers. Bring your specific questions and get answers from the team in real time.

Upcoming sessions
Wed, Sep 30 · 12:00 PM EDT

Workflows 101: Put Your Follow-Up on Autopilot

Join us for a live, build-along session where you'll create a working, multi-channel Workflow in Close from scratch. No slides-only feature tour: we'll build a real "Inbound Demo Follow-Up" Workflow together, step by step, so you leave able to build, trigger, and monitor your own. You'll walk away knowing: The five pieces of every Workflow: triggers, steps, delays, communication windows, and goals How to personalize at scale with templates, snippets, and smart delivery settings (timezone priority, blackout dates, and more) How to enroll leads, monitor active Runs, and use the Report tab to improve over time Copy-ready templates for inbound follow-up, cold outreach, onboarding, and renewals, plus the common mistakes to avoid Bring a second tab with Close open as you'll be building along with us live.

Register

By submitting this form, you agree to receive communications from Close at the email address and phone number provided, including marketing emails, phone calls, and text messages. Calls and texts may be automated or use an artificial or AI-generated voice. Consent is not a condition of purchase. Msg & data rates may apply. Reply STOP to opt out of texts; you can unsubscribe from emails at any time.

On-demand replays to watch anytime
Get Your Trusted SMS Campaign Approved35-min replayWatch now
Learn from the experts

Education & inspiration

Panels and stories from sales leaders on winning strategies, building a strong pipeline, and scaling with AI.

New sessions quarterly45–60 minutes, live Q&A
On-demand

Save $100K by switching CRMs: The Playbook by Proven Sales Leaders

56-min replayWatch replay
Become a power user

Close the gap

Demos of new features and product deep-dives that close the gap between what you know and what Close can really do.

30–45 minutes
On-demand

Next-Gen CRM Automation: Upgraded Workflows, ChatGPT, and Claude

Stop juggling expensive, unreliable integrations. Close's automation has leveled-up with two big improvements: upgraded Workflows and MCP. Join Nick Persico, Senior Product Manager and Sam Wild, Senior Product Marketing Manager to learn all latest workflow capabilities that turn Close into your all-in-one sales hub. Then, meet the next frontier of CRM automation: MCP (model context protocol). See how you can easily connect Close to ChatGPT, Claude, n8n, and more to offload CRM tasks. What’s new in Workflows: Manage holiday schedules: using new functions in Workflows Event-based triggers: Automatically kick off workflows when calls, opportunities, or leads change. Expanded actions: Create Opportunities, update Leads, and assign Tasks—all from workflows. Plus, email/SMS and setting emails as drafts. Operational flexibility: Run delays, “to-dos,” and multi-step processes reliably inside Close. Runs view: Track and debug every automation with full transparency, in detail.

46-min replayWatch replay

Run your day like a Close power user

How much time are you leaving on the table every day? 6 new Close features power users are using to run calls on Playbooks, auto-log outcomes, book meetings on the spot, and skip manual pipeline math.

46-min replayWatch replay

Close the Gap: 2025 Roadmap Preview

Hear about new features released by Close in 2025. -New features coming to Close this year (plus, what we're researching for the future 👀) -How you can get involved in beta testing and feedback 🧪 -And a customer Q&A 👋🏼

43-min replayWatch replay

Close the Gap: Summer 2025 Product Deep Dive

39-min replayWatch replay

There are over 800 CRMs to choose from. Stop overthinking. Start closing.

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