F.A.Q's

Frequently Asked Questions

20 articles in this collection
Written by Richard Miles and Laura Betterly

General Questions

Why do you ask me to choose my area code but there are no phone numbers available?

Can't find a phone number?

Written by Richard Miles
Updated over a week ago

Are all the SMS credits in CLOSEM part of the monthly subscription, or do I need to do some additional setup?

Written by Richard Miles
Updated over a week ago

Does CLOSEM come with a phone number or do I need to use my own?

Written by Richard Miles
Updated over a week ago

Do you need an external account to send SMS?

SMS,

Written by Richard Miles
Updated over a week ago

Does CLOSEM work worldwide?

service areas

Written by Richard Miles
Updated over a week ago

Is CLOSEM a CRM?

CRM

Written by Richard Miles
Updated over a week ago

How can I see the video tour again?

Training / initial video tour

Written by Laura Betterly
Updated over a week ago

Is this for existing customers I have in my contact list or new business as well. Finding cell phone numbers for decision makers is practically impossible.

B2B, decision makers, texting, prospecting

Written by Richard Miles
Updated over a week ago

Does CLOSEM only work after I've made contact with someone?

leads, contacts, prospecting

Written by Richard Miles
Updated over a week ago

Is there a way to keep track of a prospect and where they are in a given campaign?

campaigns, followup, prospects, reporting

Written by Richard Miles
Updated over a week ago

Messaging

Where are email replies archived?

email messaging

Written by Richard Miles
Updated over a week ago

How are email messages archived?

email messaging

Written by Richard Miles
Updated over a week ago

Viewing sent SMS messages and replies

SMS messages / texting / conversations

Written by Richard Miles
Updated over a week ago

Does CLOSEM actually SEND a Text to a prospect and also RECEIVES the response? Can I read the response on CLOSEM or the is response only seen on my cellphone?

texting, conversations, notices, cellphones

Written by Richard Miles
Updated over a week ago

If a user deletes an email template, is there still an archive of that message?

email archiving

Written by Richard Miles
Updated over a week ago

Account Management

How do I change, cancel, pause my subscription or update my credit card info?

Billing

Written by Laura Betterly
Updated over a week ago

Help! I've lost my password!

password recovery

Written by Richard Miles
Updated over a week ago

Not-for-profit

Do you have a plan for not-for-profit organizations?

non-profits, NGO, NPO, discounts

Written by Richard Miles
Updated over a week ago

Is CLOSEM good for fundraising?

fundraising, non-profits, social benefit

Written by Richard Miles
Updated over a week ago

Integrations

Does CLOSEM integrate with Zapier?

Zapier, Integrations, API

Written by Richard Miles
Updated over a week ago