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Product Updates

If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.

New Feature

SMS Templates

SMS Templates

You can now save time on repetitive SMS messages by creating and sending SMS templates directly from within Close.

With SMS Templates you can:

  • Create private or shared SMS templates for yourself or your team
  • Personalize messages with template tags and/or conditional logic, similar to email
  • Select a template when drafting an SMS from the lead page
  • Filter for SMS messages sent with a specific template in lead search
  • Send SMS templates via the Close API and Zapier
  • Examine SMS template usage via reporting (Explorer reports only)

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